CONNECTICUT WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HRZN | 213K | $1.37M |
 | RTX | 160K | $29.41M |
 | AAPL | 116K | $31.43M |
 | CARR | 112K | $5.92M |
 | OTIS | 104K | $9.04M |
 | NVDA | 90K | $16.80M |
 | AIG | 58K | $4.98M |
 | ACGL | 57K | $5.50M |
 | MSFT | 51K | $24.62M |
 | GOOG | 40K | $12.51M |
 | AMZN | 38K | $8.72M |
 | GOOGL | 35K | $11.06M |
 | QUIK | 32K | $193.52K |
 | BAC | 31K | $1.68M |
 | AUB | 30K | $1.07M |
 | NEE | 30K | $2.42M |
 | JPM | 29K | $9.33M |
 | FAST | 26K | $1.05M |
 | TLSI | 22K | $155.68K |
 | XOM | 21K | $2.53M |
Horizon Technology Finance Corporation
HRZN
Shares Held
213K
Value
$1.37M
RTX Corporation
RTX
Shares Held
160K
Value
$29.41M
Apple Inc.
AAPL
Shares Held
116K
Value
$31.43M
Carrier Global Corporation
CARR
Shares Held
112K
Value
$5.92M
Otis Worldwide Corporation
OTIS
Shares Held
104K
Value
$9.04M
NVIDIA Corporation
NVDA
Shares Held
90K
Value
$16.80M
American International Group, Inc.
AIG
Shares Held
58K
Value
$4.98M
Arch Capital Group Ltd.
ACGL
Shares Held
57K
Value
$5.50M
Microsoft Corporation
MSFT
Shares Held
51K
Value
$24.62M
Alphabet Inc.
GOOG
Shares Held
40K
Value
$12.51M
Amazon.com, Inc.
AMZN
Shares Held
38K
Value
$8.72M
Alphabet Inc.
GOOGL
Shares Held
35K
Value
$11.06M
QuickLogic Corporation
QUIK
Shares Held
32K
Value
$193.52K
Bank of America Corporation
BAC
Shares Held
31K
Value
$1.68M
Atlantic Union Bankshares Corporation
AUB
Shares Held
30K
Value
$1.07M
NextEra Energy, Inc.
NEE
Shares Held
30K
Value
$2.42M
JPMorgan Chase & Co.
JPM
Shares Held
29K
Value
$9.33M
Fastenal Company
FAST
Shares Held
26K
Value
$1.05M
TriSalus Life Sciences, Inc.
TLSI
Shares Held
22K
Value
$155.68K
Exxon Mobil Corporation
XOM
Shares Held
21K
Value
$2.53M