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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 10, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
149
−11 vs. Q2 2023
Portfolio value
$279.0M
−$10.2M (−3.5%) vs. Q2 2023
Filed
Oct 10, 2023
SEC
Holdings of CIC Wealth, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF70,143$27.5M9.9%+4,966+7.6%Added–
AAPLApple Inc.Stock136,610$23.4M8.4%−743−0.5%ReducedHistory
MSFTMicrosoft CorpStock40,618$12.8M4.6%−770−1.9%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF58,555$11.1M4.0%+5,458+10.3%Added–
PEPPepsiCo IncStock60,721$10.3M3.7%−774−1.3%ReducedHistory
iShares Tr464287549EXPND TEC SC ETF18,957$7.24M2.6%−223−1.2%Reduced–
MDLZMondelez International, Inc.Stock102,690$7.13M2.6%−575−0.6%ReducedHistory
MCDMcDonalds CorpStock23,772$6.26M2.2%−66−0.3%ReducedHistory
AMZNAmazon Com IncStock49,072$6.24M2.2%−1,165−2.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF12,833$5.49M2.0%+521+4.2%AddedHistory
NVDANVIDIA CorpStock12,560$5.46M2.0%−9−0.1%ReducedHistory
ETF Ser Solutions26922A453CLEARSHS ULTRA52,785$5.29M1.9%−1,376−2.5%Reduced–
WMWaste Management IncStock33,510$5.11M1.8%−323−1.0%ReducedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF104,645$4.91M1.8%+22,385+27.2%Added–
VVisa Inc.Stock20,872$4.80M1.7%−270−1.3%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF12,871$4.61M1.7%+374+3.0%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM82,728$4.43M1.6%+17,525+26.9%Added–
BRK.BBerkshire Hathaway IncStock11,975$4.19M1.5%−383−3.1%ReducedHistory
iShares Tr464288521CRE U S REIT ETF85,074$4.01M1.4%+7,537+9.7%Added–
JNJJohnson & JohnsonStock23,843$3.71M1.3%−159−0.7%ReducedHistory
ABTAbbott LaboratoriesStock34,909$3.38M1.2%−697−2.0%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF35,821$3.38M1.2%−48−0.1%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF66,850$3.35M1.2%+716+1.1%Added–
GOOGLAlphabet Inc.Stock25,421$3.33M1.2%+2,325+10.1%AddedHistory
WMTWalmart Inc.Stock19,052$3.05M1.1%+448+2.4%AddedHistory
iShares Core S&P 500 ETF464287200ETF6,855$2.94M1.1%+14+0.2%Added–
LOWLowes Companies IncStock13,552$2.82M1.0%−458−3.3%ReducedHistory
Vanguard Consumer Staples ETF92204A207ETF14,866$2.72M1.0%+143+1.0%Added–
BLKBlackRock, Inc.COM3,961$2.56M0.9%−9−0.2%ReducedHistory
CVXChevron CorpStock14,328$2.42M0.9%+203+1.4%AddedHistory
UNHUnitedHealth Group IncStock4,750$2.39M0.9%+1,432+43.2%AddedHistory
COSTCostco Wholesale CorpStock4,208$2.38M0.9%+25+0.6%AddedHistory
GOOGAlphabet Inc.Stock17,321$2.28M0.8%+72+0.4%AddedHistory
Vanguard Health Care ETF92204A504ETF9,531$2.24M0.8%−401−4.0%Reduced–
HONHoneywell International IncCOM11,353$2.10M0.8%−99−0.9%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF29,714$1.91M0.7%+704+2.4%Added–
XYLXylem Inc.COM20,775$1.89M0.7%−563−2.6%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF42,304$1.85M0.7%+34+0.1%Added–
iShares Core S&P Mid-Cap ETF464287507ETF7,298$1.82M0.7%−13−0.2%Reduced–
BF.BBrown Forman CorpStock31,044$1.79M0.6%−204−0.7%ReducedHistory
NVONovo Nordisk A SADR19,654$1.79M0.6%−482−2.4%ReducedConverted for a 2-for-1 splitHistory
MAMastercard IncStock4,138$1.64M0.6%+11+0.3%AddedHistory
JPMJPMorgan Chase & CoStock10,952$1.59M0.6%+107+1.0%AddedHistory
HDHome Depot, Inc.Stock5,001$1.51M0.5%−196−3.8%ReducedHistory
Global X FDS37954Y673US INFR DEV ETF49,143$1.49M0.5%+864+1.8%Added–
iShares U.S. Medical Devices ETF464288810ETF29,368$1.42M0.5%−290−1.0%Reduced–
PANWPalo Alto Networks IncStock5,722$1.34M0.5%+613+12.0%AddedHistory
KOCoca Cola CoStock23,400$1.31M0.5%−1,422−5.7%ReducedHistory
iShares MSCI Eafe ETF464287465ETF18,367$1.27M0.5%+2,191+13.5%Added–
Schwab Emerging Markets Equity ETF808524706ETF52,109$1.25M0.4%+1,546+3.1%Added–
PGProcter & Gamble CoStock8,532$1.24M0.4%−439−4.9%ReducedHistory
XOMExxonMobil Holdings CorpCOM10,531$1.24M0.4%+774+7.9%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF11,679$1.21M0.4%−376−3.1%Reduced–
IBMInternational Business Machines CorpStock8,142$1.14M0.4%+5,715+235.5%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF2,436$1.11M0.4%−31−1.3%ReducedHistory
AVGOBroadcom Inc.Stock1,333$1.11M0.4%+20+1.5%AddedHistory
iShares Tr464287150CORE S&P TTL STK11,532$1.09M0.4%+1,145+11.0%Added–
LLYEli Lilly & CoStock1,900$1.02M0.4%+1,302+217.7%AddedHistory
APOApollo Global Management, Inc.COM10,936$981.6K0.4%+445+4.2%AddedHistory
PMPhilip Morris International Inc.Stock10,489$971.1K0.3%−175−1.6%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF6,942$957.6K0.3%+86+1.3%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF17,494$907.4K0.3%−292−1.6%Reduced–
TSLATesla, Inc.Stock3,581$896.0K0.3%+59+1.7%AddedHistory
PSAPublic StorageCOM3,394$894.4K0.3%−157−4.4%ReducedHistory
CRMSalesforce, Inc.Stock4,396$891.4K0.3%+90+2.1%AddedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF25,191$883.4K0.3%+7,923+45.9%Added–
First Trust Cloud Computing ETF33734X192ETF11,624$882.4K0.3%−172−1.5%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF5,466$849.3K0.3%+5+0.1%Added–
iShares Russell 1000 Growth ETF464287614ETF3,008$800.1K0.3%−1,050−25.9%Reduced–
GWWW.W. Grainger, Inc.Stock1,144$791.5K0.3%−8−0.7%ReducedHistory
CATCaterpillar IncStock2,863$781.6K0.3%−74−2.5%ReducedHistory
DISWalt Disney CoStock9,271$751.4K0.3%−6,748−42.1%ReducedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF10,355$738.6K0.3%+5,765+125.6%Added–
FSKFS KKR Capital CorpCOM37,103$730.6K0.3%+2,437+7.0%AddedHistory
LKQLKQ CorpCOM14,475$716.7K0.3%+2,420+20.1%AddedHistory
TGTTarget CorpStock6,419$709.8K0.3%−253−3.8%ReducedHistory
INTCIntel CorpStock19,689$700.0K0.3%−1,239−5.9%ReducedHistory
ABBVAbbVie Inc.Stock4,677$697.2K0.2%+14+0.3%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF18,324$695.4K0.2%+2,817+18.2%Added–
Global X FDS37954Y780INTERNET OF THNG22,088$676.6K0.2%−135−0.6%Reduced–
METAMeta Platforms, Inc.Stock2,228$668.9K0.2%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF4,902$664.5K0.2%−525−9.7%Reduced–
iShares Core S&P U.S. Growth ETF464287671ETF6,991$663.0K0.2%00.0%Unchanged–
LMTLockheed Martin CorpStock1,589$650.0K0.2%−58−3.5%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF8,796$639.7K0.2%00.0%Unchanged–
WFCWells Fargo & CompanyStock15,127$618.1K0.2%−944−5.9%ReducedHistory
USBUS Bancorp DECOM NEW17,143$566.7K0.2%−2,056−10.7%ReducedHistory
iShares Tr464287762US HLTHCARE ETF2,074$560.1K0.2%+209+11.2%Added–
RTXRTX CorpStock7,497$539.5K0.2%−1,020−12.0%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF7,701$537.4K0.2%+736+10.6%Added–
ORLYO Reilly Automotive IncStock569$517.1K0.2%−5−0.9%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF5,483$515.6K0.2%+545+11.0%Added–
ACNAccenture plcStock1,533$470.8K0.2%+31+2.1%AddedHistory
WPCW. P. Carey Inc.COM8,493$459.3K0.2%−4,217−33.2%ReducedHistory
GSGoldman Sachs Group IncStock1,373$444.3K0.2%−22−1.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock859$434.8K0.2%+4+0.5%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF10,829$424.6K0.2%+277+2.6%Added–
FSCOFS Credit Opportunities Corp.COMMON STOCK75,388$408.6K0.1%+800+1.1%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF6,284$405.1K0.1%00.0%Unchanged–
CVSCVS Health CorpStock5,747$401.3K0.1%−100−1.7%ReducedHistory

Sold out since Q2 2023 (16)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of CIC Wealth, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
PFEPfizer IncStock15,845$581.2K0.2%History
American Centy ETF Tr025072794FOCUSED LRG CAP5,577$333.1K0.1%–
Global X Lithium & Battery Tech ETF37954Y855ETF4,129$268.5K0.1%–
iShares Russell 2000 Growth ETF464287648ETF1,094$265.5K0.1%–
ETF Managers Tr26924G409PRIME MOBILE PAY5,524$235.9K0.1%–
Vanguard Morningstar Growth ETF922908736ETF825$233.4K0.1%–
CMICummins IncStock927$227.2K0.1%History
NEENextera Energy IncStock3,022$224.2K0.1%History
Vanguard Morningstar Small-Cap Growth ETF922908595ETF929$213.4K0.1%–
BABoeing CoStock1,001$211.4K0.1%History
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,920$206.6K0.1%–
iShares Russell Mid-Cap Growth ETF464287481ETF2,138$206.6K0.1%–
BMYBristol Myers Squibb CoStock3,191$204.1K0.1%History
LHLabcorp Holdings Inc.COM NEW842$203.2K0.1%History
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,516$201.2K0.1%–
iShares Tr464287556ISHARES BIOTECH1,578$200.3K0.1%–