HoldingsChannel.com
Connecticut Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
UNITED TECHNOLOGIES CORP 641,154 -75,759 $87,530
     UTX641,154-75,759$87,530
ISHARES TR (IEFA) 829,935 +37,943 $50,684
     IEFA829,935+37,943$50,684
VANGUARD ADMIRAL FDS INC (VOOV) 360,700 -219,184 $41,466
     VOOV360,700-219,184$41,466
WISDOMTREE TR 409,712 +2,641 $40,606
     DTD409,712+2,641$40,606
ISHARES TR (IJH) 199,973 +10,453 $38,641
     IJH199,973+10,453$38,641
VANGUARD ADMIRAL FDS INC (VOOG) 217,964 -62,327 $35,236
     VOOG217,964-62,327$35,236
VANGUARD GROUP (VIG) 292,361 +7,967 $34,960
     VIG292,361+7,967$34,960
ISHARES TR (IVW) 175,686 +5,206 $31,629
     IVW175,686+5,206$31,629
WISDOMTREE TR 842,649 +8,858 $30,597
     DON842,649+8,858$30,597
SPDR SERIES TRUST (SPYV) 902,463 +902,463 $28,843
     SPYV902,463+902,463$28,843
ISHARES TR (IJR) 360,908 +26,857 $28,093
     IJR360,908+26,857$28,093
ISHARES TR (DGRO) 687,535 +54,995 $26,910
     DGRO687,535+54,995$26,910
SPDR SERIES TRUST (SPYG) 612,650 +330,150 $23,826
     SPYG612,650+330,150$23,826
VANGUARD INDEX FDS (VUG) 105,952 +6,150 $17,618
     VUG105,952+6,150$17,618
WISDOMTREE TR 596,292 +2,266 $16,321
     DES596,292+2,266$16,321
ISHARES TR (HDV) 169,156 +4,605 $15,928
     HDV169,156+4,605$15,928
VANGUARD INDEX FDS (VOT) 99,608 +4,756 $14,753
     VOT99,608+4,756$14,753
ISHARES TR (IOO) 196,567 +6,865 $9,720
     IOO196,567+6,865$9,720
INVESCO EXCHANGE TRADED FD T (RPV) 144,825 -1,913 $9,390
     RPV144,825-1,913$9,390
ISHARES TR (IWS) 101,396 +5,291 $9,095
     IWS101,396+5,291$9,095
VANGUARD INDEX FDS (VBR) 67,280 +7,201 $8,669
     VBR67,280+7,201$8,669
VANGUARD INDEX FDS (VTI) 53,783 -185 $8,121
     VTI53,783-185$8,121
INVESCO EXCH TRD SLF IDX FD 149,660 +740 $8,112
     DEF149,660+740$8,112
SPDR SERIES TRUST (SLYG) 125,379 +11,310 $7,471
     SLYG125,379+11,310$7,471
ISHARES TR (IWF) 45,961 +1 $7,337
     IWF45,961+1$7,337
ISHARES TR (IWP) 51,743 UNCH $7,314
     IWP51,743UNCH$7,314
VANGUARD INDEX FDS (VBK) 36,079 +655 $6,568
     VBK36,079+655$6,568
HOME DEPOT INC 25,359 +888 $5,884
     HD25,359+888$5,884
ISHARES TR (ICSH) 114,926 +34,544 $5,791
     ICSH114,926+34,544$5,791
ISHARES TR (DVY) 55,334 +500 $5,641
     DVY55,334+500$5,641
PIMCO ETF TR (HYS) 55,549 +807 $5,542
     HYS55,549+807$5,542
INVESCO EXCHANGE TRADED FD T (RFG) 38,191 -275 $5,399
     RFG38,191-275$5,399
ISHARES TR (TLT) 37,223 -155 $5,326
     TLT37,223-155$5,326
ISHARES TR (IJT) 24,794 +300 $4,423
     IJT24,794+300$4,423
SPDR SERIES TRUST (SDY) 43,081 -1,827 $4,420
     SDY43,081-1,827$4,420
VANGUARD INDEX FDS (VB) 25,907 +571 $3,987
     VB25,907+571$3,987
ISHARES TR (IYH) 20,800 UNCH $3,932
     IYH20,800UNCH$3,932
SPDR SERIES TRUST (CWB) 74,584 -903 $3,912
     CWB74,584-903$3,912
ISHARES TR (SHY) 45,035 +220 $3,820
     SHY45,035+220$3,820
VANGUARD WHITEHALL FDS INC (VYM) 42,448 -955 $3,766
     VYM42,448-955$3,766
SPDR SERIES TRUST (MDYG) 68,992 UNCH $3,706
     MDYG68,992UNCH$3,706
VANGUARD INDEX FDS (VO) 21,289 -24 $3,568
     VO21,289-24$3,568
ISHARES TR (IEF) 29,222 UNCH $3,287
     IEF29,222UNCH$3,287
ISHARES TR (QUAL) 34,394 +34,394 $3,178
     QUAL34,394+34,394$3,178
VANGUARD INDEX FDS (VOO) 11,643 -126 $3,174
     VOO11,643-126$3,174
SPDR SERIES TRUST (SLYV) 49,124 -351 $3,009
     SLYV49,124-351$3,009
VANGUARD INTL EQUITY INDEX F (VEU) 51,271 +1,597 $2,558
     VEU51,271+1,597$2,558
INVESCO EXCHANGE TRADED FD T (RSP) 22,714 -124 $2,455
     RSP22,714-124$2,455
ISHARES INC (ESGE) 71,162 UNCH $2,315
     ESGE71,162UNCH$2,315
ISHARES TR (IDU) 14,200 UNCH $2,312
     IDU14,200UNCH$2,312

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 09/30/2019: $811,170
At 06/30/2019: $810,175

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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