Fund Holdings — Connecticut Wealth Management, LLC

Total Portfolio Value
$2.30B
Total Bought
$110.93M
Total Sold
$176.06M
Net Transaction
-$65.13M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ISHARES TR
CORE MSCI EAFE
2,165,0492,336,234+171,185189,030208,9999.09%+19,969
SPDR SERIES TRUST
ST STR P500VAL
3,453,8493,654,368+200,519191,101207,6059.03%+16,503
VANGUARD INDEX FDS72,762116,771+44,00923,87839,1501.70%+15,272
SPDR SERIES TRUST
ST STR P500GRW
1,875,0611,942,123+67,062195,963207,2259.01%+11,262
VANGUARD TAX-MANAGED FDS1,126,0491,180,706+54,65767,47373,7593.21%+6,286
ISHARES TR043,309+43,30904,6490.20%+4,649
ISHARES TR044,467+44,46703,6830.16%+3,683
ISHARES INC
CORE MSCI EMKT
712,574751,866+39,29246,97350,5402.20%+3,568
ALPHABET INC(GOOG)39,16439,881+7179,53812,5150.54%+2,976
ALPHABET INC(GOOG)35,99735,327-6708,75111,0580.48%+2,307
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,70416,811+12,1076552,6020.11%+1,948
VANGUARD WORLD FD
INF TECH ETF
4,6287,000+2,3723,4555,2760.23%+1,821
MOODYS CORP(MCO)14,20416,810+2,6066,7688,5870.37%+1,819
GLOBAL X FDS
US INFR DEV ETF
15,69752,133+36,4367482,4910.11%+1,744
ISHARES TR92,546108,122+15,5769,85511,5810.50%+1,726
ELI LILLY & CO(LLY)3,7003,963+2632,8234,2590.19%+1,436
APPLE INC(AAPL)119,187115,607-3,58030,34931,4291.37%+1,080
TERADYNE INC(TER)16,00716,00702,2033,0980.13%+895
VANGUARD INDEX FDS123,646123,276-37059,30260,1422.61%+840
VANGUARD STAR FDS452,058450,381-1,67733,20833,9771.48%+769
AMAZON COM INC(AMZN)36,49137,793+1,3028,0128,7230.38%+711
EXXON MOBIL CORP16,33420,988+4,6541,8422,5260.11%+684
SPDR SERIES TRUST
ST STR P500ETF
26,95534,803+7,8482,1122,7920.12%+680
INTERNATIONAL BUSINESS(IBM)12,98314,593+1,6103,6634,3230.19%+659
ISHARES TR388,817385,195-3,62246,93847,4792.06%+541
SPDR S&P 500 ETF TR(SPY)39,12339,004-11926,06326,5971.16%+534
CATERPILLAR INC(CAT)5,0885,161+732,4282,9570.13%+529
THERMO FISHER SCIENTIFIC(TMO)4,8624,982+1202,3582,8870.13%+528
JPMORGAN CHASE & CO.(JPM)27,91228,948+1,0368,8049,3280.41%+524
FIDELITY MERRIMACK STR TR33,06243,740+10,6781,5292,0140.09%+485
INVESCO QQQ TR58,40857,844-56435,06635,5341.54%+468
JOHNSON & JOHNSON(JNJ)15,71116,186+4752,9133,3500.15%+436
AMGEN INC(AMGN)5,1895,761+5721,4641,8860.08%+421
AMERICAN INTL GROUP INC58,24558,224-214,5754,9810.22%+407
INVESCO EXCHANGE TRADED FD
S&P500 EQL WGT
47,17648,536+1,3608,9499,2980.40%+348
CHEVRON CORP NEW(CVX)5,4347,711+2,2778441,1750.05%+331
CUMMINS INC(CMI)3,6603,66001,5461,8680.08%+322
ISHARES SILVER TR(SLV)04,940+4,94003180.01%+318
M & T BK CORP(MTB)7,6878,975+1,2881,5191,8080.08%+289
COGNIZANT TECHNOLOGY(CTSH)17,51217,51201,1751,4530.06%+279
ARCH CAP GROUP LTD
ORD
57,66357,366-2975,2325,5030.24%+271
ISHARES TR64,18874,040+9,8522,0302,2920.10%+263
ANALOG DEVICES INC(ADI)0944+94402560.01%+256
IDEXX LABS INC(IDXX)0374+37402530.01%+253
BLACKROCK INC(BLK)8621,164+3021,0051,2460.05%+241
UL SOLUTIONS INC(ULS)10,78512,712+1,9277641,0020.04%+238
NEXTERA ENERGY INC(NEE)28,94130,151+1,2102,1852,4210.11%+236
VANGUARD WORLD FD
UTILITIES ETF
9,43510,931+1,4961,7872,0230.09%+236
ABBVIE INC(ABBV)7,0428,167+1,1251,6311,8660.08%+236
ISHARES TR34,22834,172-564,1084,3290.19%+221
MICRON TECHNOLOGY INC(MU)0760+76002170.01%+217
CREDO TECHNOLOGY GROUP
ORDINARY SHARES
01,500+1,50002160.01%+216
VANGUARD ADMIRAL FDS INC41,12241,093-298,2038,4180.37%+215
MERCK & CO INC(MRK)9,0999,214+1157649700.04%+206
NASDAQ INC(NDAQ)02,111+2,11102050.01%+205
MARRIOTT INTL INC NEW(MAR)5,3245,124-2001,3871,5900.07%+203
LINCOLN NATL CORP IND(LNC)04,541+4,54102020.01%+202
ISHARES TR01,347+1,34702000.01%+200
CISCO SYS INC(CSCO)15,92516,667+7421,0901,2840.06%+194
TJX COS INC NEW(TJX)17,56017,721+1612,5382,7220.12%+184
ISHARES TR11,31913,883+2,5646808630.04%+183
ROCKWELL AUTOMATION INC(ROK)3,3293,445+1161,1641,3400.06%+177
VISA INC(V)19,46119,427-346,6436,8130.30%+170
PARKER-HANNIFIN CORP(PH)1,3651,36501,0351,2000.05%+165
AXIS CAP HLDGS LTD
SHS
14,54614,54601,3941,5580.07%+164
VERTEX PHARMACEUTICALS INC(VRTX)2,6482,64801,0371,2000.05%+163
REGENERON PHARMACEUTICALS(REGN)757761+44265880.03%+162
AMPHENOL CORP NEW13,60513,60501,6841,8390.08%+155
ISHARES TR
MSCI INDIA ETF
14,19216,455+2,2637398890.04%+151
ISHARES TR
MSCI USA QLT FCT
1,044,7621,023,787-20,975203,206203,3458.84%+138
ISHARES TR
CORE DIV GRWTH
101,109101,100-96,8837,0180.31%+135
TAIWAN SEMICONDUCTOR MFG(TSM)7,0606,927-1331,9722,1050.09%+133
PROLOGIS INC.(PLD)2,6293,384+7553014320.02%+131
ISHARES TR
CUR HD EURZN ETF
112,164111,040-1,1244,7294,8590.21%+130
ISHARES TR3,0873,924+8374195470.02%+128
WALMART INC(WMT)15,96915,849-1201,6461,7660.08%+120
MORGAN STANLEY(MS)4,5224,712+1907198370.04%+118
LOCKHEED MARTIN CORP(LMT)617873+2563084220.02%+114
CHUBB LIMITED
COM
3,6343,63401,0261,1340.05%+109
VANGUARD ADMIRAL FDS INC62,72861,651-1,07727,31527,4101.19%+94
GOLDMAN SACHS GROUP INC(GS)1,0881,08808679570.04%+90
VANGUARD WORLD FD
INDUSTRIAL ETF
2,2612,543+2826707590.03%+89
META PLATFORMS INC(META)5,6766,449+7734,1684,2570.19%+89
AMERICAN EXPRESS CO(AXP)2,2292,237+87408280.04%+87
ALCON AG(ALC)8,6139,229+6166427270.03%+86
HORIZON TECHNOLOGY FIN CORP(HRZN)212,031212,842+8111,2931,3730.06%+79
ASTRAZENECA PLC(AZN)5,0905,09003914680.02%+77
CITIGROUP INC(C)2,6032,879+2762643360.01%+72
HALLIBURTON CO(HAL)19,40319,40304775480.02%+71
ISHARES TR2,3342,33406337030.03%+70
ISHARES TR18,23218,23203,5713,6410.16%+70
SELECT SECTOR SPDR TR
ST STR SVC ETF
10,01210,653+6411,1851,2540.05%+69
AMERICAN TOWER CORP NEW(AMT)1,4421,956+5142773430.01%+66
TRAVELERS COMPANIES INC(TRV)2,9013,019+1188108760.04%+66
SPDR DOW JONES INDL AVERAGE(DIA)3,8783,87801,7981,8640.08%+65
WELLS FARGO CO NEW(WFC)7,1507,127-235996640.03%+65
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,40611,406+1,0005616250.03%+64
SPDR GOLD TR(GLD)2,0131,965-487157790.03%+63
ISHARES TR2,4022,403+13474060.02%+59
ASML HOLDING N V
N Y REGISTRY SHS
57557505576150.03%+59
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Connecticut Wealth Management, LLC — 13F Holdings — Q4 2025 | TickerTrail