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)

#StockSharesValue% PortfolioType
201
HEIHEICO CORP NEW
1,874$614.7M0.03%
202
SYKSTRYKER CORPORATION
1,529$604.9M0.03%
203
AMGNAMGEN INC
2,158$602.5M0.03%
204
AMEAMETEK INC
3,320$600.8M0.03%
205
XYLXYLEM INC
4,620$597.6M0.03%
206
CSXCSX CORP
17,882$583.5M0.03%
207
WFCWELLS FARGO CO NEW
7,226$578.9M0.03%
208
CWBSPDR SERIES TRUST
6,990$577.8M0.03%
209
PRUPRUDENTIAL FINL INC
5,322$571.8M0.03%
210
RFGINVESCO EXCHANGE TRADED FD T
11,325$552.1M0.03%
211
PSXPHILLIPS 66
4,530$540.4M0.03%
212
CYBRCYBERARK SOFTWARE LTD
1,325$539.1M0.03%
213
FTNTFORTINET INC
4,997$528.3M0.03%
214
ETNEATON CORP PLC
1,447$516.6M0.02%
215
GMGENERAL MTRS CO
10,129$498.4M0.02%
216
ESEVERSOURCE ENERGY
7,816$497.3M0.02%
217
PWRQUANTA SVCS INC
1,260$476.3M0.02%
218
ECLECOLAB INC
1,763$475.0M0.02%
219
REZISHARES TR
5,750$473.5M0.02%
220
SBUXSTARBUCKS CORP
5,021$460.1M0.02%
221
PRFINVESCO EXCHANGE TRADED FD T
10,866$459.3M0.02%
222
ASMLASML HOLDING N V
572$458.4M0.02%
223
MLMMARTIN MARIETTA MATLS INC
826$453.4M0.02%
224
FISVFISERV INC
2,568$442.7M0.02%
225
SMHVANECK ETF TRUST
1,577$439.7M0.02%
226
CSLCARLISLE COS INC
1,150$429.4M0.02%
227
GLWCORNING INC
7,780$409.1M0.02%
228
EQIXEQUINIX INC
508$404.1M0.02%
229
REGNREGENERON PHARMACEUTICALS
757$397.4M0.02%
230
MSCIMSCI INC
681$392.8M0.02%
231
VGTVANGUARD WORLD FD
591$392.0M0.02%
232
SCHASCHWAB STRATEGIC TR
15,459$391.1M0.02%
233
SUSAISHARES TR
3,082$390.6M0.02%
234
AXPAMERICAN EXPRESS CO
1,215$387.6M0.02%
235
PLTRPALANTIR TECHNOLOGIES INC
2,830$385.8M0.02%
236
EFGISHARES TR
3,388$379.5M0.02%
237
BSXBOSTON SCIENTIFIC CORP
3,454$371.0M0.02%
238
CSTKINVESCO ACTIVELY MANAGED EXC
10,482$369.9M0.02%
239
GRMNGARMIN LTD
1,763$368.0M0.02%
240
BABOEING CO
1,733$363.1M0.02%
241
AZNASTRAZENECA PLC
5,160$360.6M0.02%
242
EWEDWARDS LIFESCIENCES CORP
4,607$360.3M0.02%
243
ZBHZIMMER BIOMET HOLDINGS INC
3,937$359.1M0.02%
244
GDGENERAL DYNAMICS CORP
1,228$358.1M0.02%
245
TFXTELEFLEX INCORPORATED
3,012$356.5M0.02%
246
OLEDUNIVERSAL DISPLAY CORP
2,300$355.3M0.02%
247
VONVVANGUARD SCOTTSDALE FDS
4,102$349.5M0.02%
248
USMVISHARES TR
3,555$333.7M0.02%
249
WTWWILLIS TOWERS WATSON PLC LTD
1,069$327.6M0.02%
250
VEEVVEEVA SYS INC
1,132$326.0M0.02%
251
TAT&T INC
11,184$323.7M0.02%
252
HLNEHAMILTON LANE INC
2,235$317.6M0.02%
253
FIXCOMFORT SYS USA INC
590$316.4M0.02%
254
AVYAVERY DENNISON CORP
1,770$310.6M0.01%
255
TRVCCITIGROUP INC
3,602$306.6M0.01%
256
KKRKKR & CO INC
2,301$306.1M0.01%
257
SCHRSCHWAB STRATEGIC TR
12,151$304.1M0.01%
258
DMXFISHARES TR
4,045$301.1M0.01%
259
IUSGISHARES TR
2,000$300.8M0.01%
260
SONYSONY GROUP CORP
11,180$291.0M0.01%
261
NKENIKE INC
4,086$290.3M0.01%
262
IBTHISHARES TR
12,845$288.9M0.01%
263
AQLTISHARES TR
2,156$286.3M0.01%
264
HALOHALOZYME THERAPEUTICS INC
5,434$282.7M0.01%
265
TGTXTG THERAPEUTICS INC
7,782$280.1M0.01%
266
KMBKIMBERLY-CLARK CORP
2,132$274.9M0.01%
267
IJKISHARES TR
3,000$272.9M0.01%
268
KNSLKINSALE CAP GROUP INC
560$271.0M0.01%
269
VLOVALERO ENERGY CORP
2,008$269.9M0.01%
270
PNCPNC FINL SVCS GROUP INC
1,447$269.8M0.01%
271
POWAINVESCO EXCH TRD SLF IDX FD
3,115$269.7M0.01%
272
TRMBTRIMBLE INC
3,548$269.6M0.01%
273
AG8AGILENT TECHNOLOGIES INC
2,256$266.2M0.01%
274
IBTIISHARES TR
11,862$265.2M0.01%
275
LMTLOCKHEED MARTIN CORP
571$264.5M0.01%
276
VVVANGUARD INDEX FDS
920$262.5M0.01%
277
VHTVANGUARD WORLD FD
1,038$257.8M0.01%
278
ELFE L F BEAUTY INC
2,066$257.1M0.01%
279
CVSCVS HEALTH CORP
3,698$255.1M0.01%
280
TDTORONTO DOMINION BK ONT
3,459$254.1M0.01%
281
NVSNNOVARTIS AG
2,040$246.9M0.01%
282
CDNSCADENCE DESIGN SYSTEM INC
796$245.3M0.01%
283
SDGRSCHRODINGER INC
12,127$244.0M0.01%
284
CMGCHIPOTLE MEXICAN GRILL INC
4,300$241.4M0.01%
285
MGKVANGUARD WORLD FD
659$241.3M0.01%
286
PFMINVESCO EXCHANGE TRADED FD T
5,000$240.8M0.01%
287
ALSALLSTATE CORP
1,149$231.3M0.01%
288
MBBISHARES TR
2,454$230.4M0.01%
289
UBERUBER TECHNOLOGIES INC
2,460$229.5M0.01%
290
GLPGLOBAL PARTNERS LP
4,325$228.1M0.01%
291
DTDYNATRACE INC
4,097$226.2M0.01%
292
MMM3M CO
1,479$225.2M0.01%
293
VBRVANGUARD INDEX FDS
1,131$220.5M0.01%
294
CEGCONSTELLATION ENERGY CORP
677$218.5M0.01%
295
WECWEC ENERGY GROUP INC
2,076$216.3M0.01%
296
PAYXPAYCHEX INC
1,484$215.9M0.01%
297
RI2RIGEL PHARMACEUTICALS INC
11,520$215.8M0.01%
298
DELLDELL TECHNOLOGIES INC
1,755$215.2M0.01%
299
SCHBSCHWAB STRATEGIC TR
8,928$212.8M0.01%
300
DYHTARGET CORP
2,089$206.1M0.01%
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