Fund HoldingsConnecticut Wealth Management, LLC

Total Portfolio Value
$1.94B
Total Bought
$99.13M
Total Sold
$52.58M
Net Transaction
+$46.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
MOODYS CORP(MCO)031,059+31,059013,0740.67%+13,074
ISHARES TR
MSCI USA QLT FCT
1,527,6651,534,066+6,401251,072261,95713.52%+10,885
SPDR SER TR
ST STR P500GRW
1,371,1641,380,272+9,108100,301110,6015.71%+10,301
AMERICAN INTL GROUP INC58,248183,094+124,8464,55313,5930.70%+9,040
ISHARES TR424,865636,366+211,5019,87014,7760.76%+4,907
APPLE INC(AAPL)0110,175+110,175023,2051.20%+23,205
NVIDIA CORPORATION(NVDA)9,35394,547+85,1948,45111,6800.60%+3,229
VANGUARD INDEX FDS116,221115,543-67840,00343,2142.23%+3,211
PIMCO ETF TR
ACTIVE BD ETF
045,951+45,95104,1850.22%+4,185
ISHARES TR781,434870,387+88,95318,70820,8721.08%+2,164
GARTNER INC(IT)04,578+4,57802,0560.11%+2,056
INVESCO QQQ TR63,47762,969-50828,18430,1691.56%+1,985
VANGUARD ADMIRAL FDS INC68,59267,759-83320,90122,5941.17%+1,694
MERUS N V026,918+26,91801,5930.08%+1,593
MICROSOFT CORP(MSFT)47,75248,378+62620,09021,6231.12%+1,532
HONEYWELL INTL INC(HON)012,595+12,59502,6900.14%+2,690
ISHARES INC
ESG AWR MSCI EM
062,690+62,69002,1020.11%+2,102
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)017,521+17,52101,1910.06%+1,191
EDWARDS LIFESCIENCES CORP012,245+12,24501,1310.06%+1,131
ALPHABET INC(GOOG)034,877+34,87706,3530.33%+6,353
ISHARES TR469,423440,438-28,98539,63840,7582.10%+1,120
COSTCO WHSL CORP NEW(COST)7,4247,665+2415,4396,5150.34%+1,076
DANAHER CORPORATION(DHR)8,20212,131+3,9292,0483,0310.16%+983
ISHARES TR29,37429,568+1949,90010,7780.56%+877
MCCORMICK & CO INC(MKC)016,405+16,40501,1640.06%+1,164
CARRIER GLOBAL CORPORATION(CARR)110,433114,392+3,9596,4197,2160.37%+796
RTX CORPORATION(RTX)206,890208,401+1,51120,17820,9211.08%+743
BROADCOM INC(AVGO)2,6692,666-33,5384,2810.22%+743
ALCON AG(ALC)08,113+8,11307230.04%+723
JPMORGAN CHASE & CO.(JPM)22,37025,415+3,0454,4815,1400.27%+660
ISHARES TR059,392+59,39206,3280.33%+6,328
ADOBE INC(ADBE)05,871+5,87103,2620.17%+3,262
ALPHABET INC(GOOG)31,10929,266-1,8434,7375,3680.28%+631
PRUDENTIAL FINL INC(PFH)05,357+5,35706280.03%+628
AMPHENOL CORP NEW018,512+18,51201,2470.06%+1,247
LABCORP HOLDINGS INC(LH)02,822+2,82205740.03%+574
TERADYNE INC(TER)016,054+16,05402,3810.12%+2,381
EXXON MOBIL CORP014,712+14,71201,6940.09%+1,694
META PLATFORMS INC(META)04,397+4,39702,2170.11%+2,217
THE CIGNA GROUP(CI)5,8518,036+2,1852,1252,6560.14%+531
ELI LILLY & CO(LLY)3,0423,200+1582,3672,8970.15%+531
AMAZON COM INC(AMZN)30,47630,793+3175,4975,9510.31%+453
QUALCOMM INC(QCOM)04,282+4,28208530.04%+853
ATLANTIC UN BANKSHARES CORP(AUB)012,960+12,96004260.02%+426
ZOETIS INC(ZTS)011,549+11,54902,0020.10%+2,002
GE AEROSPACE(GE)5,9579,074+3,1171,0461,4420.07%+397
QUANTA SVCS INC01,535+1,53503900.02%+390
GE VERNOVA INC(GEV)02,134+2,13403660.02%+366
ISHARES TR22,12822,12802,9893,3300.17%+342
HARTFORD FINL SVCS GROUP INC(HIG)012,417+12,41701,2480.06%+1,248
MCKESSON CORP(MCK)6,1206,135+153,2863,5830.18%+298
KINSALE CAP GROUP INC(KNSL)0759+75902920.02%+292
WELLS FARGO CO NEW(WFC)04,817+4,81702860.01%+286
HAMILTON LANE INC(HLNE)02,235+2,23502760.01%+276
SCHWAB STRATEGIC TR04,108+4,10802750.01%+275
PROCTER AND GAMBLE CO(PG)16,87418,221+1,3472,7383,0050.16%+267
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,3997,297-1021,0071,2680.07%+262
ORACLE CORP(ORCL)11,68212,136+4541,4671,7140.09%+246
VANGUARD WORLD FD
INF TECH ETF
0376+37602170.01%+217
LAM RESEARCH CORP(LRCX)0199+19902120.01%+212
BOSTON SCIENTIFIC CORP(BSX)02,717+2,71702090.01%+209
VANGUARD WORLD FD0659+65902070.01%+207
COLGATE PALMOLIVE CO(CL)02,122+2,12202060.01%+206
E L F BEAUTY INC(ELF)0954+95402010.01%+201
VERTEX PHARMACEUTICALS INC(VRTX)02,948+2,94801,3820.07%+1,382
ISHARES TR19,36718,890-47710,18210,3370.53%+155
TJX COS INC NEW(TJX)017,220+17,22001,8960.10%+1,896
HORIZON TECHNOLOGY FIN CORP210,424210,42402,3932,5340.13%+141
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
0137,210+137,21005,4500.28%+5,450
AMGEN INC(AMGN)02,357+2,35707370.04%+737
BROOKLINE BANCORP INC DEL016,335+16,33501360.01%+136
CONSTELLATION BRANDS INC(STZ)01,395+1,39503590.02%+359
ONTO INNOVATION INC(ONTO)03,319+3,31907290.04%+729
MCDONALDS CORP(MCD)05,400+5,40001,3760.07%+1,376
ANALOG DEVICES INC(ADI)1,0181,398+3802013190.02%+118
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
27,33926,702-6371,9052,0200.10%+116
WALMART INC(WMT)13,55313,640+878159240.05%+108
TRANE TECHNOLOGIES PLC(TT)2,1452,275+1306447480.04%+104
AT&T INC(T)015,715+15,71503000.02%+300
ISHARES TR385,706390,257+4,55122,25522,3581.15%+103
RIGEL PHARMACEUTICALS INC011,520+11,5200950.00%+95
INTERNATIONAL BUSINESS MACHS(IBM)9,51711,042+1,5251,8171,9100.10%+92
PINSTRIPES HOLDINGS INC032,000+32,0000880.00%+88
MONDELEZ INTL INC(MDLZ)010,719+10,71907010.04%+701
ABBOTT LABS09,628+9,62801,0000.05%+1,000
TESLA INC(TSLA)04,924+4,92409740.05%+974
HALOZYME THERAPEUTICS INC(HALO)06,075+6,07503180.02%+318
CINTAS CORP(CTAS)4,4814,502+213,0793,1530.16%+74
ISHARES TR03,534+3,53408720.04%+872
ARISTA NETWORKS INC01,206+1,20604230.02%+423
AXIS CAP HLDGS LTD
SHS
12,88112,88108389100.05%+73
TG THERAPEUTICS INC(TGTX)027,782+27,78204940.03%+494
HEICO CORP NEW(HEI)02,078+2,07804650.02%+465
MORGAN STANLEY(MS)05,011+5,01104870.03%+487
MARSH & MCLENNAN COS INC(MRSH)04,568+4,56809630.05%+963
TEXAS INSTRS INC(TXN)05,860+5,86001,1400.06%+1,140
VANECK ETF TRUST
SEMICONDUCTR ETF
01,613+1,61304200.02%+420
COCA COLA CO(KO)012,012+12,01207650.04%+765
NETFLIX INC(NFLX)0954+95406440.03%+644
ASTRAZENECA PLC(AZN)05,812+5,81204530.02%+453
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