StockDriftsStockDriftsTop 50 Cic Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.18% | 96.6K | $51.0M | +4.72%(+4.36K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 8.11% | 134.7K | $31.4M | -0.97%(-1.32K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 4.34% | 39.1K | $16.8M | -2.00%(-796) | — | 2024-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.11% | 130.9K | $15.9M | +1.22%(+1.58K) | — | 2024-09-30 | |
| VB | VANGUARD INDEX FDS | 3.75% | 61.2K | $14.5M | +2.65%(+1.58K) | — | 2024-09-30 | |
| IGM | ISHARES TR | 2.57% | 103.8K | $10.0M | +1.41%(+1.44K) | — | 2024-09-30 | |
| PEP | PEPSICO INC | 2.48% | 56.4K | $9.6M | -0.02%(-14) | — | 2024-09-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.24% | 158.1K | $8.7M | +7.75%(+11.38K) | — | 2024-09-30 | |
| AMZN | AMAZON COM INC | 2.2% | 45.7K | $8.5M | -1.44%(-667) | — | 2024-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.92% | 125.1K | $7.4M | +3.38%(+4.09K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Cic Wealth, Llc reports $387.03M in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are VOO (13.2%), AAPL (8.1%) and MSFT (4.3%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cic Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965909). View Cic Wealth, Llc’s 13F filings on SEC