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
$64.9B
$3.47 Million 0.01% of portfolio
111,295
Q3 2025 Added 1.64%
$27.9B
$6.34 Million 0.01% of portfolio
3,317
Q3 2025 Added 2.6%
$103B
$5.25 Million 0.01% of portfolio
2,247
Q3 2025 Reduced 27.75%
$8.56B
$5.12 Million 0.01% of portfolio
180,388
Q3 2025 Reduced 40.03%
$9.3B
$3.93 Million 0.01% of portfolio
86,747
Q3 2025 Reduced 29.28%
$9B
$4.67 Million 0.01% of portfolio
20,130
Q3 2025 Added 138.85%
$56.6B
$6.17 Million 0.01% of portfolio
84,949
Q3 2025 Added 1.31%
$23.8B
$5.72 Million 0.01% of portfolio
48,291
Q3 2025 Added 0.71%
$69.7B
$8.13 Million 0.01% of portfolio
96,478
Q3 2025 Added 17.82%
$38.8B
$9.19 Million 0.01% of portfolio
56,772
Q3 2025 Reduced 6.68%
$38B
$7.36 Million 0.01% of portfolio
54,320
Q3 2025 Reduced 11.38%
$0
$3.39 Million 0.01% of portfolio
34,085
Q3 2025 Added 3.71%
$0
$5.4 Million 0.01% of portfolio
123,172
Q3 2025 Reduced 8.87%
$17.7B
$3.35 Million 0.01% of portfolio
33,933
Q3 2025 Added 4.58%
$51.8B
$7.21 Million 0.01% of portfolio
31,676
Q3 2025 Added 4.09%
$39.8B
$8.55 Million 0.01% of portfolio
181,025
Q3 2025 Added 0.45%
$14.7B
$6.46 Million 0.01% of portfolio
79,264
Q3 2025 Added 3.21%
$20.3B
$4.01 Million 0.01% of portfolio
81,344
Q3 2025 Reduced 5.87%
$5.17B
$5.2 Million 0.01% of portfolio
187,430
Q3 2025 Added 586.73%
$8.15B
$6.55 Million 0.01% of portfolio
50,463
Q3 2025 Added 7.76%
$9.52B
$4.63 Million 0.01% of portfolio
32,743
Q3 2025 Added 29.95%
$0
$3.56 Million 0.01% of portfolio
81,355
Q3 2025 New
$15.3B
$3.32 Million 0.01% of portfolio
33,844
Q3 2025 Reduced 9.08%
$0
$4.81 Million 0.01% of portfolio
47,763
Q3 2025 Reduced 3.31%
$11.8B
$7.97 Million 0.01% of portfolio
467,328
Q3 2025 Added 1.45%
$3.47B
$4.44 Million 0.01% of portfolio
243,272
Q3 2025 Added 0.54%
$3.18B
$5.56 Million 0.01% of portfolio
136,355
Q3 2025 Reduced 1.83%
$22.8B
$5.78 Million 0.01% of portfolio
54,947
Q3 2025 Reduced 1.61%
$27.1B
$8.43 Million 0.01% of portfolio
226,956
Q3 2025 Reduced 3.6%
$23B
$3.49 Million 0.01% of portfolio
34,033
Q3 2025 Reduced 5.02%
$1.81B
$4.14 Million 0.01% of portfolio
94,149
Q3 2025 Reduced 18.18%
$0
$7.19 Million 0.01% of portfolio
69,788
Q3 2025 Reduced 10.48%
$39.9B
$7.76 Million 0.01% of portfolio
74,801
Q3 2025 Reduced 6.32%
$15.6B
$3.58 Million 0.01% of portfolio
26,147
Q3 2025 Added 4.57%
$34.1B
$5.5 Million 0.01% of portfolio
31,847
Q3 2025 Added 22.81%
$35.1B
$7.02 Million 0.01% of portfolio
115,505
Q3 2025 Reduced 21.16%
$9.13B
$4.74 Million 0.01% of portfolio
33,046
Q3 2025 Added 672.46%
$15.9B
$8.58 Million 0.01% of portfolio
30,551
Q3 2025 Reduced 91.12%
$2.09B
$3.22 Million 0.01% of portfolio
197,678
Q3 2025 Reduced 2.64%
$102B
$6.89 Million 0.01% of portfolio
48,105
Q3 2025 Added 11.77%
$55.7B
$8.07 Million 0.01% of portfolio
52,951
Q3 2025 Reduced 0.84%
$204B
$4.93 Million 0.01% of portfolio
33,462
Q3 2025 Added 8.44%
$17.1B
$4.31 Million 0.01% of portfolio
122,156
Q3 2025 Added 68.72%
$131B
$4.41 Million 0.01% of portfolio
93,331
Q3 2025 Added 15.9%
$0
$4.06 Million 0.01% of portfolio
127,372
Q3 2025 Reduced 22.59%
$3.14B
$4.91 Million 0.01% of portfolio
86,276
Q3 2025 Reduced 6.39%
$53.3B
$7.03 Million 0.01% of portfolio
29,788
Q3 2025 Added 21.17%
$0
$4.67 Million 0.01% of portfolio
110,896
Q3 2025 Reduced 45.64%
$0
$3.94 Million 0.01% of portfolio
43,918
Q3 2025 Reduced 67.97%

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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