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 |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS INSTRS INC | COM | 151 | $1,136,497 | 6,667 | 0.00 | 0.00 | 390 | 6.21 | 12-31-2023 |
| LOWES COS INC | COM | 152 | $1,136,118 | 5,105 | 0.00 | 0.00 | 3,720 | 268.59 | 12-31-2023 |
| PARKER-HANNIFIN CORP | COM | 153 | $1,122,726 | 2,437 | 0.00 | 2,437 | +Inf | 12-31-2023 | |
| EXXON MOBIL CORP | COM | 154 | $1,120,611 | 11,208 | 0.00 | 0.00 | 279 | 2.55 | 12-31-2023 |
