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

$543901184
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CIC WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

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CIC Wealth is based out of Rockville. CIC Wealth is a large advisory firm with 796 clients and discretionary assets under management (AUM) of $543,901,184 (Form ADV from 2023-11 …

whalewisdomalpha.com

$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

$363
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CIC Wealth, LLC - 13F

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Feb 15, 2023 · 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 13F Portfolio …

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$358
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Cic Wealth 13F Annual Report (2024) - Wallmine

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$358 billion Assets Under Management (AUM) As of 5th July 2024, Cic Wealth’s top holding is 163,474 shares of Vanguard Index Fds currently worth over $61.8 billion and making up …

wallmine.com

$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 Q3 2024 13F …

13f.info

$171503312
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LEGACY WEALTH MANAGMENT, LLC Top 13F Holdings

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Sep 30, 2024 · LEGACY WEALTH MANAGMENT, LLC. Legacy Wealth Managment is based out of Boise. Their last reported 13F filing for Q3 2024 included $171,503,312 in managed 13F …

whalewisdom.com

$279409973
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BROPHY WEALTH MANAGEMENT, LLC Top 13F Holdings

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Sep 30, 2024 · Brophy Wealth Management is based out of Bedford. Their last reported 13F filing for Q3 2024 included $279,409,973 in managed 13F securities and a top 10 holdings …

whalewisdom.com