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
$121M
$27,000 0.0% of portfolio
17,578
Q3 2025 New
$44.3B
$1.05 Million 0.0% of portfolio
116,827
Q3 2025 Added 15.25%
$24.8B
$3.1 Million 0.0% of portfolio
126,043
Q3 2025 Added 2.59%
$9.75B
$871,000 0.0% of portfolio
11,881
Q3 2025 Added 47.96%
Hamilton Insurance Group LTD
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.56%
$4.9B
$411,000 0.0% of portfolio
3,055
Q3 2025 New
$5.03B
$933,000 0.0% of portfolio
14,917
Q3 2025 Added 5.71%
$2.32B
$66,000 0.0% of portfolio
10,124
Q3 2025 Reduced 39.08%
Hanover Bancorp Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 60.0%
$6.46B
$610,000 0.0% of portfolio
3,359
Q3 2025 Added 13.63%
$0
$706,000 0.0% of portfolio
27,371
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 94.45%
$10.6B
$353,000 0.0% of portfolio
19,487
Q3 2025 Reduced 2.74%
Harris Oakmark ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
Hartford Fds Exchange Traded
-
$0 0.0% of portfolio
-
Q3 2025 New
$10.7B
$1.05 Million 0.0% of portfolio
13,866
Q3 2025 Added 11.08%
$2.66B
$1.11 Million 0.0% of portfolio
6,085
Q3 2025 Added 10.06%
$3.35B
$232,000 0.0% of portfolio
15,404
Q3 2025 Added 9.57%
$685M
$806,000 0.0% of portfolio
32,022
Q3 2025 Reduced 0.07%
$68.4B
$2.12 Million 0.0% of portfolio
62,040
Q3 2025 Added 121.15%
Healthcare Rlty Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 12.57%
$1.29B
$1.38 Million 0.0% of portfolio
82,200
Q3 2025 Reduced 24.57%
$10.2B
$1.29 Million 0.0% of portfolio
67,880
Q3 2025 Reduced 34.06%
$8.69B
$472,000 0.0% of portfolio
39,060
Q3 2025 Added 32.79%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 7.68%
$1.03B
$148,000 0.0% of portfolio
22,633
Q3 2025 Reduced 6.1%
$2.93B
$211,000 0.0% of portfolio
9,581
Q3 2025 New
$12B
$1.66 Million 0.0% of portfolio
11,113
Q3 2025 Added 1.2%
$9.72B
$2.33 Million 0.0% of portfolio
35,113
Q3 2025 Reduced 5.7%
$3.91B
$851,000 0.0% of portfolio
7,300
Q3 2025 Added 29.75%
$2.24B
$984,000 0.0% of portfolio
52,087
Q3 2025 Reduced 5.73%
$1.89B
$99,000 0.0% of portfolio
14,687
Q3 2025 Reduced 1.26%
$0
$88,000 0.0% of portfolio
23,806
Q3 2025 Added 48.31%
$0
$53,000 0.0% of portfolio
22,956
Q2 2025 Added 5.62%
$1.47B
$428,000 0.0% of portfolio
12,413
Q3 2025 Reduced 24.83%
$5.82B
$1.55 Million 0.0% of portfolio
24,719
Q3 2025 Reduced 12.76%
$11.8B
$1.58 Million 0.0% of portfolio
30,175
Q3 2025 Reduced 2.48%
$195M
$72,000 0.0% of portfolio
20,000
Q1 2024 Added 100.0%
$3.07B
$1.28 Million 0.0% of portfolio
40,290
Q3 2025 Added 14.04%
$1.63B
$1.3 Million 0.0% of portfolio
141,729
Q3 2025 Reduced 1.43%
$1.29B
$190,000 0.0% of portfolio
21,619
Q3 2025 Reduced 2.64%
$7.35B
$952,000 0.0% of portfolio
16,798
Q3 2025 Reduced 7.44%
$5.6B
$1.48 Million 0.0% of portfolio
52,178
Q3 2025 Reduced 11.33%
$51.2B
$1.89 Million 0.0% of portfolio
61,294
Q3 2025 Added 26.82%
$1.23B
$227,000 0.0% of portfolio
21,144
Q3 2025 Added 1.61%
$12.4B
$712,000 0.0% of portfolio
28,785
Q3 2025 Added 40.11%
$12.6B
$1.76 Million 0.0% of portfolio
103,256
Q3 2025 Reduced 0.59%
$8.94B
$2.84 Million 0.0% of portfolio
13,855
Q3 2025 Added 7.96%
$1.16B
$240,000 0.0% of portfolio
6,993
Q3 2025 Reduced 0.91%

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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