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Value $
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$2.07B
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Signature - Title
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Pete Galloway - Chief Compliance Officer
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Location
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Farmington, CT
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Summary
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This page shows a list of all the recent 13F filings made by Connecticut Wealth Management, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Connecticut Wealth Management, LLC reported 326 stock holdings with total value $2.07B as of Q3 2024. Top holdings included QUAL, SPYV, IEFA, IJH, and SPYG.