Center for Wealth Management Advisory

Position in CI — Cigna Group

CIK 2121390 MILFORD, OH

Position in CI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,828,585

+$130,988 QoQ

Shares Held

6,633

+4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.40%

of 13F equity value

Holder Rank

#607

of 1,682 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Center for Wealth Management Advisory holds $6,593,692 across 4 Healthcare Plans names. CI ranks #3 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,850	$2,431,435
2	ELV	Elevance Health, Inc.	4,993	$1,930,942
3	CI	Cigna Group This page	6,633	$1,828,585
4	CVS	CVS HEALTH Corp	3,893	$402,730

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,828,585	6,633	+4.2%	Shares	Sole	2026-08-14
2026-03-31	$1,697,597	6,364	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.