Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,643
-$762 QoQ
Shares Held
64
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,518
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $185,238 across 8 Healthcare Plans names. CI ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
277 | $115,129 | |
| 2 | ELV |
Elevance Health, Inc.
|
53 | $20,496 | |
| 3 | CVS |
CVS HEALTH Corp
|
188 | $19,448 | |
| 4 | CI |
Cigna Group
This page
|
64 | $17,643 | |
| 5 | HUM |
Humana Inc
|
17 | $6,752 | |
| 6 | CNC |
Centene Corp
|
77 | $4,942 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
3 | $686 | |
| 8 | OSCR |
Oscar Health, Inc.
|
5 | $142 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,643 | 64 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $18,405 | 69 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $13,761 | 50 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $9,800 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $9,256 | 28 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $11,186 | 34 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $10,493 | 38 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $11,086 | 32 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $116,030 | 351 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $127,479 | 351 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $10,480 | 35 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $22,599 | 79 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $22,167 | 79 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $20,186 | 79 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $25,844 | 78 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $18,867 | 68 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $16,601 | 63 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $15,095 | 63 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $14,466 | 63 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $12,610 | 63 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $13,275 | 56 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $13,537 | 56 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $10,200 | 49 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $5,590 | 33 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $6,567 | 35 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $6,024 | 34 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||