0001689829-16-000002.txt : 20161114 0001689829-16-000002.hdr.sgml : 20161111 20161114094103 ACCESSION NUMBER: 0001689829-16-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161114 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Connecticut Wealth Management, LLC CENTRAL INDEX KEY: 0001689829 IRS NUMBER: 272807213 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17557 FILM NUMBER: 161991318 BUSINESS ADDRESS: STREET 1: 281 FARMINGTON AVENUE CITY: FARMINGTON STATE: CT ZIP: 06032 BUSINESS PHONE: 860-470-0290 MAIL ADDRESS: STREET 1: 281 FARMINGTON AVENUE CITY: FARMINGTON STATE: CT ZIP: 06032 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001689829 XXXXXXXX 09-30-2016 09-30-2016 Connecticut Wealth Management, LLC

281 FARMINGTON AVENUE FARMINGTON CT 06032

13F HOLDINGS REPORT 028-17557 N Kevin Leahy 860-470-0290 Kevin Leahy Farmington CT 11-14-2016 0 59 139169 false INFORMATION TABLE 2 CWM.13F.2016Q3.xml AT&T INC COM 00206R102 791 19830 SH SOLE 0 0 0 19830 AIR PRODUCTS COM 009158106 224 1629 SH SOLE 0 0 0 1629 APPLE INC COM 037833100 685 6064 SH SOLE 0 0 0 6064 BANCO SANTANDER COM 05964H105 50 11321 SH SOLE 0 0 0 11321 BANK AMERICA COM 060505104 735 46538 SH SOLE 0 0 0 46538 BOEING COMPANY COM 097023105 1005 7600 SH SOLE 0 0 0 7600 CSX CORP COM 126408103 232 7676 SH SOLE 0 0 0 7676 CHEVRON CORP COM 166764100 373 3684 SH SOLE 0 0 0 3684 CISCO SYSTEMS COM 17275R102 362 11544 SH SOLE 0 0 0 11544 COLGATE-PALMOLIVE COM 194162103 392 5382 SH SOLE 0 0 0 5382 COMCAST CORP COM 20030N101 216 3285 SH SOLE 0 0 0 3285 WALT DISNEY COM 254687106 306 3301 SH SOLE 0 0 0 3301 EXXON MOBIL CORP COM 30231G102 1011 11726 SH SOLE 0 0 0 11726 FACEBOOK INC COM 30303M102 256 2000 SH SOLE 0 0 0 2000 GENERAL ELECTRIC COM 369604103 1838 62320 SH SOLE 0 0 0 62320 HOME DEPOT COM 437076102 1490 11619 SH SOLE 0 0 0 11619 HUBBELL INC COM 443510607 380 3606 SH SOLE 0 0 0 3606 ING GROEP COM 456837103 147 12000 SH SOLE 0 0 0 12000 INTEL CORP COM 458140100 602 16028 SH SOLE 0 0 0 16028 INTL BUSINESS COM 459200101 1451 9275 SH SOLE 0 0 0 9275 ISHARES CORE COM 464287200 899 4163 SH SOLE 0 0 0 4163 ISHARES MSCI COM 464287234 724 19405 SH SOLE 0 0 0 19405 ISHARES S&P COM 464287309 265 2190 SH SOLE 0 0 0 2190 ISHARES CORE COM 464287507 19785 129421 SH SOLE 0 0 0 129421 ISHARES RUSSELL COM 464287598 234 2237 SH SOLE 0 0 0 2237 ISHARES RUSSELL COM 464287630 311 2999 SH SOLE 0 0 0 2999 ISHARES RUSSELL COM 464287648 348 2351 SH SOLE 0 0 0 2351 ISHARES CORE COM 464287804 902 7310 SH SOLE 0 0 0 7310 JPMORGAN CHASE COM 46625H100 517 7764 SH SOLE 0 0 0 7764 JOHNSON & JOHNSON COM 478160104 419 3527 SH SOLE 0 0 0 3527 MCKESSON CORP COM 58155Q103 219 1325 SH SOLE 0 0 0 1325 MERCK & COMPANY COM 58933Y105 227 3637 SH SOLE 0 0 0 3637 MICROSOFT CORP COM 594918104 732 12795 SH SOLE 0 0 0 12795 NUVEEN PREFERRED COM 67072C105 163 17134 SH SOLE 0 0 0 17134 PROCTER & GAMBLE COM 742718109 733 8302 SH SOLE 0 0 0 8302 PRUDENTIAL FINANCIAL COM 744320102 258 3126 SH SOLE 0 0 0 3126 QUALCOMM INC COM 747525103 791 11869 SH SOLE 0 0 0 11869 SPDR SERIES COM 78464A763 3424 41240 SH SOLE 0 0 0 41240 SCOTTS MIRACLE-GRO COM 810186106 757 9116 SH SOLE 0 0 0 9116 TELEFLEX INC COM 879369106 547 3312 SH SOLE 0 0 0 3312 3M COMPANY COM 88579Y101 415 2418 SH SOLE 0 0 0 2418 TIME WARNER COM 887317303 330 4166 SH SOLE 0 0 0 4166 UNION PACIFIC CORP COM 907818108 864 8934 SH SOLE 0 0 0 8934 UNITED STS STEEL CRP NEW COM 912909108 175 10000 SH SOLE 0 0 0 10000 UNITED TECHNOLOGIES COM 913017109 1119 11037 SH SOLE 0 0 0 11037 VANGUARD S&P ETF 921932505 40724 375784 SH SOLE 0 0 0 375784 VANGUARD S&P ETF 921932703 31816 350938 SH SOLE 0 0 0 350938 VANGUARD SHORT ETF 921937827 221 2739 SH SOLE 0 0 0 2739 VANGUARD TOTAL ETF 921937835 1357 16227 SH SOLE 0 0 0 16227 VANGUARD FTSE ETF 922042775 3295 72802 SH SOLE 0 0 0 72802 VANGUARD FSTE ETF 922042858 400 10661 SH SOLE 0 0 0 10661 VANGUARD S&P ETF 922908363 1369 6943 SH SOLE 0 0 0 6943 VANGUARD MID ETF 922908629 2944 23008 SH SOLE 0 0 0 23008 VANGUARD LARGE ETF 922908637 1277 12976 SH SOLE 0 0 0 12976 VANGUARD GROWTH ETF 922908736 1207 10819 SH SOLE 0 0 0 10819 VANGUARD SMALL ETF 922908751 2713 22457 SH SOLE 0 0 0 22457 VANGUARD TOTAL ETF 922908769 3555 32178 SH SOLE 0 0 0 32178 VEREIT INC COM 92339V100 246 24558 SH SOLE 0 0 0 24558 VERIZON COMMUNICATIONS COM 92343V104 341 6645 SH SOLE 0 0 0 6645