Connecticut Wealth Management, LLC Sells in Q3 2025

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-210K
- 25.78%
$108.46 - $120.63 $22.8M - $25.3M
605K $71.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-250K
- 11.72%
$62.09 - $66.51 $15.5M - $16.6M
1.89M $123M
ICF
Ishares Tr

ETFs
-70.2K
- 14.71%
$59.57 - $62.89 $4.18M - $4.41M
407K $25.1M
IEMG
Ishares Inc

ETFs
-38K
- 5.07%
N/A
713K $38.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-14.1K
- 38.68%
$136.48 - $142.97 $1.92M - $2.01M
22.3K $3.12M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-19.4K
- 85.21%
$87.05 - $93.19 $1.69M - $1.81M
3.36K $312K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-45.7K
- 64.75%
$39.06 - $43.42 $1.79M - $1.99M
24.9K $1.08M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-21K
- 24.98%
$78.96 - $80.04 $1.66M - $1.68M
63K $5.03M
VB
Vanguard Small Cap ETF

ETFs
-17.3K
- 10.0%
$237.58 - $259.17 $4.12M - $4.49M
156K $39.7M
ADBE
Adobe Inc.

Technology
-2.81K
- 62.82%
$333.65 - $392.1 $936K - $1.1M
1.66K $585K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-27K
- 6.38%
$45.72 - $47.27 $1.24M - $1.28M
397K $18.6M
OTIS
Otis Worldwide Corp

Industrials
-765
- 0.73%
$84.93 - $101.07 $65K - $77.3K
104K $9.53M
XLU
Utilities Sector Spdr

ETFs
-10.1K
- 70.28%
$81.14 - $87.32 $820K - $882K
4.27K $372K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-9.99K
- 38.63%
$76.16 - $78.59 $761K - $785K
15.9K $1.24M
IBB
Ishares Biotechnology ETF

ETFs
-6.26K
- 72.26%
$127.63 - $144.37 $799K - $903K
2.4K $346K
VNQ
Vanguard Specialized Funds Van

ETFs
-10.7K
- 9.84%
$88.47 - $93.24 $942K - $993K
97.6K $8.92M
COST
Costco Wholesale Corp

Consumer Defensive
-201
- 2.48%
$915.95 - $994.57 $184K - $200K
7.89K $7.3M
UNH
Unitedhealth Group Inc

Healthcare
-2.73K
- 28.63%
$237.77 - $353.61 $649K - $965K
6.8K $2.35M
HEZU
Ishares Currency Hedged Msci E

ETFs
-18.3K
- 14.0%
$39.55 - $42.16 $722K - $770K
112K $4.73M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.39K
- 36.72%
$72.57 - $74.72 $608K - $627K
14.4K $1.07M
BOND
Pimco Active Bond Exchange Tra

ETFs
-6.22K
- 9.24%
$90.83 - $93.81 $565K - $583K
61K $5.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.49K
- 29.01%
$97.75 - $100.75 $439K - $452K
11K $1.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-10.9K
- 18.41%
$39.58 - $40.74 $431K - $444K
48.3K $1.96M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-4.34K
- 9.55%
$187.97 - $199.47 $817K - $866K
41.1K $8.2M
CTAS
Cintas Corp

Industrials
-136
- 0.81%
$199.29 - $226.27 $27.1K - $30.8K
16.7K $3.43M
CI
Cigna Corp

Healthcare
-67
- 1.01%
$262.23 - $334.39 $17.6K - $22.4K
6.58K $1.9M
ZTS
Zoetis Inc.

Healthcare
-1.55K
- 24.86%
$141.13 - $159.19 $219K - $247K
4.69K $686K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.68K
- 9.51%
$101.12 - $106.18 $372K - $391K
35K $3.61M
ACGL
Arch Capital Group Ltd.

Financial Services
-2.92K
- 4.82%
$85.61 - $93.54 $250K - $273K
57.7K $5.23M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-244
- 8.44%
$366.54 - $479.53 $89.4K - $117K
2.65K $1.04M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.45K
- 24.34%
$87.69 - $96.0 $303K - $331K
10.7K $1.01M
SOXX
Ishares Semiconductor ETF

ETFs
-1.2K
- 34.01%
$236.93 - $271.12 $285K - $326K
2.33K $632K
AMP
Ameriprise Financial Inc

Financial Services
-32
- 0.73%
$486.13 - $544.55 $15.6K - $17.4K
4.36K $2.14M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.92K
- 26.12%
$50.82 - $51.09 $199K - $200K
11.1K $566K
IBM
International Business Machines Corp

Technology
-109
- 0.83%
$234.77 - $292.47 $25.6K - $31.9K
13K $3.66M
NOW
Service Now, Inc.

Technology
-11
- 0.66%
$850.86 - $1044.69 $9.36K - $11.5K
1.67K $1.53M
GM
General Motors CO

Consumer Cyclical
-5K
- 49.36%
$48.89 - $61.24 $244K - $306K
5.13K $312K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2K
- 20.92%
$60.9 - $70.75 $122K - $142K
7.56K $472K
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.89K
- 22.66%
$58.97 - $60.36 $170K - $175K
9.87K $592K
PGR
Progressive Corp

Financial Services
-121
- 1.85%
$238.61 - $264.3 $28.9K - $32K
6.43K $1.59M
EEM
Ishares Msci Emerging Markets

ETFs
-5.34K
- 20.39%
$48.07 - $53.4 $257K - $285K
20.9K $1.11M
MKC
Mccormick & CO Inc

Consumer Defensive
-11
- 0.07%
$64.3 - $77.17 $707 - $849
16.5K $1.1M
PG
Procter & Gamble CO

Consumer Defensive
-309
- 1.8%
$150.47 - $161.22 $46.5K - $49.8K
16.8K $2.59M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.12K
- 20.86%
$79.39 - $90.39 $248K - $282K
11.8K $1.05M
SYK
Stryker Corp

Healthcare
-247
- 16.15%
$368.57 - $403.53 $91K - $99.7K
1.28K $473K
DIS
Walt Disney CO

Communication Services
-553
- 8.03%
$112.25 - $124.0 $62.1K - $68.6K
6.34K $725K
ADP
Automatic Data Processing Inc

Industrials
-20
- 0.25%
$288.69 - $310.94 $5.77K - $6.22K
7.85K $2.3M
INTU
Intuit Inc

Technology
-3
- 0.26%
$646.03 - $807.39 $1.94K - $2.42K
1.15K $786K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.96K
- 11.95%
$92.26 - $97.51 $181K - $191K
14.5K $1.4M
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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