Ci Private Wealth, LLC Portfolio Holdings
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
Ci Private Wealth, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $56.4 Billion distributed in 3167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.83B, Apple Inc. with a value of $2.64B, Amazon Com Inc with a value of $1.41B, Costco Wholesale Corp with a value of $1.21B, and Nvidia Corp with a value of $1.2B.
Examining the 13F form we can see an decrease of $7.21B in the current position value, from $63.6B to 56.4B.
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
$56.4 Billion
ETFs: $14.5 Billion
Technology: $11.5 Billion
Healthcare: $6.12 Billion
Financial Services: $5.66 Billion
Industrials: $4.73 Billion
Consumer Cyclical: $3.94 Billion
Consumer Defensive: $3.33 Billion
Communication Services: $3.08 Billion
Other: $3.52 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 3,167
- Current Value $56.4 Billion
- Prior Value $63.6 Billion
- Filing
- Period Q2 2024
- Filing Date August 13, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 140 stocks
- Additional Purchases 1,070 stocks
- Sold out of 0 stocks
- Reduced holdings in 926 stocks