Cibc Private Wealth Group, LLC Portfolio Holdings

Cibc Private Wealth Group, LLC

  • $53.9 Billion
  • Q3 2024

Cibc Private Wealth Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $53.9 Billion distributed in 3522 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.95B, Apple Inc. with a value of $2.65B, Amazon Com Inc with a value of $2.06B, Old Dominion Freight Line, Inc. with a value of $1.75B, and Nvidia Corp with a value of $1.7B.

Examining the 13F form we can see an increase of $2.48B in the current position value, from $51.4B to 53.9B. Also it can be appreciated an additional of 233 stocks purchases and 4 closed positions.

Below you can find more details about Cibc Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $53.9 Billion
Technology: $13.8 Billion
Financial Services: $6.67 Billion
Healthcare: $6.55 Billion
Industrials: $5.9 Billion
ETFs: $5.3 Billion
Consumer Cyclical: $5.12 Billion
Communication Services: $3.49 Billion
Energy: $2.85 Billion
Other: $4.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$2.95 Billion 5.48% of portfolio
6,864,415
Q3 2024 Added 2.32%
$3.68T
$2.65 Billion 4.92% of portfolio
11,385,366
Q3 2024 Added 0.31%
$2.07T
$2.06 Billion 3.82% of portfolio
11,033,291
Q3 2024 Reduced 1.0%
$24B
$1.75 Billion 3.25% of portfolio
8,805,629
Q3 2024 Reduced 0.07%
$364B
$1.7 Billion 3.16% of portfolio
14,035,379
Q3 2024 Added 1.06%
$1.06T
$1.28 Billion 2.38% of portfolio
7,740,176
Q3 2024 Added 1.47%
$503B
$890 Million 1.65% of portfolio
3,235,373
Q3 2024 Reduced 0.54%
$562B
$867 Million 1.61% of portfolio
1,482,723
Q3 2024 Reduced 0.92%
$131B
$763 Million 1.42% of portfolio
4,981,461
Q3 2024 Reduced 7.32%
$1.08T
$743 Million 1.38% of portfolio
4,441,812
Q3 2024 Reduced 2.33%
$196B
$708 Million 1.32% of portfolio
9,090,358
Q3 2024 Reduced 1.33%
$706B
$698 Million 1.3% of portfolio
3,312,554
Q3 2024 Added 6.3%
$409B
$621 Million 1.15% of portfolio
1,533,088
Q3 2024 Reduced 0.65%
$1.26T
$562 Million 1.04% of portfolio
981,058
Q3 2024 Added 3.47%
$716B
$557 Million 1.03% of portfolio
628,847
Q3 2024 Reduced 16.5%
$203B
$546 Million 1.01% of portfolio
4,787,076
Q3 2024 Reduced 0.32%
$151B
$521 Million 0.97% of portfolio
6,166,890
Q3 2024 Reduced 19.1%
$501B
$494 Million 0.92% of portfolio
4,216,443
Q3 2024 Added 1.7%
$164B
$490 Million 0.91% of portfolio
947,802
Q3 2024 Reduced 20.44%
$232B
$475 Million 0.88% of portfolio
917,416
Q3 2024 Added 2.73%
$173B
$470 Million 0.87% of portfolio
2,762,291
Q3 2024 Added 32.03%
$236B
$464 Million 0.86% of portfolio
8,718,560
Q3 2024 Added 0.4%
$170B
$452 Million 0.84% of portfolio
1,627,602
Q3 2024 Reduced 0.4%
$93.5B
$413 Million 0.77% of portfolio
1,778,005
Q3 2024 Reduced 2.03%
$219B
$403 Million 0.75% of portfolio
2,369,198
Q3 2024 Reduced 0.98%
$87B
$398 Million 0.74% of portfolio
2,475,130
Q3 2024 Reduced 1.05%
$175B
$400 Million 0.74% of portfolio
3,298,565
Q3 2024 Added 0.53%
$144B
$399 Million 0.74% of portfolio
1,621,587
Q3 2024 Reduced 1.27%
$82B
$394 Million 0.73% of portfolio
1,784,794
Q3 2024 Reduced 1.85%
$0
$389 Million 0.72% of portfolio
14,964,942
Q3 2024 Added 1.62%
$201B
$384 Million 0.71% of portfolio
620,916
Q3 2024 Reduced 0.9%
$0
$380 Million 0.71% of portfolio
720,453
Q3 2024 Added 0.4%
$152B
$373 Million 0.69% of portfolio
1,805,284
Q3 2024 Reduced 1.17%
$139B
$366 Million 0.68% of portfolio
3,111,301
Q3 2024 Reduced 0.93%
$214B
$353 Million 0.66% of portfolio
1,158,576
Q3 2024 Added 0.58%
$58.2B
$355 Million 0.66% of portfolio
638,690
Q3 2024 Reduced 12.53%
$0
$344 Million 0.64% of portfolio
917,226
Q3 2024 Added 10.56%
$12.5B
$343 Million 0.64% of portfolio
1,941,260
Q3 2024 Added 0.01%
$489B
$346 Million 0.64% of portfolio
700,982
Q3 2024 Reduced 3.07%
$0
$346 Million 0.64% of portfolio
1,459,731
Q3 2024 Added 3.79%
$36.1B
$331 Million 0.62% of portfolio
1,399,001
Q3 2024 Reduced 0.42%
$41.5B
$327 Million 0.61% of portfolio
3,148,878
Q3 2024 Reduced 0.32%
$0
$327 Million 0.61% of portfolio
1,238,831
Q3 2024 Reduced 0.54%
$208B
$320 Million 0.59% of portfolio
3,329,782
Q3 2024 Added 19.85%
$30.9B
$310 Million 0.57% of portfolio
9,292,213
Q3 2024 Reduced 1.61%
$29.6B
$291 Million 0.54% of portfolio
1,864,605
Q3 2024 Reduced 1.07%
$293B
$292 Million 0.54% of portfolio
1,415,729
Q3 2024 Reduced 16.05%
$69.2B
$278 Million 0.52% of portfolio
9,554,808
Q3 2024 Reduced 0.44%
$0
$279 Million 0.52% of portfolio
483,646
Q3 2024 Added 12.28%

Summary

  • Portfolio
  • No. of Stocks 3,522
  • Current Value $53.9 Billion
  • Prior Value $51.4 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 233 stocks
  • Additional Purchases 987 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 907 stocks
Track This Portfolio

Track Cibc Private Wealth Group, LLC Portfolio

Follow Cibc Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email