Ci Private Wealth, LLC Portfolio Holdings
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 3,938
- Current Value $59.6 Billion
- Prior Value $65.6 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 132 stocks
- Additional Purchases 793 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,213 stocks