Ci Private Wealth, LLC Portfolio Holdings

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

Ci Private Wealth, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $62.5 Billion distributed in 4907 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.76B, Apple Inc. with a value of $2.36B, Ishares Core S&P 500 ETF with a value of $2.33B, Nvidia Corp with a value of $1.58B, and Vanguard Index Fds S&P 500 ETF with a value of $1.51B.

Examining the 13F form we can see an decrease of $5.61B in the current position value, from $68.1B to 62.5B.

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.

Portfolio value $62.5 Billion
ETFs: $21 Billion
Technology: $12 Billion
Financial Services: $6.36 Billion
Industrials: $4.71 Billion
Healthcare: $4.61 Billion
Consumer Cyclical: $4.4 Billion
Communication Services: $3.77 Billion
Consumer Defensive: $2.33 Billion
Other: $3.26 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.33 Billion 3.73% of portfolio
3,479,224
Q3 2025 Added 15.26%
$0
$1.51 Billion 2.42% of portfolio
2,467,639
Q3 2025 Added 9.56%
$0
$1.46 Billion 2.34% of portfolio
24,400,503
Q3 2025 Added 16.04%
$0
$1 Billion 1.6% of portfolio
1,502,439
Q3 2025 Added 8.93%
$0
$674 Million 1.08% of portfolio
1,405,497
Q3 2025 Added 196.98%
$0
$567 Million 0.91% of portfolio
1,729,164
Q3 2025 Added 46.92%
$0
$475 Million 0.76% of portfolio
20,421,648
Q3 2025 Reduced 2.01%
$0
$421 Million 0.67% of portfolio
7,777,858
Q3 2025 Added 30.21%
$0
$351 Million 0.56% of portfolio
584,785
Q3 2025 Added 107.6%
$0
$334 Million 0.54% of portfolio
713,855
Q3 2025 Added 3.12%
$0
$294 Million 0.47% of portfolio
6,585,782
Q3 2025 Reduced 20.22%
$0
$284 Million 0.46% of portfolio
3,605,697
Q3 2025 Reduced 10.91%
$0
$287 Million 0.46% of portfolio
1,573,666
Q3 2025 Added 88.37%
$0
$266 Million 0.43% of portfolio
894,206
Q3 2025 Added 17.77%
$0
$265 Million 0.42% of portfolio
3,031,163
Q3 2025 Added 100.64%
$0
$250 Million 0.4% of portfolio
5,384,757
Q3 2025 Reduced 8.04%
$0
$206 Million 0.33% of portfolio
1,733,501
Q3 2025 Added 57.8%
$130B
$209 Million 0.33% of portfolio
588,261
Q3 2025 Added 10.29%
$0
$208 Million 0.33% of portfolio
2,798,384
Q3 2025 Reduced 26.09%
$0
$199 Million 0.32% of portfolio
2,136,017
Q3 2025 Reduced 62.97%
$0
$201 Million 0.32% of portfolio
1,078,542
Q3 2025 Added 76.72%
$0
$184 Million 0.29% of portfolio
5,746,678
Q3 2025 Reduced 12.72%
$0
$184 Million 0.29% of portfolio
716,736
Q3 2025 Reduced 12.16%
$0
$181 Million 0.29% of portfolio
3,016,442
Q3 2025 Added 7.35%
$0
$167 Million 0.27% of portfolio
822,701
Q3 2025 Added 4.71%
$0
$164 Million 0.26% of portfolio
5,143,179
Q3 2025 Reduced 11.32%
$0
$161 Million 0.26% of portfolio
1,913,093
Q3 2025 Reduced 2.29%
$0
$158 Million 0.25% of portfolio
561,233
Q3 2025 Added 12.97%
$0
$144 Million 0.23% of portfolio
5,485,242
Q3 2025 Reduced 9.36%
$0
$140 Million 0.22% of portfolio
3,028,978
Q3 2025 Reduced 22.61%
$0
$140 Million 0.22% of portfolio
3,216,860
Q3 2025 New
$0
$140 Million 0.22% of portfolio
235,580
Q3 2025 Reduced 1.62%
$0
$133 Million 0.21% of portfolio
548,438
Q3 2025 Reduced 70.37%
$0
$123 Million 0.2% of portfolio
2,786,800
Q3 2025 Added 6.59%
$0
$126 Million 0.2% of portfolio
647,608
Q3 2025 Added 0.82%
$0
$124 Million 0.2% of portfolio
1,026,365
Q3 2025 Added 302.47%
$0
$114 Million 0.18% of portfolio
449,156
Q3 2025 Reduced 5.96%
$0
$104 Million 0.17% of portfolio
1,534,236
Q3 2025 Added 4,220.09%
$0
$108 Million 0.17% of portfolio
1,079,490
Q3 2025 Added 16.43%
$0
$106 Million 0.17% of portfolio
767,573
Q3 2025 Added 60.9%
$0
$105 Million 0.17% of portfolio
239,987
Q3 2025 Reduced 1.88%
$0
$96.9 Million 0.16% of portfolio
891,527
Q3 2025 Reduced 14.28%
$0
$99.8 Million 0.16% of portfolio
3,156,286
Q3 2025 Reduced 5.61%
$0
$101 Million 0.16% of portfolio
1,874,586
Q3 2025 Added 6.51%
$0
$101 Million 0.16% of portfolio
2,340,733
Q3 2025 Reduced 10.04%
$0
$101 Million 0.16% of portfolio
345,286
Q3 2025 Reduced 12.62%
$0
$97 Million 0.16% of portfolio
687,917
Q3 2025 Added 223.71%
$0
$92.6 Million 0.15% of portfolio
3,633,241
Q3 2025 Added 7.17%
$0
$92.8 Million 0.15% of portfolio
1,015,189
Q3 2025 Reduced 8.57%

Summary

  • Portfolio
  • No. of Stocks 4,907
  • Current Value $62.5 Billion
  • Prior Value $68.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 266 stocks
  • Additional Purchases 1,101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,053 stocks
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