Holdings
Connecticut Wealth Management, LLC
As of Sep 30, 2026, Connecticut Wealth Management, LLC reported 175 positions worth US$365M. Largest: Apple Inc, Rtx Corporation and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 113K | US$37.7M | +1,310 | Sep 30, 2026 |
| Rtx Corporation | 149K | US$27.7M | −1,108 | Sep 30, 2026 |
| Microsoft Corp. | 45,497 | US$23.3M | −1,593 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 64,279 | US$22M | −3,378 | Sep 30, 2026 |
| Nvidia Corporation | 77,549 | US$17.7M | −6,525 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 27,242 | US$9.01M | −4 | Sep 30, 2026 |
| Amazon.com, Inc. | 33,756 | US$8.41M | −685 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 16,793 | US$8.36M | −94 | Sep 30, 2026 |
| Broadcom Inc. | 20,391 | US$7.16M | −343 | Sep 30, 2026 |
| Costco Wholesale Corporation | 7,183 | US$6.54M | −20 | Sep 30, 2026 |