Ci Private Wealth, LLC Portfolio Holdings
Ci Private Wealth, LLC
- $63.6 Billion
- Q1 2024
Ci Private Wealth, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $63.6 Billion distributed in 3116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $8.6B, Microsoft Corp with a value of $2.68B, Apple Inc. with a value of $2.03B, Amazon Com Inc with a value of $1.26B, and Costco Wholesale Corp with a value of $1.05B.
Examining the 13F form we can see an increase of $10.1B in the current position value, from $53.5B to 63.6B.
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.
Portfolio value
$63.6 Billion
ETFs: $14.3 Billion
Financial Services: $14.1 Billion
Technology: $10.3 Billion
Healthcare: $6.2 Billion
Industrials: $4.89 Billion
Consumer Cyclical: $4.04 Billion
Consumer Defensive: $3.2 Billion
Communication Services: $2.72 Billion
Other: $3.7 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 3,116
- Current Value $63.6 Billion
- Prior Value $53.5 Billion
- Filing
- Period Q1 2024
- Filing Date May 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 149 stocks
- Additional Purchases 921 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,043 stocks