CIC WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

CIC WEALTH, LLC. CIC Wealth is based out of Rockville. CIC Wealth is a large advisory firm with 836 clients and discretionary assets under management (AUM) of $650,182,537 (Form ADV …

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$650182537
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CIC WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

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CIC WEALTH, LLC. CIC Wealth is based out of Rockville. CIC Wealth is a large advisory firm with 836 clients and discretionary assets under management (AUM) of $650,182,537 (Form ADV …

whalewisdom.com

$344
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CIC Wealth, LLC Q1 2024 13F Top Portfolio Holdings

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Jan 11, 2024 · CIC Wealth, LLC reported 161 holdings with total value $344 M as of Q1 2024. Top holdings included VOO, AAPL, MSFT, VB, and NVDA. CIC Wealth, LLC Q1 2024 13F …

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$387
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CIC Wealth, LLC Q3 2024 13F Top Portfolio Holdings

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Jul 12, 2024 · CIC Wealth, LLC reported 176 holdings with total value $387 M as of Q3 2024. Top holdings included VOO, AAPL, MSFT, NVDA, and VB. CIC Wealth, LLC ... 13F-HR Prev filing …

13f.info

$343711993.19
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CIC Wealth, LLC | Form 13F - Radient

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SEC Form 13F for CIC Wealth, LLC, CIK: 1965909 as on 31 Mar 2024. Quarterly holdings report, AUM: $343,711,993.19000006

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$607
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Cic Wealth 13F Annual Report (2024) - Wallmine

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Recent trades. In the most recent 13F filing, Cic Wealth revealed that it had opened a new position in Ltc Pptys Inc and bought 17,580 shares worth $607 million. The investment fund …

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$343711
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CIC Wealth LLC Top Holdings 13F Filings - Holdings Channel

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At 03/31/2024: $343,711. CIC Wealth LLC AUM history. CIC Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CIC …

holdingschannel.com

71%
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CIC Wealth LLC 13F Portfolio - HedgeFollow

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CIC Wealth LLC 13F Portfolio. Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; CIC Wealth LLC: CIC Wealth LLC: 5.71%: $363321000: 160: …

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$363
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CIC Wealth, LLC Q2 2024 13F Top Portfolio Holdings

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CIC Wealth, LLC reported 160 holdings with total value $363 M as of Q2 2024. Top holdings included VOO, AAPL, MSFT, NVDA, and VB. CIC Wealth, LLC Q2 2024 13F Holdings …

13f.info

$000
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CIC Wealth, LLC Q2 2023 13F Top Portfolio Holdings

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CIC Wealth, LLC top investments as of Q2 2023 based on public SEC filings. CIC Wealth, LLC Q2 2023 13F Holdings Location Rockville, MD Holdings as of 6/30/2023 Value ($000) …

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$000
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CIC Wealth, LLC Q1 2023 13F Top Portfolio Holdings

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CIC Wealth, LLC top investments as of Q1 2023 based on public SEC filings. CIC Wealth, LLC Q1 2023 13F Holdings Location Rockville, MD Holdings as of 3/31/2023 Value ($000) …

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