Cic Wealth, LLC Purchases in Q3 2024

Cic Wealth, LLC

  • $387 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.36K
+ 4.72%
$475.2 - $527.7 $2.07M - $2.3M
96.6K $51B
VB
Vanguard Small Cap ETF

ETFs
1.58K
+ 2.65%
$214.77 - $237.72 $339K - $375K
61.2K $14.5B
MCD
Mcdonalds Corp

Consumer Cyclical
108
+ 0.46%
$245.82 - $304.51 $26.5K - $32.9K
23.7K $7.23B
USRT
Ishares Core U.S. Reit ETF

ETFs
2.68K
+ 2.55%
$53.07 - $62.66 $142K - $168K
108K $6.65B
IBM
International Business Machines Corp

Technology
778
+ 5.9%
$175.1 - $223.38 $136K - $174K
14K $3.09B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
146
+ 1.28%
$405.19 - $478.57 $59.2K - $69.9K
11.6K $5.34B
BLK
Black Rock Inc.

Financial Services
74
+ 1.99%
$782.27 - $949.51 $57.9K - $70.3K
3.79K $3.6B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.09K
+ 3.38%
$54.98 - $59.51 $225K - $243K
125K $7.44B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.4K
+ 7.75%
$49.7 - $56.11 $565K - $638K
158K $8.68B
American Healthcare Reit Inc
20.1K
New
N/A
20.1K $524M
AVGO
Broadcom Inc.

Technology
13.2K
+ 1042.98%
$136.27 - $1745.86 $1.79M - $23M
14.4K $2.49B
VUG
Vanguard Growth ETF

ETFs
1.06K
+ 34.89%
$341.08 - $391.94 $360K - $414K
4.08K $1.57B
PANW
Palo Alto Networks Inc

Technology
1.17K
+ 19.87%
$294.18 - $368.01 $343K - $429K
7.04K $2.41B
JNJ
Johnson & Johnson

Healthcare
374
+ 1.85%
$145.48 - $167.38 $54.4K - $62.6K
20.6K $3.33B
INSW
International Seaways, Inc.

Energy
7.4K
New
$47.67 - $60.19 $353K - $445K
7.4K $381M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50
+ 0.14%
$105.53 - $118.34 $5.28K - $5.92K
34.8K $4.07B
Victory Portfolios Ii
13.3K
New
N/A
13.3K $356M
O
Realty Income Corp

Real Estate
5.57K
New
$52.36 - $63.42 $291K - $353K
5.57K $353M
V
Visa Inc.

Financial Services
247
+ 1.28%
$253.74 - $291.56 $62.7K - $72K
19.6K $5.39B
IGM
Ishares Expanded Tech Sector E

ETFs
1.44K
+ 1.41%
$84.03 - $98.62 $121K - $142K
104K $9.95B
META
Meta Platforms, Inc.

Communication Services
106
+ 3.01%
$453.41 - $572.44 $48.1K - $60.7K
3.63K $2.08B
VEA
Vanguard Ftse Developed Market

ETFs
2.84K
+ 6.45%
$47.6 - $53.31 $135K - $151K
46.8K $2.47B
PAVE
Global X Fds Us Infrastructure

ETFs
3.37K
+ 8.84%
$36.39 - $41.16 $123K - $139K
41.5K $1.71B
XOM
Exxon Mobil Corp

Energy
1.95K
+ 15.53%
$109.72 - $119.0 $214K - $232K
14.5K $1.7B
MMM
3 M CO

Industrials
1.86K
New
$99.69 - $139.42 $185K - $259K
1.86K $254M
SNY
Sanofi

Healthcare
4.24K
New
$48.54 - $58.53 $206K - $248K
4.24K $244M
NRG
Nrg Energy, Inc.

Utilities
2.61K
New
$68.89 - $91.22 $180K - $238K
2.61K $238M
AFL
Aflac Inc

Financial Services
2.12K
New
$88.52 - $111.8 $188K - $237K
2.12K $237M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.38K
+ 95.42%
$49.83 - $62.75 $218K - $275K
8.96K $516M
VNLA
Janus Henderson Short Duration

ETFs
4.63K
New
$48.34 - $49.08 $224K - $227K
4.63K $227M
LLY
Eli Lilly & CO

Healthcare
324
+ 10.1%
$772.14 - $960.02 $250K - $311K
3.53K $3.13B
CMI
Cummins Inc

Industrials
690
New
$266.63 - $326.4 $184K - $225K
690 $224M
PSA
Public Storage

Real Estate
56
+ 2.12%
$283.13 - $365.01 $15.9K - $20.4K
2.7K $982M
EXC
Exelon Corp

Utilities
5.42K
New
$34.24 - $40.55 $186K - $220K
5.42K $220M
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
14.5K
+ 10.57%
$19.41 - $24.3 $281K - $352K
152K $3.45B
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 0.23%
$520.18 - $576.82 $8.32K - $9.23K
6.96K $4.01B
MGK
Vanguard Mega Cap Growth ETF

ETFs
663
New
$285.48 - $330.24 $189K - $219K
663 $213M
IBB
Ishares Biotechnology ETF

ETFs
1.45K
New
$135.09 - $149.47 $196K - $216K
1.45K $211M
VDC
Vanguard Consumer Staples ETF

ETFs
162
+ 1.44%
$201.77 - $221.32 $32.7K - $35.9K
11.4K $2.49B
MGC
Vanguard Mega Cap ETF

ETFs
1K
New
$185.93 - $206.64 $186K - $207K
1K $207M
VO
Vanguard Mid Cap ETF

ETFs
783
New
$237.84 - $263.83 $186K - $207K
783 $207M
Ge Healthcare Technologies I
2.19K
New
N/A
2.19K $205M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
717
New
$256.4 - $289.78 $184K - $208K
717 $204M
BK
Bank Of New York Mellon Corp

Financial Services
2.83K
New
$59.54 - $72.17 $169K - $204K
2.83K $203M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.17K
New
$85.03 - $94.56 $185K - $205K
2.17K $202M
D
Dominion Energy, Inc

Utilities
3.47K
New
$48.01 - $58.53 $167K - $203K
3.47K $201M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.25K
New
$136.93 - $162.81 $171K - $203K
1.25K $201M
IEFA
Ishares Tr

ETFs
551
+ 1.93%
$70.09 - $78.74 $38.6K - $43.4K
29.2K $2.28B
CAT
Caterpillar Inc

Industrials
3
+ 0.09%
$316.8 - $391.12 $950 - $1.17K
3.34K $1.31B
Activity Summary
Buys All Purchases 102 New Holdings 22 Increased Positions 80 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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