Connecticut Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Farmington, CT
CIK
0001689829
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 321 1,740,848 QUAL, SPYV, IEFA, IJH 13F-HR 2/6/2024 000168982924000001
Q3 2023 291 1,464,449 QUAL, IEFA, SPYV, IJH 13F-HR 10/19/2023 000168982923000005
Q2 2023 263 1,438,129 QUAL, IEFA, SPYV, IJH 13F-HR 7/25/2023 000168982923000004
Q1 2023 247 1,322,725 QUAL, IEFA, IJH, IJR 13F-HR 4/18/2023 000168982923000003
Q4 2022 204 1,179,453 QUAL, IJH, IEFA, IJR 13F-HR 1/17/2023 000168982923000002
Q3 2022 190 1,073,064 QUAL, RTX, IJH, IJR 13F-HR 11/2/2022 000168982922000006
Q2 2022 187 1,143,568 QUAL, RTX, IEFA, IJR 13F-HR 7/12/2022 000168982922000005
Q1 2022 189 1,307,730 QUAL, RTX, IEFA, IJR 13F-HR 4/18/2022 000168982922000004
Q4 2021 197 1,288,199 QUAL, IEFA, IJR, IJH 13F-HR 1/24/2022 000168982922000001
Q3 2021 196 1,146,918 QUAL, IEFA, IJR, IJH 13F-HR 11/2/2021 000168982921000005
Q2 2021 192 1,136,113 QUAL, IEFA, IJR, IJH 13F-HR 7/29/2021 000168982921000004
Q1 2021 173 1,096,408 IEFA, QUAL, VOT, RTX RESTATEMENT 5/12/2021 000168982921000003
Q4 2020 187 942,034 QUAL, IEMG, IJR, IJH 13F-HR 1/29/2021 000168982921000001
Q3 2020 203 906,071 QUAL, IEFA, IJR, RTX 13F-HR 10/13/2020 000168982920000005
Q2 2020 137 805,540 QUAL, RTX, IEMG, VEA 13F-HR 7/14/2020 000168982920000004
Q1 2020 140 669,489 QUAL, RTX, DTD, VIG 13F-HR 4/20/2020 000168982920000003
Q4 2019 159 908,377 RTX, IEFA, IJH, DTD 13F-HR 1/29/2020 000168982920000002
Q3 2019 148 811,170 RTX, IEFA, VOOV, DTD 13F-HR 10/24/2019 000168982919000008
Q2 2019 143 810,175 RTX, VOOV, IEFA, VOOG 13F-HR 7/29/2019 000168982919000006
Q1 2019 69 291,896 VOOV, IEFA, VOOG, IJH 13F-HR 4/23/2019 000168982919000004
Q4 2018 73 230,141 VOOV, VOOG, IJH, IJR 13F-HR 1/28/2019 000168982919000002
Q3 2018 69 226,131 VOOV, VOOG, IJH, IJR 13F-HR 11/14/2018 000168982918000013
Q2 2018 65 209,081 VOOV, VOOG, IJH, IJR RESTATEMENT 8/7/2018 000168982918000011
Q1 2018 64 176,505 VOOV, VOOG, IJH, VTI 13F-HR 5/8/2018 000168982918000006
Q4 2017 59 186,515 VOOV, VOOG, IJH, BND 13F-HR 2/14/2018 000168982918000004
Q3 2017 65 170,161 VOOV, VOOG, IJH, VTI 13F-HR 11/8/2017 000168982917000007
Q2 2017 62 164,460 VOOV, VOOG, IJH, VTI 13F-HR 8/1/2017 000168982917000005
Q1 2017 62 164,442 VOOG, VOOV, IJH, VEU 13F-HR 5/4/2017 000168982917000003
Q4 2016 59 156,968 VOOG, VOOV, IJH, IEFA 13F-HR 2/7/2017 000168982917000001
Q3 2016 59 139,169 VOOG, VOOV, IJH, VTI 13F-HR 11/14/2016 000168982916000002
Additional filings from Connecticut Wealth Management, LLC that have since been restated