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

Instuitional Investor - Connecticut Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Connecticut Wealth Management, Llc
Portfolio Value	$2,299,982,566

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	VLUE	2,336,234	$208,999,484	9.09%
2.	Spdr Series Trust		3,654,368	$207,604,631	9.03%
3.	Spdr Series Trust		1,942,123	$207,224,568	9.01%
4.	Ishares Trust	VLUE	1,023,787	$203,344,579	8.84%
5.	Ishares Trust	IEF	1,840,661	$121,483,638	5.28%