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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 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,386.0 $208K 0.01% NEW $87.04 +11.0%
22 GDV GABELLI DIVID & INCOME TR Financial Services 6,920.0 $203K 0.01% NEW $29.40 +3.7%
23 VEEV VEEVA SYS INC Healthcare 1,132.0 $201K 0.01% NEW $177.47 +38.9%
24 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 10,176.0 $135K 0.01% NEW $13.22 -4.7%
25 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 10,105.0 $112K 0.00% NEW $11.06 -4.1%
Page 2 of 2  ·  25 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%