Connecticut Wealth Management, LLC Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$2.1T

Holdings

326

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (326 positions)

#StockSharesValue% PortfolioType
101
IJTISHARES TR
17,633$2K0.00%
102
VYMVANGUARD WHITEHALL FDS
21,342$2K0.00%
103
ADBEADOBE INC
5,552$2K0.00%
104
IBMINTERNATIONAL BUSINESS MACHS
12,225$2K0.00%
105
AJGGALLAGHER ARTHUR J & CO
4,323$1K0.00%
106
GEGE AEROSPACE
9,397$1K0.00%
107
TSLATESLA INC
4,623$1K0.00%
108
IBBISHARES TR
8,696$1K0.00%
109
MRUSMERUS N V
26,918$1K0.00%
110
CITHE CIGNA GROUP
4,884$1K0.00%
111
ITWILLINOIS TOOL WKS INC
6,417$1K0.00%
112
CVXCHEVRON CORP NEW
8,029$1K0.00%
113
SHWSHERWIN WILLIAMS CO
2,635$1K0.00%
114
IWRISHARES TR
16,687$1K0.00%
115
CDWCDW CORP
5,732$1K0.00%
116
DONWISDOMTREE TR
23,339$1K0.00%
117
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
17,512$1K0.00%
118
ABTABBOTT LABS
9,591$1K0.00%
119
MCDMCDONALDS CORP
5,682$1K0.00%
120
MARMARRIOTT INTL INC NEW
5,882$1K0.00%
121
CMICUMMINS INC
3,949$1K0.00%
122
IWOISHARES TR
5,556$1K0.00%
123
SLYVSPDR SER TR
17,048$1K0.00%
124
RPVINVESCO EXCHANGE TRADED FD T
12,077$1K0.00%
125
CBCHUBB LIMITED
3,542$1K0.00%
126
AXSAXIS CAP HLDGS LTD
12,881$1K0.00%
127
ORLYOREILLY AUTOMOTIVE INC
1,289$1K0.00%
128
AUBATLANTIC UN BANKSHARES CORP
30,231$1K0.00%
129
SLYGSPDR SER TR
14,487$1K0.00%
130
DONSPDR DOW JONES INDL AVERAGE
3,805$1K0.00%
131
MRSHMARSH & MCLENNAN COS INC
4,623$1K0.00%
132
NOWSERVICENOW INC
1,680$1K0.00%
133
TXNTEXAS INSTRS INC
5,563$1K0.00%
134
MTBM & T BK CORP
7,687$1K0.00%
135
IWBISHARES TR
3,561$1K0.00%
136
ADPAUTOMATIC DATA PROCESSING IN
6,905$1K0.00%
137
TSCOTRACTOR SUPPLY CO
3,507$1K0.00%
138
MCXMCCORMICK & CO INC
16,405$1K0.00%
139
PGRPROGRESSIVE CORP
6,859$1K0.00%
140
XOMEXXON MOBIL CORP
15,715$1K0.00%
141
COPCONOCOPHILLIPS
14,639$1K0.00%
142
HIGHARTFORD FINL SVCS GROUP INC
11,745$1K0.00%
143
LOWLOWES COS INC
4,990$1K0.00%
144
VEUVANGUARD INTL EQUITY INDEX F
26,831$1K0.00%
145
MRKMERCK & CO INC
15,454$1K0.00%
146
HUBBHUBBELL INC
2,468$1K0.00%
147
FASTFASTENAL CO
16,055$1K0.00%
148
BACBANK AMERICA CORP
37,720$1K0.00%
149
APHAMPHENOL CORP NEW
16,914$1K0.00%
150
SNASNAP ON INC
5,633$1K0.00%
151
VRTXVERTEX PHARMACEUTICALS INC
2,929$1K0.00%
152
TSMTAIWAN SEMICONDUCTOR MFG LTD
7,361$1K0.00%
153
IVEISHARES TR
5,400$1K0.00%
154
DFACDIMENSIONAL ETF TRUST
41,323$1K0.00%
155
WMTWALMART INC
14,179$1K0.00%
156
NVSNNOVARTIS AG
2,116$00.00%
157
VLOVALERO ENERGY CORP
2,529$00.00%
158
PFEPFIZER INC
11,099$00.00%
159
VVVANGUARD INDEX FDS
1,080$00.00%
160
EMREMERSON ELEC CO
5,433$00.00%
161
EQIXEQUINIX INC
535$00.00%
162
ITA*ISHARES TR
1,803$00.00%
163
MSCIMSCI INC
690$00.00%
164
FNFFIDELITY NATIONAL FINANCIAL
3,330$00.00%
165
APY1EURCHAMPIONX CORPORATION
7,237$00.00%
166
ROKROCKWELL AUTOMATION INC
3,352$00.00%
167
AG8AGILENT TECHNOLOGIES INC
2,553$00.00%
168
CRMSALESFORCE INC
1,971$00.00%
169
CSXCSX CORP
17,882$00.00%
170
VTVANGUARD INTL EQUITY INDEX F
1,678$00.00%
171
WASHWASHINGTON TR BANCORP INC
6,615$00.00%
172
IJJISHARES TR
6,966$00.00%
173
TTDTHE TRADE DESK INC
2,265$00.00%
174
BACVERIZON COMMUNICATIONS INC
5,214$00.00%
175
REZISHARES TR
8,707$00.00%
176
JMSTJ P MORGAN EXCHANGE TRADED F
8,765$00.00%
177
DESWISDOMTREE TR
27,921$00.00%
178
KMBKIMBERLY-CLARK CORP
2,791$00.00%
179
CSLCARLISLE COS INC
1,150$00.00%
180
SMGSCOTTS MIRACLE-GRO CO
6,115$00.00%
181
ETNEATON CORP PLC
1,231$00.00%
182
SHYISHARES TR
3,289$00.00%
183
SMCIUSDSUPER MICRO COMPUTER INC
1,861$00.00%
184
MAMASTERCARD INCORPORATED
1,986$00.00%
185
EFGISHARES TR
3,395$00.00%
186
HSYHERSHEY CO
1,357$00.00%
187
AQLTISHARES TR
2,582$00.00%
188
TLSITRISALUS LIFE SCIENCES INC
32,879$00.00%
189
BB3BROOKLINE BANCORP INC DEL
16,335$00.00%
190
HRHEALTHCARE RLTY TR
20,000$00.00%
191
ALCALCON AG
8,113$00.00%
192
MDTMEDTRONIC PLC
2,341$00.00%
193
ALSALLSTATE CORP
1,148$00.00%
194
GLWCORNING INC
7,871$00.00%
195
INTUINTUIT
1,169$00.00%
196
WFCWELLS FARGO CO NEW
7,488$00.00%
197
IUSGISHARES TR
2,000$00.00%
198
PNSTQPINSTRIPES HOLDINGS INC
32,000$00.00%
199
CVSCVS HEALTH CORP
4,161$00.00%
200
HEIHEICO CORP NEW
1,918$00.00%
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