Hedge Fund Database

CONNECTICUT WEALTH MANAGEMENT, LLC

Adviser information for CONNECTICUT WEALTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Connecticut, United States

Employees

Total Number of Employees 64
Investment Advisory/Research 35
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 40
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,372 $3.1B
Non-Discretionary 16 $66.0M
Total 1,388 $3.2B

Clients

Type Number RAUM
Individuals 522 $218.0M
HNW Individuals 709 $2.8B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 134 $32.3M
State or municipal gov entities <5 $1.6M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 22 $80.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesASSETS UNDER ADVISEMENT
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-73061
SEC ERA File Number 801-73061
SEC CIK Numbers 1689829
SEC CRD Numbers 154310
Legal Entity Identifier None

Principal Office

281 FARMINGTON AVENUE
FARMINGTON
CT
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: 860-470-0290, Fax: 860-470-0289

Websites

vimeo.com/user52066029 www.youtube.com/channel/ucflnb1qa-vbb2fybnvihrvw# www.ctwealthmgmt.com www.linkedin.com/company/connecticut-wealth-management-llc/ twitter.com/ctwealth www.facebook.com/ctwealth www.instagram.com/lifeatctwm/

Chief Compliance Officer

PETE GALLOWAY
281 FARMINGTON AVENUE
FARMINGTON
CT
United States
Tel: 917-399-9179
Fax: 860-470-0289
(Full email address available in API data)

Regulatory Contact

MICHAEL TEDONE
CHIEF FINANCIAL OFFICER
281 FARMINGTON AVENUE
FARMINGTON
CT
United States
Tel: 860-470-0290
Fax: 860-470-0289
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LEAHY, KEVIN, CHRISTOPHER Individual – PRESIDENT 10/2010 50-75%
HORRIGAN, DENIS, MICHAEL Individual – PARTNER 01/2011 10-25%
TEDONE, MICHAEL, ANTHONY Individual – PARTNER 06/2013 5-10%
SOLOMON, JARRETT, FRANKLIN Individual – PARTNER 01/2020 < 5%
DISORBO, ANTONIO Individual – PARTNER 09/2020 < 5%
GALLOWAY, PETER, P Individual – CHIEF COMPLIANCE OFFICER 01/2024 < 5%

No. Employees, Historic

70350201920202021202220232024202517 on 6/12/201918 on 3/27/202018 on 4/7/202025 on 4/28/202025 on 6/12/202025 on 6/25/202025 on 7/16/202026 on 8/27/202027 on 3/10/202139 on 3/29/202142 on 4/23/202139 on 5/6/202136 on 5/12/202136 on 6/29/202136 on 7/30/202136 on 8/16/202142 on 9/8/202148 on 3/29/202249 on 6/14/202250 on 8/2/202249 on 8/5/202250 on 8/12/202251 on 10/19/202252 on 11/2/202251 on 1/27/202355 on 2/20/202355 on 3/31/202357 on 4/4/202358 on 4/19/202358 on 9/6/202359 on 9/6/202363 on 10/30/202364 on 12/20/202363 on 1/17/202464 on 3/28/2024

RAUM, Historic

4B2B02019202020212022202320242025703183578 on 6/12/20191553425461 on 3/27/20201553425461 on 4/7/20201553425461 on 4/28/20201553425461 on 6/12/20201553425461 on 6/25/20201553425461 on 7/16/20201553425461 on 8/27/20201553425461 on 3/10/20212095753135 on 3/29/20212095753135 on 4/23/20212095753135 on 5/6/20212095753135 on 5/12/20212095753135 on 6/29/20212095753135 on 7/30/20212095753135 on 8/16/20212095753135 on 9/8/20212385202351 on 3/29/20222385202351 on 6/14/20222385202351 on 8/2/20222385202351 on 8/5/20222385202351 on 8/12/20222385202351 on 10/19/20222385202351 on 11/2/20222385202351 on 1/27/20232385202351 on 2/20/20232132796640 on 3/31/20232132796640 on 4/4/20232132796640 on 4/19/20232132796640 on 9/6/20232132796640 on 9/6/20232132796640 on 10/30/20232132796640 on 12/20/20232132796640 on 1/17/20243168312415 on 3/28/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025740 on 6/12/2019868 on 3/27/2020868 on 4/7/2020868 on 4/28/2020868 on 6/12/2020868 on 6/25/2020868 on 7/16/2020868 on 8/27/2020868 on 3/10/20211186 on 3/29/20211186 on 4/23/20211186 on 5/6/20211186 on 5/12/20211186 on 6/29/20211186 on 7/30/20211186 on 8/16/20211186 on 9/8/20211193 on 3/29/20221193 on 6/14/20221193 on 8/2/20221193 on 8/5/20221193 on 8/12/20221193 on 10/19/20221193 on 11/2/20221193 on 1/27/20231193 on 2/20/20231269 on 3/31/20231269 on 4/4/20231269 on 4/19/20231269 on 9/6/20231269 on 9/6/20231269 on 10/30/20231269 on 12/20/20231269 on 1/17/20241388 on 3/28/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 1M 10K –
ABBVIE INC COM 371K 2K –
ACCENTURE PLC IRELAND SHS CLASS A 2M 8K –
ADOBE INC COM 3M 6K –
AGILENT TECHNOLOGIES INC COM 339K 3K –
AIR PRODS & CHEMS INC COM 675K 3K –
AIRBNB INC COM CL A 863K 6K –
ALCON AG ORD SHS 723K 8K –
ALPHABET INC CAP STK CL C 5M 29K –
ALPHABET INC CAP STK CL A 6M 35K –
AMAZON COM INC COM 6M 31K –
AMERICAN EXPRESS CO COM 201K 870 –
AMERICAN INTL GROUP INC COM NEW 14M 183K –
AMERIPRISE FINL INC COM 2M 4K –
AMETEK INC COM 613K 4K –
AMGEN INC COM 737K 2K –
AMPHENOL CORP NEW CL A 1M 19K –
ANALOG DEVICES INC COM 319K 1K –
AON PLC SHS CL A 767K 3K –
APPLE INC COM 23M 110K –
APPLIED MATLS INC COM 338K 1K –
ARCADIUM LITHIUM PLC COM SHS 55K 16K –
ARISTA NETWORKS INC COM 423K 1K –
ASML HOLDING N V N Y REGISTRY SHS 610K 596 –
ASTRAZENECA PLC SPONSORED ADR 453K 6K –
AT&T INC COM 300K 16K –
ATLANTIC UN BANKSHARES CORP COM 426K 13K –
AUTOMATIC DATA PROCESSING IN COM 2M 6K –
AVERY DENNISON CORP COM 547K 3K –
AXIS CAP HLDGS LTD SHS 910K 13K –
BANK AMERICA CORP COM 2M 39K –
BECTON DICKINSON & CO COM 770K 3K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 7M 16K –
BOEING CO COM 622K 3K –
BOOKING HOLDINGS INC COM 471K 119 –
BOSTON SCIENTIFIC CORP COM 209K 3K –
BROADCOM INC COM 4M 3K –
BROOKLINE BANCORP INC DEL COM 136K 16K –
CADENCE DESIGN SYSTEM INC COM 267K 869 –
CARLISLE COS INC COM 468K 1K –
CARRIER GLOBAL CORPORATION COM 7M 114K –
CATERPILLAR INC COM 2M 6K –
CDW CORP COM 1M 6K –
CHAMPIONX CORPORATION COM 283K 9K –
CHEVRON CORP NEW COM 1M 8K –
CHIPOTLE MEXICAN GRILL INC COM 273K 4K –
CHUBB LIMITED COM 903K 4K –
CHURCH & DWIGHT CO INC COM 778K 8K –
CINTAS CORP COM 3M 5K –
CISCO SYS INC COM 798K 17K –
CITIGROUP INC COM NEW 231K 4K –
COCA COLA CO COM 765K 12K –
COGNIZANT TECHNOLOGY SOLUTIO CL A 1M 18K –
COLGATE PALMOLIVE CO COM 206K 2K –
COMCAST CORP NEW CL A 239K 6K –
CONOCOPHILLIPS COM 2M 15K –
CONSTELLATION BRANDS INC CL A 359K 1K –
CORNING INC COM 306K 8K –
COSTCO WHSL CORP NEW COM 7M 8K –
CROWDSTRIKE HLDGS INC CL A 292K 762 –
CSX CORP COM 596K 18K –
CUMMINS INC COM 1M 4K –
CVS HEALTH CORP COM 269K 5K –
CYBERARK SOFTWARE LTD SHS 253K 925 –
DANAHER CORPORATION COM 3M 12K –
DEERE & CO COM 606K 2K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 1M 41K –
DISNEY WALT CO COM 748K 8K –
DOVER CORP COM 449K 2K –
E L F BEAUTY INC COM 201K 954 –
EATON CORP PLC SHS 418K 1K –
ECOLAB INC COM 426K 2K –
EDWARDS LIFESCIENCES CORP COM 1M 12K –
ELI LILLY & CO COM 3M 3K –
EMERSON ELEC CO COM 596K 5K –
EOG RES INC COM 1M 8K –
EQUINIX INC COM 401K 530 –
EVERSOURCE ENERGY COM 348K 6K –
EXXON MOBIL CORP COM 2M 15K –
FAIR ISAAC CORP COM 765K 514 –
FASTENAL CO COM 1M 17K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 2M 27K –
FIRST TR MORNINGSTAR DIVID L SHS 645K 17K –
FISERV INC COM 355K 2K –
FORTINET INC COM 277K 5K –
GALLAGHER ARTHUR J & CO COM 1M 4K –
GARMIN LTD SHS 345K 2K –
GARTNER INC COM 2M 5K –
GE AEROSPACE COM NEW 1M 9K –
GE VERNOVA INC COM 366K 2K –
GENERAL DYNAMICS CORP COM 359K 1K –
GOLDMAN SACHS GROUP INC COM 495K 1K –
HALLIBURTON CO COM 544K 16K –
HALOZYME THERAPEUTICS INC COM 318K 6K –
HAMILTON LANE INC CL A 276K 2K –
HARTFORD FINL SVCS GROUP INC COM 1M 12K –
HEICO CORP NEW COM 465K 2K –
HERSHEY CO COM 325K 2K –
HOME DEPOT INC COM 5M 15K –
HONEYWELL INTL INC COM 3M 13K –
HORIZON TECHNOLOGY FIN CORP COM 3M 210K –
HUBBELL INC COM 902K 2K –
IDEX CORP COM 206K 1K –
ILLINOIS TOOL WKS INC COM 2M 7K –
INTEL CORP COM 315K 10K –
INTERNATIONAL BUSINESS MACHS COM 2M 11K –
INTUIT COM 816K 1K –
INTUITIVE SURGICAL INC COM NEW 467K 1K –
INVESCO EXCH TRD SLF IDX FD BLOOMBERG PRICIN 243K 3K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 412K 11K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 7M 43K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 1M 12K –
INVESCO EXCHANGE TRADED FD T DIVID ACHIEVEV 342K 8K –
INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 552K 11K –
INVESCO QQQ TR UNIT SER 1 30M 63K –
ISHARES INC ESG AWR MSCI EM 2M 63K –
ISHARES INC CORE MSCI EMKT 29M 548K –
ISHARES TR RUSSELL 3000 ETF 375K 1K –
ISHARES TR 1 3 YR TREAS BD 297K 4K –
ISHARES TR RUS 2000 GRW ETF 2M 6K –
ISHARES TR CORE MSCI TOTAL 2M 33K –
ISHARES TR RESIDENTIAL MULT 670K 9K –
ISHARES TR CORE S&P US GWT 255K 2K –
ISHARES TR RUS 2000 VAL ETF 780K 5K –
ISHARES TR CORE S&P SCP ETF 98M 915K –
ISHARES TR U.S. TECH ETF 3M 22K –
ISHARES TR ESG AW MSCI EAFE 2M 26K –
ISHARES TR SHRT NAT MUN ETF 3M 28K –
ISHARES TR ISHARES BIOTECH 1M 9K –
ISHARES TR NATIONAL MUN ETF 6M 59K –
ISHARES TR COHEN STEER REIT 22M 390K –
ISHARES TR SELECT DIVID ETF 312K 3K –
ISHARES TR MSCI USA MIN VOL 382K 5K –
ISHARES TR MSCI USA QLT FCT 262M 2M –
ISHARES TR CUR HD EURZN ETF 14M 374K –
ISHARES TR CORE US AGGBD ET 4M 44K –
ISHARES TR US AER DEF ETF 238K 2K –
ISHARES TR USD INV GRDE ETF 703K 14K –
ISHARES TR S&P MC 400GR ETF 264K 3K –
ISHARES TR RUS MDCP VAL ETF 3M 28K –
ISHARES TR RUS 1000 VAL ETF 989K 6K –
ISHARES TR ISHARES SEMICDTR 872K 4K –
ISHARES TR FLTG RATE NT ETF 1M 21K –
ISHARES TR CORE DIV GRWTH 6M 111K –
ISHARES TR CORE S&P MCP ETF 109M 2M –
ISHARES TR RUS 1000 GRW ETF 11M 30K –
ISHARES TR RUS 1000 ETF 1M 4K –
ISHARES TR RUS MID CAP ETF 1M 17K –
ISHARES TR S&P MC 400VL ETF 845K 7K –
ISHARES TR MSCI EMG MKT ETF 2M 53K –
ISHARES TR CORE MSCI EAFE 115M 2M –
ISHARES TR RUSSELL 2000 ETF 7M 36K –
ISHARES TR S&P 500 VAL ETF 1M 6K –
ISHARES TR S&P 500 GRWT ETF 41M 440K –
ISHARES TR RUS MD CP GR ETF 11M 102K –
ISHARES TR MSCI EAFE ETF 5M 68K –
ISHARES TR MBS ETF 274K 3K –
ISHARES TR GLOBAL REIT ETF 245K 11K –
ISHARES TR CYBERSECURITY 237K 5K –
ISHARES TR IBONDS 25 TRM TS 15M 636K –
ISHARES TR IBONDS 24 TRM TS 21M 870K –
ISHARES TR CORE HIGH DV ETF 3M 30K –
ISHARES TR S&P SML 600 GWT 2M 18K –
ISHARES TR GLOBAL 100 ETF 7M 72K –
ISHARES TR EAFE GRWTH ETF 336K 3K –
ISHARES TR CORE S&P500 ETF 10M 19K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 407K 8K –
JOHNSON & JOHNSON COM 3M 21K –
JPMORGAN CHASE & CO. COM 5M 25K –
KIMBERLY-CLARK CORP COM 232K 2K –
KINSALE CAP GROUP INC COM 292K 759 –
KKR REAL ESTATE FIN TR INC COM 230K 25K –
LABCORP HOLDINGS INC COM SHS 574K 3K –
LAM RESEARCH CORP COM 212K 199 –
LOCKHEED MARTIN CORP COM 327K 699 –
LOWES COS INC COM 1M 5K –
LULULEMON ATHLETICA INC COM 309K 1K –
M & T BK CORP COM 705K 5K –
MARRIOTT INTL INC NEW CL A 2M 6K –
MARSH & MCLENNAN COS INC COM 963K 5K –
MARTIN MARIETTA MATLS INC COM 566K 1K –
MASTERCARD INCORPORATED CL A 958K 2K –
MCCORMICK & CO INC COM NON VTG 1M 16K –
MCDONALDS CORP COM 1M 5K –
MCKESSON CORP COM 4M 6K –
MEDTRONIC PLC SHS 202K 3K –
MERCK & CO INC COM 2M 17K –
MERUS N V COM 2M 27K –
META PLATFORMS INC CL A 2M 4K –
MICROSOFT CORP COM 22M 48K –
MONDELEZ INTL INC CL A 701K 11K –
MOODYS CORP COM 13M 31K –
MORGAN STANLEY COM NEW 487K 5K –
MSCI INC COM 340K 705 –
NETFLIX INC COM 644K 954 –
NEXTERA ENERGY INC COM 2M 25K –
NIKE INC CL B 714K 9K –
NOVARTIS AG SPONSORED ADR 240K 2K –
NUCOR CORP COM 399K 3K –
NVIDIA CORPORATION COM 12M 95K –
ONEOK INC NEW COM 231K 3K –
ONTO INNOVATION INC COM 729K 3K –
ORACLE CORP COM 2M 12K –
OREILLY AUTOMOTIVE INC COM 1M 1K –
OTIS WORLDWIDE CORP COM 10M 100K –
PARKER-HANNIFIN CORP COM 712K 1K –
PEPSICO INC COM 3M 19K –
PFIZER INC COM 321K 11K –
PHILLIPS 66 COM 1M 7K –
PIMCO ETF TR ACTIVE BD ETF 4M 46K –
PINSTRIPES HOLDINGS INC CL A COM 88K 32K –
PNC FINL SVCS GROUP INC COM 259K 2K –
POOL CORP COM 237K 771 –
POWERSHARES ACTIVELY MANAGED S&P500 DOWNSID 392K 10K –
PROCTER AND GAMBLE CO COM 3M 18K –
PROGRESSIVE CORP COM 1M 7K –
PROSHARES TR S&P MDCP 400 DIV 8M 110K –
PROSHARES TR S&P 500 DV ARIST 6M 67K –
PRUDENTIAL FINL INC COM 628K 5K –
QUALCOMM INC COM 853K 4K –
QUANTA SVCS INC COM 390K 2K –
REGENERON PHARMACEUTICALS COM 887K 844 –
RIGEL PHARMACEUTICALS INC COM 95K 12K –
ROCKWELL AUTOMATION INC COM 977K 4K –
RTX CORPORATION COM 21M 208K –
SALESFORCE INC COM 512K 2K –
SCHWAB STRATEGIC TR US BRD MKT ETF 300K 5K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 245K 9K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 752K 10K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 275K 4K –
SCHWAB STRATEGIC TR US LRG CAP ETF 299K 5K –
SCOTTS MIRACLE-GRO CO CL A 398K 6K –
SELECT SECTOR SPDR TR SBI INT-UTILS 511K 8K –
SELECT SECTOR SPDR TR ENERGY 243K 3K –
SELECT SECTOR SPDR TR FINANCIAL 727K 18K –
SERVICENOW INC COM 1M 2K –
SHERWIN WILLIAMS CO COM 823K 3K –
SIMULATIONS PLUS INC COM 241K 5K –
SNAP ON INC COM 2M 6K –
SPDR DOW JONES INDL AVERAGE UT SER 1 1M 4K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 209K 6K –
SPDR S&P 500 ETF TR TR UNIT 21M 39K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 3M 5K –
SPDR SER TR PRTFLO S&P500 GW 111M 1M –
SPDR SER TR PORTFOLIO INTRMD 239K 7K –
SPDR SER TR S&P 600 SMCP VAL 1M 17K –
SPDR SER TR S&P 600 SMCP GRW 1M 15K –
SPDR SER TR BBG CONV SEC ETF 511K 7K –
SPDR SER TR S&P 400 MDCP GRW 822K 10K –
SPDR SER TR PRTFLO S&P500 VL 119M 2M –
SPDR SER TR S&P DIVID ETF 6M 43K –
SRH TOTAL RETURN FUND INC COM 147K 10K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 5M 137K –
STARBUCKS CORP COM 379K 5K –
SUPER MICRO COMPUTER INC COM 2M 2K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1M 7K –
TARGET CORP COM 504K 3K –
TELEFLEX INCORPORATED COM 704K 3K –
TERADYNE INC COM 2M 16K –
TESLA INC COM 974K 5K –
TEXAS INSTRS INC COM 1M 6K –
TG THERAPEUTICS INC COM 494K 28K –
THE CIGNA GROUP COM 3M 8K –
THE TRADE DESK INC COM CL A 231K 2K –
THERMO FISHER SCIENTIFIC INC COM 3M 5K –
TJX COS INC NEW COM 2M 17K –
TRACTOR SUPPLY CO COM 985K 4K –
TRANE TECHNOLOGIES PLC SHS 748K 2K –
TRAVELERS COMPANIES INC COM 711K 3K –
TRIMBLE INC COM 220K 4K –
TRISALUS LIFE SCIENCES INC COM 181K 33K –
UNION PAC CORP COM 2M 10K –
UNITEDHEALTH GROUP INC COM 6M 12K –
UNIVERSAL DISPLAY CORP COM 485K 2K –
VALERO ENERGY CORP COM 453K 3K –
VANECK ETF TRUST SEMICONDUCTR ETF 420K 2K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 8M 46K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 23M 68K –
VANGUARD BD INDEX FDS SHORT TRM BOND 10M 132K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 9M 120K –
VANGUARD BD INDEX FDS INTERMED TERM 7M 87K –
VANGUARD INDEX FDS MCAP GR IDXVIP 9M 41K –
VANGUARD INDEX FDS SM CP VAL ETF 300K 2K –
VANGUARD INDEX FDS SMALL CP ETF 32M 145K –
VANGUARD INDEX FDS SML CP GRW ETF 3M 11K –
VANGUARD INDEX FDS MID CAP ETF 49M 202K –
VANGUARD INDEX FDS REAL ESTATE ETF 8M 101K –
VANGUARD INDEX FDS VALUE ETF 6M 37K –
VANGUARD INDEX FDS MCAP VL IDXVIP 745K 5K –
VANGUARD INDEX FDS TOTAL STK MKT 22M 83K –
VANGUARD INDEX FDS S&P 500 ETF SHS 9M 17K –
VANGUARD INDEX FDS LARGE CAP ETF 286K 1K –
VANGUARD INDEX FDS GROWTH ETF 43M 116K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 2M 27K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 63K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 309K 5K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 5M 84K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 11M 145K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 19M 419K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 894K 11K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 36M 198K –
VANGUARD STAR FDS VG TL INTL STK F 37M 621K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 51M 1M –
VANGUARD WHITEHALL FDS HIGH DIV YLD 3M 22K –
VANGUARD WORLD FD MEGA GRWTH IND 207K 659 –
VANGUARD WORLD FD INF TECH ETF 217K 376 –
VEEVA SYS INC CL A COM 227K 1K –
VERALTO CORP COM SHS 232K 2K –
VERIZON COMMUNICATIONS INC COM 251K 6K –
VERTEX PHARMACEUTICALS INC COM 1M 3K –
VISA INC COM CL A 4M 17K –
WALMART INC COM 924K 14K –
WASTE MGMT INC DEL COM 483K 2K –
WELLS FARGO CO NEW COM 286K 5K –
WILLIS TOWERS WATSON PLC LTD SHS 288K 1K –
WISDOMTREE TR US TOTAL DIVIDND 20M 278K –
WISDOMTREE TR US SMALLCAP DIVD 959K 31K –
WISDOMTREE TR US MIDCAP DIVID 1M 26K –
WORKDAY INC CL A 200K 897 –
XYLEM INC COM 269K 2K –
ZIMMER BIOMET HOLDINGS INC COM 430K 4K –
ZOETIS INC CL A 2M 12K –
ZOMEDICA CORP COM 1K 10K –