Stock Taper 
CONNECTICUT WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Halozyme Therapeutics, Inc. | HALO | 4.67K | $365.36K |
 Dutch Bros Inc. | BROS | 4.71K | $338.23K |
 Emerson Electric Co. | EMR | 4.73K | $676.86K |
 Accenture plc | ACN | 4.76K | $592.12K |
 McDonald's Corporation | MCD | 4.98K | $1.35M |
 Marriott International, Inc. | MAR | 5.04K | $1.87M |
 Snap-on Incorporated | SNA | 5.08K | $2.04M |
 Starbucks Corporation | SBUX | 5.1K | $521.58K |
 Prudential Financial, Inc. | PRU | 5.18K | $559.07K |
 Cigna Corporation | CI | 5.22K | $1.44M |
 Cognizant Technology Solutions Corporation | CTSH | 5.23K | $202.48K |
 Caterpillar Inc. | CAT | 5.25K | $5.59M |
 The Hartford Insurance Group, Inc. | HIG | 5.28K | $699.93K |
 Meta Platforms, Inc. | META | 5.45K | $3.07M |
 Amgen Inc. | AMGN | 5.72K | $2.07M |
 UnitedHealth Group Incorporated | UNH | 5.74K | $2.39M |
 The Walt Disney Company | DIS | 5.76K | $554.88K |
 Danaher Corporation | DHR | 6.26K | $1.19M |
 The Progressive Corporation | PGR | 6.26K | $1.37M |
 Washington Trust Bancorp, Inc. | WASH | 6.62K | $241.31K |