Ci Private Wealth, LLC Portfolio Holdings

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025

Ci Private Wealth, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $59.6 Billion distributed in 3938 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.89B, Apple Inc. with a value of $2.54B, Microsoft Corp with a value of $2.16B, Amazon Com Inc with a value of $1.33B, and Vanguard Index Fds S&P 500 ETF with a value of $1.23B.

Examining the 13F form we can see an decrease of $5.97B in the current position value, from $65.6B to 59.6B.

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.

Portfolio value $59.6 Billion
ETFs: $19.8 Billion
Technology: $9.91 Billion
Financial Services: $6.45 Billion
Healthcare: $5.35 Billion
Industrials: $4.65 Billion
Consumer Cyclical: $4.12 Billion
Consumer Defensive: $3.23 Billion
Communication Services: $2.88 Billion
Other: $3.18 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.8B
$10.9 Million 0.02% of portfolio
728,576
Q1 2025 Added 0.29%
$13.8B
$14.5 Million 0.02% of portfolio
82,817
Q1 2025 Reduced 40.89%
$16.5B
$13.6 Million 0.02% of portfolio
175,179
Q1 2025 Reduced 20.61%
$13.6B
$9.63 Million 0.02% of portfolio
38,835
Q1 2025 Added 9.86%
$29.8B
$12.9 Million 0.02% of portfolio
39,536
Q1 2025 Added 13.05%
$86B
$12 Million 0.02% of portfolio
116,645
Q1 2025 Reduced 0.21%
$39.1B
$9.35 Million 0.02% of portfolio
83,708
Q1 2025 Reduced 3.91%
$43.8B
$14.2 Million 0.02% of portfolio
172,744
Q1 2025 Reduced 1.45%
$28.1B
$11.4 Million 0.02% of portfolio
110,979
Q1 2025 Reduced 2.76%
$59.7B
$13.9 Million 0.02% of portfolio
21,886
Q1 2025 Reduced 4.36%
$51.4B
$12.8 Million 0.02% of portfolio
100,477
Q1 2025 Reduced 3.37%
$79.9B
$9.36 Million 0.02% of portfolio
45,558
Q1 2025 Reduced 4.47%
$323B
$9.84 Million 0.02% of portfolio
36,652
Q1 2025 Reduced 4.01%
$55.4B
$12.6 Million 0.02% of portfolio
75,981
Q1 2025 Added 2.26%
$133B
$10 Million 0.02% of portfolio
18,225
Q1 2025 Reduced 24.5%
$24.4B
$12.4 Million 0.02% of portfolio
54,671
Q1 2025 Reduced 40.27%
$95.7B
$11.7 Million 0.02% of portfolio
27,344
Q1 2025 Reduced 7.37%
$2.41B
$10.8 Million 0.02% of portfolio
269,848
Q1 2025 Added 661.25%
$63.6B
$10.5 Million 0.02% of portfolio
16,820
Q1 2025 Added 11.79%
$14.1B
$10.9 Million 0.02% of portfolio
133,525
Q1 2025 Reduced 5.05%
$31.7B
$11.4 Million 0.02% of portfolio
349,983
Q1 2025 Added 71.22%
$48.2B
$13.5 Million 0.02% of portfolio
69,277
Q1 2025 Reduced 8.63%
$17.8B
$12.9 Million 0.02% of portfolio
57,431
Q1 2025 Reduced 44.82%
$39.6B
$9.2 Million 0.02% of portfolio
130,004
Q1 2025 Reduced 3.07%
$10.4B
$3.2 Million 0.01% of portfolio
12,164
Q1 2025 Added 0.7%
$61.6B
$3.23 Million 0.01% of portfolio
29,784
Q1 2025 Added 26.08%
$6.44B
$4.45 Million 0.01% of portfolio
92,029
Q1 2025 Reduced 0.79%
$48.5B
$3.81 Million 0.01% of portfolio
31,930
Q1 2025 Reduced 51.5%
$10.4B
$3.47 Million 0.01% of portfolio
157,880
Q1 2025 Added 5.29%
$324B
$5.5 Million 0.01% of portfolio
41,570
Q1 2025 Added 9.25%
$3.76B
$3.38 Million 0.01% of portfolio
51,507
Q1 2025 Reduced 3.88%
$8.78B
$3.33 Million 0.01% of portfolio
34,851
Q1 2025 Reduced 2.69%
$35.3B
$6.71 Million 0.01% of portfolio
2,878,391
Q1 2025 Reduced 8.17%
$10.5B
$6.57 Million 0.01% of portfolio
71,810
Q1 2025 Reduced 0.72%
$26.1B
$4.2 Million 0.01% of portfolio
41,862
Q1 2025 Added 2.04%
$11.1B
$3.63 Million 0.01% of portfolio
27,605
Q1 2025 Reduced 4.0%
$32.6B
$5.54 Million 0.01% of portfolio
17,485
Q1 2025 Reduced 8.62%
$136B
$3.5 Million 0.01% of portfolio
13,205
Q1 2025 Reduced 32.48%
$32.4B
$4.29 Million 0.01% of portfolio
44,636
Q1 2025 Added 1.56%
$7.92B
$3.64 Million 0.01% of portfolio
35,013
Q1 2025 Reduced 18.29%
$11.1B
$6.24 Million 0.01% of portfolio
29,736
Q1 2025 Reduced 0.65%
$23.2B
$7.85 Million 0.01% of portfolio
50,788
Q1 2025 Added 14.63%
$10.2B
$3.4 Million 0.01% of portfolio
21,024
Q1 2025 Reduced 2.67%
$8.21B
$7.17 Million 0.01% of portfolio
71,511
Q1 2025 Added 43.1%
$54.9B
$3.68 Million 0.01% of portfolio
7,000
Q1 2025 Reduced 14.45%
$42.6B
$8.21 Million 0.01% of portfolio
186,711
Q1 2025 Reduced 6.62%
$67.2B
$8.43 Million 0.01% of portfolio
177,841
Q1 2025 Reduced 6.48%
$18.6B
$4.08 Million 0.01% of portfolio
29,791
Q1 2025 Added 1.39%
$14.6B
$3.94 Million 0.01% of portfolio
34,539
Q1 2025 Reduced 14.51%

Summary

  • Portfolio
  • No. of Stocks 3,938
  • Current Value $59.6 Billion
  • Prior Value $65.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 132 stocks
  • Additional Purchases 793 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,213 stocks
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