📰 Cic Wealth News
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September 29, 2023
CIC Wealth LLC lowered its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,497 shares of the exchange traded fund’s stock after selling 76 shares during the quarter. Invesco QQQ comprises 1.6% […]
September 29, 2023
CIC Wealth LLC lessened its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 5.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,191 shares of the biopharmaceutical company’s stock after selling 200 shares during the period. CIC Wealth […]
September 28, 2023
CIC Wealth LLC trimmed its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 32.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,019 shares of the entertainment giant’s stock after selling 7,833 shares during the period. CIC Wealth […]
September 28, 2023
CIC Wealth LLC grew its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.9% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 29,010 shares of the company’s stock after buying an additional 805 shares during the period. CIC Wealth […]
September 28, 2023
CIC Wealth LLC boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 131.2% during the 2nd quarter, Holdings Channel reports. The fund owned 65,203 shares of the company’s stock after acquiring an additional 37,005 shares during the quarter. JPMorgan Equity Premium Income ETF comprises 1.2% of CIC Wealth LLC’s portfolio, […]
September 28, 2023
CIC Wealth LLC trimmed its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 2.0% in the second quarter, Holdings Channel reports. The fund owned 3,970 shares of the asset manager’s stock after selling 81 shares during the quarter. BlackRock comprises approximately 0.9% of CIC Wealth LLC’s investment portfolio, making the stock its […]
September 28, 2023
CIC Wealth LLC grew its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 0.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,604 shares of the retailer’s stock after purchasing an additional 141 shares during the quarter. Walmart comprises about 1.0% […]
September 28, 2023
CIC Wealth LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.7% in the second quarter, Holdings Channel reports. The institutional investor owned 65,177 shares of the company’s stock after buying an additional 2,326 shares during the period. Vanguard S&P 500 ETF comprises 9.2% of CIC Wealth LLC’s […]
September 28, 2023
CIC Wealth LLC lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 53,097 shares of the company’s stock after buying an additional 3,441 shares during the period. Vanguard Small-Cap […]
August 2, 2023
CIC Wealth LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.1% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 17,005 shares of the information services provider’s stock after selling 910 shares during the quarter. CIC Wealth LLC’s holdings in Alphabet were worth $1,769,000 […]