Stock Taper

CONNECTICUT WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Walmart Inc.WMT17.29K$1.96M
The Procter & Gamble CompanyPG17.69K$2.59M
Visa Inc.V17.85K$6.12M
Space Exploration Technologies Corp.SPCX18.16K$3.1M
Halliburton CompanyHAL19.23K$652.99K
Broadcom Inc.AVGO20.73K$7.83M
CSX CorporationCSX20.81K$989.29K
Exxon Mobil CorporationXOM23.12K$3.16M
Fastenal CompanyFAST23.53K$1.13M
JPMorgan Chase & Co.JPM27.25K$8.92M
Atlantic Union Bankshares CorporationAUB30.23K$1.28M
Alphabet Inc.GOOGL30.6K$10.93M
NextEra Energy, Inc.NEE30.7K$2.69M
Bank of America CorporationBAC32.05K$1.83M
Amazon.com, Inc.AMZN34.44K$8.21M
Alphabet Inc.GOOG37.48K$13.24M
Microsoft CorporationMSFT47.09K$17.57M
Arch Capital Group Ltd.ACGL56.85K$5.52M
American International Group, Inc.AIG58.2K$4.34M
Altria Group, Inc.MO75.85K$5.46M