Ica Group Wealth Management, LLC Portfolio Holdings

Ica Group Wealth Management, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $164 Million distributed in 793 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $16.9M, Spdr S&P 500 ETF Trust with a value of $7.18M, J P Morgan Exchange Traded Fd with a value of $6.83M, First Tr Morningstar Dividend with a value of $6.42M, and Apple Inc. with a value of $5.89M.

Examining the 13F form we can see an decrease of $330M in the current position value, from $493M to 164M.

Ica Group Wealth Management, LLC is based out at Denver, CO

Below you can find more details about Ica Group Wealth Management, LLC portfolio as well as his latest detailed transactions.