Long-term investor
Connecticut Wealth Management, LLC @connecticutwealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001689829).
Record
- Tracked since 2025-06-30 (448 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +11.9% · 6 months n/a · 1 year +18.7% · all +18.7%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A508 · 10.5% · long · since 2025-06-30
- 46432F842 · 9.8% · long · since 2025-06-30
- 78464A409 · 9.5% · long · since 2025-06-30
- 46432F339 · 7.9% · long · since 2025-06-30
- 46434G103 · 6.3% · long · since 2025-06-30
- 464287507 · 3.8% · long · since 2025-06-30
- 921943858 · 3.1% · long · since 2025-06-30
- 464287804 · 2.6% · long · since 2025-06-30
- 922908736 · 2.3% · long · since 2025-06-30
- 922908629 · 2.2% · long · since 2025-06-30
- 464287309 · 1.8% · long · since 2025-06-30
- 921908844 · 1.6% · long · since 2025-06-30