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Portfolio (Quarterly) Guide ↗

Connecticut Wealth Management, LLC

· CIK 0001689829
13F Portfolio $2.4B AUM 327 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 87 Added 126 Reduced 18 Exited
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO & CO Financial Services 7,401.0 $589K 0.03% +274.0 +3.8% $79.61 -4.0%
62 SUSA ISHARES TR 4,260.0 $563K 0.02% +336.0 +8.6% $132.11 +15.6%
63 ETN EATON CORP PLC Industrials 1,540.0 $551K 0.02% +105.0 +7.3% $357.67 +12.7%
64 PRU PRUDENTIAL FINL INC Financial Services 5,428.0 $530K 0.02% +102.0 +1.9% $97.69 +5.0%
65 MDLZ MONDELEZ INTL INC Consumer Defensive 8,705.0 $502K 0.02% +1K +19.9% $57.64 +6.2%
66 IBB ISHARES TR 2,917.0 $492K 0.02% +514.0 +21.4% $168.83 +0.4%
67 SBUX STARBUCKS CORP Consumer Cyclical 5,424.0 $486K 0.02% +128.0 +2.4% $89.59 +13.2%
68 PLTR PALANTIR TECHNOLOGIES INC Technology 3,115.0 $456K 0.02% +256.0 +8.9% $146.28 -6.6%
69 CRM SALESFORCE INC Technology 2,298.0 $429K 0.02% +13.0 +0.6% $186.67 -4.1%
70 XLU SELECT SECTOR SPDR TR 9,201.0 $422K 0.02% +438.0 +5.0% $45.89 -1.2%
71 EFG ISHARES TR 3,582.0 $399K 0.02% +249.0 +7.5% $111.37 +10.4%
72 T AT&T INC Communication Services 13,068.0 $379K 0.02% +2K +15.9% $28.99 -13.7%
73 DMXF ISHARES TR 4,761.0 $359K 0.01% +327.0 +7.4% $75.46 +11.1%
74 C CITIGROUP INC Financial Services 3,159.0 $358K 0.01% +280.0 +9.7% $113.40 +11.9%
75 DVY ISHARES TR 2,340.0 $354K 0.01% +345.0 +17.3% $151.41 +2.5%
76 TD TORONTO DOMINION BK ONT Financial Services 3,644.0 $340K 0.01% +105.0 +3.0% $93.32 +20.6%
77 IJK ISHARES TR 3,182.0 $320K 0.01% +182.0 +6.1% $100.62 +13.4%
78 ADI ANALOG DEVICES INC Technology 992.0 $316K 0.01% +48.0 +5.1% $318.14 +32.0%
79 MU MICRON TECHNOLOGY INC Technology 833.0 $281K 0.01% +73.0 +9.6% $337.85 +165.2%
80 CEG CONSTELLATION ENERGY CORP Utilities 889.0 $248K 0.01% +212.0 +31.3% $279.25 +8.0%
Page 4 of 5  ·  87 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 29.2%
Technology 23.4%
Industrials 19.1%
Healthcare 7.6%
Communication Services 6.3%
Consumer Cyclical 5.8%
Consumer Defensive 4.1%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.7%