Connecticut Wealth Management, LLC

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, LLC
Data Enrichment
86% identified
260 identified42 unidentified

Holdings

302 positions
Manager:
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Page 2 of 16
922908769
Shares:78.0K
Value:$21.4M
97717W109
Shares:276.3K
Value:$21.3M
SPDR S&P 500 ETF TRUST
Shares:37.7K
Value:$21.1M
92206C771
Shares:435.0K
Value:$20.1M
MICROSOFT CORP
Shares:49.2K
Value:$18.5M
464287481
Shares:102.2K
Value:$12.0M
Otis Worldwide Corp
Shares:104.9K
Value:$10.8M
NVIDIA CORP
Shares:96.9K
Value:$10.5M
922908363
Shares:20.2K
Value:$10.4M
464287614
Shares:28.6K
Value:$10.3M
922908553
Shares:112.1K
Value:$10.1M
464287200
Shares:17.5K
Value:$9.8M
922908538
Shares:39.5K
Value:$9.7M
46436E858
Shares:408.2K
Value:$9.4M
922908744
Shares:50.8K
Value:$8.8M
BERKSHIRE HATHAWAY INC
Shares:16.3K
Value:$8.7M
921932703
Shares:46.8K
Value:$8.6M
92206C409
Shares:99.1K
Value:$7.8M
COSTCO WHOLESALE CORP /NEW
Shares:8.2K
Value:$7.7M
CARRIER GLOBAL Corp
Shares:120.7K
Value:$7.7M