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| Name: |
Connecticut Wealth Management LLC |
| City: |
FARMINGTON |
| State: |
CT |
| Zip: |
06032 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HRZN |
Horizon Technology Finance ... |
|
New |
$11.78 |
$2,393,000 |
210,424 |
% |
2,393,000 |
210,424 |
0 |
N/A |
|
|
AXS |
Axis Capital Holdings Ltd |
|
New |
$68.81 |
$838,000 |
12,881 |
% |
838,000 |
12,881 |
0 |
N/A |
|
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BDX |
Becton Dickinson & Co |
|
New |
$237.15 |
$733,000 |
2,963 |
% |
733,000 |
2,963 |
0 |
N/A |
|
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USMV |
iShares MSCI USA Minimum Vo... |
|
New |
$0.00 |
$408,000 |
4,881 |
% |
408,000 |
4,881 |
0 |
N/A |
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MTUM |
Ishares Msci Usa Momentum F... |
|
New |
$0.00 |
$294,000 |
1,568 |
% |
294,000 |
1,568 |
0 |
N/A |
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CRWD |
Crowdstrike Holdings, Inc. |
|
New |
$312.55 |
$240,000 |
750 |
% |
240,000 |
750 |
0 |
N/A |
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TTD |
Trade Desk, Inc. |
|
New |
$89.64 |
$207,000 |
2,369 |
% |
207,000 |
2,369 |
0 |
N/A |
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SLP |
Simulations Plus Inc |
|
New |
$48.54 |
$204,000 |
4,967 |
% |
204,000 |
4,967 |
0 |
N/A |
|
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ADI |
Analog Devices Inc |
|
New |
$203.57 |
$201,000 |
1,018 |
% |
201,000 |
1,018 |
0 |
N/A |
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RGEN |
Repligen Corp |
|
New |
$167.72 |
$201,000 |
1,091 |
% |
201,000 |
1,091 |
0 |
N/A |
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ALTM |
Arcadium Lithium Plc |
|
New |
$4.74 |
$62,000 |
14,436 |
% |
62,000 |
14,436 |
0 |
N/A |
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