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Portfolio (Quarterly) Guide ↗

Connecticut Wealth Management, LLC

· CIK 0001689829
13F Portfolio $2.7B AUM 340 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 58 Added 157 Reduced 12 Exited
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NOBL PROSHARES TR 50,250.0 $2.8M 0.10% +25K +98.3% $56.16 +4.7%
22 NEE NEXTERA ENERGY INC Utilities 30,704.0 $2.7M 0.10% +1K +3.7% $87.77 -4.0%
23 DIA STATE STR SPDR DOW JONES IND Financial Services 4,209.0 $2.2M 0.08% +76.0 +1.8% $522.39 +2.3%
24 ABBV ABBVIE INC Healthcare 8,519.0 $2.1M 0.08% +333.0 +4.1% $251.65 +4.5%
25 BAC BANK OF AMER CORP Financial Services 32,049.0 $1.8M 0.07% +2K +5.8% $56.98 +9.2%
26 CSCO CISCO SYS INC Technology 15,486.0 $1.8M 0.07% +629.0 +4.2% $117.46 -4.3%
27 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,816.0 $1.8M 0.07% +125.0 +1.6% $223.95 +25.6%
28 ROK ROCKWELL AUTOMATION INC Industrials 3,516.0 $1.7M 0.06% +71.0 +2.1% $495.08 -12.8%
29 QCOM QUALCOMM INC Technology 7,735.0 $1.4M 0.05% +4K +101.5% $184.78 -11.4%
30 MCD MCDONALDS CORP Consumer Cyclical 4,978.0 $1.3M 0.05% +100.0 +2.0% $270.31 -1.3%
31 XLF SELECT SECTOR SPDR TR 22,968.0 $1.2M 0.05% +700.0 +3.1% $53.61 +8.7%
32 ASML ASML HLDG NV Technology 593.0 $1.2M 0.04% +49.0 +9.0% $1989.44 -12.3%
33 VCIT VANGUARD SCOTTSDALE FDS 13,896.0 $1.1M 0.04% +225.0 +1.6% $82.65 -1.4%
34 ESGE ISHARES INC 19,372.0 $1.1M 0.04% +1K +6.1% $54.69 -1.2%
35 MBB ISHARES TR 11,159.0 $1.1M 0.04% +627.0 +6.0% $94.52 -1.0%
36 ACWV ISHARES INC 8,729.0 $1.0M 0.04% +577.0 +7.1% $120.23 +6.0%
37 XLE SELECT SECTOR SPDR TR 18,684.0 $992K 0.04% +500.0 +2.8% $53.11 +17.5%
38 SUSA ISHARES TR 6,207.0 $958K 0.04% +2K +45.7% $154.31 +2.4%
39 IWN ISHARES TR 4,018.0 $889K 0.03% +100.0 +2.5% $221.20 +1.4%
40 GLD SPDR GOLD TR Financial Services 2,302.0 $848K 0.03% +190.0 +9.0% $368.38 +14.4%
Page 2 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.1%
Technology 25.3%
Industrials 18.3%
Healthcare 7.3%
Consumer Cyclical 5.5%
Consumer Defensive 4.8%
Communication Services 3.6%
Energy 1.7%
Utilities 1.5%
Basic Materials 0.6%