HoldingsChannel.com
Connecticut Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (QUAL) 1,222,247 +1,077,898 $99,051
     QUAL1,222,247+1,077,898$99,051
UNITED TECHNOLOGIES CORP 637,721 -1,749 $60,156
     UTX637,721-1,749$60,156
WISDOMTREE TR 388,920 -16,964 $30,460
     DTD388,920-16,964$30,460
VANGUARD SPECIALIZED FUNDS (VIG) 287,952 -3,454 $29,771
     VIG287,952-3,454$29,771
ISHARES TR (IVW) 173,302 -367 $28,604
     IVW173,302-367$28,604
VANGUARD TAX MANAGED INTL FD (VEA) 839,633 +829,991 $27,993
     VEA839,633+829,991$27,993
INVESCO QQQ TR 134,165 -1,660 $25,545
     QQQ134,165-1,660$25,545
ISHARES TR (IJR) 407,998 +39,388 $22,893
     IJR407,998+39,388$22,893
ISHARES TR (IEFA) 433,817 -446,118 $21,643
     IEFA433,817-446,118$21,643
ISHARES TR (IJH) 147,899 -63,463 $21,277
     IJH147,899-63,463$21,277
VANGUARD INDEX FDS (VO) 161,524 +140,542 $21,265
     VO161,524+140,542$21,265
VANGUARD INDEX FDS (VUG) 103,378 -692 $16,198
     VUG103,378-692$16,198
VANGUARD ADMIRAL FDS INC (VOOG) 104,976 -108,767 $15,626
     VOOG104,976-108,767$15,626
VANGUARD INDEX FDS (VB) 113,428 +88,380 $13,094
     VB113,428+88,380$13,094
ISHARES TR (HDV) 162,039 -5,172 $11,594
     HDV162,039-5,172$11,594
SPDR SER TR (SPYG) 318,439 -334,048 $11,381
     SPYG318,439-334,048$11,381
VANGUARD ADMIRAL FDS INC (VOOV) 112,200 -221,086 $10,468
     VOOV112,200-221,086$10,468
VANGUARD INDEX FDS (VOT) 81,336 -17,773 $10,304
     VOT81,336-17,773$10,304
WISDOMTREE TR 355,932 -469,626 $8,599
     DON355,932-469,626$8,599
ISHARES TR (IOO) 161,597 -33,965 $7,217
     IOO161,597-33,965$7,217
ISHARES TR (DGRO) 209,008 -529,753 $6,812
     DGRO209,008-529,753$6,812
VANGUARD INDEX FDS (VTI) 51,194 -452 $6,599
     VTI51,194-452$6,599
INVESCO EXCH TRD SLF IDX FD 147,227 -1,063 $6,588
     DEF147,227-1,063$6,588
ISHARES TR (IWS) 98,683 -2,713 $6,325
     IWS98,683-2,713$6,325
ISHARES TR (IWP) 51,453 UNCH $6,256
     IWP51,453UNCH$6,256
SPDR SER TR (SPYV) 233,007 -688,749 $6,021
     SPYV233,007-688,749$6,021
ISHARES TR (TLT) 35,931 -997 $5,928
     TLT35,931-997$5,928
ISHARES TR (IWF) 37,765 -6,848 $5,689
     IWF37,765-6,848$5,689
VANGUARD INDEX FDS (VBK) 32,079 -3,439 $4,821
     VBK32,079-3,439$4,821
HOME DEPOT INC 24,936 -42 $4,656
     HD24,936-42$4,656
SPDR SER TR (SLYG) 99,389 -19,952 $4,590
     SLYG99,389-19,952$4,590
VANGUARD INDEX FDS (VBR) 47,705 -17,617 $4,236
     VBR47,705-17,617$4,236
ISHARES TR (IYH) 20,900 +100 $3,925
     IYH20,900+100$3,925
ISHARES TR (SHY) 44,655 -514 $3,870
     SHY44,655-514$3,870
PIMCO ETF TR (HYS) 44,199 -2,507 $3,790
     HYS44,199-2,507$3,790
ISHARES TR (DVY) 48,421 -5,658 $3,561
     DVY48,421-5,658$3,561
ISHARES TR (IEF) 28,987 UNCH $3,521
     IEF28,987UNCH$3,521
ISHARES TR (IJT) 23,743 -987 $3,273
     IJT23,743-987$3,273
SPDR SER TR (SDY) 40,872 -2,299 $3,264
     SDY40,872-2,299$3,264
SPDR SER TR (CWB) 62,536 -6,141 $2,993
     CWB62,536-6,141$2,993
ISHARES TR (ICSH) 59,282 -49,438 $2,961
     ICSH59,282-49,438$2,961
INVESCO EXCHANGE TRADED FD T (RFG) 26,074 -10,757 $2,909
     RFG26,074-10,757$2,909
WISDOMTREE TR 155,680 -427,516 $2,805
     DES155,680-427,516$2,805
INVESCO EXCHANGE TRADED FD T (RPV) 68,949 -75,106 $2,754
     RPV68,949-75,106$2,754
VANGUARD WHITEHALL FDS (VYM) 37,735 -2,005 $2,670
     VYM37,735-2,005$2,670
APPLE INC 8,430 -609 $2,144
     AAPL8,430-609$2,144
ISHARES INC (ESGE) 72,507 UNCH $1,985
     ESGE72,507UNCH$1,985
ISHARES TR (IDU) 14,200 UNCH $1,961
     IDU14,200UNCH$1,961
VANGUARD INDEX FDS (VOO) 8,215 -3,329 $1,945
     VOO8,215-3,329$1,945
MICROSOFT CORP 11,943 +922 $1,884
     MSFT11,943+922$1,884

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 03/31/2020: $669,489
At 12/31/2019: $908,377

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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