CIC Wealth, LLC

Business address
1101 Wootton Parkway, Suite 980, Rockville, MD, 20852
Top securities (13F)
VOO, AAPL, MSFT, NVDA, VB, IGM, PEP, JEPQ, AMZN, JEPI, MCD, WM, MDLZ, USRT, QQQ, V, BRKB, OPER, WMT, and JPST
State of incorporation
MD
Fiscal year end
31 December
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CIC Wealth, LLC has filed 9 SEC EDGAR filings since 15 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Nov 2024 30 Sep 2024 028-23106
N-PX Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-23106
13F-HR Open Document Open Filing 12 Jul 2024 30 Jun 2024 028-23106
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-23106
13F-HR Open Document Open Filing 12 Jan 2024 31 Dec 2023 028-23106
13F-HR Open Document Open Filing 10 Oct 2023 30 Sep 2023 028-23106
13F-HR Open Document Open Filing 19 Jul 2023 30 Jun 2023 028-23106
13F-HR Open Document Open Filing 04 May 2023 31 Mar 2023 028-23106
13F-HR Open Document Open Filing 15 Feb 2023 31 Dec 2022 028-23106