CONNECTICUT WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HRZN | 214K | $900.14K |
 | RTX | 155K | $29.83M |
 | AAPL | 116K | $29.44M |
 | CARR | 108K | $6.10M |
 | OTIS | 98K | $7.52M |
 | NVDA | 89K | $15.57M |
 | AIG | 58K | $4.38M |
 | ACGL | 57K | $5.51M |
 | MSFT | 51K | $18.71M |
 | GOOG | 39K | $11.05M |
 | AMZN | 37K | $7.68M |
 | GOOGL | 33K | $9.59M |
 | BAC | 30K | $1.48M |
 | AUB | 30K | $1.08M |
 | NEE | 30K | $2.75M |
 | JPM | 27K | $8.03M |
 | FAST | 26K | $1.20M |
 | XOM | 23K | $3.86M |
 | TLSI | 22K | $89.21K |
 | QUIK | 22K | $201.99K |
Horizon Technology Finance Corporation
HRZN
Shares Held
214K
Value
$900.14K
RTX Corporation
RTX
Shares Held
155K
Value
$29.83M
Apple Inc.
AAPL
Shares Held
116K
Value
$29.44M
Carrier Global Corporation
CARR
Shares Held
108K
Value
$6.10M
Otis Worldwide Corporation
OTIS
Shares Held
98K
Value
$7.52M
NVIDIA Corporation
NVDA
Shares Held
89K
Value
$15.57M
American International Group, Inc.
AIG
Shares Held
58K
Value
$4.38M
Arch Capital Group Ltd.
ACGL
Shares Held
57K
Value
$5.51M
Microsoft Corporation
MSFT
Shares Held
51K
Value
$18.71M
Alphabet Inc.
GOOG
Shares Held
39K
Value
$11.05M
Amazon.com, Inc.
AMZN
Shares Held
37K
Value
$7.68M
Alphabet Inc.
GOOGL
Shares Held
33K
Value
$9.59M
Bank of America Corporation
BAC
Shares Held
30K
Value
$1.48M
Atlantic Union Bankshares Corporation
AUB
Shares Held
30K
Value
$1.08M
NextEra Energy, Inc.
NEE
Shares Held
30K
Value
$2.75M
JPMorgan Chase & Co.
JPM
Shares Held
27K
Value
$8.03M
Fastenal Company
FAST
Shares Held
26K
Value
$1.20M
Exxon Mobil Corporation
XOM
Shares Held
23K
Value
$3.86M
TriSalus Life Sciences, Inc.
TLSI
Shares Held
22K
Value
$89.21K
QuickLogic Corporation
QUIK
Shares Held
22K
Value
$201.99K