Connecticut Wealth Management, LLC - Q42025 Holdings

Connecticut Wealth Management, LLC holds 316 stocks with a total portfolio value of $ 2.3B as of Q42025. In Q42025, Connecticut Wealth Management, LLC added 10 new positions, increased stakes in 87 stocks, reduced 130 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (IEFA), representing 9.09% of the total portfolio.