Connecticut Wealth Management, LLC - Q22026 Holdings

Connecticut Wealth Management, LLC holds 340 stocks with a total portfolio value of $ 2.7B as of Q22026. In Q22026, Connecticut Wealth Management, LLC added 24 new positions, increased stakes in 75 stocks, reduced 178 holdings, and fully exited 11 positions. The largest holding is Spdr Series Trust (SPYV), representing 10.49% of the total portfolio.