Connecticut Wealth Management, LLC Purchases in Q3 2025

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
151K
+ 8.79%
$94.33 - $105.31 $14.3M - $16M
1.88M $196M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
403K
+ 13.19%
$52.12 - $55.33 $21M - $22.3M
3.45M $191M
IEFA
Ishares Tr

ETFs
253K
+ 13.26%
$81.7 - $87.53 $20.7M - $22.2M
2.17M $189M
VEA
Vanguard Ftse Developed Market

ETFs
28.9K
+ 2.63%
$56.02 - $60.3 $1.62M - $1.74M
1.13M $67.5M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
204K
+ 24.46%
$22.84 - $22.95 $4.67M - $4.69M
1.04M $23.9M
GOOG
Alphabet Inc.

Communication Services
7.43K
+ 23.42%
$175.16 - $255.24 $1.3M - $1.9M
39.2K $9.54M
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.4K
+ 53.48%
$181.56 - $190.33 $2.98M - $3.13M
47.2K $8.95M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
137K
+ 11.6%
$23.29 - $23.38 $3.19M - $3.2M
1.32M $30.8M
VGT
Vanguard Information Technolog

ETFs
4.04K
+ 683.08%
$656.44 - $753.15 $2.65M - $3.04M
4.63K $3.46M
NVDA
Nvidia Corp

Technology
1.34K
+ 1.38%
$153.3 - $186.58 $206K - $250K
98.4K $18.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.12K
+ 2.94%
$617.65 - $666.84 $691K - $746K
39.1K $26.1M
TDIV
First Trust Nasdaq Technology

ETFs
24K
New
$89.27 - $100.33 $2.14M - $2.4M
24K $2.36M
MUB
Ishares National Muni Bond ETF

ETFs
20.4K
+ 28.24%
$103.24 - $106.68 $2.1M - $2.17M
92.5K $9.86M
MSFT
Microsoft Corp

Technology
2.16K
+ 4.44%
$491.09 - $535.64 $1.06M - $1.16M
50.8K $26.3M
PFF
Ishares Trust Ishares Pfd And

ETFs
64.2K
New
$30.67 - $32.13 $1.97M - $2.06M
64.2K $2.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.36K
+ 20.63%
$459.11 - $506.91 $1.54M - $1.7M
19.6K $9.87M
JPM
Jpmorgan Chase & CO

Financial Services
4.24K
+ 17.92%
$282.78 - $316.06 $1.2M - $1.34M
27.9K $8.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.27K
+ 4.43%
$420.11 - $472.68 $532K - $598K
29.9K $14M
VPU
Vanguard Utilities ETF

ETFs
9.44K
New
$175.25 - $189.41 $1.65M - $1.79M
9.44K $1.79M
BX
Blackstone Inc.

Financial Services
10.4K
New
$152.77 - $188.68 $1.59M - $1.97M
10.4K $1.78M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
33.1K
New
$45.26 - $46.63 $1.5M - $1.54M
33.1K $1.53M
XLC
Select Sector Spdr Tr Communic

ETFs
10K
New
$105.99 - $119.41 $1.06M - $1.2M
10K $1.19M
META
Meta Platforms, Inc.

Communication Services
1.57K
+ 38.27%
$695.21 - $791.73 $1.09M - $1.24M
5.68K $4.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.73K
+ 14.11%
$87.29 - $93.61 $762K - $817K
70.6K $6.59M
HD
Home Depot, Inc.

Consumer Cyclical
1.23K
+ 9.25%
$357.4 - $423.42 $439K - $520K
14.5K $5.87M
AMZN
Amazon Com Inc

Consumer Cyclical
4.2K
+ 12.99%
$211.65 - $238.24 $888K - $1M
36.5K $8.01M
LLY
Eli Lilly & CO

Healthcare
1.26K
+ 51.52%
$625.65 - $812.69 $787K - $1.02M
3.7K $2.82M
V
Visa Inc.

Financial Services
3.31K
+ 20.47%
$332.09 - $358.86 $1.1M - $1.19M
19.5K $6.64M
ABBV
Abb Vie Inc.

Healthcare
3.03K
+ 75.65%
$184.85 - $231.54 $561K - $702K
7.04K $1.63M
AMGN
Amgen Inc

Healthcare
3.03K
+ 140.45%
$271.18 - $309.22 $822K - $937K
5.19K $1.46M
ORCL
Oracle Corp

Technology
9
+ 0.07%
$218.96 - $328.33 $1.97K - $2.95K
12.6K $3.54M
PAVE
Global X Fds Us Infrastructure

ETFs
15.7K
New
$44.02 - $47.63 $691K - $748K
15.7K $747K
INDA
Ishares Msci India Index Fund

ETFs
14.2K
New
$51.98 - $55.84 $738K - $792K
14.2K $738K
GLD
Spdr Gold Trust

ETFs
2.01K
New
$300.96 - $355.47 $606K - $716K
2.01K $715K
IYF
Ishares Tr

ETFs
5.62K
New
$119.89 - $127.16 $674K - $715K
5.62K $711K
UNP
Union Pacific Corp

Industrials
2.79K
+ 34.66%
$214.91 - $237.16 $599K - $661K
10.8K $2.56M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
11.3K
New
$59.29 - $62.87 $671K - $712K
11.3K $680K
VIS
Vanguard Industrial ETF

ETFs
2.26K
New
$281.0 - $296.29 $635K - $670K
2.26K $669K
XLV
Select Sector Spdr Fund Health

ETFs
4.7K
New
$129.01 - $139.72 $607K - $657K
4.7K $654K
XLF
Financial Sector Spdr

ETFs
10.4K
New
$51.37 - $54.25 $535K - $565K
10.4K $560K
JNJ
Johnson & Johnson

Healthcare
287
+ 1.86%
$155.17 - $185.42 $44.5K - $53.2K
15.7K $2.91M
VHT
Vanguard Health Care ETF

ETFs
2.04K
+ 196.63%
$239.12 - $259.95 $488K - $531K
3.08K $799K
NEE
Nextera Energy Inc

Utilities
5.23K
+ 22.07%
$69.77 - $77.54 $365K - $406K
28.9K $2.18M
BGT
Blackrock Floating Rate Income Trust

Financial Services
39.6K
New
$12.07 - $12.75 $478K - $505K
39.6K $482K
HAL
Halliburton CO

Energy
19.4K
New
$20.5 - $25.11 $398K - $487K
19.4K $477K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.01%
$224.68 - $282.71 $225 - $283
7.06K $1.97M
AXP
American Express CO

Financial Services
1.01K
+ 83.46%
$294.27 - $342.31 $298K - $347K
2.23K $740K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.43K
+ 30.56%
$192.76 - $203.86 $276K - $292K
6.11K $1.24M
ECL
Ecolab Inc.

Basic Materials
1.14K
+ 64.66%
$259.39 - $285.47 $296K - $325K
2.9K $795K
Activity Summary
Buys All Purchases 96 New Holdings 31 Increased Positions 65 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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