HoldingsChannel.com
Connecticut Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
UNITED TECHNOLOGIES CORP 716,913 +700,891 $93,342
     UTX716,913+700,891$93,342
VANGUARD ADMIRAL FDS INC (VOOV) 579,884 +10,633 $65,185
     VOOV579,884+10,633$65,185
ISHARES TR (IEFA) 791,992 +38,936 $48,628
     IEFA791,992+38,936$48,628
VANGUARD ADMIRAL FDS INC (VOOG) 280,291 -1,384 $45,152
     VOOG280,291-1,384$45,152
WISDOMTREE TR 407,071 +407,071 $39,555
     DTD407,071+407,071$39,555
ISHARES TR (IJH) 189,520 +7,408 $36,816
     IJH189,520+7,408$36,816
VANGUARD GROUP (VIG) 284,394 +284,394 $32,751
     VIG284,394+284,394$32,751
ISHARES TR (IVW) 170,480 +168,529 $30,557
     IVW170,480+168,529$30,557
WISDOMTREE TR 833,791 +833,791 $30,183
     DON833,791+833,791$30,183
ISHARES TR (IJR) 334,051 -38,273 $26,149
     IJR334,051-38,273$26,149
INVESCO QQQ TR 134,615 +134,615 $25,138
     QQQ134,615+134,615$25,138
ISHARES TR (DGRO) 632,540 +261,211 $24,163
     DGRO632,540+261,211$24,163
VANGUARD INDEX FDS (VUG) 99,802 +90,852 $16,307
     VUG99,802+90,852$16,307
WISDOMTREE TR 594,026 +594,026 $16,104
     DES594,026+594,026$16,104
ISHARES TR (HDV) 164,551 +164,551 $15,550
     HDV164,551+164,551$15,550
VANGUARD INDEX FDS (VOT) 94,852 +94,852 $14,162
     VOT94,852+94,852$14,162
SPDR SERIES TRUST (SPYG) 282,500 +282,500 $10,941
     SPYG282,500+282,500$10,941
INVESCO EXCHANGE TRADED FD T (RPV) 146,738 +146,738 $9,538
     RPV146,738+146,738$9,538
ISHARES TR (IOO) 189,702 +189,702 $9,265
     IOO189,702+189,702$9,265
ISHARES TR (IWS) 96,105 +96,105 $8,566
     IWS96,105+96,105$8,566
VANGUARD INDEX FDS (VTI) 53,968 +26,048 $8,100
     VTI53,968+26,048$8,100
INVESCO EXCH TRD SLF IDX FD 148,920 +148,920 $7,875
     DEF148,920+148,920$7,875
VANGUARD INDEX FDS (VBR) 60,079 +60,079 $7,843
     VBR60,079+60,079$7,843
ISHARES TR (IWP) 51,743 +51,743 $7,378
     IWP51,743+51,743$7,378
ISHARES TR (IWF) 45,960 +45,960 $7,231
     IWF45,960+45,960$7,231
SPDR SERIES TRUST (SLYG) 114,069 +114,069 $6,948
     SLYG114,069+114,069$6,948
VANGUARD INDEX FDS (VBK) 35,424 +35,424 $6,596
     VBK35,424+35,424$6,596
INVESCO EXCHANGE TRADED FD T (RFG) 38,466 +38,466 $5,704
     RFG38,466+38,466$5,704
PIMCO ETF TR (HYS) 54,742 +54,742 $5,496
     HYS54,742+54,742$5,496
ISHARES TR (DVY) 54,834 +54,834 $5,459
     DVY54,834+54,834$5,459
HOME DEPOT INC 24,471 +19,444 $5,089
     HD24,471+19,444$5,089
ISHARES TR (TLT) 37,378 +37,378 $4,964
     TLT37,378+37,378$4,964
SPDR SERIES TRUST (SDY) 44,908 +21,655 $4,530
     SDY44,908+21,655$4,530
ISHARES TR (IJT) 24,494 +24,494 $4,470
     IJT24,494+24,494$4,470
ISHARES TR (IYH) 20,800 +20,800 $4,062
     IYH20,800+20,800$4,062
ISHARES TR (ICSH) 80,382 +9,845 $4,050
     ICSH80,382+9,845$4,050
SPDR SERIES TRUST (CWB) 75,487 +75,487 $3,991
     CWB75,487+75,487$3,991
VANGUARD INDEX FDS (VB) 25,336 -2,878 $3,969
     VB25,336-2,878$3,969
ISHARES TR (SHY) 44,815 +44,815 $3,799
     SHY44,815+44,815$3,799
VANGUARD WHITEHALL FDS INC (VYM) 43,403 +43,403 $3,793
     VYM43,403+43,403$3,793
SPDR SERIES TRUST (MDYG) 68,992 +68,992 $3,745
     MDYG68,992+68,992$3,745
VANGUARD INDEX FDS (VO) 21,313 +650 $3,563
     VO21,313+650$3,563
ISHARES TR (IYE) 93,891 +93,891 $3,231
     IYE93,891+93,891$3,231
ISHARES TR (IEF) 29,222 +29,222 $3,215
     IEF29,222+29,222$3,215
VANGUARD INDEX FDS (VOO) 11,769 -102 $3,168
     VOO11,769-102$3,168
SPDR SERIES TRUST (SLYV) 49,475 +49,475 $3,002
     SLYV49,475+49,475$3,002
SELECT SECTOR SPDR TR (XLE) 40,450 +40,450 $2,577
     XLE40,450+40,450$2,577
VANGUARD INTL EQUITY INDEX F (VEU) 49,674 -3,623 $2,533
     VEU49,674-3,623$2,533
INVESCO EXCHANGE TRADED FD T (RSP) 22,838 +22,838 $2,462
     RSP22,838+22,838$2,462
ISHARES INC (ESGE) 71,162 -7,267 $2,420
     ESGE71,162-7,267$2,420

See Full List: All Stocks Held By Connecticut Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Connecticut Wealth Management LLC

Size ($ in 1000's)
At 06/30/2019: $810,175
At 03/31/2019: $291,896

Connecticut Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Connecticut Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Connecticut Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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