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 5 of 16
46434G863
Shares:70.0K
Value:$2.4M
SPDR S&P MIDCAP 400 ETF TRUST
Shares:4.6K
Value:$2.4M
Meta Platforms, Inc.
Shares:4.2K
Value:$2.4M
DANAHER CORP /DE/
Shares:11.7K
Value:$2.4M
TJX COMPANIES INC /DE/
Shares:17.9K
Value:$2.2M
464287887
Shares:17.3K
Value:$2.2M
Cigna Group
Shares:6.5K
Value:$2.2M
AMERIPRISE FINANCIAL INC
Shares:4.4K
Value:$2.1M
UNION PACIFIC CORP
Shares:9.0K
Value:$2.1M
PEPSICO INC
Shares:14.2K
Value:$2.1M
ADOBE INC.
Shares:5.3K
Value:$2.1M
464287226
Shares:20.6K
Value:$2.0M
ELI LILLY & Co
Shares:2.4K
Value:$2.0M
78464A854
Shares:30.6K
Value:$2.0M
Horizon Technology Finance Corp
Shares:210.7K
Value:$2.0M
33739E108
Shares:26.7K
Value:$2.0M
46432F834
Shares:28.0K
Value:$2.0M
PROGRESSIVE CORP/OH/
Shares:6.8K
Value:$1.9M
GARTNER INC
Shares:4.5K
Value:$1.9M
46435G516
Shares:22.7K
Value:$1.9M