What Connecticut Wealth Management, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1689829 · Filed Jul 29, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
SPDR SERIES TRUSTST STR P500VAL | 4.7M | New | $283.6M | 10.5% |
ISHARES TRCORE MSCI EAFE | 2.7M | +6.2% | $263.8M | 9.8% |
SPDR SERIES TRUSTST STR P500GRW | 2.2M | New | $258.2M | 9.5% |
ISHARES TRMSCI USA QLT FCT | 975.1K |
| −1.1% |
| $214M |
| 7.9% |
ISHARES INCCORE MSCI EMKT | 2M | +0.4% | $169.8M | 6.3% |
ISHARES TRCORE S&P MCP ETF | 1.3M | −8.7% | $101.6M | 3.8% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 1.2M | −0.1% | $84.4M | 3.1% |
ISHARES TRCORE S&P SCP ETF | 478.7K | −5.4% | $71M | 2.6% |
VANGUARD INDEX FDSGROWTH ETF | 735.4K | +484.6% | $63.3M | 2.3% |
VANGUARD INDEX FDSMID CAP ETF | 740.8K | +283.9% | $59.7M | 2.2% |
ISHARES TRS&P 500 GRWT ETF | 352K | −0.5% | $48.4M | 1.8% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 188.5K | −0.6% | $44.6M | 1.6% |
ISHARES TRIBONDS 26 TRM TS | 1.9M | +7.0% | $44.1M | 1.6% |
QQQInvesco QQQ Trust, Series 1 | 58.1K | −1.2% | $42.8M | 1.6% |
VANGUARD INDEX FDSTOTAL STK MKT | 114.5K | −0.3% | $42.4M | 1.6% |
VANGUARD INDEX FDSSMALL CP ETF | 135.4K | −4.8% | $41.1M | 1.5% |
VANGUARD STAR FDSVG TL INTL STK F | 422.8K | −1.7% | $36.1M | 1.3% |
AAPLApple Inc. | 112K | −3.5% | $32.4M | 1.2% |
ISHARES TRIBONDS 27 TRM TS | 1.4M | +15.6% | $32.1M | 1.2% |
SPYSPDR S&P 500 ETF Trust | 41.5K | −1.1% | $31M | 1.1% |
VANGUARD ADMIRAL FDS INC500 GRTH IDX F | 365.1K | +496.8% | $30.2M | 1.1% |
RTXRTX Corp | 150.3K | −2.8% | $28.5M | 1.1% |
WISDOMTREE TRUS TOTAL DIVIDND | 266.7K | −0.8% | $24.9M | 0.9% |
ISHARES TRSELECT US REIT | 270.8K | −12.3% | $18.3M | 0.7% |
MSFTMicrosoft Corp | 47.1K | −6.9% | $17.6M | 0.6% |
VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | 372.7K | +3.5% | $17.4M | 0.6% |
NVDANVIDIA Corp | 84.1K | −5.8% | $16.8M | 0.6% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 23.1K | +0.2% | $15.8M | 0.6% |
ISHARES TRRUS MD CP GR ETF | 100.9K | −0.0% | $14.8M | 0.5% |
GOOGAlphabet Inc. | 37.5K | −2.7% | $13.2M | 0.5% |
ISHARES TRRUS 1000 GRW ETF | 105.1K | +261.5% | $13.1M | 0.5% |
ISHARES TRCORE S&P500 ETF | 16.7K | −0.8% | $12.5M | 0.5% |
VANGUARD INDEX FDSVALUE ETF | 53.5K | +1.1% | $11.7M | 0.4% |
GOOGLAlphabet Inc. | 30.6K | −8.3% | $10.9M | 0.4% |
VANGUARD INDEX FDSMCAP GR IDXVIP | 32.8K | −10.2% | $10M | 0.4% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 44.1K | −4.8% | $9.4M | 0.3% |
VANGUARD ADMIRAL FDS INC500 VAL IDX FD | 41.1K | −0.0% | $9M | 0.3% |
JPMJPMorgan Chase & Co | 27.2K | −0.1% | $8.9M | 0.3% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 16.9K | −3.2% | $8.5M | 0.3% |
ISHARES TRNATIONAL MUN ETF | 78.5K | −2.6% | $8.4M | 0.3% |
AMZNAmazon Com Inc | 34.4K | −6.6% | $8.2M | 0.3% |
AVGOBroadcom Inc. | 20.7K | −1.8% | $7.8M | 0.3% |
VANGUARD INDEX FDSREAL ESTATE ETF | 81.2K | −5.9% | $7.8M | 0.3% |
CARRCARRIER GLOBAL Corp | 104.8K | −3.3% | $7.7M | 0.3% |
ISHARES TRCORE DIV GRWTH | 101.1K | −0.0% | $7.7M | 0.3% |
TERTeradyne, Inc | 15K | −5.0% | $7.3M | 0.3% |
ISHARES TRMSCI EAFE ETF | 65.8K | −0.6% | $6.8M | 0.3% |
VANGUARD WORLD FDINF TECH ETF | 57K | +635.0% | $6.8M | 0.3% |
OTISOtis Worldwide Corp | 94.7K | −3.0% | $6.8M | 0.3% |
COSTCostco Wholesale Corp | 7.2K | −5.0% | $6.7M | 0.2% |
VVisa Inc. | 17.8K | −7.7% | $6.1M | 0.2% |
PIMCO ETF TRACTIVE BD ETF | 61.3K | +32.4% | $5.7M | 0.2% |
CATCaterpillar Inc | 5.2K | −0.4% | $5.6M | 0.2% |
ACGLArch Capital Group Ltd. | 56.8K | −0.9% | $5.5M | 0.2% |
MOAltria Group, Inc. | 75.8K | +2,353.9% | $5.5M | 0.2% |
ISHARES TRINTRM GOV CR ETF | 48.8K | +11.8% | $5.2M | 0.2% |
ISHARES TRCUR HD EURZN ETF | 100.3K | ±0% | $5M | 0.2% |
ISHARES TR1 3 YR TREAS BD | 59.9K | +8.2% | $4.9M | 0.2% |
MCOMoody's Corp | 10.8K | −9.4% | $4.9M | 0.2% |
ISHARES TRRUSSELL 2000 ETF | 16K | −1.1% | $4.8M | 0.2% |
HDHome Depot, Inc. | 13.4K | −4.3% | $4.7M | 0.2% |
LLYELI LILLY & Co | 3.9K | −2.2% | $4.7M | 0.2% |
PROSHARES TRS&P MDCP 400 DIV | 51.4K | −14.7% | $4.7M | 0.2% |
ISHARES TRU.S. TECH ETF | 17.7K | −3.8% | $4.5M | 0.2% |
AIGAmerican International Group, Inc. | 58.2K | ±0% | $4.3M | 0.2% |
ISHARES TRRUS 1000 ETF | 10.5K | +0.2% | $4.3M | 0.2% |
ISHARES TRRUS MDCP VAL ETF | 26.1K | −0.0% | $4.3M | 0.2% |
ISHARES TRGLOBAL 100 ETF | 31.1K | −3.1% | $4.2M | 0.2% |
JNJJohnson & Johnson | 16.5K | +0.8% | $4.2M | 0.2% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 52.3K | −2.1% | $4.1M | 0.2% |
ISHARES TRCORE HIGH DV ETF | 148K | +400.0% | $4.1M | 0.2% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 67.7K | −1.0% | $4M | 0.1% |
IBMInternational Business Machines Corp | 14.3K | −1.2% | $4M | 0.1% |
VANGUARD INDEX FDSSML CP GRW ETF | 10.4K | −1.6% | $3.8M | 0.1% |
SELECT SECTOR SPDR TRST STR CARE ETF | 23.7K | New | $3.8M | 0.1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 46.5K | −5.1% | $3.6M | 0.1% |
GLOBAL X FDSUS INFR DEV ETF | 61.3K | −5.3% | $3.6M | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 21.4K | −0.0% | $3.4M | 0.1% |
SPDR SERIES TRUSTST STR P500ETF | 38.6K | New | $3.4M | 0.1% |
SPDR SERIES TRUSTST STR SP DIV | 22.1K | New | $3.4M | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 6.7K | −3.5% | $3.2M | 0.1% |
EXXON MOBIL CORPCOM | 23.1K | +1.7% | $3.2M | 0.1% |
SPCXSpace Exploration Technologies Corp | 18.2K | New | $3.1M | 0.1% |
METAMeta Platforms, Inc. | 5.4K | −1.2% | $3.1M | 0.1% |
GEGeneral Electric Co | 8.2K | +0.2% | $3.1M | 0.1% |
ISHARES TRS&P SML 600 GWT | 16.8K | −1.2% | $3M | 0.1% |
PROSHARES TRS&P 500 DV ARIST | 50.3K | +98.4% | $2.8M | 0.1% |
CTASCintas Corp | 16.5K | ±0% | $2.8M | 0.1% |
UNPUnion Pacific Corp | 10.2K | −0.4% | $2.8M | 0.1% |
FIRST TR EXCHANGE TRADED FDNASD TECH DIV | 23.8K | −0.7% | $2.7M | 0.1% |
NEENextEra Energy Inc | 30.7K | +3.7% | $2.7M | 0.1% |
MCKMcKesson Corp | 3.5K | −0.7% | $2.6M | 0.1% |
PGPROCTER & GAMBLE Co | 17.7K | −4.6% | $2.6M | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 3.5K | −11.1% | $2.5M | 0.1% |
UNHUnitedHealth Group Inc | 5.7K | −2.5% | $2.4M | 0.1% |
TJXTJX Companies Inc | 15.7K | −3.5% | $2.4M | 0.1% |
APHAmphenol Corp | 13.5K | −1.8% | $2.4M | 0.1% |
ISHARES TRCORE MSCI TOTAL | 24.7K | ±0% | $2.4M | 0.1% |
GEVGE Vernova Inc. | 2K | −3.6% | $2.3M | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 4.2K | +1.8% | $2.2M | 0.1% |
ABBVAbbVie Inc. | 8.5K | +4.1% | $2.1M | 0.1% |
TMOThermo Fisher Scientific Inc. | 4.2K | −9.4% | $2.1M | 0.1% |
AMGNAmgen Inc | 5.7K | −1.0% | $2.1M | 0.1% |
SNASnap-on Inc | 5.1K | −2.7% | $2M | 0.1% |
GLWCorning Inc | 7.9K | +0.1% | $2M | 0.1% |
CMICummins Inc | 2.8K | −12.4% | $2M | 0.1% |
WMTWalmart Inc. | 17.3K | −0.3% | $2M | 0.1% |
AMPAmeriprise Financial Inc | 4.2K | −3.7% | $1.9M | 0.1% |
ISHARES TRRUS 2000 GRW ETF | 4.9K | +0.0% | $1.9M | 0.1% |
MARMarriott International Inc | 5K | −0.7% | $1.9M | 0.1% |
PEPPepsiCo Inc | 13.6K | −0.1% | $1.8M | 0.1% |
BACBank of America Corp | 32K | +5.8% | $1.8M | 0.1% |
MTBM&T Bank Corp | 7.6K | ±0% | $1.8M | 0.1% |
CSCOCisco Systems, Inc. | 15.5K | +4.2% | $1.8M | 0.1% |
ADPAutomatic Data Processing Inc | 7.8K | +1.6% | $1.8M | 0.1% |
ROKRockwell Automation, Inc | 3.5K | +2.1% | $1.7M | 0.1% |
AXSAxis Capital Holdings Ltd | 16.1K | ±0% | $1.7M | 0.1% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 20.1K | −1.7% | $1.7M | 0.1% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 37.1K | New | $1.6M | 0.1% |
ORCLOracle Corp | 11.1K | −1.6% | $1.6M | 0.1% |
ISHARES TRRUS MID CAP ETF | 14.5K | ±0% | $1.6M | 0.1% |
ORLYO Reilly Automotive Inc | 17K | −2.8% | $1.6M | 0.1% |
TSLATesla, Inc. | 3.7K | −13.6% | $1.5M | 0.1% |
SSGA ACTIVE ETF TRST STR TOTAL ETF | 38.8K | New | $1.5M | 0.1% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 32.4K | −22.6% | $1.5M | 0.1% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 25.4K | New | $1.5M | 0.1% |
ISHARES TRRUS 1000 VAL ETF | 6K | −11.0% | $1.5M | 0.1% |
CICigna Group | 5.2K | −11.4% | $1.4M | 0.1% |
QCOMQualcomm Inc | 7.7K | +101.5% | $1.4M | 0.1% |
PGRProgressive Corp | 6.3K | −3.1% | $1.4M | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 PUR VAL | 11.9K | ±0% | $1.4M | 0.1% |
MCDMcDonald's Corp | 5K | +2.1% | $1.3M | 0.1% |
PHParker-Hannifin Corp | 1.4K | −4.3% | $1.3M | 0.1% |
VRTXVertex Pharmaceuticals Inc | 2.6K | −0.2% | $1.3M | 0.1% |
ISHARES TRPFD AND INCM SEC | 42.9K | −23.2% | $1.3M | 0.1% |
SPDR SERIES TRUSTST STR SP600SM C | 11.8K | New | $1.3M | 0.1% |
ULSUL Solutions Inc. | 12.6K | −0.8% | $1.3M | 0.1% |
AUBAtlantic Union Bankshares Corp | 30.2K | ±0% | $1.3M | 0.1% |
BXBlackstone Inc. | 10.8K | −2.5% | $1.3M | 0.1% |
MRKMerck & Co., Inc. | 9.7K | −0.6% | $1.2M | 0.1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 23K | New | $1.2M | 0.1% |
HUBBHubbell Inc | 2.3K | −2.3% | $1.2M | 0.1% |
VANGUARD WORLD FDUTILITIES ETF | 6.2K | −20.0% | $1.2M | 0.1% |
DHRDanaher Corp | 6.3K | −11.0% | $1.2M | 0.1% |
ASMLASML Holding NV | 593 | +9.0% | $1.2M | 0.1% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 13.9K | +1.6% | $1.1M | 0.1% |
FASTFastenal Co | 23.5K | −8.8% | $1.1M | 0.1% |
CVXChevron Corp | 6.8K | −6.2% | $1.1M | 0.1% |
WISDOMTREE TRUS SMALLCAP DIVD | 27.5K | ±0% | $1.1M | 0.1% |
GSGoldman Sachs Group Inc | 1.1K | ±0% | $1.1M | 0.1% |
MAMastercard Inc | 2.2K | −0.8% | $1.1M | 0.1% |
SELECT SECTOR SPDR TRST STR SVC ETF | 10.3K | New | $1.1M | 0.1% |
TRVTravelers Companies, Inc. | 3.3K | −0.2% | $1.1M | 0.1% |
BLKBlackRock, Inc. | 1.1K | −3.8% | $1.1M | 0.1% |
SPDR SERIES TRUSTST STR SP400GRW | 9.6K | New | $1.1M | 0.1% |
STXSeagate Technology Holdings plc | 1.1K | ±0% | $1.1M | 0.1% |
ISHARES INCESG AWR MSCI EM | 19.4K | +6.1% | $1.1M | 0.1% |
ISHARES TRMBS ETF | 11.2K | +6.0% | $1.1M | 0.1% |
ITWIllinois Tool Works Inc | 3.9K | −14.1% | $1.1M | 0.1% |
ISHARES INCMSCI GBL MIN VOL | 8.7K | +7.1% | $1M | 0.1% |
SPDR SERIES TRUSTST STR SP600GRWO | 8.7K | New | $1M | 0.1% |
HRZNHorizon Technology Finance Corp | 214.5K | +0.3% | $1M | 0.1% |
AMEAMETEK Inc | 4.1K | −1.6% | $996.6K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 18.7K | New | $992.3K | 0.1% |
CSXCSX Corp | 20.8K | ±0% | $989.3K | 0.1% |
ISHARES TRCORE US AGGBD ET | 9.8K | −1.8% | $974K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 4.3K | ±0% | $972.7K | 0.1% |
HONHoneywell International Inc | 4.3K | New | $964.3K | 0.1% |
ISHARES TRESG OPTIMIZED | 6.2K | +45.7% | $957.8K | 0.1% |
HONAHoneywell Aerospace Inc. | 4.3K | New | $952.2K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 30K | ±0% | $951.3K | 0.1% |
LOWLowe's Companies Inc | 4.2K | −0.1% | $928.5K | 0.1% |
VLOValero Energy Corp | 3.5K | ±0% | $923.5K | 0.1% |
VANGUARD BD INDEX FDSINTERMED TERM | 11.8K | −6.9% | $906.4K | 0.1% |
MUMicron Technology Inc | 785 | −5.8% | $906.2K | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 13K | −25.8% | $892.5K | 0.1% |
DEDeere & Co | 1.4K | −7.9% | $891.9K | 0.1% |
TXNTexas Instruments Inc | 3K | −26.5% | $891.8K | 0.1% |
ISHARES TRRUS 2000 VAL ETF | 4K | +2.6% | $888.8K | 0.1% |
PDIPIMCO Dynamic Income Fund | 52.8K | New | $881.6K | 0.1% |
VANGUARD INDEX FDSMCAP VL IDXVIP | 4.4K | −7.5% | $875.8K | 0.1% |
SHWSherwin Williams Co | 2.5K | −0.5% | $869.4K | 0.1% |
PWRQuanta Services, Inc. | 1.2K | ±0% | $860.2K | 0.1% |
GLDSPDR Gold Trust | 2.3K | +9.0% | $848K | 0.1% |
ISHARES TRISHARES SEMICDTR | 1.3K | +15.8% | $841.3K | 0.1% |
AJGArthur J. Gallagher & Co. | 3.7K | −2.5% | $841.1K | 0.1% |
FIRST TR EXCHANGE-TRADED FDSHS | 17K | ±0% | $827.2K | 0.1% |
ISHARES TRS&P MC 400VL ETF | 5.6K | ±0% | $823.2K | 0.1% |
NOWServiceNow, Inc. | 8.2K | −0.8% | $812.7K | 0.1% |
CBChubb Ltd | 2.4K | −26.8% | $804K | 0.1% |
ECLEcolab Inc. | 2.8K | −3.7% | $788.6K | 0.1% |
VANGUARD WORLD FDHEALTH CAR ETF | 2.6K | −4.3% | $782.6K | 0.1% |
GLPGlobal Partners LP | 16.6K | ±0% | $775.7K | 0.1% |
ABTAbbott Laboratories | 8.5K | −8.9% | $774.8K | 0.1% |
KOCoca Cola Co | 9.5K | −3.9% | $774.3K | 0.1% |
AMATApplied Materials Inc | 1.1K | +33.9% | $771.5K | 0.1% |
AXPAmerican Express Co | 2.3K | ±0% | $765.8K | 0.1% |
LHLabcorp Holdings Inc. | 2.7K | −2.7% | $747.6K | 0.1% |
NFLXNetflix Inc | 10.4K | +9.5% | $744.9K | 0.1% |
AONAon plc | 2.2K | −4.3% | $744.3K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P MDCP400 PR | 11.3K | ±0% | $730.8K | 0.1% |
HIGHartford Insurance Group, Inc. | 5.3K | −2.8% | $699.9K | 0.1% |
EMREmerson Electric Co | 4.7K | ±0% | $676.9K | 0.1% |
LRCXLAM Research Corp | 1.5K | ±0% | $671.2K | 0.1% |
ISHARES TRESG EAFE ETF | 7.9K | +66.1% | $669.1K | 0.1% |
HALHalliburton Co | 19.2K | −1.3% | $653K | 0.1% |
ISHARES TR7-10 YR TRSY BD | 6.9K | +8.1% | $651.6K | 0.1% |
APDAir Products & Chemicals, Inc. | 2.2K | −3.2% | $642.9K | 0.1% |
ISHARES TRU.S. FINLS ETF | 5K | −3.9% | $642.4K | 0.1% |
ETNEaton Corp plc | 1.5K | −2.3% | $640.9K | 0.1% |
ISHARES TRU.S. MED DVC ETF | 12.7K | −8.1% | $626.4K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 8.5K | −13.2% | $622.3K | 0.1% |
WMWaste Management Inc | 2.8K | −0.7% | $621.9K | 0.1% |
ANETArista Networks, Inc. | 3.6K | −16.5% | $619.3K | 0.1% |
ALCAlcon Inc | 9.2K | ±0% | $618.4K | 0.1% |
VANGUARD WORLD FDINDUSTRIAL ETF | 1.7K | +0.2% | $612.3K | 0.1% |
WFCWells Fargo & Company | 7.4K | +0.0% | $611.7K | 0.1% |
ISHARES TRCORE S&P US GWT | 3.2K | +3.2% | $606.4K | 0.1% |
SPDR SERIES TRUSTST STR CONV ETF | 5.6K | New | $604.3K | 0.1% |
ACNAccenture plc | 4.8K | −11.6% | $592.1K | 0.1% |
ISHARES TRMSCI INDIA ETF | 11.9K | −13.6% | $587.4K | 0.1% |
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | 10.9K | ±0% | $587.1K | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 3.1K | New | $585.7K | 0.1% |
SPDR INDEX SHS FDSST PORT MARK ETF | 11.2K | New | $581.2K | 0.1% |
ISHARES TRFLTG RATE NT ETF | 11.1K | ±0% | $565.7K | 0.1% |
PRUPrudential Financial Inc | 5.2K | −4.6% | $559.1K | 0.1% |
DISWalt Disney Co | 5.8K | −4.4% | $554.9K | 0.1% |
HEIHEICO Corp | 1.6K | ±0% | $554.6K | 0.1% |
ISHARES TRRESIDENTIAL MULT | 5.8K | ±0% | $544.5K | 0.1% |
ESEversource Energy | 7.4K | −4.9% | $537.4K | 0.1% |
FIXComfort Systems USA Inc | 267 | −45.3% | $529.2K | 0.1% |
XYLXylem Inc. | 4.4K | −5.7% | $521.8K | 0.1% |
SBUXStarbucks Corp | 5.1K | −5.9% | $521.6K | 0.1% |
EQIXEquinix Inc | 499 | ±0% | $520.2K | 0.1% |
MSMorgan Stanley | 2.4K | −36.4% | $502.3K | 0.1% |
DUKDuke Energy CORP | 3.9K | ±0% | $492.3K | 0.1% |
MRSHMarsh & McLennan Companies, Inc. | 2.9K | −15.0% | $490.8K | 0.1% |
PMPhilip Morris International Inc. | 2.7K | ±0% | $489.9K | 0.1% |
TTTrane Technologies plc | 993 | −41.3% | $487.7K | 0.1% |
ABRDN ETFSBBRG ALL COMD K1 | 21.5K | New | $479.7K | 0.1% |
REGNRegeneron Pharmaceuticals, Inc. | 766 | +0.1% | $477.6K | 0.1% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 16.2K | −30.1% | $476.2K | 0.1% |
MDLZMondelez International, Inc. | 8.2K | −6.0% | $473.2K | 0.1% |
MLMMartin Marietta Materials Inc | 818 | ±0% | $471.7K | 0.1% |
GDGeneral Dynamics Corp | 1.3K | +5.6% | $464.5K | 0.1% |
PSXPhillips 66 | 2.7K | ±0% | $463.7K | 0.1% |
AZNAstraZeneca PLC | 2.4K | ±0% | $458.5K | 0.1% |
ISHARES TRISHARES BIOTECH | 2.4K | −17.6% | $457.4K | 0.1% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 12.5K | +0.0% | $452.2K | 0.1% |
ISRGIntuitive Surgical Inc | 1.1K | +0.7% | $448.4K | 0.1% |
DELLDell Technologies Inc. | 1K | New | $444.4K | 0.1% |
CCitigroup Inc | 3.2K | +0.0% | $442.2K | 0.1% |
IAUiShares Gold Trust | 5.8K | +23.3% | $438.8K | 0.1% |
TDToronto Dominion Bank | 3.5K | −2.9% | $429.8K | 0.1% |
INVESCO ACTIVELY MANAGED EXCS&P500 DOWNSID | 10.5K | ±0% | $429.2K | 0.1% |
ISHARES TREAFE GRWTH ETF | 3.4K | −4.5% | $425.8K | 0.1% |
SYKStryker Corp | 1.3K | −0.4% | $422.5K | 0.1% |
BKNGBooking Holdings Inc. | 2.4K | +2,347.9% | $418.9K | 0.1% |
GRMNGarmin Ltd | 1.8K | ±0% | $418.1K | 0.1% |
CSLCarlisle Companies Inc | 1.2K | ±0% | $417.2K | 0.1% |
FICOFair Isaac Corp | 345 | −0.6% | $412.2K | 0.1% |
KEYSKeysight Technologies, Inc. | 1.2K | New | $409.6K | 0.1% |
CRDOCredo Technology Group Holding Ltd | 1.5K | New | $407.9K | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 1.7K | +58.5% | $406.2K | 0.1% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 13.9K | +56.0% | $403.3K | 0.1% |
WISDOMTREE TRUS MIDCAP DIVID | 7K | −62.5% | $396.5K | 0.1% |
SELECT SECTOR SPDR TRST STR UTIL ETF | 8.6K | New | $389.8K | 0.1% |
TFXTeleflex Inc | 3K | ±0% | $381.8K | 0.1% |
ADIAnalog Devices Inc | 957 | −3.5% | $380.1K | 0.1% |
ALLAllstate Corp | 1.6K | +32.4% | $372.4K | 0.1% |
ISHARES TRSELECT DIVID ETF | 2.3K | ±0% | $365.7K | 0.1% |
HALOHalozyme Therapeutics, Inc. | 4.7K | ±0% | $365.4K | 0.1% |
MKCMcCormick & Co Inc | 7.1K | −14.5% | $357.9K | 0.1% |
PLTRPalantir Technologies Inc. | 3.1K | −1.8% | $356.9K | 0.1% |
TSCOTractor Supply Co | 11.3K | −1.5% | $356.4K | 0.1% |
CRMSalesforce, Inc. | 2.3K | −2.0% | $352.8K | 0.1% |
CVSCVS HEALTH Corp | 3.4K | ±0% | $350.7K | 0.1% |
PANWPalo Alto Networks Inc | 1K | New | $349.2K | 0.1% |
AMDAdvanced Micro Devices Inc | 595 | New | $345.6K | 0.1% |
ZBHZimmer Biomet Holdings, Inc. | 3.9K | ±0% | $338.9K | 0.1% |
BROSDutch Bros Inc. | 4.7K | ±0% | $338.2K | 0.1% |
ISHARES TRS&P MC 400GR ETF | 2.9K | −9.9% | $336.9K | 0.1% |
VSTVistra Corp. | 2.1K | −0.6% | $333.3K | 0.1% |
DNPDNP Select Income Fund Inc | 30.3K | ±0% | $327.3K | 0.1% |
INTCIntel Corp | 2.3K | New | $325.9K | 0.1% |
EWEdwards Lifesciences Corp | 3.6K | −1.2% | $324.2K | 0.1% |
PLDPrologis, Inc. | 2.4K | −8.3% | $321K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 482 | New | $316.3K | 0.1% |
MSCIMSCI Inc. | 561 | −6.3% | $314.2K | 0.1% |
VANGUARD INDEX FDSLARGE CAP ETF | 891 | ±0% | $306.4K | 0.1% |
FDXFedEx Corp | 976 | −0.7% | $305.6K | 0.1% |
PNCPNC Financial Services Group, Inc. | 1.2K | −0.8% | $304.6K | 0.1% |
AAgilent Technologies, Inc. | 2.3K | ±0% | $299.7K | 0.1% |
OKTAOkta, Inc. | 2.2K | New | $298.1K | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 5.2K | +0.1% | $292K | 0.1% |
ISHARES TRESG AW MSCI EAFE | 2.8K | +0.2% | $291.5K | 0.1% |
ITGartner Inc | 2.2K | −43.8% | $289.1K | 0.1% |
BABoeing Co | 1.3K | +8.2% | $286.1K | 0.1% |
CDNSCadence Design Systems Inc | 751 | −6.5% | $281.9K | 0.1% |
VZVerizon Communications Inc | 6.6K | +6.2% | $280.4K | 0.1% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 4.8K | −9.1% | $280.3K | 0.1% |
INVESCO EXCHANGE TRADED FD TDIVID ACHIEVEV | 5K | ±0% | $277.3K | 0.1% |
TGTTarget Corp | 2.1K | +0.2% | $276K | 0.1% |
WTWWillis Towers Watson PLC | 1.1K | −1.3% | $275.7K | 0.1% |
TAT&T Inc. | 13.1K | −0.1% | $270.2K | 0.1% |
CCJCameco Corp | 2.6K | ±0% | $269.1K | 0.1% |
MMM3M Co | 1.6K | ±0% | $266.5K | 0.1% |
IDXXIDEXX Laboratories Inc | 503 | +34.5% | $264.8K | 0.1% |
LMTLockheed Martin Corp | 517 | −0.4% | $263.3K | 0.1% |
ISHARES TRMSCI USA MIN ETF | 2.7K | New | $256.6K | 0.1% |
COPConocoPhillips | 2.4K | −1.4% | $252.4K | 0.1% |
ISHARES TRIBONDS 28 TRM TS | 11.3K | +0.2% | $250.1K | 0.1% |
ALPS ETF TRSECTR DIV DOGS | 3.7K | ±0% | $249K | 0.1% |
PDTJohn Hancock Premium Dividend Fund | 18.7K | ±0% | $242.7K | 0.1% |
WASHWashington Trust Bancorp Inc | 6.6K | ±0% | $241.3K | 0.1% |
MMTAberdeen Multi-Market Income Fund | 53.9K | ±0% | $237.1K | 0.1% |
GMGeneral Motors Co | 3.1K | −3.3% | $235.2K | 0.1% |
INTUIntuit Inc. | 889 | −3.3% | $232K | 0.1% |
ISHARES TRRUS TP200 GR ETF | 798 | New | $231.9K | 0.1% |
INVESCO EXCH TRD SLF IDX FDBLOO PRI PWR ETF | 2.6K | New | $228.7K | 0.1% |
ISHARES TRMRGSTR SM CP GR | 3.4K | New | $225.5K | 0.1% |
DIMENSIONAL ETF TRUSTWORLD EX US CORE | 6.1K | ±0% | $224.8K | 0.1% |
FLSFlowserve Corp | 3K | ±0% | $223.3K | 0.1% |
ISHARES TRCORE S&P TTL STK | 1.4K | New | $222.3K | 0.1% |
KLACKLA Corp | 736 | New | $221.9K | 0.1% |
ISHARES TRSP SMCP600VL ETF | 1.6K | New | $219.5K | 0.1% |
CEGConstellation Energy Corp | 877 | −1.3% | $217.8K | 0.1% |
VANGUARD WORLD FDESG US STK ETF | 1.6K | New | $212.1K | 0.1% |
IBKRInteractive Brokers Group, Inc. | 2.4K | New | $207.7K | 0.1% |
VANGUARD WORLD FDMEGA GRWTH IND | 2.3K | +325.8% | $204.4K | 0.1% |
GDVGabelli Dividend & Income Trust | 6.9K | New | $203.4K | 0.1% |
CTSHCognizant Technology Solutions Corp | 5.2K | −54.2% | $202.5K | 0.1% |
ISHARES TRUS INDUSTRIALS | 1.2K | −26.2% | $201.9K | 0.1% |
AMTAmerican Tower Corp | 1.2K | −29.1% | $201.4K | 0.1% |
VEEVVeeva Systems Inc | 1.1K | New | $200.9K | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 1.3K | −18.1% | $200K | 0.1% |
SDGRSchrodinger, Inc. | 11.6K | ±0% | $188.1K | 0.1% |
PDOPIMCO Dynamic Income Opportunities Fund | 10.2K | New | $134.5K | 0.1% |
DSLDoubleLine Income Solutions Fund | 10.1K | New | $111.8K | 0.1% |
TLSITriSalus Life Sciences, Inc. | 22.3K | ±0% | $101.5K | 0.1% |