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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 16 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VGIT VANGUARD SCOTTSDALE FDS 4,752.0 $280K 0.01% -478.0 -9.1% $58.98 -0.9%
302 PFM INVESCO EXCHANGE TRADED FD T 5,000.0 $277K 0.01% $55.45 +3.9%
303 TGT TARGET CORP Consumer Defensive 2,113.0 $276K 0.01% $130.61 +25.3%
304 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,055.0 $276K 0.01% -14.0 -1.3% $261.37 +32.1%
305 T AT&T INC Communication Services 13,053.0 $270K 0.01% $20.70 +24.9%
306 CCJ CAMECO CORP Energy 2,642.0 $269K 0.01% $101.86 +5.6%
307 MMM 3M CO Industrials 1,646.0 $267K 0.01% $161.91 +11.0%
308 IDXX IDEXX LABS INC Healthcare 503.0 $265K 0.01% +129.0 +34.5% $526.44 +5.2%
309 LMT LOCKHEED MARTIN CORP Industrials 517.0 $263K 0.01% $509.24 +11.2%
310 USMV ISHARES TR 2,660.0 $257K 0.01% -616.0 -18.8% $96.45 +5.3%
311 COP CONOCOPHILLIPS Energy 2,428.0 $252K 0.01% -34.0 -1.4% $103.96 +26.9%
312 ISHARES TR 11,297.0 $250K 0.01% $22.14
313 SDOG ALPS ETF TR 3,650.0 $249K 0.01% $68.22 +8.6%
314 PDT HANCOCK JOHN PREM DIVID FD Financial Services 18,742.0 $243K 0.01% $12.95 -2.4%
315 WASH WASHINGTON TR BANCORP INC Financial Services 6,615.0 $241K 0.01% $36.48 +8.6%
316 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 53,880.0 $237K 0.01% $4.40 +1.0%
317 GM GENERAL MTRS CO Consumer Cyclical 3,051.0 $235K 0.01% -103.0 -3.3% $77.08 +11.6%
318 INTU INTUIT Technology 889.0 $232K 0.01% -30.0 -3.3% $261.00 +32.3%
319 IWY ISHARES TR 798.0 $232K 0.01% NEW $290.62 -2.2%
320 POWA INVESCO EXCH TRD SLF IDX FD 2,574.0 $229K 0.01% $88.85 +3.2%
Page 16 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%