Connecticut Wealth Management, LLC Q2 2021 Filing

Filed July 29, 2021

Portfolio Value

$1.1T

Holdings

192

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (192 positions)

#StockSharesValue% PortfolioType
101
FDLFIRST TR MORNINGSTAR DIVID L
20,000$664.0M0.06%
102
PYPLPAYPAL HLDGS INC
2,269$661.0M0.06%
103
ADPAUTOMATIC DATA PROCESSING IN
3,309$657.0M0.06%
104
VNQVANGUARD INDEX FDS
6,385$650.0M0.06%
105
VEUVANGUARD INTL EQUITY INDEX F
10,236$649.0M0.06%
106
NEENEXTERA ENERGY INC
8,661$635.0M0.06%
107
GOOGALPHABET INC
249$624.0M0.05%
108
OLEDUNIVERSAL DISPLAY CORP
2,695$599.0M0.05%
109
WBSWEBSTER FINL CORP CONN
11,179$596.0M0.05%
110
BSVVANGUARD BD INDEX FDS
7,080$582.0M0.05%
111
IWNISHARES TR
3,430$569.0M0.05%
112
HUBBHUBBELL INC
3,043$568.0M0.05%
113
REGNREGENERON PHARMACEUTICALS
1,016$567.0M0.05%
114
VOEVANGUARD INDEX FDS
4,030$566.0M0.05%
115
INTCINTEL CORP
9,933$558.0M0.05%
116
CSXCSX CORP
17,186$542.0M0.05%
117
MMM3M CO
2,702$537.0M0.05%
118
HTAEURHEALTHCARE TR AMER INC
18,949$506.0M0.04%
119
MRKMERCK & CO INC
6,484$504.0M0.04%
120
VEEVVEEVA SYS INC
1,605$499.0M0.04%
121
CVSCVS HEALTH CORP
5,908$493.0M0.04%
122
COSTCOSTCO WHSL CORP NEW
1,196$473.0M0.04%
123
AG8AGILENT TECHNOLOGIES INC
2,965$438.0M0.04%
124
MCXMCCORMICK & CO INC
4,919$434.0M0.04%
125
GEGENERAL ELECTRIC CO
30,818$415.0M0.04%
126
EEMISHARES TR
7,392$408.0M0.04%
127
BACVERIZON COMMUNICATIONS INC
7,219$405.0M0.04%
128
PEPPEPSICO INC
2,712$402.0M0.04%
129
KOCOCA COLA CO
7,415$401.0M0.04%
130
SHWSHERWIN WILLIAMS CO
1,445$394.0M0.03%
131
ESEVERSOURCE ENERGY
4,763$382.0M0.03%
132
DEDEERE & CO
1,042$368.0M0.03%
133
CVXCHEVRON CORP NEW
3,428$359.0M0.03%
134
IWBISHARES TR
1,469$356.0M0.03%
135
NKENIKE INC
2,298$355.0M0.03%
136
AWMSKYWORKS SOLUTIONS INC
1,841$353.0M0.03%
137
QCOMQUALCOMM INC
2,429$347.0M0.03%
138
WASHWASHINGTON TR BANCORP INC
6,615$340.0M0.03%
139
CRMSALESFORCE COM INC
1,378$337.0M0.03%
140
EWEDWARDS LIFESCIENCES CORP
3,126$324.0M0.03%
141
CHDCHURCH & DWIGHT INC
3,791$323.0M0.03%
142
MCDMCDONALDS CORP
1,396$322.0M0.03%
143
CHTRCHARTER COMMUNICATIONS INC N
444$320.0M0.03%
144
ZTSZOETIS INC
1,704$318.0M0.03%
145
PFFISHARES TR
8,079$318.0M0.03%
146
HYSPIMCO ETF TR
3,184$318.0M0.03%
147
PEOEXELON CORP
7,124$316.0M0.03%
148
IWRISHARES TR
3,943$312.0M0.03%
149
ILMNILLUMINA INC
653$309.0M0.03%
150
CWISPDR INDEX SHS FDS
9,888$299.0M0.03%
151
DYHTARGET CORP
1,228$297.0M0.03%
152
SPGIS&P GLOBAL INC
716$294.0M0.03%
153
IJKISHARES TR
3,580$290.0M0.03%
154
POOLPOOL CORP
627$288.0M0.03%
155
PFEPFIZER INC
7,221$283.0M0.02%
156
BMYBRISTOL-MYERS SQUIBB CO
4,213$281.0M0.02%
157
LWLAMB WESTON HLDGS INC
3,460$279.0M0.02%
158
LHXL3HARRIS TECHNOLOGIES INC
1,293$279.0M0.02%
159
AGGISHARES TR
2,412$278.0M0.02%
160
FRCBFIRST REP BK SAN FRANCISCO C
1,438$269.0M0.02%
161
GPNGLOBAL PMTS INC
1,421$266.0M0.02%
162
TSCOTRACTOR SUPPLY CO
1,427$266.0M0.02%
163
AMGNAMGEN INC
1,077$263.0M0.02%
164
LULULULULEMON ATHLETICA INC
716$261.0M0.02%
165
DC4DEXCOM INC
604$258.0M0.02%
166
CLCOLGATE PALMOLIVE CO
3,176$258.0M0.02%
167
SGENUSDSEAGEN INC
1,580$249.0M0.02%
168
PBCTEURPEOPLES UNITED FINANCIAL INC
14,529$249.0M0.02%
169
ONTOONTO INNOVATION INC
3,408$249.0M0.02%
170
INMDINMODE LTD
2,609$247.0M0.02%
171
CITCINTAS CORP
627$240.0M0.02%
172
LLYLILLY ELI & CO
1,034$237.0M0.02%
173
USMVISHARES TR
3,178$234.0M0.02%
174
TRMBTRIMBLE INC
2,844$233.0M0.02%
175
ROKROCKWELL AUTOMATION INC
811$232.0M0.02%
176
ACNACCENTURE PLC IRELAND
784$231.0M0.02%
177
EMREMERSON ELEC CO
2,400$231.0M0.02%
178
CSLCARLISLE COS INC
1,200$230.0M0.02%
179
BRBROADRIDGE FINL SOLUTIONS IN
1,397$226.0M0.02%
180
AMEAMETEK INC
1,684$225.0M0.02%
181
EXPDEXPEDITORS INTL WASH INC
1,747$221.0M0.02%
182
CMCSACOMCAST CORP NEW
3,860$220.0M0.02%
183
DEWWISDOMTREE TR
4,515$218.0M0.02%
184
AFWALIGN TECHNOLOGY INC
354$216.0M0.02%
185
APHAMPHENOL CORP NEW
3,070$210.0M0.02%
186
ADSKAUTODESK INC
706$206.0M0.02%
187
VRNSVARONIS SYS INC
3,573$206.0M0.02%
188
GLWCORNING INC
4,975$203.0M0.02%
189
ADBEADOBE SYSTEMS INCORPORATED
341$200.0M0.02%
190
HEIHEICO CORP NEW
1,437$200.0M0.02%
191
FICOFAIR ISAAC CORP
397$200.0M0.02%
192
ISCGISHARES TR
3,851$200.0M0.02%
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