Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONNECTICUT WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 321 | 1,740,848,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AW MSCI EAFE | 101 | $1,979,018 | 26,198 | 0.00 | 0.00 | 61 | 0.23 | 12-31-2023 |
| MERCK & CO INC | COM | 102 | $1,954,620 | 17,929 | 0.00 | 0.00 | 8,267 | 85.56 | 12-31-2023 |
| THE CIGNA GROUP | COM | 103 | $1,893,924 | 6,325 | 0.00 | 0.00 | -189 | -2.90 | 12-31-2023 |
| ZOETIS INC | CL A | 104 | $1,867,515 | 9,462 | 0.00 | 0.00 | 2,815 | 42.35 | 12-31-2023 |
