Connecticut Wealth Management, LLC Portfolio Holdings
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
Connecticut Wealth Management, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.11 Billion distributed in 310 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $370M, Ishares Msci Usa Quality Facto with a value of $285M, Vanguard Mid Cap Growth Index with a value of $196M, Ishares Core S&P Mid Cap ETF with a value of $128M, and Ishares Tr with a value of $118M.
Examining the 13F form we can see an increase of $48.8M in the current position value, from $2.06B to 2.11B.
Below you can find more details about Connecticut Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.11 Billion
ETFs: $1.77 Billion
Technology: $99.3 Million
Industrials: $72.7 Million
Financial Services: $58.5 Million
Healthcare: $34 Million
Consumer Cyclical: $25.5 Million
Consumer Defensive: $19.1 Million
Communication Services: $17.1 Million
Other: $12 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 310
- Current Value $2.11 Billion
- Prior Value $2.06 Billion
- Filing
- Period Q4 2024
- Filing Date February 18, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 6 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks