Connecticut Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.1T
Holdings
308
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (308 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PEPPEPSICO INC | 13,245 | $1.7B | 0.08% | |
| 102 | PGRPROGRESSIVE CORP | 6,553 | $1.7B | 0.08% | |
| 103 | BACBANK AMERICA CORP | 36,665 | $1.7B | 0.08% | |
| 104 | ADBEADOBE INC | 4,465 | $1.7B | 0.08% | |
| 105 | NOWSERVICENOW INC | 1,676 | $1.7B | 0.08% | |
| 106 | DONSPDR DOW JONES INDL AVERAGE | 3,878 | $1.7B | 0.08% | |
| 107 | SNASNAP ON INC | 5,462 | $1.7B | 0.08% | |
| 108 | ORLYOREILLY AUTOMOTIVE INC | 18,773 | $1.7B | 0.08% | |
| 109 | BNDVANGUARD BD INDEX FDS | 22,834 | $1.7B | 0.08% | |
| 110 | NEENEXTERA ENERGY INC | 23,709 | $1.6B | 0.08% | |
| 111 | XOMEXXON MOBIL CORP | 15,094 | $1.6B | 0.08% | |
| 112 | MCDMCDONALDS CORP | 5,542 | $1.6B | 0.08% | |
| 113 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,059 | $1.6B | 0.08% | |
| 114 | WMTWALMART INC | 15,761 | $1.5B | 0.07% | |
| 115 | AGGISHARES TR | 15,474 | $1.5B | 0.07% | |
| 116 | HRZNHORIZON TECHNOLOGY FIN CORP | 211,358 | $1.5B | 0.07% | |
| 117 | IWOISHARES TR | 5,288 | $1.5B | 0.07% | |
| 118 | IWRISHARES TR | 16,432 | $1.5B | 0.07% | |
| 119 | AXSAXIS CAP HLDGS LTD | 14,546 | $1.5B | 0.07% | |
| 120 | APHAMPHENOL CORP NEW | 15,291 | $1.5B | 0.07% | |
| 121 | MTBM & T BK CORP | 7,687 | $1.5B | 0.07% | |
| 122 | VEUVANGUARD INTL EQUITY INDEX F | 22,120 | $1.5B | 0.07% | |
| 123 | MARMARRIOTT INTL INC NEW | 5,348 | $1.5B | 0.07% | |
| 124 | ITWILLINOIS TOOL WKS INC | 5,909 | $1.5B | 0.07% | |
| 125 | TERTERADYNE INC | 16,007 | $1.4B | 0.07% | |
| 126 | ABTABBOTT LABS | 10,091 | $1.4B | 0.07% | |
| 127 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 17,512 | $1.4B | 0.07% | |
| 128 | DFACDIMENSIONAL ETF TRUST | 37,293 | $1.3B | 0.06% | |
| 129 | VRTXVERTEX PHARMACEUTICALS INC | 2,892 | $1.3B | 0.06% | |
| 130 | EEMISHARES TR | 26,199 | $1.3B | 0.06% | |
| 131 | SLYGSPDR SERIES TRUST | 14,180 | $1.3B | 0.06% | |
| 132 | AJGGALLAGHER ARTHUR J & CO | 3,901 | $1.2B | 0.06% | |
| 133 | MCXMCCORMICK & CO INC | 16,464 | $1.2B | 0.06% | |
| 134 | COPCONOCOPHILLIPS | 13,904 | $1.2B | 0.06% | |
| 135 | GEVGE VERNOVA INC | 2,341 | $1.2B | 0.06% | |
| 136 | CMICUMMINS INC | 3,747 | $1.2B | 0.06% | |
| 137 | NFLXNETFLIX INC | 907 | $1.2B | 0.06% | |
| 138 | MAMASTERCARD INCORPORATED | 2,148 | $1.2B | 0.06% | |
| 139 | SLYVSPDR SERIES TRUST | 14,954 | $1.2B | 0.06% | |
| 140 | TSLATESLA INC | 3,698 | $1.2B | 0.06% | |
| 141 | DONWISDOMTREE TR | 22,469 | $1.1B | 0.05% | |
| 142 | RPVINVESCO EXCHANGE TRADED FD T | 11,978 | $1.1B | 0.05% | |
| 143 | FASTFASTENAL CO | 26,348 | $1.1B | 0.05% | |
| 144 | ROKROCKWELL AUTOMATION INC | 3,328 | $1.1B | 0.05% | |
| 145 | IBBISHARES TR | 8,659 | $1.1B | 0.05% | |
| 146 | CBCHUBB LIMITED | 3,586 | $1.0B | 0.05% | |
| 147 | HIGHARTFORD INSURANCE GROUP INC | 7,968 | $1.0B | 0.05% | |
| 148 | MRSHMARSH & MCLENNAN COS INC | 4,549 | $994.5M | 0.05% | |
| 149 | CRMSALESFORCE INC | 3,622 | $987.7M | 0.05% | |
| 150 | ZTSZOETIS INC | 6,247 | $974.3M | 0.05% | |
| 151 | HUBBHUBBELL INC | 2,380 | $972.0M | 0.05% | |
| 152 | CSCOCISCO SYS INC | 13,974 | $969.5M | 0.05% | |
| 153 | PHPARKER-HANNIFIN CORP | 1,379 | $963.2M | 0.05% | |
| 154 | SMGSCOTTS MIRACLE-GRO CO | 14,571 | $961.1M | 0.05% | |
| 155 | AUBATLANTIC UN BANKSHARES CORP | 30,231 | $945.6M | 0.05% | |
| 156 | TTTRANE TECHNOLOGIES PLC | 2,150 | $940.4M | 0.04% | |
| 157 | LOWLOWES COS INC | 4,214 | $935.0M | 0.04% | |
| 158 | IVEISHARES TR | 4,705 | $919.5M | 0.04% | |
| 159 | TSCOTRACTOR SUPPLY CO | 17,345 | $915.3M | 0.04% | |
| 160 | IWDISHARES TR | 4,683 | $909.6M | 0.04% | |
| 161 | INTUINTUIT | 1,154 | $908.9M | 0.04% | |
| 162 | AONAON PLC | 2,544 | $907.6M | 0.04% | |
| 163 | SHWSHERWIN WILLIAMS CO | 2,550 | $875.6M | 0.04% | |
| 164 | DESWISDOMTREE TR | 27,545 | $874.8M | 0.04% | |
| 165 | DISDISNEY WALT CO | 6,888 | $854.2M | 0.04% | |
| 166 | TXNTEXAS INSTRS INC | 4,083 | $847.7M | 0.04% | |
| 167 | SOXXISHARES TR | 3,537 | $844.2M | 0.04% | |
| 168 | MDYGSPDR SERIES TRUST | 9,692 | $841.9M | 0.04% | |
| 169 | VOEVANGUARD INDEX FDS | 4,866 | $800.3M | 0.04% | |
| 170 | CVXCHEVRON CORP NEW | 5,515 | $789.7M | 0.04% | |
| 171 | ULSUL SOLUTIONS INC | 10,785 | $785.8M | 0.04% | |
| 172 | SCHDSCHWAB STRATEGIC TR | 29,600 | $784.4M | 0.04% | |
| 173 | GSGOLDMAN SACHS GROUP INC | 1,107 | $783.5M | 0.04% | |
| 174 | FLOTISHARES TR | 15,000 | $765.3M | 0.04% | |
| 175 | VGITVANGUARD SCOTTSDALE FDS | 12,758 | $763.1M | 0.04% | |
| 176 | ALCALCON AG | 8,613 | $760.4M | 0.04% | |
| 177 | IWNISHARES TR | 4,786 | $755.0M | 0.04% | |
| 178 | XLUSELECT SECTOR SPDR TR | 14,374 | $752.8M | 0.04% | |
| 179 | MRKMERCK & CO INC | 9,502 | $752.2M | 0.04% | |
| 180 | ABBVABBVIE INC | 4,009 | $744.2M | 0.04% | |
| 181 | IJJISHARES TR | 5,957 | $736.2M | 0.04% | |
| 182 | TRVTRAVELERS COMPANIES INC | 2,715 | $726.4M | 0.03% | |
| 183 | DEDEERE & CO | 1,419 | $721.5M | 0.03% | |
| 184 | LHLABCORP HOLDINGS INC | 2,744 | $720.3M | 0.03% | |
| 185 | FICOFAIR ISAAC CORP | 394 | $720.2M | 0.03% | |
| 186 | EMREMERSON ELEC CO | 5,383 | $717.8M | 0.03% | |
| 187 | EOGEOG RES INC | 5,996 | $717.2M | 0.03% | |
| 188 | FDLFIRST TR EXCHANGE-TRADED FD | 17,000 | $711.8M | 0.03% | |
| 189 | ISRGINTUITIVE SURGICAL INC | 1,285 | $698.0M | 0.03% | |
| 190 | WMWASTE MGMT INC DEL | 3,034 | $694.2M | 0.03% | |
| 191 | KOCOCA COLA CO | 9,744 | $689.4M | 0.03% | |
| 192 | CHDCHURCH & DWIGHT CO INC | 7,094 | $681.8M | 0.03% | |
| 193 | ABNBAIRBNB INC | 5,036 | $666.4M | 0.03% | |
| 194 | DWDMORGAN STANLEY | 4,721 | $665.1M | 0.03% | |
| 195 | QCOMQUALCOMM INC | 4,087 | $650.9M | 0.03% | |
| 196 | APDAIR PRODS & CHEMS INC | 2,297 | $647.8M | 0.03% | |
| 197 | MDLZMONDELEZ INTL INC | 9,558 | $644.6M | 0.03% | |
| 198 | SCHXSCHWAB STRATEGIC TR | 26,357 | $644.2M | 0.03% | |
| 199 | BKNGBOOKING HOLDINGS INC | 109 | $631.0M | 0.03% | |
| 200 | BDXBECTON DICKINSON & CO | 3,605 | $621.0M | 0.03% |