HoldingsChannel.com
Connecticut Wealth Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ISHARES TR (QUAL) 1,585,127 +362,880 $152,045
     QUAL1,585,127+362,880$152,045
RAYTHEON TECHNOLOGIES CORP 636,029 +636,029 $39,192
     RTX636,029+636,029$39,192
ISHARES INC (IEMG) 619,285 +595,063 $35,235
     IEMG619,285+595,063$35,235
VANGUARD TAX MANAGED FDS (VEA) 852,751 +13,118 $33,078
     VEA852,751+13,118$33,078
ISHARES TR (IJR) 480,865 +72,867 $32,838
     IJR480,865+72,867$32,838
ISHARES TR (IVW) 157,294 -16,008 $32,637
     IVW157,294-16,008$32,637
VANGUARD SPECIALIZED FUNDS (VIG) 275,433 -12,519 $32,275
     VIG275,433-12,519$32,275
INVESCO QQQ TR 128,381 -5,784 $31,787
     QQQ128,381-5,784$31,787
ISHARES TR (IJH) 169,658 +21,759 $30,169
     IJH169,658+21,759$30,169
VANGUARD ADMIRAL FDS INC (VOOV) 186,762 +74,562 $29,192
     VOOV186,762+74,562$29,192
WISDOMTREE TR 321,616 -67,304 $28,981
     DTD321,616-67,304$28,981
VANGUARD INDEX FDS (VBR) 191,997 +144,292 $27,745
     VBR191,997+144,292$27,745
VANGUARD INDEX FDS (VO) 164,276 +2,752 $26,927
     VO164,276+2,752$26,927
VANGUARD INDEX FDS (VUG) 102,708 -670 $20,756
     VUG102,708-670$20,756
ISHARES TR (IWR) 111,596 +111,596 $18,387
     IWR111,596+111,596$18,387
OTIS WORLDWIDE CORP 319,660 +319,660 $18,176
     OTIS319,660+319,660$18,176
SPDR SER TR (SPYV) 453,169 +220,162 $17,588
     SPYV453,169+220,162$17,588
VANGUARD INDEX FDS (VOT) 78,913 -2,423 $13,027
     VOT78,913-2,423$13,027
ISHARES TR (HDV) 120,487 -41,552 $9,778
     HDV120,487-41,552$9,778
WISDOMTREE TR 324,505 -31,427 $9,196
     DON324,505-31,427$9,196
VANGUARD INDEX FDS (VTI) 51,600 +406 $8,056
     VTI51,600+406$8,056
ISHARES TR (IWS) 98,500 -183 $7,538
     IWS98,500-183$7,538
SPDR SER TR (SLYV) 133,742 +96,803 $7,322
     SLYV133,742+96,803$7,322
INVESCO EXCH TRD SLF IDX FD 139,983 -7,244 $7,227
     DEF139,983-7,244$7,227
ISHARES TR (IOO) 135,486 -26,111 $7,151
     IOO135,486-26,111$7,151
ISHARES TR (DGRO) 178,364 -30,644 $6,706
     DGRO178,364-30,644$6,706
HOME DEPOT INC 24,918 -18 $6,242
     HD24,918-18$6,242
ISHARES TR (TLT) 35,375 -556 $5,799
     TLT35,375-556$5,799
ISHARES TR (IYH) 21,707 +807 $4,537
     IYH21,707+807$4,537
ISHARES TR (IJT) 23,966 +223 $4,004
     IJT23,966+223$4,004
ISHARES TR (SHY) 43,091 -1,564 $3,732
     SHY43,091-1,564$3,732
UNITEDHEALTH GROUP INC 12,579 +5,881 $3,710
     UNH12,579+5,881$3,710
ISHARES TR (DVY) 44,693 -3,728 $3,608
     DVY44,693-3,728$3,608
SPDR SER TR (SDY) 38,904 -1,968 $3,548
     SDY38,904-1,968$3,548
INVESCO EXCHANGE TRADED FD T (RFG) 23,460 -2,614 $3,529
     RFG23,460-2,614$3,529
ISHARES TR (IEF) 28,889 -98 $3,521
     IEF28,889-98$3,521
ISHARES INC (ESGE) 92,337 +19,830 $3,495
     ESGE92,337+19,830$3,495
ISHARES TR (ICSH) 67,760 +8,478 $3,426
     ICSH67,760+8,478$3,426
APPLE INC 8,563 +133 $3,124
     AAPL8,563+133$3,124
WISDOMTREE TR 134,500 -21,180 $2,849
     DES134,500-21,180$2,849
CARRIER GLOBAL CORPORATION 123,384 +123,384 $2,742
     CARR123,384+123,384$2,742
MICROSOFT CORP 12,266 +323 $2,496
     MSFT12,266+323$2,496
INVESCO EXCHANGE TRADED FD T (RSP) 22,415 +5 $2,281
     RSP22,415+5$2,281
ISHARES TR (IDU) 14,200 UNCH $1,991
     IDU14,200UNCH$1,991
JOHNSON & JOHNSON 13,730 +132 $1,931
     JNJ13,730+132$1,931
VANGUARD WHITEHALL FDS (VYM) 22,048 -15,687 $1,737
     VYM22,048-15,687$1,737
INVESCO EXCHANGE TRADED FD T (RPV) 32,613 -36,336 $1,624
     RPV32,613-36,336$1,624
JPMORGAN CHASE & CO 16,835 -82 $1,584
     JPM16,835-82$1,584
ISHARES TR (IVV) 5,062 -645 $1,568
     IVV5,062-645$1,568
PROCTER AND GAMBLE CO 11,885 +2,708 $1,421
     PG11,885+2,708$1,421

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 06/30/2020: $805,540
At 03/31/2020: $669,489

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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