Ci Private Wealth, LLC Portfolio Holdings

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025

Ci Private Wealth, LLC has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $76.5 Billion distributed in 4851 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.84B, Vanguard Index Fds S&P 500 ETF with a value of $2.59B, Vanguard Ftse Developed Market with a value of $2.35B, Apple Inc. with a value of $2.14B, and Ishares Core S&P 500 ETF with a value of $1.88B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $59.6B to 76.5B.

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 $76.5 Billion
ETFs: $28.2 Billion
Technology: $12.7 Billion
Financial Services: $7.89 Billion
Healthcare: $6.14 Billion
Industrials: $5.67 Billion
Consumer Cyclical: $5.41 Billion
Communication Services: $3.55 Billion
Consumer Defensive: $3.14 Billion
Other: $3.73 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.61B
$15 Million 0.02% of portfolio
14,154
Q2 2025 Added 288.95%
$173B
$13.3 Million 0.02% of portfolio
194,537
Q2 2025 Added 90.73%
$1.2B
$13 Million 0.02% of portfolio
2,005,844
Q2 2025 Added 99.82%
$32.2B
$14.5 Million 0.02% of portfolio
182,457
Q2 2025 Added 129.27%
$11.5B
$13.5 Million 0.02% of portfolio
74,417
Q2 2025 Added 119.99%
$0
$13.8 Million 0.02% of portfolio
161,062
Q2 2025 Added 62.63%
$0
$13.9 Million 0.02% of portfolio
136,836
Q2 2025 Added 95.0%
$0
$13.8 Million 0.02% of portfolio
177,884
Q2 2025 Added 114.3%
$0
$16.7 Million 0.02% of portfolio
191,332
Q2 2025 Added 133.44%
$0
$15 Million 0.02% of portfolio
166,858
Q2 2025 Added 94.46%
$0
$14.3 Million 0.02% of portfolio
39,438
Q2 2025 Added 102.76%
$0
$18 Million 0.02% of portfolio
64,130
Q2 2025 Added 101.2%
$76.4B
$12.4 Million 0.02% of portfolio
80,889
Q2 2025 Added 78.95%
$39.6B
$17 Million 0.02% of portfolio
249,392
Q2 2025 Added 91.83%
$7.95B
$12.6 Million 0.02% of portfolio
242,327
Q2 2025 Added 77.88%
$61.6B
$4.26 Million 0.01% of portfolio
35,821
Q2 2025 Added 20.27%
$48.5B
$4.25 Million 0.01% of portfolio
32,080
Q2 2025 Added 0.47%
$2.23B
$3.92 Million 0.01% of portfolio
73,553
Q2 2025 New
$324B
$4.15 Million 0.01% of portfolio
36,606
Q2 2025 Reduced 11.94%
$0
$6.87 Million 0.01% of portfolio
140,700
Q2 2025 Added 32.4%
$35.3B
$7.06 Million 0.01% of portfolio
2,927,709
Q2 2025 Added 1.71%
$10.5B
$6.37 Million 0.01% of portfolio
69,835
Q2 2025 Reduced 2.75%
$26.1B
$4.06 Million 0.01% of portfolio
42,326
Q2 2025 Added 1.11%
$0
$10.2 Million 0.01% of portfolio
197,604
Q2 2025 Reduced 18.66%
$0
$6.53 Million 0.01% of portfolio
95,185
Q2 2025 Reduced 15.39%
$0
$7.5 Million 0.01% of portfolio
169,888
Q2 2025 Reduced 25.64%
$0
$7.08 Million 0.01% of portfolio
120,827
Q2 2025 Reduced 14.9%
$0
$9.56 Million 0.01% of portfolio
141,569
Q2 2025 Reduced 16.04%
$32.6B
$6.32 Million 0.01% of portfolio
18,006
Q2 2025 Added 2.98%
$136B
$6.83 Million 0.01% of portfolio
19,519
Q2 2025 Added 47.82%
$32.4B
$4.11 Million 0.01% of portfolio
45,122
Q2 2025 Added 1.09%
$32.2B
$6.88 Million 0.01% of portfolio
130,337
Q2 2025 Reduced 34.72%
$0
$11 Million 0.01% of portfolio
502,740
Q2 2025 Reduced 4.33%
$0
$4.3 Million 0.01% of portfolio
61,244
Q2 2025 Reduced 45.65%
$7.92B
$5.19 Million 0.01% of portfolio
40,750
Q2 2025 Added 16.39%
$11.1B
$5.16 Million 0.01% of portfolio
26,133
Q2 2025 Reduced 12.12%
$23.2B
$7.48 Million 0.01% of portfolio
48,547
Q2 2025 Reduced 4.41%
$10.2B
$4.11 Million 0.01% of portfolio
20,677
Q2 2025 Reduced 1.65%
$26.1B
$9.5 Million 0.01% of portfolio
46,688
Q2 2025 Added 0.79%
$4.97B
$4.55 Million 0.01% of portfolio
85,799
Q2 2025 Added 63.69%
$6.49B
$4.7 Million 0.01% of portfolio
158,275
Q2 2025 Added 1,866.15%
$8.21B
$8.17 Million 0.01% of portfolio
78,720
Q2 2025 Added 10.08%
$54.9B
$6.81 Million 0.01% of portfolio
8,225
Q2 2025 Added 17.5%
$67.2B
$10 Million 0.01% of portfolio
180,929
Q2 2025 Added 1.74%
$18.6B
$4.35 Million 0.01% of portfolio
34,653
Q2 2025 Added 16.32%
$8.16B
$9.12 Million 0.01% of portfolio
166,178
Q2 2025 Reduced 0.27%
$14.4B
$4.26 Million 0.01% of portfolio
40,954
Q2 2025 Added 3.65%
$104B
$4.55 Million 0.01% of portfolio
152,035
Q2 2025 Added 3.13%
$21.5B
$5.51 Million 0.01% of portfolio
47,183
Q2 2025 Reduced 4.9%

Summary

  • Portfolio
  • No. of Stocks 4,851
  • Current Value $76.5 Billion
  • Prior Value $59.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 368 stocks
  • Additional Purchases 1,280 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 773 stocks
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