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
$76.2B
$32 Million 0.05% of portfolio
65,895
Q3 2025 Reduced 30.47%
$94.5B
$29.4 Million 0.05% of portfolio
86,081
Q3 2025 Reduced 21.34%
$0
$30.7 Million 0.05% of portfolio
974,057
Q3 2025 Reduced 0.87%
$143B
$31.9 Million 0.05% of portfolio
949,399
Q3 2025 Reduced 17.34%
$0
$28.3 Million 0.05% of portfolio
463,127
Q3 2025 Reduced 3.59%
$0
$33.4 Million 0.05% of portfolio
738,879
Q3 2025 Reduced 2.92%
$0
$31.6 Million 0.05% of portfolio
431,330
Q3 2025 Reduced 7.03%
$0
$33.9 Million 0.05% of portfolio
336,221
Q3 2025 Reduced 17.16%
$0
$28.3 Million 0.05% of portfolio
340,546
Q3 2025 Reduced 10.41%
$0
$31.2 Million 0.05% of portfolio
869,231
Q3 2025 Reduced 1.16%
$0
$34.2 Million 0.05% of portfolio
582,377
Q3 2025 Reduced 11.65%
$0
$28.8 Million 0.05% of portfolio
309,415
Q3 2025 Reduced 4.94%
$0
$29.7 Million 0.05% of portfolio
260,666
Q3 2025 Reduced 13.42%
$35.1B
$32.6 Million 0.05% of portfolio
262,502
Q3 2025 Reduced 8.35%
$161B
$33.9 Million 0.05% of portfolio
31,431
Q3 2025 Reduced 2.95%
$55.4B
$28.9 Million 0.05% of portfolio
94,553
Q3 2025 Added 6.95%
$0
$31.4 Million 0.05% of portfolio
545,620
Q3 2025 Added 1,153.32%
$43.5B
$32.3 Million 0.05% of portfolio
92,398
Q3 2025 Added 0.55%
$28.7B
$28.9 Million 0.05% of portfolio
492,191
Q3 2025 Added 1.99%
$52.4B
$28.6 Million 0.05% of portfolio
833,046
Q3 2025 Reduced 28.87%
$0
$28.2 Million 0.05% of portfolio
659,046
Q3 2025 Added 34.21%
$0
$30.4 Million 0.05% of portfolio
655,978
Q3 2025 Added 12.18%
$60.5B
$30.1 Million 0.05% of portfolio
720,768
Q3 2025 Reduced 2.25%
$0
$28.6 Million 0.05% of portfolio
92,749
Q3 2025 Reduced 18.79%
$33.9B
$30.4 Million 0.05% of portfolio
120,897
Q3 2025 Reduced 3.96%
$12.5B
$33.2 Million 0.05% of portfolio
111,707
Q3 2025 Reduced 1.92%
$43.5B
$23.7 Million 0.04% of portfolio
184,918
Q3 2025 Reduced 0.1%
$0
$25.9 Million 0.04% of portfolio
260,495
Q3 2025 Reduced 51.43%
$72.4B
$25.8 Million 0.04% of portfolio
72,444
Q3 2025 Reduced 10.06%
$0
$24.3 Million 0.04% of portfolio
1,189,462
Q3 2025 Added 137.3%
$89.3B
$25.9 Million 0.04% of portfolio
237,707
Q3 2025 Reduced 26.43%
$2.33B
$26.6 Million 0.04% of portfolio
478,229
Q3 2025 Added 27.8%
$5.27B
$25.7 Million 0.04% of portfolio
1,918,487
Q3 2025 Added 10.68%
$0
$23.4 Million 0.04% of portfolio
686,010
Q3 2025 Reduced 3.01%
$45.2B
$23.8 Million 0.04% of portfolio
398,635
Q3 2025 Reduced 13.02%
$49.4B
$23.7 Million 0.04% of portfolio
150,563
Q3 2025 Reduced 10.45%
$73.4B
$22.1 Million 0.04% of portfolio
622,259
Q3 2025 Reduced 5.46%
$19.9B
$24.9 Million 0.04% of portfolio
319,228
Q3 2025 Added 36.98%
$68.9B
$22.4 Million 0.04% of portfolio
95,160
Q3 2025 Reduced 0.02%
$0
$23.9 Million 0.04% of portfolio
1,189,923
Q3 2025 New
$0
$22.4 Million 0.04% of portfolio
143,835
Q3 2025 Added 181.13%
$0
$22.6 Million 0.04% of portfolio
714,820
Q3 2025 Added 13.89%
$0
$22.5 Million 0.04% of portfolio
430,973
Q3 2025 Reduced 5.03%
$0
$26.5 Million 0.04% of portfolio
566,341
Q3 2025 Added 6.58%
$0
$23.2 Million 0.04% of portfolio
162,590
Q3 2025 Added 3.31%
$0
$25.9 Million 0.04% of portfolio
146,613
Q3 2025 Added 9.84%
$0
$22.3 Million 0.04% of portfolio
149,906
Q3 2025 Reduced 18.89%
$0
$27.8 Million 0.04% of portfolio
362,922
Q3 2025 Reduced 6.49%
$61.6B
$21.9 Million 0.04% of portfolio
773,829
Q3 2025 Added 1.66%

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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