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Home > Institutional Investor > Connecticut Wealth Management, Llc > Profile

Instuitional Investor - Connecticut Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Connecticut Wealth Management, Llc
Portfolio Value $2,725,210,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 4,986,061 $304,797,938 11.18%
2.
Ishares Trust
 HYG 2,893,439 $280,316,351 10.29%
3.
Spdr Series Trust
 KRE 2,246,720 $276,526,338 10.15%
4.
Ishares Trust
 HYG 961,819 $213,754,697 7.84%
5.
Ishares Inc - CORE MSCI EMKT
 2,117,420 $171,849,798 6.31%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.