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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 14 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 C CITIGROUP INC Financial Services 3,159.0 $358K 0.01% +280.0 +9.7% $113.40 +10.2%
262 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,937.0 $356K 0.01% $90.42 -8.6%
263 DVY ISHARES TR 2,340.0 $354K 0.01% +345.0 +17.3% $151.41 +2.7%
264 FDX FEDEX CORP Industrials 983.0 $350K 0.01% NEW $356.18 +15.3%
265 PLD PROLOGIS INC. Real Estate 2,583.0 $341K 0.01% -801.0 -23.7% $132.18 +10.9%
266 TD TORONTO DOMINION BK ONT Financial Services 3,644.0 $340K 0.01% +105.0 +3.0% $93.32 +20.3%
267 LRCX LAM RESEARCH CORP Technology 1,549.0 $331K 0.01% NEW $213.66 +49.5%
268 COP CONOCOPHILLIPS Energy 2,462.0 $325K 0.01% $132.00 -12.3%
269 MSCI MSCI INC Financial Services 599.0 $323K 0.01% -12.0 -2.0% $539.01 +12.2%
270 IJK ISHARES TR 3,182.0 $320K 0.01% +182.0 +6.1% $100.62 +13.0%
271 VST VISTRA CORP Utilities 2,113.0 $318K 0.01% NEW $150.33 +6.2%
272 ADI ANALOG DEVICES INC Technology 992.0 $316K 0.01% +48.0 +5.1% $318.14 +31.0%
273 LMT LOCKHEED MARTIN CORP Industrials 519.0 $314K 0.01% -354.0 -40.5% $604.71 -12.0%
274 VZ VERIZON COMMUNICATIONS INC Communication Services 6,237.0 $313K 0.01% NEW $50.20 -3.2%
275 DNP DNP SELECT INCOME FD INC Financial Services 30,330.0 $312K 0.01% NEW $10.30 +5.2%
276 VGIT VANGUARD SCOTTSDALE FDS 5,230.0 $311K 0.01% $59.55 -1.0%
277 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,069.0 $311K 0.01% $290.70 -13.1%
278 USMV ISHARES TR 3,276.0 $304K 0.01% $92.74 +3.8%
279 HALO HALOZYME THERAPEUTICS INC Healthcare 4,668.0 $302K 0.01% $64.63 +7.3%
280 AMT AMERICAN TOWER CORP Real Estate 1,737.0 $300K 0.01% -219.0 -11.2% $172.55 +8.6%
Page 14 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%