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| Name: |
CIC Wealth LLC |
| City: |
ROCKVILLE |
| State: |
MD |
| Zip: |
20852 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWM |
iShares Tr Russell 2000 Indx |
48 |
New |
$205.77 |
$1,677,000 |
7,976 |
0.49% |
1,677,000 |
7,976 |
0 |
Closed - End Fund - E... |
|
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KBR |
KBR Inc |
96 |
New |
$65.66 |
$509,000 |
7,994 |
0.15% |
509,000 |
7,994 |
0.005 |
Technical Services |
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AMAT |
Applied Materials Inc |
108 |
New |
$215.08 |
$392,000 |
1,900 |
0.11% |
392,000 |
1,900 |
0 |
Semiconductor Equipme... |
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VCIT |
Vanguard Intermediate-Term |
112 |
New |
$79.65 |
$362,000 |
4,496 |
0.11% |
362,000 |
4,496 |
0.001 |
Closed - End Fund - Debt |
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CIBR |
First Trust Nasdaq Cea Cybe... |
121 |
New |
$0.00 |
$324,000 |
5,752 |
0.09% |
324,000 |
5,752 |
0.009 |
N/A |
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BBT |
Truist Financial Corp |
144 |
New |
$35.64 |
$239,000 |
6,125 |
0.07% |
239,000 |
6,125 |
0.001 |
Domestic Regional Banks |
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MRVL |
Marvell Technology, Inc. |
149 |
New |
$68.81 |
$224,000 |
3,161 |
0.07% |
224,000 |
3,161 |
0 |
N/A |
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ETE |
Energy Transfer Equity LP |
157 |
New |
$15.67 |
$184,000 |
11,705 |
0.05% |
184,000 |
11,705 |
0 |
Oil & Gas Pipelines &... |
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