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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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30
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19
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CONNECTICUT WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings143

Total Value ($x1000)810,175
Activities
New74

Increased50

Unchanged6

Decreased13

Sold Out0

Top 10 Stock Holdingstotal 55.33%
UTX11.52

VOOV8.05

IEFA6

VOOG5.57

DTD4.88

 
IJH4.54

VIG4.04

IVW3.77

DON3.73

IJR3.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UTX
11.52%
COM
VOOV
8.05%
500 VAL IDX FD
IEFA
6%
CORE MSCI EAFE
VOOG
5.57%
500 GRTH IDX F
DTD
4.88%
TOTAL DIVID FD
IJH
4.54%
CORE S&P MCP ETF
VIG
4.04%
DIV APP ETF
IVW
3.77%
S&P 500 GRWT ETF
DON
3.73%
MIDCAP DIVI FD
IJR
3.23%
CORE S&P SCP ETF
QQQ
3.1%
UNIT SER 1
DGRO
2.98%
CORE DIV GRWTH
VUG
2.01%
GROWTH ETF
DES
1.99%
SMALLCAP DIVID
HDV
1.92%
HIGH DIVIDND ETF
VOT
1.75%
MCAP GR IDXVIP
SPYG
1.35%
S&P 500 GROWTH
RPV
1.18%
S&P500 PUR VAL
IOO
1.14%
GLOBAL 100 ETF
IWS
1.06%
RUS MDCP VAL ETF
VTI
1%
TOTAL STK MKT
DEF
0.97%
DEFENSIVE EQTY
VBR
0.97%
SM CP VAL ETF
IWP
0.91%
RUS MD CP GR ETF
IWF
0.89%
RUS 1000 GRW ETF
SLYG
0.86%
S&P 600 SMCP GRW
VBK
0.81%
SML CP GRW ETF
RFG
0.7%
S&P MDCP400 PR
HYS
0.68%
0-5 HIGH YIELD
DVY
0.67%
SELECT DIVID ETF
HD
0.63%
COM
TLT
0.61%
20+ YR TR BD ETF
SDY
0.56%
S&P DIVID ETF
IJT
0.55%
SP SMCP600GR ETF
IYH
0.5%
US HLTHCARE ETF
ICSH
0.5%
LIQUID INC ETF
CWB
0.49%
BRC CNV SECS ETF
VB
0.49%
SMALL CP ETF
SHY
0.47%
1-3 YR TR BD ETF
VYM
0.47%
HIGH DIV YLD
MDYG
0.46%
S&P 400 MDCP GRW
VO
0.44%
MID CAP ETF
IYE
0.4%
U.S. ENERGY ETF
IEF
0.4%
7-10 Y TR BD ETF
VOO
0.39%
SHS
SLYV
0.37%
S&P 600 SMCP VAL
XLE
0.32%
SBI INT-ENERGY
VEU
0.31%
ALLWRLD EX US
RSP
0.3%
S&P500 EQL WGT
ESGE
0.3%
MSCI EM ESG SE
JKL
0.27%
MRNING SM CP ETF
IWO
0.27%
RUS 2000 GRW ETF
IDU
0.26%
U.S. UTILITS ETF
BA
0.25%
COM
JNJ
0.24%
COM
SMG
0.22%
CL A
AAPL
0.22%
COM
MSFT
0.2%
COM
PFF
0.2%
U.S. PFD STK ETF
UNP
0.2%
COM
XOM
0.19%
COM
BOND
0.19%
TOTL RETN ETF
IEMG
0.18%
CORE MSCI EMKT
PSX
0.18%
COM
JPM
0.18%
COM
IWD
0.17%
RUS 1000 VAL ETF
TDIV
0.17%
NASD TECH DIV
HYG
0.17%
IBOXX HI YD ETF
TIP
0.16%
TIPS BD ETF
IVV
0.15%
CORE S&P500 ETF
ESGD
0.15%
MSCI EAFE ESG
DIA
0.15%
UT SER 1
BAC
0.14%
COM
IVE
0.14%
S&P 500 VAL ETF
TRV
0.14%
COM
PG
0.14%
COM
VV
0.13%
LARGE CAP ETF
IJJ
0.13%
S&P MC 400VL ETF
TFX
0.12%
COM
IBM
0.12%
COM
RZG
0.12%
S&P SML600 GWT
CI
0.12%
COM
PEP
0.11%
COM
VTV
0.09%
VALUE ETF
IJK
0.09%
S&P MC 400GR ETF
TJX
0.09%
COM
AGG
0.09%
CORE TOTUSBD ETF
IWN
0.08%
RUS 2000 VAL ETF
BSV
0.08%
SHORT TRM BOND
DEW
0.08%
GLB EQTY INC FD
NEE
0.08%
COM
EFA
0.08%
MSCI EAFE ETF
UNH
0.08%
COM
CSX
0.07%
COM
V
0.07%
COM CL A
ADP
0.07%
COM
INTC
0.07%
COM
VOE
0.06%
MCAP VL IDXVIP
COP
0.06%
COM
T
0.06%
COM
APD
0.06%
COM
VEA
0.06%
FTSE DEV MKT ETF
HUBB
0.06%
COM
OLED
0.06%
COM
BRK.B
0.06%
CL B NEW
AMZN
0.06%
COM
GE
0.05%
COM
FLOT
0.05%
FLTG RATE BD ETF
CL
0.05%
COM
MMM
0.05%
COM
MKC
0.05%
COM NON VTG
IYJ
0.05%
U.S. INDS ETF
AMGN
0.04%
COM
GOOG
0.04%
CAP STK CL C
CVX
0.04%
COM
GD
0.04%
COM
CSCO
0.04%
COM
HIG
0.04%
COM
GOOGL
0.04%
CAP STK CL A
FB
0.04%
CL A
EXC
0.04%
COM
IJS
0.04%
SP SMCP600VL ETF
VZ
0.04%
COM
REGN
0.04%
COM
NSC
0.04%
COM
FDL
0.04%
SHS
EEM
0.04%
MSCI EMG MKT ETF
JKH
0.04%
MRGSTR MD CP GRW
NKE
0.04%
CL B
DBX
0.04%
CL A
MRK
0.04%
COM
CVS
0.03%
COM
DIS
0.03%
COM DISNEY
RPG
0.03%
S&P500 PUR GWT
PFE
0.03%
COM
A
0.03%
COM
BND
0.03%
TOTAL BND MRKT
MCD
0.03%
COM
QCOM
0.03%
COM
JKK
0.03%
MRGSTR SM CP GR
CSL
0.03%
COM
GLPI
0.03%
COM
JPS
0.02%
COM