Connecticut Wealth Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.3T
Holdings
317
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (317 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | UBERUBER TECHNOLOGIES INC | 2,392 | $234.3M | 0.01% | |
| 302 | POWAINVESCO EXCH TRD SLF IDX FD | 2,574 | $233.0M | 0.01% | |
| 303 | SDGRSCHRODINGER INC | 11,576 | $232.2M | 0.01% | |
| 304 | SCHBSCHWAB STRATEGIC TR | 8,928 | $229.5M | 0.01% | |
| 305 | MMM3M CO | 1,479 | $229.5M | 0.01% | |
| 306 | IBTHISHARES TR | 10,073 | $226.9M | 0.01% | |
| 307 | CEGCONSTELLATION ENERGY CORP | 677 | $222.8M | 0.01% | |
| 308 | VTVANGUARD INTL EQUITY INDEX F | 1,572 | $216.6M | 0.01% | |
| 309 | TOSTTOAST INC | 5,927 | $216.4M | 0.01% | |
| 310 | APPAPPLOVIN CORP | 293 | $210.5M | 0.01% | |
| 311 | RGENREPLIGEN CORP | 1,561 | $208.7M | 0.01% | |
| 312 | BACVERIZON COMMUNICATIONS INC | 4,745 | $208.5M | 0.01% | |
| 313 | GLPGLOBAL PARTNERS LP | 4,325 | $207.6M | 0.01% | |
| 314 | IBTIISHARES TR | 9,090 | $203.5M | 0.01% | |
| 315 | QUIKQUICKLOGIC CORP | 32,200 | $195.1M | 0.01% | |
| 316 | FFORD MTR CO | 11,547 | $138.1M | 0.01% | |
| 317 | TLSITRISALUS LIFE SCIENCES INC | 22,303 | $103.7M | 0.00% |
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