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
$123B
$14.7 Million 0.02% of portfolio
21,087
Q3 2025 Added 16.08%
$25.8B
$12.8 Million 0.02% of portfolio
51,583
Q3 2025 Added 1.09%
$15.7B
$11.6 Million 0.02% of portfolio
90,040
Q3 2025 Reduced 0.11%
$59.6B
$13.2 Million 0.02% of portfolio
26,833
Q3 2025 Added 10.07%
$41.4B
$14.7 Million 0.02% of portfolio
163,990
Q3 2025 Added 0.58%
$59.5B
$10.5 Million 0.02% of portfolio
230,212
Q3 2025 Reduced 13.05%
$70B
$10.3 Million 0.02% of portfolio
123,365
Q3 2025 Reduced 47.51%
$15.4B
$10.2 Million 0.02% of portfolio
130,957
Q3 2025 Reduced 1.14%
$0
$12.9 Million 0.02% of portfolio
165,207
Q3 2025 Added 12.82%
$0
$14.2 Million 0.02% of portfolio
177,622
Q3 2025 Added 104.36%
$0
$9.84 Million 0.02% of portfolio
111,998
Q3 2025 Added 179.8%
$0
$9.43 Million 0.02% of portfolio
96,366
Q3 2025 Added 0.85%
$29.2B
$12.6 Million 0.02% of portfolio
387,894
Q3 2025 Added 5.25%
$43.4B
$12.7 Million 0.02% of portfolio
71,973
Q3 2025 Added 8.17%
$0
$12 Million 0.02% of portfolio
356,588
Q3 2025 Reduced 0.22%
$44.1B
$10.1 Million 0.02% of portfolio
125,439
Q3 2025 Reduced 3.8%
$11.3B
$4.18 Million 0.01% of portfolio
12,133
Q3 2025 Added 4.22%
$76.5B
$7.43 Million 0.01% of portfolio
44,061
Q3 2025 Added 23.29%
$7.09B
$7.13 Million 0.01% of portfolio
112,007
Q3 2025 Added 4.16%
$48.7B
$5.26 Million 0.01% of portfolio
43,353
Q3 2025 Added 36.98%
$3.85B
$3.29 Million 0.01% of portfolio
49,473
Q3 2025 Reduced 1.25%
$7.87B
$3.42 Million 0.01% of portfolio
40,294
Q3 2025 Added 5.99%
$0
$5.37 Million 0.01% of portfolio
114,355
Q3 2025 Reduced 18.37%
$40.1B
$6.3 Million 0.01% of portfolio
2,825,376
Q3 2025 Reduced 3.5%
$9.48B
$5.39 Million 0.01% of portfolio
65,637
Q3 2025 Reduced 5.88%
$27.1B
$4.31 Million 0.01% of portfolio
41,257
Q3 2025 Added 0.28%
$0
$3.72 Million 0.01% of portfolio
64,847
Q3 2025 Added 7.75%
$0
$3.77 Million 0.01% of portfolio
79,851
Q3 2025 Added 1.43%
$0
$7.21 Million 0.01% of portfolio
113,354
Q3 2025 Reduced 6.18%
$0
$3.55 Million 0.01% of portfolio
49,152
Q3 2025 Reduced 74.63%
$0
$7.2 Million 0.01% of portfolio
161,949
Q3 2025 Reduced 4.67%
$0
$7.02 Million 0.01% of portfolio
95,376
Q3 2025 Added 0.2%
$12.1B
$3.66 Million 0.01% of portfolio
25,122
Q3 2025 Reduced 7.47%
$8.09B
$3.24 Million 0.01% of portfolio
133,497
Q3 2025 Reduced 4.69%
$34.2B
$4.07 Million 0.01% of portfolio
44,909
Q3 2025 Added 2.82%
$32.2B
$6.53 Million 0.01% of portfolio
109,342
Q3 2025 Reduced 15.86%
$0
$4.17 Million 0.01% of portfolio
48,319
Q3 2025 Reduced 20.8%
$6.94B
$4.9 Million 0.01% of portfolio
40,484
Q3 2025 Reduced 0.65%
$12.2B
$5.82 Million 0.01% of portfolio
26,860
Q3 2025 Added 3.2%
$9.75B
$4.79 Million 0.01% of portfolio
21,895
Q3 2025 Added 6.08%
$4.32B
$4.31 Million 0.01% of portfolio
82,370
Q3 2025 Reduced 4.0%
$8.65B
$5.75 Million 0.01% of portfolio
60,006
Q3 2025 Reduced 23.72%
$39.4B
$6.92 Million 0.01% of portfolio
9,636
Q3 2025 Added 22.07%
$48.8B
$4.31 Million 0.01% of portfolio
88,399
Q3 2025 Reduced 7.14%
$181B
$3.26 Million 0.01% of portfolio
311,111
Q3 2025 Added 7.21%
$83.6B
$3.14 Million 0.01% of portfolio
24,130
Q3 2025 Added 6.37%
$24.1B
$4.88 Million 0.01% of portfolio
34,862
Q3 2025 Added 1.55%
$7.02B
$8.49 Million 0.01% of portfolio
167,984
Q3 2025 Added 1.09%
$6.46B
$3.18 Million 0.01% of portfolio
188,015
Q3 2025 Added 55.17%

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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