Connecticut Wealth Management, LLC - Q12026 Holdings

Connecticut Wealth Management, LLC holds 327 stocks with a total portfolio value of $ 2.39B as of Q12026. In Q12026, Connecticut Wealth Management, LLC added 29 new positions, increased stakes in 105 stocks, reduced 138 holdings, and fully exited 18 positions. The largest holding is Spdr Series Trust (SPYV), representing 10.18% of the total portfolio.