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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 8 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VCIT VANGUARD SCOTTSDALE FDS 13,671.0 $1.1M 0.05% NEW $82.75 -0.2%
142 BLK BLACKROCK INC Financial Services 1,175.0 $1.1M 0.05% +11.0 +0.9% $961.42 +11.3%
143 SLYV SPDR SERIES TRUST 11,834.0 $1.1M 0.05% $94.58 +11.0%
144 XLE SELECT SECTOR SPDR TR 18,184.0 $1.1M 0.05% NEW $61.26 -7.0%
145 XLF SELECT SECTOR SPDR TR 22,268.0 $1.1M 0.05% +11K +95.2% $49.37 +4.2%
146 ULS UL SOLUTIONS INC Industrials 12,712.0 $1.1M 0.05% $85.71 +17.4%
147 MA MASTERCARD INCORPORATED Financial Services 2,173.0 $1.1M 0.04% +18.0 +0.8% $499.66 -0.9%
148 AUB ATLANTIC UN BANKSHARES CORP Financial Services 30,231.0 $1.1M 0.04% $35.74 +5.3%
149 GLW CORNING INC Technology 7,854.0 $1.1M 0.04% +74.0 +0.9% $135.97 +40.4%
150 ACN ACCENTURE PLC IRELAND Technology 5,385.0 $1.1M 0.04% -927.0 -14.7% $198.30 -11.1%
151 CB CHUBB LTD SWITZ Financial Services 3,223.0 $1.1M 0.04% -411.0 -11.3% $325.97 -1.6%
152 MBB ISHARES TR 10,532.0 $1.0M 0.04% NEW $94.95 -0.6%
153 EEM ISHARES TR 17,586.0 $999K 0.04% $56.79 +20.4%
154 LOW LOWES COS INC Consumer Cyclical 4,214.0 $996K 0.04% $236.28 -8.2%
155 AGG ISHARES TR 10,019.0 $995K 0.04% -968.0 -8.8% $99.27 -0.5%
156 DES WISDOMTREE TR 27,545.0 $990K 0.04% $35.94 +8.1%
157 DON WISDOMTREE TR 18,706.0 $983K 0.04% -4K -16.1% $52.54 +5.4%
158 BIV VANGUARD BD INDEX FDS 12,694.0 $980K 0.04% $77.18 -0.7%
159 TRV TRAVELERS COMPANIES INC Financial Services 3,348.0 $977K 0.04% +329.0 +10.9% $291.67 +2.8%
160 ACWV ISHARES INC 8,152.0 $974K 0.04% NEW $119.51 +2.1%
Page 8 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%