Ci Private Wealth, LLC Portfolio Holdings
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 2024
Ci Private Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $69.4 Billion distributed in 3255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $6.29B, Apple Inc. with a value of $2.83B, Microsoft Corp with a value of $2.82B, Ishares Core S&P 500 ETF with a value of $1.43B, and Amazon Com Inc with a value of $1.36B.
Examining the 13F form we can see an increase of $13B in the current position value, from $56.4B to 69.4B.
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
$69.4 Billion
ETFs: $17.9 Billion
Financial Services: $12.5 Billion
Technology: $11.9 Billion
Healthcare: $6.67 Billion
Industrials: $5.49 Billion
Consumer Cyclical: $4.31 Billion
Consumer Defensive: $3.56 Billion
Communication Services: $3.13 Billion
Other: $3.82 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 3,255
- Current Value $69.4 Billion
- Prior Value $56.4 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 234 stocks
- Additional Purchases 1,209 stocks
- Sold out of 0 stocks
- Reduced holdings in 845 stocks