Connecticut Wealth Management, LLC
Q1 2025 13F Holdings
Location
Farmington, CT
Holdings as of
3/31/2025
Value ($000)
$1,909,905
Num holdings
304
Date filed
5/15/2025
Form type
13F-HR
Prev filing
2/18/2025
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type