0001689829-18-000011.txt : 20180807 0001689829-18-000011.hdr.sgml : 20180807 20180807124339 ACCESSION NUMBER: 0001689829-18-000011 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180807 DATE AS OF CHANGE: 20180807 EFFECTIVENESS DATE: 20180807 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-17557 FILM NUMBER: 18997078 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001689829 XXXXXXXX 06-30-2018 06-30-2018 true 1 RESTATEMENT 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 08-07-2018 0 65 209081 false INFORMATION TABLE 2 CWM.13F.2018Q2.xml AT&T COM 00206R102 627 19473 SH SOLE 0 0 0 19473 AIR PRODS & CHEMS INC COM 009158106 364 2339 SH SOLE 0 0 0 2339 AMAZON COM INC COM 023135106 283 165 SH SOLE 0 0 0 165 APPLE INC COM 037833100 1343 7173 SH SOLE 0 0 0 7173 BANK AMER CORP COM 060505104 1037 36655 SH SOLE 0 0 0 36655 BOEING CO COM 097023105 1663 4948 SH SOLE 0 0 0 4948 BRISTOL MYERS SQUIBB CO COM 110122108 244 4424 SH SOLE 0 0 0 4424 CSX CORP COM 126408103 385 5986 SH SOLE 0 0 0 5986 CVS HEALTH CORP COM 126650100 218 3345 SH SOLE 0 0 0 3345 CHEVRON CORP NEW COM 166764100 329 2649 SH SOLE 0 0 0 2649 CISCO SYS INC COM 17275R102 282 6587 SH SOLE 0 0 0 6587 COLGATE PALMOLIVE CO COM 194162103 395 6112 SH SOLE 0 0 0 6112 DISNEY WALT CO COM DISNEY 254687106 363 3445 SH SOLE 0 0 0 3445 EXXON MOBIL CORP COM 30231G102 952 11646 SH SOLE 0 0 0 11646 FACEBOOK INC CL A 30303M102 463 2345 SH SOLE 0 0 0 2345 GENERAL DYNAMICS CORP COM 369550108 386 2059 SH SOLE 0 0 0 2059 GENERAL ELECTRIC CO COM 369604103 559 41840 SH SOLE 0 0 0 41840 HARTFORD FINL SVCS GROUP INC COM 416515104 324 6312 SH SOLE 0 0 0 6312 HOME DEPOT INC COM 437076102 1006 5184 SH SOLE 0 0 0 5184 HUBBELL INC COM 443510607 383 3606 SH SOLE 0 0 0 3606 INTEL CORP COM 458140100 490 9761 SH SOLE 0 0 0 9761 INTERNATIONAL BUSINESS MACHS COM 459200101 1007 7198 SH SOLE 0 0 0 7198 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 315 3095 SH SOLE 0 0 0 3095 ISHARES TR CORE S&P500 ETF 464287200 1098 4008 SH SOLE 0 0 0 4008 ISHARES TR S&P 500 GRWT ETF 464287309 337 2060 SH SOLE 0 0 0 2060 ISHARES TR MSCI EAFE ETF 464287465 549 8272 SH SOLE 0 0 0 8272 ISHARES TR CORE S&P MCP ETF 464287507 33075 169737 SH SOLE 0 0 0 169737 ISHARES TR RUS 2000 VAL ETF 464287630 407 3068 SH SOLE 0 0 0 3068 ISHARES TR RUS 2000 GRW ETF 464287648 490 2375 SH SOLE 0 0 0 2375 ISHARES TR RUSSELL 3000 ETF 464287689 331 2033 SH SOLE 0 0 0 2033 ISHARES TR CORE S&P SCP ETF 464287804 23562 279403 SH SOLE 0 0 0 279403 ISHARES TR FLTG RATE NT ETF 46429B655 399 7846 SH SOLE 0 0 0 7846 ISHARES TR CORE MSCI EAFE 46432F842 3190 50847 SH SOLE 0 0 0 50847 ISHARES INC MSCI EM ESG OPZ 46434G863 771 23202 SH SOLE 0 0 0 23202 ISHARES TR MSCI EAFE ESG OP 46435G516 245 3797 SH SOLE 0 0 0 3797 JPMORGAN CHASE & CO COM 46625H100 647 6158 SH SOLE 0 0 0 6158 JOHNSON & JOHNSON COM 478160104 532 4379 SH SOLE 0 0 0 4379 MCCORMICK & CO INC COM NON VTG 579780206 278 2400 SH SOLE 0 0 0 2400 MICROSOFT CORP COM 594918104 842 8421 SH SOLE 0 0 0 8421 NIKE INC CL B 654106103 213 2720 SH SOLE 0 0 0 2720 NUVEEN PFD & INCM SECURTIES COM 67072C105 171 19186 SH SOLE 0 0 0 19186 PEPSICO INC COM 713448108 280 2560 SH SOLE 0 0 0 2560 PROCTER AND GAMBLE CO COM 742718109 714 9145 SH SOLE 0 0 0 9145 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2336 25232 SH SOLE 0 0 0 25232 SCOTTS MIRACLE GRO CO CL A 810186106 1322 15837 SH SOLE 0 0 0 15837 TJX COS INC NEW COM 872540109 618 6513 SH SOLE 0 0 0 6513 TELEFLEX INC COM 879369106 886 3312 SH SOLE 0 0 0 3312 3M CO COM 88579Y101 418 2137 SH SOLE 0 0 0 2137 TRAVELERS COMPANIES INC COM 89417E109 584 4769 SH SOLE 0 0 0 4769 UNION PAC CORP COM 907818108 1401 9795 SH SOLE 0 0 0 9795 UNITED STATES STL CORP NEW COM 912909108 211 6000 SH SOLE 0 0 0 6000 UNITED TECHNOLOGIES CORP COM 913017109 1924 15389 SH SOLE 0 0 0 15389 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 41789 284764 SH SOLE 0 0 0 284764 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 56790 534946 SH SOLE 0 0 0 534946 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 814 10431 SH SOLE 0 0 0 10431 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 810 10258 SH SOLE 0 0 0 10258 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2775 54051 SH SOLE 0 0 0 54051 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1251 5009 SH SOLE 0 0 0 5009 VANGUARD INDEX FDS MID CAP ETF 922908629 3678 23318 SH SOLE 0 0 0 23318 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1072 8570 SH SOLE 0 0 0 8570 VANGUARD INDEX FDS GROWTH ETF 922908736 1301 8655 SH SOLE 0 0 0 8655 VANGUARD INDEX FDS VALUE ETF 922908744 209 2014 SH SOLE 0 0 0 2014 VANGUARD INDEX FDS SMALL CP ETF 922908751 3128 20015 SH SOLE 0 0 0 20015 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3974 28229 SH SOLE 0 0 0 28229 VISA INC COM CL A 92826C839 241 1821 SH SOLE 0 0 0 1821