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Home > Institutional Investor > Connecticut Wealth Management, Llc > 13F Holdings

Instuitional Investor - Connecticut Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 4,665,939 $283,642,414 10.49%
2.
Ishares Trust
 HYG 2,731,152 $263,774,641 9.75%
3.
Spdr Series Trust
 KRE 2,170,139 $258,224,864 9.55%
4.
Ishares Trust
 HYG 975,098 $213,965,748 7.91%
5.
Ishares Inc - CORE MSCI EMKT
 2,049,493 $169,780,022 6.28%
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.