Connecticut Wealth Management, LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$1.9T

Holdings

323

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (323 positions)

#StockSharesValue% PortfolioType
201
XLFSELECT SECTOR SPDR TR
17,692$00.00%
202
TRMBTRIMBLE INC
3,928$00.00%
203
LMTLOCKHEED MARTIN CORP
699$00.00%
204
AMEAMETEK INC
3,675$00.00%
205
QUANTA SVCS INC
1,535$00.00%
206
DISDISNEY WALT CO
7,534$00.00%
207
SCHDSCHWAB STRATEGIC TR
9,676$00.00%
208
VEEVVEEVA SYS INC
1,240$00.00%
209
REETISHARES TR
10,546$00.00%
210
HALOHALOZYME THERAPEUTICS INC
6,075$00.00%
211
ANETEURARISTA NETWORKS INC
1,206$00.00%
212
ASMLASML HOLDING N V
596$00.00%
213
APDAIR PRODS & CHEMS INC
2,617$00.00%
214
WDAYWORKDAY INC
897$00.00%
215
BDXBECTON DICKINSON & CO
3,296$00.00%
216
BSXBOSTON SCIENTIFIC CORP
2,717$00.00%
217
POWAINVESCO EXCH TRD SLF IDX FD
3,128$00.00%
218
CHDCHURCH & DWIGHT CO INC
7,501$00.00%
219
CSCOCISCO SYS INC
16,804$00.00%
220
SHWSHERWIN WILLIAMS CO
2,759$00.00%
221
IWVISHARES TR
1,214$00.00%
222
IWNISHARES TR
5,122$00.00%
223
TTTRANE TECHNOLOGIES PLC
2,275$00.00%
224
CSTKPOWERSHARES ACTIVELY MANAGED
10,483$00.00%
225
VLTOVERALTO CORP
2,431$00.00%
226
FICOFAIR ISAAC CORP
514$00.00%
227
SPIBSPDR SER TR
7,340$00.00%
228
MDYGSPDR SER TR
9,773$00.00%
229
CWBSPDR SER TR
7,095$00.00%
230
AMATAPPLIED MATLS INC
1,433$00.00%
231
FNDXSCHWAB STRATEGIC TR
4,108$00.00%
232
GSGOLDMAN SACHS GROUP INC
1,094$00.00%
233
CRWDCROWDSTRIKE HLDGS INC
762$00.00%
234
RI2RIGEL PHARMACEUTICALS INC
11,520$00.00%
235
AONAON PLC
2,612$00.00%
236
BKNGBOOKING HOLDINGS INC
119$00.00%
237
NFLXNETFLIX INC
954$00.00%
238
XLESELECT SECTOR SPDR TR
2,669$00.00%
239
PNCPNC FINL SVCS GROUP INC
1,664$00.00%
240
GDGENERAL DYNAMICS CORP
1,239$00.00%
241
LULULULULEMON ATHLETICA INC
1,033$00.00%
242
CMCSACOMCAST CORP NEW
6,097$00.00%
243
GRMNGARMIN LTD
2,119$00.00%
244
PRFINVESCO EXCHANGE TRADED FD T
10,866$00.00%
245
TGTXTG THERAPEUTICS INC
27,782$00.00%
246
FISVFISERV INC
2,385$00.00%
247
ABBVABBVIE INC
2,162$00.00%
248
DWDMORGAN STANLEY
5,011$00.00%
249
SCHXSCHWAB STRATEGIC TR
4,655$00.00%
250
CYBRCYBERARK SOFTWARE LTD
925$00.00%
251
STEWSRH TOTAL RETURN FUND INC
10,128$00.00%
252
IJKISHARES TR
3,000$00.00%
253
TFXTELEFLEX INCORPORATED
3,347$00.00%
254
ISRGINTUITIVE SURGICAL INC
1,051$00.00%
255
LRCXEURLAM RESEARCH CORP
199$00.00%
256
HLNEHAMILTON LANE INC
2,235$00.00%
257
MBBISHARES TR
2,983$00.00%
258
ZOMDFZOMEDICA CORP
10,000$00.00%
259
VGTVANGUARD WORLD FD
376$00.00%
260
XLUSELECT SECTOR SPDR TR
7,500$00.00%
261
SCHESCHWAB STRATEGIC TR
9,243$00.00%
262
AZNASTRAZENECA PLC
5,812$00.00%
263
ECLECOLAB INC
1,789$00.00%
264
SMHVANECK ETF TRUST
1,613$00.00%
265
CLCOLGATE PALMOLIVE CO
2,122$00.00%
266
IHAKISHARES TR
5,151$00.00%
267
ABNBAIRBNB INC
5,691$00.00%
268
NUENUCOR CORP
2,526$00.00%
269
TSLATESLA INC
4,924$00.00%
270
HUBBHUBBELL INC
2,468$00.00%
271
VCITVANGUARD SCOTTSDALE FDS
11,184$00.00%
272
USMVISHARES TR
4,553$00.00%
273
ONTOONTO INNOVATION INC
3,319$00.00%
274
OKEONEOK INC NEW
2,835$00.00%
275
DEDEERE & CO
1,623$00.00%
276
NKENIKE INC
9,479$00.00%
277
CDNSCADENCE DESIGN SYSTEM INC
869$00.00%
278
MDLZMONDELEZ INTL INC
10,719$00.00%
279
IWDISHARES TR
5,671$00.00%
280
WTWWILLIS TOWERS WATSON PLC LTD
1,100$00.00%
281
KNSLKINSALE CAP GROUP INC
759$00.00%
282
WMWASTE MGMT INC DEL
2,263$00.00%
283
SCHBSCHWAB STRATEGIC TR
4,768$00.00%
284
DOVDOVER CORP
2,489$00.00%
285
HALHALLIBURTON CO
16,109$00.00%
286
LHLABCORP HOLDINGS INC
2,822$00.00%
287
MGKVANGUARD WORLD FD
659$00.00%
288
WMTWALMART INC
13,640$00.00%
289
PFMINVESCO EXCHANGE TRADED FD T
8,025$00.00%
290
ZBHZIMMER BIOMET HOLDINGS INC
3,963$00.00%
291
IEXIDEX CORP
1,024$00.00%
292
FTNTFORTINET INC
4,601$00.00%
293
ADIANALOG DEVICES INC
1,398$00.00%
294
PHPARKER-HANNIFIN CORP
1,408$00.00%
295
ARCADIUM LITHIUM PLC
16,235$00.00%
296
ELFE L F BEAUTY INC
954$00.00%
297
PRUPRUDENTIAL FINL INC
5,357$00.00%
298
VBRVANGUARD INDEX FDS
1,641$00.00%
299
CMGCHIPOTLE MEXICAN GRILL INC
4,350$00.00%
300
TTDTHE TRADE DESK INC
2,369$00.00%
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