Connecticut Wealth Management, LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$2.3T

Holdings

316

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (316 positions)

#StockSharesValue% PortfolioType
201
VOEVANGUARD INDEX FDS
4,864$00.00%
202
AXPAMERICAN EXPRESS CO
2,237$00.00%
203
WFCWELLS FARGO CO NEW
7,127$00.00%
204
GLWCORNING INC
7,780$00.00%
205
XYLXYLEM INC
4,734$00.00%
206
TLSITRISALUS LIFE SCIENCES INC
22,303$00.00%
207
AQLTISHARES TR
1,995$00.00%
208
GQ9SPDR GOLD TR
1,965$00.00%
209
ETNEATON CORP PLC
1,435$00.00%
210
DESWISDOMTREE TR
27,545$00.00%
211
PFMINVESCO EXCHANGE TRADED FD
5,000$00.00%
212
STXSEAGATE TECHNOLOGY HLDNGS
1,138$00.00%
213
UBERUBER TECHNOLOGIES INC
2,503$00.00%
214
IJJISHARES TR
5,572$00.00%
215
CRMSALESFORCE INC
2,285$00.00%
216
GMGENERAL MTRS CO
3,086$00.00%
217
MSCIMSCI INC
611$00.00%
218
VVVANGUARD INDEX FDS
891$00.00%
219
AVYAVERY DENNISON CORP
1,570$00.00%
220
ADBEADOBE INC
1,408$00.00%
221
WTWWILLIS TOWERS WATSON PLC
1,069$00.00%
222
OLEDUNIVERSAL DISPLAY CORP
2,000$00.00%
223
KOCOCA COLA CO
9,391$00.00%
224
INTCINTEL CORP
6,553$00.00%
225
FLOTISHARES TR
11,082$00.00%
226
REGNREGENERON PHARMACEUTICALS
761$00.00%
227
MDYGSPDR SERIES TRUST
9,556$00.00%
228
PRUPRUDENTIAL FINL INC
5,326$00.00%
229
AJGGALLAGHER ARTHUR J & CO
3,759$00.00%
230
VBRVANGUARD INDEX FDS
1,126$00.00%
231
TAT&T INC
11,273$00.00%
232
ESEVERSOURCE ENERGY
7,816$00.00%
233
PWRQUANTA SVCS INC
1,260$00.00%
234
BROSDUTCH BROS INC
4,710$00.00%
235
TRVTRAVELERS COMPANIES INC
3,019$00.00%
236
BABOEING CO
1,507$00.00%
237
SOXXISHARES TR
2,334$00.00%
238
PLTRPALANTIR TECHNOLOGIES INC
2,859$00.00%
239
VLOVALERO ENERGY CORP
1,983$00.00%
240
MUMICRON TECHNOLOGY INC
760$00.00%
241
EMREMERSON ELEC CO
5,128$00.00%
242
MRSHMARSH & MCLENNAN COS INC
4,145$00.00%
243
AG8AGILENT TECHNOLOGIES INC
2,256$00.00%
244
CSXCSX CORP
17,514$00.00%
245
TXNTEXAS INSTRS INC
4,145$00.00%
246
REZISHARES TR
5,750$00.00%
247
SLVISHARES SILVER TR
4,940$00.00%
248
EFGISHARES TR
3,333$00.00%
249
FFORD MTR CO
11,547$00.00%
250
TSCOTRACTOR SUPPLY CO
17,320$00.00%
251
ALCALCON AG
9,229$00.00%
252
ALSALLSTATE CORP
1,149$00.00%
253
CWBSPDR SERIES TRUST
6,990$00.00%
254
MCXMCCORMICK & CO INC
8,325$00.00%
255
IUSGISHARES TR
3,123$00.00%
256
CVSCVS HEALTH CORP
3,125$00.00%
257
HEIHEICO CORP NEW
1,625$00.00%
258
QCOMQUALCOMM INC
3,824$00.00%
259
AMTAMERICAN TOWER CORP NEW
1,956$00.00%
260
NDAQNASDAQ INC
2,111$00.00%
261
TDTORONTO DOMINION BK ONT
3,539$00.00%
262
XLFSELECT SECTOR SPDR TR
11,406$00.00%
263
AMEAMETEK INC
3,208$00.00%
264
DISDISNEY WALT CO
6,185$00.00%
265
SCHDSCHWAB STRATEGIC TR
29,600$00.00%
266
IYJISHARES TR
1,639$00.00%
267
MMM3M CO
1,479$00.00%
268
VEEVVEEVA SYS INC
1,132$00.00%
269
ASMLASML HOLDING N V
575$00.00%
270
APDAIR PRODS & CHEMS INC
2,302$00.00%
271
BSXBOSTON SCIENTIFIC CORP
3,319$00.00%
272
VTVANGUARD INTL EQUITY INDEX
1,555$00.00%
273
PRFINVESCO EXCHANGE TRADED FD
10,866$00.00%
274
IHIISHARES TR
13,883$00.00%
275
TTTRANE TECHNOLOGIES PLC
1,973$00.00%
276
COPCONOCOPHILLIPS
2,462$00.00%
277
VGITVANGUARD SCOTTSDALE FDS
5,230$00.00%
278
SLYGSPDR SERIES TRUST
9,795$00.00%
279
GSGOLDMAN SACHS GROUP INC
1,088$00.00%
280
AONAON PLC
2,344$00.00%
281
BKNGBOOKING HOLDINGS INC
107$00.00%
282
EEMISHARES TR
17,586$00.00%
283
IDXXIDEXX LABS INC
374$00.00%
284
ESGEISHARES INC
20,174$00.00%
285
IBTIISHARES TR
11,262$00.00%
286
GRMNGARMIN LTD
1,760$00.00%
287
FISVFISERV INC
4,056$00.00%
288
SYKSTRYKER CORPORATION
1,342$00.00%
289
SCHXSCHWAB STRATEGIC TR
22,827$00.00%
290
IJKISHARES TR
3,000$00.00%
291
MRKMERCK & CO INC
9,214$00.00%
292
HLNEHAMILTON LANE INC
2,235$00.00%
293
ITOTISHARES TR
1,347$00.00%
294
CSTKINVESCO ACTIVELY MANAGED
10,482$00.00%
295
AZNASTRAZENECA PLC
5,090$00.00%
296
PDTHANCOCK JOHN PREM DIVID FD
18,742$00.00%
297
ECLECOLAB INC
2,993$00.00%
298
ZTSZOETIS INC
4,261$00.00%
299
INDAISHARES TR
16,455$00.00%
300
FDLFIRST TR EXCHANGE-TRADED FD
17,000$00.00%
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