Ci Private Wealth, LLC Portfolio Holdings
Ci Private Wealth, LLC
- $68.1 Billion
- Q2 2025
Ci Private Wealth, LLC has filed its 13F form on September 26, 2025 for Q2 2025 where it was disclosed a total value porftolio of $68.1 Billion distributed in 4272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.53B, Apple Inc. with a value of $2.11B, Ishares Core S&P 500 ETF with a value of $1.87B, Amazon Com Inc with a value of $1.53B, and Meta Platforms, Inc. with a value of $1.48B.
Examining the 13F form we can see an decrease of $8.39B in the current position value, from $76.5B to 68.1B.
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
$68.1 Billion
ETFs: $22 Billion
Technology: $14.5 Billion
Financial Services: $6.8 Billion
Healthcare: $5.03 Billion
Industrials: $4.91 Billion
Consumer Cyclical: $4.47 Billion
Communication Services: $4.12 Billion
Consumer Defensive: $3 Billion
Other: $3.19 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 4,272
- Current Value $68.1 Billion
- Prior Value $76.5 Billion
- Filing
- Period Q2 2025
- Filing Date September 26, 2025
- Form Type 13F-HR/A
- Activity in Q2 2025
- New Purchases 3 stocks
- Additional Purchases 329 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,154 stocks