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
$1.91B
$7.35 Million 0.01% of portfolio
115,073
Q2 2025 Reduced 14.34%
$0
$8.88 Million 0.01% of portfolio
106,993
Q2 2025 Added 64.77%
$0
$7.85 Million 0.01% of portfolio
77,957
Q2 2025 Reduced 5.13%
$39.1B
$8.58 Million 0.01% of portfolio
79,845
Q2 2025 Reduced 4.61%
$36.2B
$3.98 Million 0.01% of portfolio
25,931
Q2 2025 Added 2.62%
$35.6B
$8.44 Million 0.01% of portfolio
146,508
Q2 2025 Added 1.06%
$59.7B
$8.86 Million 0.01% of portfolio
16,867
Q2 2025 Reduced 22.93%
$95.5B
$4.03 Million 0.01% of portfolio
43,038
Q2 2025 Added 41.22%
$51.4B
$6.81 Million 0.01% of portfolio
53,398
Q2 2025 Reduced 46.86%
$188B
$4.06 Million 0.01% of portfolio
30,856
Q2 2025 Added 8.87%
$121B
$3.91 Million 0.01% of portfolio
80,924
Q2 2025 Added 1.11%
$23.5B
$8.42 Million 0.01% of portfolio
35,837
Q2 2025 Added 113.82%
$0
$5.43 Million 0.01% of portfolio
196,294
Q2 2025 Added 158.37%
$32.1B
$8.17 Million 0.01% of portfolio
56,580
Q2 2025 Added 212.6%
$12.7B
$10.8 Million 0.01% of portfolio
132,670
Q2 2025 Added 69.43%
$11.5B
$5.19 Million 0.01% of portfolio
69,592
Q2 2025 Added 102.69%
$11.9B
$10.4 Million 0.01% of portfolio
105,606
Q2 2025 Added 90.1%
$61.8B
$8.2 Million 0.01% of portfolio
36,653
Q2 2025 Added 190.99%
$18.9B
$5.26 Million 0.01% of portfolio
288,793
Q2 2025 Added 179.78%
$76B
$8.9 Million 0.01% of portfolio
87,984
Q2 2025 Added 91.27%
$18.2B
$4.56 Million 0.01% of portfolio
140,472
Q2 2025 Added 83.38%
$0
$7.34 Million 0.01% of portfolio
122,832
Q2 2025 Added 136.68%
$0
$8.21 Million 0.01% of portfolio
116,376
Q2 2025 Added 99.07%
$0
$4.16 Million 0.01% of portfolio
60,256
Q2 2025 Added 100.35%
$0
$4.4 Million 0.01% of portfolio
53,284
Q2 2025 Added 95.7%
$0
$11.3 Million 0.01% of portfolio
53,366
Q2 2025 Added 85.27%
$0
$9.62 Million 0.01% of portfolio
120,666
Q2 2025 Added 84.69%
$0
$4.36 Million 0.01% of portfolio
144,306
Q2 2025 Added 91.06%
$0
$4.67 Million 0.01% of portfolio
37,142
Q2 2025 Added 496.66%
$0
$8.4 Million 0.01% of portfolio
197,990
Q2 2025 Added 103.05%
$0
$8.64 Million 0.01% of portfolio
115,326
Q2 2025 Added 85.9%
$0
$7.41 Million 0.01% of portfolio
89,396
Q2 2025 Added 55.26%
$0
$4.33 Million 0.01% of portfolio
129,042
Q2 2025 Added 96.92%
$0
$7.05 Million 0.01% of portfolio
278,072
Q2 2025 Added 98.54%
$0
$7.42 Million 0.01% of portfolio
178,334
Q2 2025 Added 97.82%
$6.21B
$4.14 Million 0.01% of portfolio
114,020
Q2 2025 Added 116.76%
$6.14B
$6.28 Million 0.01% of portfolio
313,052
Q2 2025 Added 111.21%
$17.2B
$5.81 Million 0.01% of portfolio
59,264
Q2 2025 Added 76.05%
$289M
$7.07 Million 0.01% of portfolio
507,526
Q2 2025 Added 138.88%
$533M
$7.49 Million 0.01% of portfolio
659,834
Q2 2025 New
$32.6B
$8.27 Million 0.01% of portfolio
123,904
Q2 2025 Added 98.97%
$26.8B
$8.36 Million 0.01% of portfolio
95,255
Q2 2025 Added 91.34%
$38.1B
$10.3 Million 0.01% of portfolio
59,007
Q2 2025 Added 106.27%
$7.16B
$11.1 Million 0.01% of portfolio
180,469
Q2 2025 Added 110.34%
$14.4B
$11.2 Million 0.01% of portfolio
82,736
Q2 2025 Added 74.72%
$17B
$3.99 Million 0.01% of portfolio
98,903
Q2 2025 Added 96.88%
$3.32B
$5.74 Million 0.01% of portfolio
170,032
Q2 2025 Added 192.7%
$17.5B
$5.38 Million 0.01% of portfolio
59,818
Q2 2025 Added 51.87%
$11.8B
$5.61 Million 0.01% of portfolio
29,927
Q2 2025 Added 83.79%

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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