Connecticut Wealth Management, LLC has disclosed 321 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-12-31. The current portfolio value is calculated to be $1.74 Bil. The turnover rate is 9%.
In Connecticut Wealth Management, LLC's current portfolio as of 2023-12-31, the top 5 holdings are
iShares MSCI USA Quality Factor ETF (QUAL), SPDR Portfolio S&P 500 Value ETF (SPYV), iShares Core MSCI EAFE ETF (IEFA), iShares Core S&P Mid-Cap ETF (IJH), iShares Core S&P Small-Cap ETF (IJR), not including call and put options.
Connecticut Wealth Management, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Connecticut Wealth Management, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Connecticut Wealth Management, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Connecticut Wealth Management, LLC.
