Connecticut-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
302
Total Value
1902808177
Accession Number
0001689829-25-000002
Form Type
13F-HR
Manager Name
Connecticut-Wealth-Management
Data Enrichment
86% identified
260 identified42 unidentified

Holdings

302 positions
Manager:
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Page 14 of 16
Kinsale Capital Group, Inc.
Shares:560
Value:$272.6K
92206C102
Shares:4.6K
Value:$267.3K
KKR & Co. Inc.
Shares:2.3K
Value:$266.0K
BRISTOL MYERS SQUIBB CO
Shares:4.3K
Value:$264.9K
VEEVA SYSTEMS INC
Shares:1.1K
Value:$262.9K
NIKE, Inc.
Shares:4.1K
Value:$262.6K
PNC FINANCIAL SERVICES GROUP, INC.
Shares:1.5K
Value:$260.5K
808524102
Shares:12.1K
Value:$260.4K
46138J775
Shares:3.1K
Value:$255.9K
464287671
Shares:2.0K
Value:$254.2K
CVS HEALTH Corp
Shares:3.7K
Value:$250.5K
464287606
Shares:3.0K
Value:$249.8K
46435U135
Shares:5.2K
Value:$242.0K
ALLSTATE CORP
Shares:1.1K
Value:$237.9K
92204A702
Shares:438
Value:$237.6K
922908637
Shares:920
Value:$236.5K
TRIMBLE INC.
Shares:3.5K
Value:$232.9K
464288588
Shares:2.5K
Value:$231.2K
Alibaba Group Holding Ltd
Shares:1.7K
Value:$231.0K
GLOBAL PARTNERS LP
Shares:4.3K
Value:$230.9K