13F Filings History of CIC Wealth, LLC

Latest 13F report
Q3 2024 - 08 Nov 2024
Value $
$387,030,288
Signature - Title
Frank Cappadora - Chief Compliance Officer
Location
Rockville, MD
Summary
This page shows a list of all the recent 13F filings made by CIC Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CIC Wealth, LLC reported 176 stock holdings with total value $387,030,288 as of Q3 2024. Top holdings included VOO, AAPL, MSFT, NVDA, and VB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 176 $387,030,288 +$16,592,274 -$9,656,375 +$6,935,899 VOO, AAPL, MSFT, NVDA, VB 13F-HR 08 Nov 2024, 13:47
Q2 2024 160 $363,321,779 +$26,160,799 -$5,077,177 +$21,083,622 VOO, AAPL, MSFT, NVDA, VB 13F-HR 12 Jul 2024, 12:45
Q1 2024 161 $343,711,993 +$27,696,745 -$12,249,436 +$15,447,309 VOO, AAPL, MSFT, VB, NVDA 13F-HR 15 Apr 2024, 11:42
Q4 2023 160 $315,420,982 +$20,214,955 -$13,301,360 +$6,913,595 VOO, AAPL, MSFT, VB, PEP 13F-HR 11 Jan 2024, 20:29
Q3 2023 149 $279,042,413 +$12,591,101 -$7,600,066 +$4,991,035 VOO, AAPL, MSFT, VB, PEP 13F-HR 10 Oct 2023, 10:20
Q2 2023 160 $289,194,926 +$14,206,892 -$11,457,448 +$2,749,444 AAPL, VOO, MSFT, PEP, VB 13F-HR 19 Jul 2023, 16:06
Q1 2023 160 $265,301,262 +$13,045,729 -$7,187,509 +$5,858,220 VOO, AAPL, MSFT, PEP, VB 13F-HR 04 May 2023, 15:39
Q4 2022 166 $242,288,793 $0 $0 $0 AAPL, VOO, PEP, MSFT, MDLZ 13F-HR 15 Feb 2023, 12:10