Cic Wealth, LLC Portfolio Holdings
Cic Wealth, LLC
- $387 Billion
- Q3 2024
Cic Wealth, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $387 Billion distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $51B, Apple Inc. with a value of $31.4B, Microsoft Corp with a value of $16.8B, Nvidia Corp with a value of $15.9B, and Vanguard Small Cap ETF with a value of $14.5B.
Examining the 13F form we can see an increase of $23.7B in the current position value, from $363B to 387B.
Cic Wealth, LLC is based out at Rockville, MD
Below you can find more details about Cic Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$387 Billion
ETFs: $167 Billion
Technology: $78.5 Billion
Consumer Defensive: $29.4 Billion
Financial Services: $26.5 Billion
Consumer Cyclical: $24.7 Billion
Healthcare: $19.6 Billion
Industrials: $18.5 Billion
Communication Services: $10.6 Billion
Other: $8.93 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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