| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 7 | Q2 2024 | 12.7% |
| APPLE INC | 7 | Q2 2024 | 9.2% |
| MICROSOFT CORP | 7 | Q2 2024 | 4.9% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 4.5% |
| PEPSICO INC | 7 | Q2 2024 | 4.8% |
| ISHARES TR | 7 | Q2 2024 | 2.7% |
| MONDELEZ INTL INC | 7 | Q2 2024 | 3.1% |
| NVIDIA CORPORATION | 7 | Q2 2024 | 4.4% |
| MCDONALDS CORP | 7 | Q2 2024 | 2.6% |
| AMAZON COM INC | 7 | Q2 2024 | 2.5% |
View CIC Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-15 |
View CIC Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.