Ci Private Wealth, LLC Portfolio Holdings

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025

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.

Portfolio value $76.5 Billion
ETFs: $28.2 Billion
Technology: $12.7 Billion
Financial Services: $7.89 Billion
Healthcare: $6.14 Billion
Industrials: $5.67 Billion
Consumer Cyclical: $5.41 Billion
Communication Services: $3.55 Billion
Consumer Defensive: $3.14 Billion
Other: $3.73 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.1B
$6.99 Million 0.01% of portfolio
16,340
Q2 2025 Added 61.57%
$11.2B
$4.08 Million 0.01% of portfolio
36,207
Q2 2025 Reduced 7.64%
$33.9B
$4.02 Million 0.01% of portfolio
54,190
Q2 2025 Added 5.45%
$0
$4.46 Million 0.01% of portfolio
164,371
Q2 2025 New
$33B
$5.95 Million 0.01% of portfolio
211,603
Q2 2025 Added 5.58%
$22.2B
$7.36 Million 0.01% of portfolio
41,233
Q2 2025 Reduced 15.6%
$1.11B
$4.1 Million 0.01% of portfolio
201,717
Q2 2025 New
$38.4B
$8.02 Million 0.01% of portfolio
43,333
Q2 2025 Added 11.79%
$14.8B
$5.78 Million 0.01% of portfolio
106,424
Q2 2025 Added 28.18%
$19.9B
$4.91 Million 0.01% of portfolio
46,836
Q2 2025 Reduced 3.59%
$7.29B
$4.31 Million 0.01% of portfolio
26,152
Q2 2025 Reduced 17.02%
$42.3B
$4.86 Million 0.01% of portfolio
11,898
Q2 2025 Added 0.84%
$57.4B
$9.08 Million 0.01% of portfolio
37,297
Q2 2025 Reduced 16.18%
$24.1B
$5.42 Million 0.01% of portfolio
36,387
Q2 2025 Added 2.16%
$23.9B
$4.2 Million 0.01% of portfolio
93,880
Q2 2025 Added 4.47%
$57.3B
$4.94 Million 0.01% of portfolio
25,244
Q2 2025 Added 40.69%
$35.6B
$7.84 Million 0.01% of portfolio
100,504
Q2 2025 Reduced 3.21%
$45.7B
$4.93 Million 0.01% of portfolio
14,052
Q2 2025 Added 41.33%
$27.4B
$8.95 Million 0.01% of portfolio
55,016
Q2 2025 Reduced 17.81%
$36B
$9.56 Million 0.01% of portfolio
118,965
Q2 2025 Reduced 10.28%
$19.1B
$5.12 Million 0.01% of portfolio
201,567
Q2 2025 Added 13.89%
$8.72B
$6.79 Million 0.01% of portfolio
159,789
Q2 2025 Added 0.05%
$2.75B
$8.28 Million 0.01% of portfolio
80,344
Q2 2025 Added 353.92%
$37.5B
$7.2 Million 0.01% of portfolio
146,386
Q2 2025 Reduced 2.32%
$31B
$10.7 Million 0.01% of portfolio
122,436
Q2 2025 Added 1.45%
$63.5B
$8.06 Million 0.01% of portfolio
79,923
Q2 2025 Added 1.66%
$48.7B
$10.7 Million 0.01% of portfolio
61,330
Q2 2025 Reduced 8.31%
$0
$4.64 Million 0.01% of portfolio
96,715
Q2 2025 Reduced 34.59%
$0
$4.05 Million 0.01% of portfolio
85,352
Q2 2025 Reduced 22.59%
$0
$10.1 Million 0.01% of portfolio
239,717
Q2 2025 Reduced 47.99%
$0
$5.45 Million 0.01% of portfolio
31,400
Q2 2025 Added 336.72%
$15.6B
$4.56 Million 0.01% of portfolio
10,123
Q2 2025 Reduced 13.78%
$94.6B
$5.48 Million 0.01% of portfolio
22,230
Q2 2025 Added 33.03%
$15.3B
$6.37 Million 0.01% of portfolio
240,486
Q2 2025 Added 33.57%
$27.1B
$6.75 Million 0.01% of portfolio
50,944
Q2 2025 Added 0.58%
$47.6B
$7.8 Million 0.01% of portfolio
99,739
Q2 2025 Added 14.81%
$49.5B
$5.85 Million 0.01% of portfolio
36,650
Q2 2025 Reduced 9.26%
$30.2B
$7.1 Million 0.01% of portfolio
13,282
Q2 2025 Added 6.04%
$95.8B
$10.4 Million 0.01% of portfolio
229,605
Q2 2025 Added 1.46%
$4.01B
$9.52 Million 0.01% of portfolio
110,983
Q2 2025 Reduced 21.52%
$29.5B
$5.87 Million 0.01% of portfolio
22,640
Q2 2025 Reduced 2.24%
$71.7B
$5.63 Million 0.01% of portfolio
7,079
Q2 2025 Added 6.68%
$23.7B
$5.89 Million 0.01% of portfolio
87,280
Q2 2025 Reduced 2.3%
$14.5B
$7.07 Million 0.01% of portfolio
19,080
Q2 2025 Reduced 22.83%
$22.8B
$4.32 Million 0.01% of portfolio
67,852
Q2 2025 Reduced 2.52%
$0
$5.54 Million 0.01% of portfolio
229,102
Q2 2025 New
$0
$11.4 Million 0.01% of portfolio
189,915
Q2 2025 Reduced 1.95%
$12.1B
$5.21 Million 0.01% of portfolio
118,251
Q2 2025 Added 72.11%
$44.3B
$10.4 Million 0.01% of portfolio
240,379
Q2 2025 Added 11.1%

Summary

  • Portfolio
  • No. of Stocks 4,851
  • Current Value $76.5 Billion
  • Prior Value $59.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 368 stocks
  • Additional Purchases 1,280 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 773 stocks
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