Ci Private Wealth, LLC has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $76.5 Billion distributed in 4851 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.84B, Vanguard Index Fds S&P 500 ETF with a value of $2.59B, Vanguard Ftse Developed Market with a value of $2.35B, Apple Inc. with a value of $2.14B, and Ishares Core S&P 500 ETF with a value of $1.88B.
Examining the 13F form we can see an increase of $16.9B in the current position value, from $59.6B to 76.5B.
Ci Private Wealth, LLC is based out at Miami, FL
Below you can find more details about Ci Private Wealth, LLC portfolio as well as his latest detailed transactions.
