
CONNECTICUT WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | HRZN | 212K | $1.29M |
![]() | RTX | 208K | $34.89M |
![]() | CARR | 124K | $7.42M |
![]() | AAPL | 119K | $30.35M |
![]() | OTIS | 104K | $9.53M |
![]() | NVDA | 98K | $18.36M |
![]() | AIG | 58K | $4.57M |
![]() | ACGL | 58K | $5.23M |
![]() | MSFT | 51K | $26.30M |
![]() | GOOG | 39K | $9.54M |
![]() | AMZN | 36K | $8.01M |
![]() | GOOGL | 36K | $8.75M |
![]() | MRUS | 33K | $3.14M |
![]() | BAC | 33K | $1.69M |
![]() | QUIK | 32K | $195.13K |
![]() | AUB | 30K | $1.07M |
![]() | NEE | 29K | $2.18M |
![]() | JPM | 28K | $8.80M |
![]() | FAST | 26K | $1.29M |
![]() | AVGO | 25K | $8.41M |

Horizon Technology Finance Corporation
HRZN
Shares Held
212K
Value
$1.29M

RTX Corporation
RTX
Shares Held
208K
Value
$34.89M

Carrier Global Corporation
CARR
Shares Held
124K
Value
$7.42M

Apple Inc.
AAPL
Shares Held
119K
Value
$30.35M

Otis Worldwide Corporation
OTIS
Shares Held
104K
Value
$9.53M

NVIDIA Corporation
NVDA
Shares Held
98K
Value
$18.36M

American International Group, Inc.
AIG
Shares Held
58K
Value
$4.57M

Arch Capital Group Ltd.
ACGL
Shares Held
58K
Value
$5.23M

Microsoft Corporation
MSFT
Shares Held
51K
Value
$26.30M

Alphabet Inc.
GOOG
Shares Held
39K
Value
$9.54M

Amazon.com, Inc.
AMZN
Shares Held
36K
Value
$8.01M

Alphabet Inc.
GOOGL
Shares Held
36K
Value
$8.75M

Merus N.V.
MRUS
Shares Held
33K
Value
$3.14M

Bank of America Corporation
BAC
Shares Held
33K
Value
$1.69M

QuickLogic Corporation
QUIK
Shares Held
32K
Value
$195.13K

Atlantic Union Bankshares Corporation
AUB
Shares Held
30K
Value
$1.07M

NextEra Energy, Inc.
NEE
Shares Held
29K
Value
$2.18M

JPMorgan Chase & Co.
JPM
Shares Held
28K
Value
$8.80M

Fastenal Company
FAST
Shares Held
26K
Value
$1.29M

Broadcom Inc.
AVGO
Shares Held
25K
Value
$8.41M
