Cic Wealth, LLC Portfolio Holdings
Cic Wealth, LLC
- $363 Billion
- Q2 2024
Cic Wealth, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $363 Billion distributed in 160 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 $46.2B, Apple Inc. with a value of $28.7B, Microsoft Corp with a value of $17.8B, Nvidia Corp with a value of $16B, and Vanguard Small Cap ETF with a value of $13B.
Examining the 13F form we can see an increase of $19.6B in the current position value, from $344B to 363B.
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.