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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 16 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PDT HANCOCK JOHN PREM DIVID FD Financial Services 18,742.0 $246K 0.01% $13.10 -1.5%
302 ALL ALLSTATE CORP Financial Services 1,182.0 $245K 0.01% +33.0 +2.9% $207.34 +0.7%
303 CVS CVS HEALTH CORP Healthcare 3,390.0 $243K 0.01% +265.0 +8.5% $71.82 +28.2%
304 BA BOEING CO Industrials 1,222.0 $243K 0.01% -285.0 -18.9% $198.98 +12.8%
305 IYJ ISHARES TR 1,642.0 $242K 0.01% $147.55 +7.3%
306 MMM 3M CO Industrials 1,646.0 $239K 0.01% +167.0 +11.3% $145.23 +6.8%
307 BROS DUTCH BROS INC Consumer Cyclical 4,710.0 $239K 0.01% $50.66 +10.3%
308 SDOG ALPS ETF TR 3,650.0 $237K 0.01% NEW $65.04 +4.6%
309 GM GENERAL MTRS CO Consumer Cyclical 3,154.0 $235K 0.01% +68.0 +2.2% $74.50 +12.9%
310 VBR VANGUARD INDEX FDS 1,055.0 $229K 0.01% -71.0 -6.3% $217.18 +8.3%
311 SCHB SCHWAB STRATEGIC TR 8,928.0 $224K 0.01% $25.10 +15.3%
312 CDNS CADENCE DESIGN SYSTEM INC Technology 803.0 $223K 0.01% +7.0 +0.9% $277.87 +34.6%
313 HLNE HAMILTON LANE INC Financial Services 2,235.0 $222K 0.01% $99.40 -9.0%
314 POWA INVESCO EXCH TRD SLF IDX FD 2,574.0 $222K 0.01% $86.16 +0.8%
315 FLS FLOWSERVE CORP Industrials 3,011.0 $221K 0.01% NEW $73.51 -0.7%
316 WASH WASHINGTON TR BANCORP INC Financial Services 6,615.0 $221K 0.01% NEW $33.46 -3.1%
317 BSX BOSTON SCIENTIFIC CORP Healthcare 3,435.0 $216K 0.01% +116.0 +3.5% $62.75 -19.6%
318 VT VANGUARD INTL EQUITY INDEX F 1,556.0 $215K 0.01% $138.29 +13.6%
319 VRSN VERISIGN INC Technology 861.0 $214K 0.01% NEW $248.36 +19.0%
320 PFE PFIZER INC Healthcare 7,527.0 $211K 0.01% NEW $28.08 -6.7%
Page 16 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%