Connecticut Wealth Management, LLC
CIK Number: 0001689829
2.04B
Market Value
264
# of Holdings
14 months
Avg. Holding Period
33.74%
Win Rate
12.08%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | iShares MSCI US... | 169.56 | +0.11% | 1.6M | +1.69% | 285.01M | 98.61 | 14.01% |
| 2 | SPYG | SPDR Portfolio ... | 82.97 | +1.19% | 4.21M | +194.90% | 274.59M | 79.41 | 13.49% |
| 3 | VOT | Vanguard Mid-Ca... | 250.62 | +0.69% | 773.56K | +1.82K% | 200.08M | 250.69 | 9.83% |
| 4 | IJH | iShares Core S&... | 57.30 | +0.68% | 2.05M | +5.55% | 127.52M | 49.59 | 6.27% |
| 5 | IEFA | iShares Core MS... | 78.52 | -0.25% | 1.68M | +1.80% | 118.23M | 70.89 | 5.81% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.