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Connecticut Wealth Management, LLC

Q3 2016 Holdings

Filed 2016-11-14 | 59 holdings | $139.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Banco Santander(SAN)COM05964H105$5011,3210.0%
ING Groep(ING)COM456837103$14712,0000.1%
Nuveen PreferredCOM67072C105$16317,1340.1%
United STS Steel CRP New(USX1)COM912909108$17510,0000.1%
Comcast Corp(CMCSA)COM20030N101$2163,2850.2%
Mckesson Corp(MCK)COM58155Q103$2191,3250.2%
Vanguard Short(BSV)ETF921937827$2212,7390.2%
AIR Products(APD)COM009158106$2241,6290.2%
Merck & Company(MRK)COM58933Y105$2273,6370.2%
CSX Corp(CSX)COM126408103$2327,6760.2%
Ishares Russell(IWD)COM464287598$2342,2370.2%
Vereit IncCOM92339V100$24624,5580.2%
Facebook Inc(META)COM30303M102$2562,0000.2%
Prudential Financial(PRU)COM744320102$2583,1260.2%
Ishares S&P(IVW)COM464287309$2652,1900.2%
Walt Disney(DIS)COM254687106$3063,3010.2%
Ishares Russell(IWN)COM464287630$3112,9990.2%
Time WarnerCOM887317303$3304,1660.2%
Verizon Communications(VZ)COM92343V104$3416,6450.2%
Ishares Russell(IWO)COM464287648$3482,3510.3%
Cisco Systems(CSCO)COM17275R102$36211,5440.3%
Chevron Corp(CVX)COM166764100$3733,6840.3%
Hubbell Inc(HUBB)COM443510607$3803,6060.3%
Colgate-Palmolive(CL)COM194162103$3925,3820.3%
Vanguard Fste(VWO)ETF922042858$40010,6610.3%
3M Company(MMM)COM88579Y101$4152,4180.3%
Johnson & Johnson(JNJ)COM478160104$4193,5270.3%
JPMorgan Chase(JPM)COM46625H100$5177,7640.4%
Teleflex Inc(TFX)COM879369106$5473,3120.4%
Intel Corp(INTC)COM458140100$60216,0280.4%
Apple Inc(AAPL)COM037833100$6856,0640.5%
Ishares Msci(EEM)COM464287234$72419,4050.5%
Microsoft Corp(MSFT)COM594918104$73212,7950.5%
Procter & Gamble(PG)COM742718109$7338,3020.5%
Bank America(BAC)COM060505104$73546,5380.5%
Scotts Miracle-Gro(SMG)COM810186106$7579,1160.5%
AT&T Inc(T)COM00206R102$79119,8300.6%
Qualcomm Inc(QCOM)COM747525103$79111,8690.6%
Union Pacific Corp(UNP)COM907818108$8648,9340.6%
Ishares Core(IVV)COM464287200$8994,1630.6%
Ishares Core(IJR)COM464287804$9027,3100.6%
Boeing Company(BA)COM097023105$1.0K7,6000.7%
Exxon Mobil Corp(XOM)COM30231G102$1.0K11,7260.7%
United Technologies(UTXZ)COM913017109$1.1K11,0370.8%
Vanguard Growth(VUG)ETF922908736$1.2K10,8190.9%
Vanguard Large(VV)ETF922908637$1.3K12,9760.9%
Vanguard Total(BND)ETF921937835$1.4K16,2271.0%
Vanguard S&P(VOO)ETF922908363$1.4K6,9431.0%
Intl Business(IBM)COM459200101$1.5K9,2751.0%
Home Depot(HD)COM437076102$1.5K11,6191.1%
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