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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 8 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLF SELECT SECTOR SPDR TR 22,968.0 $1.2M 0.05% +700.0 +3.1% $53.61 +8.7%
142 HUBB HUBBELL INC Industrials 2,320.0 $1.2M 0.04% -54.0 -2.3% $523.20 -9.7%
143 VPU VANGUARD WORLD FD 6,177.0 $1.2M 0.04% -2K -20.0% $195.74 -3.9%
144 DHR DANAHER CORP DEL Healthcare 6,256.0 $1.2M 0.04% -775.0 -11.0% $190.48 +13.1%
145 ASML ASML HLDG NV Technology 593.0 $1.2M 0.04% +49.0 +9.0% $1989.44 -12.3%
146 VCIT VANGUARD SCOTTSDALE FDS 13,896.0 $1.1M 0.04% +225.0 +1.6% $82.65 -1.4%
147 FAST FASTENAL CO Industrials 23,530.0 $1.1M 0.04% -2K -8.8% $48.03 +6.5%
148 CVX CHEVRON CORPORATION Energy 6,778.0 $1.1M 0.04% -450.0 -6.2% $165.76 +20.8%
149 DES WISDOMTREE TR 27,545.0 $1.1M 0.04% $40.68 -0.2%
150 GS GOLDMAN SACHS GROUP INC Financial Services 1,099.0 $1.1M 0.04% $1011.72 +2.8%
151 MA MASTERCARD INCORPORATED Financial Services 2,155.0 $1.1M 0.04% -18.0 -0.8% $513.60 +16.5%
152 XLC SELECT SECTOR SPDR TR 10,324.0 $1.1M 0.04% -707.0 -6.4% $107.13 +5.1%
153 TRV TRAVELERS COMPANIES INC Financial Services 3,340.0 $1.1M 0.04% $330.08 +12.4%
154 BLK BLACKROCK INC Financial Services 1,130.0 $1.1M 0.04% -45.0 -3.8% $961.27 +22.0%
155 MDYG SPDR SERIES TRUST 9,556.0 $1.1M 0.04% $112.09 -1.8%
156 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,107.0 $1.1M 0.04% $965.00 -12.3%
157 ESGE ISHARES INC 19,372.0 $1.1M 0.04% +1K +6.1% $54.69 -1.2%
158 MBB ISHARES TR 11,159.0 $1.1M 0.04% +627.0 +6.0% $94.52 -1.0%
159 ITW ILLINOIS TOOL WKS INC Industrials 3,898.0 $1.1M 0.04% -642.0 -14.1% $270.50 +5.5%
160 ACWV ISHARES INC 8,729.0 $1.0M 0.04% +577.0 +7.1% $120.23 +6.0%
Page 8 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%