Ci Private Wealth, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $59.6 Billion distributed in 3938 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.89B, Apple Inc. with a value of $2.54B, Microsoft Corp with a value of $2.16B, Amazon Com Inc with a value of $1.33B, and Vanguard Index Fds S&P 500 ETF with a value of $1.23B.
Examining the 13F form we can see an decrease of $5.97B in the current position value, from $65.6B to 59.6B.
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.
