Connecticut Wealth Management, LLC
Top Portfolio Positions
196 positions ·
$411,854,881 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
58,863 | $33,974,546 | 8.25% | |
| RTX |
RTX Corp
Industrials
|
154,643 | $29,830,634 | 7.24% | |
| AAPL |
Apple Inc.
Technology
|
115,990 | $29,437,102 | 7.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
41,980 | $27,301,273 | 6.63% | |
| MSFT |
Microsoft Corp
Technology
|
50,554 | $18,713,574 | 4.54% | |
| NVDA |
Nvidia Corp
Technology
|
89,297 | $15,573,396 | 3.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,363 | $9,593,864 | 2.33% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
17,442 | $8,358,206 | 2.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
27,284 | $8,025,861 | 1.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,859 | $7,676,623 | 1.86% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PDT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,520 | 18,742 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $238,023 | 18,742 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $250,018 | 18,742 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||