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Institutional Investment Manager
CONNECTICUT WEALTH MANAGEMENT, LLC
CONNECTICUT WEALTH MANAGEMENT, LLC (CIK: 0001689829). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 62 holdings with a total value of $164,442,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 UNITED STATES STL CORP NEW 9,000 294,000 0.18%
52 COMCAST CORP NEW 6,578 246,000 0.15%
53 MERCK & CO INC 3,637 231,000 0.14%
54 GOLDMAN SACHS GROUP INC 1,006 229,000 0.14%
55 ISHARES TR 1,995 228,000 0.14%
56 FACEBOOK INC 1,590 226,000 0.14%
57 BRISTOL MYERS SQUIBB CO 4,229 224,000 0.14%
58 CITIGROUPINC 3,683 219,000 0.13%
59 VEREIT 24,558 211,000 0.13%
60 AIR PRODS & CHEMS INC 1,539 208,000 0.13%
61 ING GROEP N V 12,000 179,000 0.11%
62 NUVEEN PREFERRED SECURITIES 17,134 164,000 0.10%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001689829-17-000003, filed 2017.05.04).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.