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
$99.7B
$26.8 Million 0.04% of portfolio
139,260
Q3 2025 Reduced 4.34%
$37.6B
$26.2 Million 0.04% of portfolio
388,974
Q3 2025 Reduced 75.18%
$65.7B
$26.2 Million 0.04% of portfolio
87,106
Q3 2025 Reduced 2.58%
$113B
$22.2 Million 0.04% of portfolio
193,963
Q3 2025 Reduced 38.69%
$0
$26.6 Million 0.04% of portfolio
622,961
Q3 2025 Added 19.43%
$35.8B
$23.3 Million 0.04% of portfolio
85,238
Q3 2025 Reduced 1.76%
$0
$23.7 Million 0.04% of portfolio
901,980
Q3 2025 Reduced 0.86%
$0
$27.9 Million 0.04% of portfolio
613,026
Q3 2025 Reduced 98.13%
$0
$22.6 Million 0.04% of portfolio
827,484
Q3 2025 Reduced 0.97%
$0
$23 Million 0.04% of portfolio
427,782
Q3 2025 Reduced 6.44%
$270B
$24 Million 0.04% of portfolio
335,043
Q3 2025 Reduced 19.24%
$98.7B
$23.1 Million 0.04% of portfolio
243,665
Q3 2025 Added 6.83%
$0
$25.9 Million 0.04% of portfolio
452,918
Q3 2025 Added 6.96%
$0
$25 Million 0.04% of portfolio
615,598
Q3 2025 Added 16.87%
$0
$22.8 Million 0.04% of portfolio
77,517
Q3 2025 Added 310.79%
$0
$22.8 Million 0.04% of portfolio
478,256
Q3 2025 Reduced 27.71%
$35B
$24.8 Million 0.04% of portfolio
216,483
Q3 2025 Reduced 4.6%
$12.2B
$22.9 Million 0.04% of portfolio
117,019
Q3 2025 Added 2.4%
$11.9B
$26.1 Million 0.04% of portfolio
341,919
Q3 2025 Added 8.34%
$42.4B
$24.3 Million 0.04% of portfolio
160,015
Q3 2025 Reduced 9.52%
$55.3B
$18 Million 0.03% of portfolio
39,392
Q3 2025 Reduced 6.55%
$12.6B
$20 Million 0.03% of portfolio
2,448,128
Q3 2025 Added 23.52%
$62.3B
$17.9 Million 0.03% of portfolio
159,373
Q3 2025 Added 8.84%
$59.1B
$18.1 Million 0.03% of portfolio
230,618
Q3 2025 Reduced 15.74%
$276B
$16.3 Million 0.03% of portfolio
212,378
Q3 2025 Added 9.64%
$55.1B
$18.7 Million 0.03% of portfolio
100,071
Q3 2025 Reduced 3.53%
$140B
$18.1 Million 0.03% of portfolio
323,984
Q3 2025 Reduced 0.7%
$147B
$21.4 Million 0.03% of portfolio
218,798
Q3 2025 Added 25.93%
$99.2B
$20.5 Million 0.03% of portfolio
455,390
Q3 2025 Reduced 11.13%
$27.4B
$19.6 Million 0.03% of portfolio
80,041
Q3 2025 Reduced 1.01%
$69.4B
$19.8 Million 0.03% of portfolio
241,486
Q3 2025 Added 7.97%
$115B
$16.2 Million 0.03% of portfolio
33,128
Q3 2025 Added 3.03%
$39.7B
$17.3 Million 0.03% of portfolio
179,748
Q3 2025 Reduced 29.81%
$49.5B
$17.1 Million 0.03% of portfolio
100,885
Q3 2025 Reduced 14.74%
$0
$17.9 Million 0.03% of portfolio
608,276
Q3 2025 Added 1.9%
$34.7B
$15.7 Million 0.03% of portfolio
111,061
Q3 2025 Reduced 2.25%
$0
$18.9 Million 0.03% of portfolio
276,220
Q3 2025 Reduced 55.83%
$78.2B
$19.4 Million 0.03% of portfolio
59,946
Q3 2025 Reduced 16.92%
$1.75B
$18.3 Million 0.03% of portfolio
543,729
Q3 2025 Added 5,069.02%
$100B
$19.6 Million 0.03% of portfolio
321,160
Q3 2025 Reduced 5.94%
$136B
$17.9 Million 0.03% of portfolio
42,053
Q3 2025 Added 3.7%
$30.4B
$18 Million 0.03% of portfolio
218,056
Q3 2025 Reduced 4.82%
$0
$17.1 Million 0.03% of portfolio
284,475
Q3 2025 Reduced 22.31%
$26.6B
$20.6 Million 0.03% of portfolio
202,524
Q3 2025 Reduced 8.06%
$0
$21.2 Million 0.03% of portfolio
417,592
Q3 2025 Added 1,781.72%
$0
$19.4 Million 0.03% of portfolio
133,566
Q3 2025 Added 9.74%
$0
$17.3 Million 0.03% of portfolio
124,133
Q3 2025 Added 11.22%
$0
$20.9 Million 0.03% of portfolio
321,368
Q3 2025 Added 17.18%
$0
$17.6 Million 0.03% of portfolio
89,612
Q3 2025 Added 10.4%

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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