SEC Form 13F

CIC Wealth, LLC 13F Holdings

Report period2024-09-30
Publicly available2024-11-09
Reported value$387,030,288
Positions176

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$50,998,19096,648
APPLE INCAAPLCOM$31,387,223134,709
MICROSOFT CORPMSFTCOM$16,804,47439,053
NVIDIA CORPORATIONNVDACOM$15,902,246130,947
VANGUARD INDEX FDSVBSMALL CP ETF$14,506,59361,155
ISHARES TRIGMEXPND TEC SC ETF$9,954,611103,759
PEPSICO INCPEPCOM$9,585,72056,370
J P MORGAN EXCHANGE TRADED FJEPQNASDAQ EQT PREM$8,683,719158,087
AMAZON COM INCAMZNCOM$8,516,13045,705
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$7,443,213125,075

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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