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Home > Institutional Investor > Cic Wealth, Llc > Profile

Instuitional Investor - Cic Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Cic Wealth, Llc
Portfolio Value $387,030,288
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 96,648 $50,998,190 13.18%
2.
Apple Inc.
 AAPL 134,709 $31,387,223 8.11%
3.
Microsoft Corp
 MSFT 39,053 $16,804,474 4.34%
4.
Nvidia Corp
 NVDA 130,947 $15,902,246 4.11%
5.
Vanguard Index Fds - SMALL CP ETF
 61,155 $14,506,593 3.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)