Ci Private Wealth, LLC Portfolio Holdings

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

Ci Private Wealth, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $62.5 Billion distributed in 4907 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.76B, Apple Inc. with a value of $2.36B, Ishares Core S&P 500 ETF with a value of $2.33B, Nvidia Corp with a value of $1.58B, and Vanguard Index Fds S&P 500 ETF with a value of $1.51B.

Examining the 13F form we can see an decrease of $5.61B in the current position value, from $68.1B to 62.5B.

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 $62.5 Billion
ETFs: $21 Billion
Technology: $12 Billion
Financial Services: $6.36 Billion
Industrials: $4.71 Billion
Healthcare: $4.61 Billion
Consumer Cyclical: $4.4 Billion
Communication Services: $3.77 Billion
Consumer Defensive: $2.33 Billion
Other: $3.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$2.76 Billion 4.42% of portfolio
5,329,394
Q3 2025 Reduced 52.09%
$4.38T
$2.36 Billion 3.77% of portfolio
9,255,136
Q3 2025 Reduced 9.99%
$0
$2.33 Billion 3.73% of portfolio
3,479,224
Q3 2025 Added 15.26%
$474B
$1.58 Billion 2.53% of portfolio
8,472,030
Q3 2025 Reduced 8.34%
$0
$1.51 Billion 2.42% of portfolio
2,467,639
Q3 2025 Added 9.56%
$0
$1.46 Billion 2.34% of portfolio
24,400,503
Q3 2025 Added 16.04%
$2.39T
$1.4 Billion 2.24% of portfolio
6,388,127
Q3 2025 Reduced 8.67%
$1.65T
$1.25 Billion 1.99% of portfolio
5,123,244
Q3 2025 Added 0.08%
$139B
$1.2 Billion 1.92% of portfolio
3,640,059
Q3 2025 Reduced 5.65%
$1.69T
$1.03 Billion 1.65% of portfolio
4,236,254
Q3 2025 Reduced 13.94%
$891B
$1.01 Billion 1.61% of portfolio
3,194,614
Q3 2025 Reduced 5.67%
$0
$1 Billion 1.6% of portfolio
1,502,439
Q3 2025 Added 8.93%
$662B
$700 Million 1.12% of portfolio
1,392,269
Q3 2025 Reduced 26.7%
$1.37T
$683 Million 1.09% of portfolio
929,519
Q3 2025 Reduced 53.49%
$0
$674 Million 1.08% of portfolio
1,405,497
Q3 2025 Added 196.98%
$540B
$610 Million 0.98% of portfolio
1,786,160
Q3 2025 Reduced 10.51%
$0
$567 Million 0.91% of portfolio
1,729,164
Q3 2025 Added 46.92%
$411B
$543 Million 0.87% of portfolio
2,346,466
Q3 2025 Reduced 1.2%
$512B
$482 Million 0.77% of portfolio
2,597,284
Q3 2025 Added 16.07%
$0
$475 Million 0.76% of portfolio
20,421,648
Q3 2025 Reduced 2.01%
$47.7B
$453 Million 0.72% of portfolio
908,471
Q3 2025 Added 5.03%
$371B
$428 Million 0.69% of portfolio
1,057,144
Q3 2025 Reduced 13.05%
$0
$421 Million 0.67% of portfolio
7,777,858
Q3 2025 Added 30.21%
$974B
$374 Million 0.6% of portfolio
489,730
Q3 2025 Reduced 21.03%
$521B
$358 Million 0.57% of portfolio
629,834
Q3 2025 Reduced 3.15%
$227B
$355 Million 0.57% of portfolio
732,197
Q3 2025 Reduced 16.36%
$0
$351 Million 0.56% of portfolio
584,785
Q3 2025 Added 107.6%
$137B
$351 Million 0.56% of portfolio
949,993
Q3 2025 Reduced 15.75%
$309B
$343 Million 0.55% of portfolio
2,210,547
Q3 2025 Reduced 12.8%
$201B
$341 Million 0.55% of portfolio
2,425,679
Q3 2025 Reduced 2.97%
$350B
$344 Million 0.55% of portfolio
2,239,935
Q3 2025 Reduced 12.7%
$497B
$337 Million 0.54% of portfolio
2,989,305
Q3 2025 Reduced 6.45%
$0
$334 Million 0.54% of portfolio
713,855
Q3 2025 Added 3.12%
$170B
$315 Million 0.5% of portfolio
2,180,624
Q3 2025 Reduced 13.63%
$0
$294 Million 0.47% of portfolio
6,585,782
Q3 2025 Reduced 20.22%
$0
$284 Million 0.46% of portfolio
3,605,697
Q3 2025 Reduced 10.91%
$495B
$286 Million 0.46% of portfolio
238,636
Q3 2025 Reduced 9.63%
$1.28T
$289 Million 0.46% of portfolio
649,213
Q3 2025 Reduced 6.53%
$0
$287 Million 0.46% of portfolio
1,573,666
Q3 2025 Added 88.37%
$172B
$279 Million 0.45% of portfolio
302,657
Q3 2025 Reduced 8.72%
$229B
$278 Million 0.44% of portfolio
2,072,687
Q3 2025 Reduced 3.72%
$601B
$268 Million 0.43% of portfolio
954,296
Q3 2025 Reduced 13.2%
$161B
$269 Million 0.43% of portfolio
552,719
Q3 2025 Reduced 11.92%
$0
$266 Million 0.43% of portfolio
894,206
Q3 2025 Added 17.77%
$0
$265 Million 0.42% of portfolio
3,031,163
Q3 2025 Added 100.64%
$226B
$257 Million 0.41% of portfolio
844,647
Q3 2025 Reduced 6.84%
$0
$250 Million 0.4% of portfolio
5,384,757
Q3 2025 Reduced 8.04%
$258B
$251 Million 0.4% of portfolio
1,500,519
Q3 2025 Added 42.22%
$73.7B
$245 Million 0.39% of portfolio
895,207
Q3 2025 Added 12.69%

Summary

  • Portfolio
  • No. of Stocks 4,907
  • Current Value $62.5 Billion
  • Prior Value $68.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 266 stocks
  • Additional Purchases 1,101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,053 stocks
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