Portfolio (Quarterly)
Guide ↗
Connecticut Wealth Management, LLC
· CIK 0001689829| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 5,090 | $468K | 0.02% | SOLD |
| 2 | SONY | SONY GROUP CORP | Technology | 11,180 | $286K | 0.01% | SOLD |
| 3 | NVS | NOVARTIS AG | Healthcare | 2,040 | $281K | 0.01% | SOLD |
| 4 | TRMB | TRIMBLE INC | Technology | 3,548 | $278K | 0.01% | SOLD |
| 5 | FISV | FISERV INC | Technology | 4,056 | $272K | 0.01% | SOLD |
| 6 | RGEN | REPLIGEN CORP | Healthcare | 1,561 | $256K | 0.01% | SOLD |
| 7 | VEEV | VEEVA SYS INC | Healthcare | 1,132 | $253K | 0.01% | SOLD |
| 8 | INTC | INTEL CORP | Technology | 6,553 | $242K | 0.01% | SOLD |
| 9 | BDX | BECTON DICKINSON & CO | Healthcare | 1,211 | $235K | 0.01% | SOLD |
| 10 | OLED | UNIVERSAL DISPLAY CORP | Technology | 2,000 | $234K | 0.01% | SOLD |
| 11 | NKE | NIKE INC | Consumer Cyclical | 3,532 | $225K | 0.01% | SOLD |
| 12 | CRDO | CREDO TECHNOLOGY GROUP | Technology | 1,500 | $216K | 0.01% | SOLD |
| 13 | TOST | TOAST INC | Technology | 5,927 | $210K | 0.01% | SOLD |
| 14 | NDAQ | NASDAQ INC | Financial Services | 2,111 | $205K | 0.01% | SOLD |
| 15 | UBER | UBER TECHNOLOGIES INC | Technology | 2,503 | $205K | 0.01% | SOLD |
| 16 | LNC | LINCOLN NATL CORP IND | Financial Services | 4,541 | $202K | 0.01% | SOLD |
| 17 | ITOT | ISHARES TR | — | 1,347 | $200K | 0.01% | SOLD |
| 18 | F | FORD MTR CO | Consumer Cyclical | 11,547 | $151K | 0.01% | SOLD |
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%