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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 11 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RFG INVESCO EXCHANGE TRADED FD T 11,325.0 $731K 0.03% $64.53 -4.1%
202 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,282.0 $700K 0.03% -154.0 -2.8% $132.51 +5.5%
203 EMR EMERSON ELEC CO Industrials 4,728.0 $677K 0.03% $143.16 +10.6%
204 LRCX LAM RESEARCH CORP Technology 1,549.0 $671K 0.03% $433.33 -27.8%
205 DMXF ISHARES TR 7,909.0 $669K 0.03% +3K +66.1% $84.60 +3.0%
206 HAL HALLIBURTON CO Energy 19,234.0 $653K 0.02% -252.0 -1.3% $33.95 +1.4%
207 IEF ISHARES TR 6,890.0 $652K 0.02% +518.0 +8.1% $94.57 -1.3%
208 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,193.0 $643K 0.02% -73.0 -3.2% $293.18 +4.6%
209 IYF ISHARES TR 5,038.0 $642K 0.02% -206.0 -3.9% $127.51 +7.9%
210 ETN EATON CORP PLC Industrials 1,504.0 $641K 0.02% -36.0 -2.3% $426.12 -1.6%
211 IHI ISHARES TR 12,678.0 $626K 0.02% -1K -8.1% $49.41 +12.1%
212 BND VANGUARD BD INDEX FDS 8,477.0 $622K 0.02% -1K -13.2% $73.41 -1.1%
213 WM WASTE MGMT INC DEL Industrials 2,790.0 $622K 0.02% -19.0 -0.7% $222.90 -0.7%
214 ANET ARISTA NETWORKS INC Technology 3,646.0 $619K 0.02% -721.0 -16.5% $169.86 +19.1%
215 ALC ALCON AG Healthcare 9,216.0 $618K 0.02% $67.10 +8.3%
216 VIS VANGUARD WORLD FD 1,699.0 $612K 0.02% $360.37 -4.1%
217 WFC WELLS FARGO & CO Financial Services 7,402.0 $612K 0.02% $82.64 +3.2%
218 IUSG ISHARES TR 3,224.0 $606K 0.02% +99.0 +3.2% $188.10 +0.8%
219 CWB SPDR SERIES TRUST 5,605.0 $604K 0.02% -1K -19.8% $107.82 -3.8%
220 ACN ACCENTURE PLC IRELAND Technology 4,758.0 $592K 0.02% -627.0 -11.6% $124.45 +45.7%
Page 11 of 17  ·  340 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%