Connecticut Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$2.07B
Signature - Title
Pete Galloway - Chief Compliance Officer
Location
Farmington, CT
Summary
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.
Holdings Value