CIC Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Rockville, MD
CIK
0001965909
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 176 387,030 VOO, AAPL, MSFT, NVDA 13F-HR 11/8/2024 000195175724001188
Q2 2024 160 363,321 VOO, AAPL, MSFT, NVDA 13F-HR 7/12/2024 000195175724000490
Q1 2024 161 343,711 VOO, AAPL, MSFT, VB 13F-HR 4/15/2024 000195175724000270
Q4 2023 160 315,420 VOO, AAPL, MSFT, VB 13F-HR 1/11/2024 000195175724000009
Q3 2023 149 279,042 VOO, AAPL, MSFT, VB 13F-HR 10/10/2023 000195175723000519
Q2 2023 160 289,194 AAPL, VOO, MSFT, PEP 13F-HR 7/19/2023 000195175723000400
Q1 2023 160 265,301 VOO, AAPL, MSFT, PEP 13F-HR 5/4/2023 000195175723000256
Q4 2022 166 242,288 AAPL, VOO, PEP, MSFT 13F-HR 2/15/2023 000196590923000001