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.