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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.9M
$0 0.0% of portfolio
647
Q3 2024 Reduced 75.56%
$10.4B
$543,000 0.0% of portfolio
5,667
Q3 2024 Added 1,704.78%
$884M
$4,000 0.0% of portfolio
255
Q2 2024 Reduced 88.69%
$7.13B
$678,000 0.0% of portfolio
75,735
Q3 2024 Reduced 2.55%
$3.49B
$227,000 0.0% of portfolio
2,000
Q4 2023 New
$23.2B
$1.02 Million 0.0% of portfolio
123,104
Q3 2024 Reduced 79.71%
$21.4B
$228,000 0.0% of portfolio
636
Q3 2024 Added 22.54%
$5.64B
$477,000 0.0% of portfolio
2,303
Q3 2024 Added 0.79%
$5.82B
$8,000 0.0% of portfolio
95
Q2 2024 Reduced 98.94%
$10.5B
$7,000 0.0% of portfolio
169
Q3 2024 Added 119.48%
$3.81B
$349,000 0.0% of portfolio
19,939
Q3 2024 Added 5.53%
$2.47B
$22,000 0.0% of portfolio
582
Q1 2024 New
$23.1B
$2.03 Million 0.0% of portfolio
6,776
Q3 2024 Added 0.3%
$9.71B
$512,000 0.0% of portfolio
5,927
Q3 2024 Added 0.34%
$0
$28,000 0.0% of portfolio
1,800
Q1 2024 New
$800M
$22,000 0.0% of portfolio
1,000
Q3 2024 New
$28.4B
$2.32 Million 0.0% of portfolio
37,917
Q3 2024 Added 15.39%
$5.98B
$1.99 Million 0.0% of portfolio
18,613
Q3 2024 Added 690.03%
$5.01B
$66,000 0.0% of portfolio
39
Q2 2024 Added 62.5%
$712M
$20,000 0.0% of portfolio
1,533
Q3 2024 New
$33.3M
$15,000 0.0% of portfolio
10,000
Q3 2024 New
$11.7B
$1.35 Million 0.0% of portfolio
8,683
Q3 2024 Added 103.02%
$33.4B
$2.11 Million 0.0% of portfolio
7,157
Q3 2024 Added 1.52%
$7.95B
$1.23 Million 0.0% of portfolio
11,311
Q3 2024 Reduced 4.83%
-
$0 0.0% of portfolio
-
Q3 2024 New
$800M
$842,000 0.0% of portfolio
86,814
Q3 2024 Added 385.13%
$1.74B
$2,000 0.0% of portfolio
140
Q2 2024 Reduced 46.15%
$30.3B
$50,000 0.0% of portfolio
2,904
Q3 2024 Reduced 71.32%
$10.4B
$174,000 0.0% of portfolio
1,019
Q3 2024 Reduced 6.51%
$8.6B
$2,000 0.0% of portfolio
63
Q3 2024 New
$729M
$2,000 0.0% of portfolio
19
Q1 2024 New
$1.92B
$5,000 0.0% of portfolio
144
Q1 2024 New
$8.36B
$197,000 0.0% of portfolio
2,522
Q3 2024 Reduced 4.58%
$23.3M
$30,000 0.0% of portfolio
45,000
Q1 2023 Reduced 7.78%
$7.01B
$1,000 0.0% of portfolio
107
Q3 2024 Reduced 70.92%
$16.9B
$452,000 0.0% of portfolio
4,209
Q1 2024 New
$38.3B
$902,000 0.0% of portfolio
13,818
Q3 2024 Reduced 92.1%
$1.42B
$353,000 0.0% of portfolio
17,563
Q4 2023 Added 16.6%
$1.69B
$30,000 0.0% of portfolio
2,042
Q2 2024 Added 97.1%
$416M
$18,000 0.0% of portfolio
6,664
Q3 2024 Reduced 13.05%
$1.31B
$30,000 0.0% of portfolio
2,911
Q3 2024 Reduced 14.88%
$2.52B
$13,000 0.0% of portfolio
394
Q3 2024 Reduced 87.03%
$957M
$115,000 0.0% of portfolio
16,650
Q3 2024 Added 71.88%
$506M
$2,000 0.0% of portfolio
65
Q1 2024 New
$4.42B
$10,000 0.0% of portfolio
170
Q2 2024 Reduced 28.87%
$3.24B
$0 0.0% of portfolio
20
Q2 2024 Reduced 98.04%
$22.9B
$2.02 Million 0.0% of portfolio
18,729
Q3 2024 Added 1.63%
$16.2B
$9,000 0.0% of portfolio
384
Q2 2024 New
$19.9B
$277,000 0.0% of portfolio
749
Q3 2024 Added 33.99%

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
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