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July 31, 2023
CIC Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,825 shares of the company’s stock after buying an additional 25 shares during the quarter. […]
July 31, 2023
CIC Wealth LLC reduced its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 4.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,852 shares of the entertainment giant’s stock after selling 1,080 shares during the […]
July 31, 2023
CIC Wealth LLC raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 23.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 62,851 shares of the company’s stock after buying an additional 11,773 shares during the quarter. […]
July 30, 2023
CIC Wealth LLC cut its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,806 shares of the conglomerate’s stock after selling 109 shares during the period. CIC Wealth LLC’s holdings in Honeywell International were […]
July 30, 2023
CIC Wealth LLC trimmed its position in shares of iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) by 0.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 29,668 shares of the company’s stock after selling 218 shares during the period. CIC Wealth […]
July 30, 2023
CIC Wealth LLC lowered its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 3.5% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 5,490 shares of the company’s stock after selling 200 shares during the period. CIC Wealth LLC’s holdings in […]
July 30, 2023
CIC Wealth LLC lessened its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 37.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,448 shares of the company’s stock after selling 3,288 shares during the quarter. CIC Wealth LLC’s […]
July 30, 2023
CIC Wealth LLC decreased its position in U.S. Bancorp (NYSE:USB – Free Report) by 8.6% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 22,749 shares of the financial services provider’s stock after selling 2,144 shares during the period. CIC Wealth LLC’s holdings in U.S. Bancorp were […]
July 30, 2023
CIC Wealth LLC trimmed its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 5.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,004 shares of the wireless technology company’s stock after selling 215 shares during the quarter. CIC Wealth LLC’s […]
July 30, 2023
CIC Wealth LLC reduced its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 10.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,395 shares of the investment management company’s stock after selling 170 shares during the […]