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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 11 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WM WASTE MGMT INC DEL Industrials 2,809.0 $646K 0.03% -35.0 -1.2% $229.81 -6.0%
202 INDA ISHARES TR 13,764.0 $645K 0.03% -3K -16.4% $46.84 +3.7%
203 CWB SPDR SERIES TRUST 6,990.0 $640K 0.03% $91.52 +16.8%
204 IT GARTNER INC Technology 3,971.0 $629K 0.03% -2K -28.4% $158.34 +0.6%
205 MS MORGAN STANLEY Financial Services 3,776.0 $621K 0.03% -936.0 -19.9% $164.57 +22.6%
206 RFG INVESCO EXCHANGE TRADED FD T 11,325.0 $621K 0.03% $54.81 +14.3%
207 EMR EMERSON ELEC CO Industrials 4,728.0 $620K 0.03% -400.0 -7.8% $131.03 +6.5%
208 IYF ISHARES TR 5,244.0 $617K 0.03% $117.67 +4.1%
209 IEF ISHARES TR 6,372.0 $608K 0.03% NEW $95.44 -1.2%
210 MRSH MARSH & MCLENNAN COS INC Financial Services 3,464.0 $601K 0.03% -681.0 -16.4% $173.45 -7.5%
211 SCHX SCHWAB STRATEGIC TR 23,147.0 $593K 0.03% +320.0 +1.4% $25.64 +15.1%
212 REGN REGENERON PHARMACEUTICALS Healthcare 765.0 $591K 0.03% +4.0 +0.5% $773.04 -18.0%
213 WFC WELLS FARGO & CO Financial Services 7,401.0 $589K 0.03% +274.0 +3.8% $79.61 -4.6%
214 DIS DISNEY WALT CO Communication Services 6,032.0 $581K 0.02% -153.0 -2.5% $96.38 +7.7%
215 FLOT ISHARES TR 11,082.0 $565K 0.02% $50.95 +0.2%
216 SUSA ISHARES TR 4,260.0 $563K 0.02% +336.0 +8.6% $132.11 +15.3%
217 XYL XYLEM INC Industrials 4,679.0 $559K 0.02% -55.0 -1.2% $119.50 -8.0%
218 ETN EATON CORP PLC Industrials 1,540.0 $551K 0.02% +105.0 +7.3% $357.67 +13.2%
219 ES EVERSOURCE ENERGY Utilities 7,816.0 $541K 0.02% $69.28 +0.5%
220 ANET ARISTA NETWORKS INC Technology 4,367.0 $536K 0.02% $122.77 +26.0%
Page 11 of 17  ·  327 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%