Connecticut Wealth Management, LLC Portfolio Holdings
Connecticut Wealth Management, LLC
- $2.23 Billion
- Q3 2025
Connecticut Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.23 Billion distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $203M, Spdr Portfolio with a value of $196M, Spdr Portfolio S&P 500 Value E with a value of $191M, Ishares Tr with a value of $189M, and Ishares Core S&P Mid Cap ETF with a value of $123M.
Examining the 13F form we can see an increase of $147M in the current position value, from $2.09B to 2.23B.
Below you can find more details about Connecticut Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.23 Billion
ETFs: $1.85 Billion
Technology: $114 Million
Industrials: $85.9 Million
Financial Services: $67.8 Million
Healthcare: $36 Million
Consumer Cyclical: $26.9 Million
Communication Services: $24.9 Million
Consumer Defensive: $16.7 Million
Other: $13.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 317
- Current Value $2.23 Billion
- Prior Value $2.09 Billion
- Filing
- Period Q3 2025
- Filing Date November 13, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 31 stocks
- Additional Purchases 65 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks