Cibc Private Wealth Group, LLC Incresed Positions in Q1 2025

Cibc Private Wealth Group, LLC

  • $51.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FCPT
Four Corners Property Trust, Inc.

Real Estate
17.7K
+ 23.98%
$26.26 - $29.31 $464K - $518K
91.3K $2.62M
UBER
Uber Technologies, Inc

Technology
1.18K
+ 2.94%
$63.17 - $81.49 $74.3K - $95.8K
41.2K $3M
DRI
Darden Restaurants Inc

Consumer Cyclical
990
+ 5.82%
$180.02 - $208.56 $178K - $206K
18K $3.74M
INVH
Invitation Homes Inc.

Real Estate
337
+ 0.18%
$30.28 - $34.85 $10.2K - $11.7K
188K $6.54M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.91K
+ 65.92%
$76.94 - $78.28 $531K - $541K
17.4K $1.36M
SPG
Simon Property Group Inc

Real Estate
3.94K
+ 22.64%
$159.48 - $187.78 $629K - $740K
21.4K $3.55M
PHYS
Sprott Physical Gold Trust

Financial Services
10.9K
+ 15.14%
$20.25 - $24.06 $220K - $262K
82.8K $1.99M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13K
+ 174.6%
$36.91 - $41.03 $479K - $532K
20.4K $809K
NU
Nu Holdings Ltd.

Financial Services
54.1K
+ 9.92%
$10.12 - $13.95 $547K - $754K
599K $6.14M
CRDO
Credo Technology Group Holding LTD

Technology
12.3K
+ 1193.48%
$39.45 - $85.5 $484K - $1.05M
13.3K $534K
BP
Bp PLC

Energy
7.07K
+ 14.09%
$29.93 - $35.31 $212K - $250K
57.3K $1.94M
WSO
Watsco Inc

Industrials
132
+ 1.18%
$463.86 - $530.75 $61.2K - $70.1K
11.3K $5.76M
ABC
Amerisourcebergen Corp

Healthcare
2.35K
+ 0.76%
N/A
311K $57.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.34K
+ 28.16%
$48.65 - $53.06 $308K - $336K
28.9K $1.5M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
21
+ 0.01%
$26.47 - $29.92 $556 - $628
171K $4.99M
IWX
Ishares Tr Russell 200 Value E

ETFs
4.57K
+ 40.82%
$78.54 - $84.86 $359K - $387K
15.7K $1.29M
ITA
Ishares Tr

ETFs
2.18K
+ 24.38%
$144.84 - $159.5 $316K - $348K
11.1K $1.7M
WBD
Warner Bros. Discovery, Inc.

Communication Services
35K
+ 21.17%
$9.47 - $11.46 $331K - $401K
200K $2.15M
REET
Ishares Global Reit ETF

ETFs
15.6K
+ 34.5%
$23.24 - $25.16 $364K - $394K
61K $1.48M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.74K
+ 34.64%
$210.19 - $243.33 $576K - $666K
10.6K $2.24M
SLB
Schlumberger Limited

Energy
499
+ 0.48%
$38.4 - $43.74 $19.2K - $21.8K
105K $4.38M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.35K
+ 1337.5%
$69.69 - $79.99 $373K - $428K
5.75K $410K
CMF
Ishares California Muni Bond E

ETFs
6.66K
+ 64.31%
$55.93 - $57.47 $372K - $383K
17K $957K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.45K
+ 85.26%
$108.02 - $120.45 $373K - $416K
7.51K $826K
RPM
Rpm International Inc

Basic Materials
3.48K
+ 55.39%
$114.03 - $128.31 $397K - $447K
9.77K $1.13M
ORI
Old Republic International Corp

Financial Services
372
+ 0.34%
$33.46 - $39.22 $12.4K - $14.6K
110K $4.33M
SPOT
Spotify Technology S.A.

Communication Services
321
+ 21.67%
$457.79 - $648.32 $147K - $208K
1.8K $991K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.53K
+ 130.27%
$33.84 - $37.77 $289K - $322K
15.1K $549K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.7K
+ 23.04%
$18.36 - $20.51 $233K - $260K
67.7K $1.34M
MKL
Markel Corp

Financial Services
161
+ 141.23%
$1660.14 - $2059.83 $267K - $332K
275 $514K
TRS
Trimas Corp

Consumer Cyclical
14.6K
+ 65.23%
$20.49 - $25.42 $299K - $371K
37K $867K
SUB
Ishares Short Term National Mu

ETFs
2.75K
+ 1.32%
$105.3 - $106.24 $290K - $292K
212K $22.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.25K
+ 3.69%
$49.78 - $53.19 $311K - $332K
176K $8.96M
VBR
Vanguard Small Cap Value ETF

ETFs
2.06K
+ 27.91%
$183.02 - $207.75 $376K - $427K
9.42K $1.76M
VOE
Vanguard Mid Cap Value Index F

ETFs
2K
+ 8.57%
$156.61 - $168.02 $313K - $336K
25.3K $4.07M
VGT
Vanguard Information Technolog

ETFs
3.07K
+ 17.71%
$542.38 - $646.34 $1.67M - $1.98M
20.4K $11.1M
BMO
Bank Of Montreal

Financial Services
2.99K
+ 39.07%
$94.92 - $104.14 $283K - $311K
10.6K $1.01M
ZI
Zoom Info Technologies Inc.

Technology
51.9K
+ 10.67%
$9.43 - $12.01 $489K - $623K
538K $5.38M
MGV
Vanguard Mega Cap Value

ETFs
1K
+ 2.87%
$123.61 - $133.01 $124K - $133K
35.9K $4.62M
FTNT
Fortinet, Inc.

Technology
2.59K
+ 27.55%
$92.49 - $114.57 $239K - $296K
12K $1.15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.4K
+ 14.23%
$21.75 - $24.28 $401K - $447K
148K $3.27M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
29.7K
+ 5265.96%
$8.58 - $8.9 $255K - $264K
30.3K $265K
GLDM
World Gold Trust

ETFs
753
+ 3.52%
$52.19 - $61.89 $39.3K - $46.6K
22.2K $1.37M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.82K
+ 75.98%
$53.6 - $58.97 $258K - $284K
11.2K $611K
APD
Air Products & Chemicals, Inc.

Basic Materials
597
+ 3.8%
$283.24 - $338.07 $169K - $202K
16.3K $4.81M
FNDF
Schwab Fundamental Intl Large

ETFs
5.81K
+ 44.47%
$32.9 - $37.45 $191K - $217K
18.9K $681K
C
Citigroup Inc

Financial Services
3.03K
+ 6.18%
$67.23 - $84.63 $204K - $256K
52K $3.69M
BROS
Dutch Bros Inc.

Consumer Cyclical
3.54K
+ 168.62%
$55.77 - $85.37 $197K - $302K
5.64K $348K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17.3K
+ 14.47%
$21.23 - $23.75 $367K - $411K
137K $2.95M
Activity Summary
Buys All Purchases 1346 New Holdings 369 Increased Positions 977 Sells All Sells 1035 Reductions 1031 Sold out 4 Options Calls 0 Puts 0
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