Connecticut Wealth Management, LLC Incresed Positions 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
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
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
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
UNP
Union Pacific Corp

Industrials
2.79K
+ 34.66%
$214.91 - $237.16 $599K - $661K
10.8K $2.56M
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
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
ACN
Accenture PLC

Technology
2.77K
+ 35.86%
$232.56 - $304.78 $643K - $843K
10.5K $2.58M
XOM
Exxon Mobil Corp

Energy
1.24K
+ 8.22%
$105.83 - $117.22 $131K - $145K
16.3K $1.84M
FISV
Fiserv Inc

Technology
1.71K
+ 66.63%
N/A
4.28K $535K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.12K
+ 56.1%
$148.97 - $165.88 $167K - $186K
3.12K $513K
PLTR
Palantir Technologies Inc.

Technology
56
+ 1.98%
$130.68 - $186.97 $7.32K - $10.5K
2.89K $526K
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.21%
$215.01 - $273.02 $1.94K - $2.46K
4.22K $1.06M
PEP
Pepsico Inc

Consumer Defensive
109
+ 0.82%
$133.81 - $152.16 $14.6K - $16.6K
13.4K $1.88M
CSCO
Cisco Systems, Inc.

Technology
1.95K
+ 13.96%
$66.2 - $71.79 $129K - $140K
15.9K $1.09M
WMT
Walmart Inc.

Consumer Defensive
208
+ 1.32%
$94.4 - $104.27 $19.6K - $21.7K
16K $1.65M
ASML
Asml Holding Nv

Technology
3
+ 0.52%
$689.63 - $968.09 $2.07K - $2.9K
575 $556K
TRV
Travelers Companies, Inc.

Financial Services
186
+ 6.85%
$250.62 - $279.43 $46.6K - $52K
2.9K $810K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
383
+ 3.95%
$87.07 - $93.06 $33.3K - $35.6K
10.1K $922K
GD
General Dynamics Corp

Industrials
10
+ 0.81%
$293.92 - $341.0 $2.94K - $3.41K
1.24K $422K
IVE
Ishares S&P 500 Value ETF

ETFs
50
+ 1.06%
$194.44 - $206.51 $9.72K - $10.3K
4.76K $981K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.03%
$328.67 - $358.52 $329 - $359
3.33K $1.16M
BDX
Becton Dickinson & CO

Healthcare
6
+ 0.17%
$172.41 - $199.66 $1.03K - $1.2K
3.61K $675K
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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