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
$16.6B
$5.38 Million 0.01% of portfolio
67,038
Q2 2025 Added 96.09%
$13.8B
$5.13 Million 0.01% of portfolio
15,854
Q2 2025 Added 114.24%
$133B
$8.44 Million 0.01% of portfolio
114,850
Q2 2025 Added 53.74%
$265B
$7.6 Million 0.01% of portfolio
44,133
Q2 2025 Added 85.71%
$23.5B
$5.45 Million 0.01% of portfolio
9,193
Q2 2025 Added 13.01%
$16.3B
$6.89 Million 0.01% of portfolio
123,251
Q2 2025 Added 83.75%
$126B
$6.22 Million 0.01% of portfolio
184,012
Q2 2025 Added 149.16%
$7.38B
$3.95 Million 0.01% of portfolio
108,555
Q2 2025 Added 261.45%
$26.4B
$10.9 Million 0.01% of portfolio
23,272
Q2 2025 Added 49.44%
$13.7B
$10 Million 0.01% of portfolio
34,875
Q2 2025 Added 102.1%
$6.6B
$4.75 Million 0.01% of portfolio
30,774
Q2 2025 Added 110.72%
$17.7B
$7.41 Million 0.01% of portfolio
96,277
Q2 2025 Added 89.99%
$2.39B
$10 Million 0.01% of portfolio
412,900
Q2 2025 Added 131.74%
$6.88B
$3.92 Million 0.01% of portfolio
103,504
Q2 2025 Added 37.53%
$0
$6.8 Million 0.01% of portfolio
130,632
Q2 2025 Added 116.03%
$0
$10.7 Million 0.01% of portfolio
37,736
Q2 2025 Added 120.99%
$0
$6.58 Million 0.01% of portfolio
80,054
Q2 2025 Added 99.1%
$0
$5.85 Million 0.01% of portfolio
75,606
Q2 2025 New
$0
$4.74 Million 0.01% of portfolio
55,596
Q2 2025 Added 81.63%
$0
$6.92 Million 0.01% of portfolio
63,098
Q2 2025 Added 85.68%
$0
$6.72 Million 0.01% of portfolio
102,660
Q2 2025 Added 152.34%
$0
$4.18 Million 0.01% of portfolio
11,412
Q2 2025 Added 142.81%
$0
$4 Million 0.01% of portfolio
18,251
Q2 2025 Added 0.58%
$27.4B
$10.1 Million 0.01% of portfolio
159,385
Q2 2025 Added 74.5%
$2.06B
$6.92 Million 0.01% of portfolio
255,978
Q2 2025 Added 100.23%
$27.9B
$8.87 Million 0.01% of portfolio
30,708
Q2 2025 Added 212.04%
$32.7B
$5.31 Million 0.01% of portfolio
61,243
Q2 2025 Added 84.72%
$12.3B
$7.43 Million 0.01% of portfolio
832,352
Q2 2025 Added 77.69%
$38.8B
$11.4 Million 0.01% of portfolio
43,832
Q2 2025 Added 110.87%
$35.1B
$3.95 Million 0.01% of portfolio
18,856
Q2 2025 Added 55.16%
$10.3B
$5.05 Million 0.01% of portfolio
439,551
Q2 2025 Added 59.5%
$2.34B
$5.32 Million 0.01% of portfolio
242,444
Q2 2025 Added 99.99%
$29.2B
$6.65 Million 0.01% of portfolio
580,481
Q2 2025 Added 125.61%
$17.1B
$3.9 Million 0.01% of portfolio
11,184
Q2 2025 Added 86.74%
$2.99B
$4.36 Million 0.01% of portfolio
19,118
Q2 2025 Added 94.33%
$9.01B
$6.35 Million 0.01% of portfolio
81,425
Q2 2025 Added 60.43%
$24.1B
$6.15 Million 0.01% of portfolio
96,116
Q2 2025 Added 198.92%
$19B
$9.01 Million 0.01% of portfolio
350,738
Q2 2025 Added 68.07%
$0
$3.93 Million 0.01% of portfolio
78,330
Q2 2025 Added 111.85%
$0
$4.65 Million 0.01% of portfolio
102,666
Q2 2025 Added 101.46%
$0
$11.1 Million 0.01% of portfolio
132,406
Q2 2025 Added 124.01%
$0
$6 Million 0.01% of portfolio
151,478
Q2 2025 Added 98.85%
$0
$4.44 Million 0.01% of portfolio
38,882
Q2 2025 Added 106.89%
$0
$4.35 Million 0.01% of portfolio
57,886
Q2 2025 Added 100.15%
$0
$5.97 Million 0.01% of portfolio
75,134
Q2 2025 Added 100.0%
$43.1B
$10.1 Million 0.01% of portfolio
42,162
Q2 2025 Added 56.66%
$13.5B
$5.87 Million 0.01% of portfolio
94,062
Q2 2025 Added 87.19%
$25.8B
$7.61 Million 0.01% of portfolio
58,791
Q2 2025 Added 76.02%
$21.4B
$9.58 Million 0.01% of portfolio
105,077
Q2 2025 Added 78.82%

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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email