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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 12 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 INDA ISHARES TR 11,893.0 $587K 0.02% -2K -13.6% $49.39 +0.7%
222 PRF INVESCO EXCHANGE TRADED FD T 10,866.0 $587K 0.02% $54.03 +4.1%
223 XLK SELECT SECTOR SPDR TR 3,074.0 $586K 0.02% $190.52 -4.0%
224 SPEM SPDR INDEX SHS FDS 11,224.0 $581K 0.02% +5K +92.5% $51.78 +1.7%
225 FLOT ISHARES TR 11,082.0 $566K 0.02% $51.05 -0.0%
226 PRU PRUDENTIAL FINL INC Financial Services 5,180.0 $559K 0.02% -248.0 -4.6% $107.93 +11.4%
227 DIS DISNEY WALT CO Communication Services 5,765.0 $555K 0.02% -267.0 -4.4% $96.25 +13.9%
228 HEI HEICO CORP NEW Industrials 1,557.0 $555K 0.02% $356.19 -2.8%
229 REZ ISHARES TR 5,750.0 $544K 0.02% $94.69 +1.6%
230 ES EVERSOURCE ENERGY Utilities 7,436.0 $537K 0.02% -380.0 -4.9% $72.27 -0.8%
231 FIX COMFORT SYS USA INC Industrials 267.0 $529K 0.02% -221.0 -45.3% $1981.95 -18.5%
232 XYL XYLEM INC Industrials 4,414.0 $522K 0.02% -265.0 -5.7% $118.21 -4.1%
233 SBUX STARBUCKS CORP Consumer Cyclical 5,104.0 $522K 0.02% -320.0 -5.9% $102.19 +6.2%
234 EQIX EQUINIX INC Real Estate 499.0 $520K 0.02% $1042.39 +3.6%
235 MS MORGAN STANLEY Financial Services 2,403.0 $502K 0.02% -1K -36.4% $209.04 +2.4%
236 DUK DUKE ENERGY CORP NEW Utilities 3,889.0 $492K 0.02% $126.58 -3.7%
237 MRSH MARSH & MCLENNAN COS INC Financial Services 2,945.0 $491K 0.02% -519.0 -15.0% $166.67 +16.0%
238 PM PHILIP MORRIS INTL INC Consumer Defensive 2,708.0 $490K 0.02% $180.91 +7.3%
239 TT TRANE TECHNOLOGIES PLC Industrials 993.0 $488K 0.02% -700.0 -41.4% $491.19 -5.7%
240 BCI ABRDN ETFS 21,471.0 $480K 0.02% NEW $22.34 +13.1%
Page 12 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%