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December 15, 2023
CIC Wealth LLC grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 12.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,722 shares of the network technology company’s stock after buying an additional 613 shares during the […]
December 15, 2023
CIC Wealth LLC lifted its position in Compass Diversified (NYSE:CODI – Free Report) by 5.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,175 shares of the financial services provider’s stock after purchasing an additional 600 shares during the quarter. CIC […]
December 15, 2023
CIC Wealth LLC raised its stake in LKQ Co. (NASDAQ:LKQ – Free Report) by 20.1% in the third quarter, HoldingsChannel.com reports. The fund owned 14,475 shares of the auto parts company’s stock after purchasing an additional 2,420 shares during the quarter. CIC Wealth LLC’s holdings in LKQ were worth $717,000 at the end of the […]
December 15, 2023
CIC Wealth LLC trimmed its position in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 4.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,531 shares of the company’s stock after selling 401 shares during the period. CIC Wealth […]
December 15, 2023
CIC Wealth LLC cut its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 25.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,008 shares of the exchange traded fund’s stock after selling 1,050 shares during the period. […]
December 15, 2023
CIC Wealth LLC trimmed its holdings in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 4.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,531 shares of the company’s stock after selling 401 shares during the quarter. CIC Wealth LLC’s holdings in […]
December 15, 2023
CIC Wealth LLC lifted its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 1.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 66,850 shares of the company’s stock after buying an additional 716 shares during the period. JPMorgan Ultra-Short Income ETF makes up approximately 1.2% of CIC Wealth LLC’s […]
December 15, 2023
CIC Wealth LLC grew its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 66,850 shares of the company’s stock after acquiring an additional 716 shares during […]
December 15, 2023
CIC Wealth LLC increased its holdings in Comcast Co. (NASDAQ:CMCSA – Free Report) by 42.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,800 shares of the cable giant’s stock after buying an additional 2,638 shares during the […]
December 15, 2023
CIC Wealth LLC increased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,333 shares of the semiconductor manufacturer’s stock after purchasing an additional 20 […]