Cic Wealth, LLC Reduced Holdings in Q3 2024

Cic Wealth, LLC

  • $387 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.02K
- 51.0%
$517.38 - $573.86 $3.12M - $3.46M
5.79K $3.32B
MSFT
Microsoft Corp

Technology
-796
- 2.0%
$395.15 - $467.56 $315K - $372K
39.1K $16.8B
NVO
Novo Nordisk A S

Healthcare
-559
- 3.12%
$119.07 - $145.42 $66.6K - $81.3K
17.4K $2.07B
GOOGL
Alphabet Inc.

Communication Services
-304
- 1.19%
$148.65 - $191.18 $45.2K - $58.1K
25.3K $4.2B
AMZN
Amazon Com Inc

Consumer Cyclical
-667
- 1.44%
$161.02 - $200.0 $107K - $133K
45.7K $8.52B
CRWD
Crowd Strike Holdings, Inc.

Technology
-867
- 48.25%
$217.89 - $392.15 $189K - $340K
930 $261M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.41K
- 8.19%
$50.25 - $50.74 $372K - $376K
83.1K $4.22B
OPER
ETF Ser Solutions Clearshares

ETFs
-970
- 2.04%
$100.1 - $100.58 $97.1K - $97.6K
46.6K $4.67B
MRK
Merck & Co., Inc.

Healthcare
-126
- 2.18%
$111.15 - $128.97 $14K - $16.3K
5.66K $643M
WFC
Wells Fargo & Company

Financial Services
-329
- 3.6%
$51.58 - $60.97 $17K - $20.1K
8.81K $497M
XYL
Xylem Inc.

Industrials
-111
- 0.63%
$126.14 - $141.53 $14K - $15.7K
17.5K $2.37B
CMCSA
Comcast Corp

Communication Services
-929
- 11.85%
$37.33 - $41.78 $34.7K - $38.8K
6.91K $289M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-420
- 5.14%
$92.63 - $105.69 $38.9K - $44.4K
7.75K $807M
XLE
Energy Sector Spdr

ETFs
-15
- 0.56%
$84.35 - $93.39 $1.27K - $1.4K
2.67K $234M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-534
- 9.08%
$73.43 - $80.37 $39.2K - $42.9K
5.35K $430M
SYK
Stryker Corp

Healthcare
-20
- 3.08%
$315.94 - $371.96 $6.32K - $7.44K
630 $228M
MAR
Marriott International Inc

Consumer Cyclical
-8
- 0.43%
$211.35 - $255.11 $1.69K - $2.04K
1.85K $459M
TJX
Tjx Companies Inc

Consumer Cyclical
-49
- 2.12%
$107.93 - $120.23 $5.29K - $5.89K
2.26K $266M
DGRO
Ishares Core Dividend Growth E

ETFs
-123
- 2.77%
$57.47 - $62.76 $7.07K - $7.72K
4.32K $271M
ORCL
Oracle Corp

Technology
-82
- 5.72%
$125.9 - $170.35 $10.3K - $14K
1.35K $230M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-750
- 3.14%
$54.38 - $59.77 $40.8K - $44.8K
23.1K $1.37B
CRM
Salesforce, Inc.

Technology
-141
- 2.77%
$238.42 - $276.53 $33.6K - $39K
4.94K $1.35B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 0.19%
$1015.62 - $1159.62 $1.02K - $1.16K
520 $599M
BFB
Brown Forman Corp Cl B
-1.99K
- 7.93%
N/A
23K $1.13B
USB
Us Bancorp \De\

Financial Services
-430
- 3.4%
$39.04 - $47.23 $16.8K - $20.3K
12.2K $558M
PG
Procter & Gamble CO

Consumer Defensive
-5
- 0.06%
$160.76 - $177.82 $804 - $889
8.34K $1.44B
PM
Philip Morris International Inc.

Consumer Defensive
-638
- 8.31%
$101.25 - $127.45 $64.6K - $81.3K
7.04K $854M
VHT
Vanguard Health Care ETF

ETFs
-30
- 0.38%
$261.88 - $288.1 $7.86K - $8.64K
7.88K $2.22B
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 0.73%
$801.83 - $917.05 $24.1K - $27.5K
4.05K $3.59B
SWK
Stanley Black & Decker, Inc.

Industrials
-7
- 0.16%
$77.75 - $110.17 $544 - $771
4.3K $473M
RTX
Raytheon Technologies Corp

Industrials
-86
- 1.05%
$99.55 - $123.34 $8.56K - $10.6K
8.12K $984M
KO
Coca Cola CO

Consumer Defensive
-260
- 1.19%
$62.69 - $73.01 $16.3K - $19K
21.6K $1.56B
ABBV
Abb Vie Inc.

Healthcare
-24
- 0.36%
$163.84 - $199.33 $3.93K - $4.78K
6.69K $1.32B
LMT
Lockheed Martin Corp

Industrials
-44
- 2.55%
$460.3 - $584.56 $20.3K - $25.7K
1.68K $982M
MA
Mastercard Inc

Financial Services
-35
- 0.91%
$429.6 - $500.99 $15K - $17.5K
3.83K $1.89B
TSLA
Tesla, Inc.

Consumer Cyclical
-26
- 0.71%
$191.76 - $263.26 $4.99K - $6.84K
3.66K $958M
UNH
Unitedhealth Group Inc

Healthcare
-133
- 3.02%
$488.01 - $604.18 $64.9K - $80.4K
4.27K $2.5B
ABT
Abbott Laboratories

Healthcare
-350
- 1.18%
$100.07 - $118.13 $35K - $41.3K
29.2K $3.33B
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.2%
$333.64 - $405.2 $3K - $3.65K
4.39K $1.78B
PEP
Pepsico Inc

Consumer Defensive
-14
- 0.02%
$161.9 - $179.3 $2.27K - $2.51K
56.4K $9.59B
LOW
Lowes Companies Inc

Consumer Cyclical
-76
- 0.56%
$213.3 - $270.78 $16.2K - $20.6K
13.5K $3.65B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.17K
- 1.27%
$64.35 - $75.71 $75.2K - $88.5K
90.9K $6.7B
WMT
Walmart Inc.

Consumer Defensive
-139
- 0.24%
$66.91 - $81.4 $9.3K - $11.3K
57.1K $4.61B
AAPL
Apple Inc.

Technology
-1.33K
- 0.97%
$207.23 - $234.82 $275K - $311K
135K $31.4B
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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