Cibc Private Wealth Group, LLC ETFs

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IDU Ishares Tr U S Utils ETF	$0	$426,000 0.0% of portfolio	4,204	Q4 2024 Added 15.21%
SCHM Schwab Strategic U.S. Mid Cap	$0	$425,000 0.0% of portfolio	16,244	Q1 2025 Added 72.66%
EFV Msci Eafe Value ETF	$0	$417,000 0.0% of portfolio	7,085	Q1 2025 Added 0.11%
DFAT Dimensional ETF Tr U S Target	$0	$416,000 0.0% of portfolio	8,090	Q1 2025 Added 7.1%
IUSV Ishares Core S&P U.S. Value Et	$0	$414,000 0.0% of portfolio	4,491	Q1 2025 Reduced 2.31%
VONG Vanguard Russell 1000 Growth E	$0	$413,000 0.0% of portfolio	4,451	Q1 2025 Reduced 97.36%
IMCG Ishare Morningstar Mid Cap Gro	$0	$410,000 0.0% of portfolio	5,750	Q1 2025 Added 1,337.5%
SCHV Schwab Strategic Tr Us Large C	$0	$410,000 0.0% of portfolio	15,435	Q1 2025 Reduced 0.48%
IAT Ishares Tr	$0	$405,000 0.0% of portfolio	8,701	Q1 2025 Added 2.27%
EBLU Ecofin Global Water Esg Fund	$0	$404,000 0.0% of portfolio	8,400	Q3 2023 New
SCHE Schwab Strategic Tr Us Emergin	$0	$401,000 0.0% of portfolio	14,569	Q1 2025 Added 31.28%
SPXL Direxion Daily S&P 500 Bull 3 X	$0	$394,000 0.0% of portfolio	2,813	Q4 2023 New
FTEC Fidelity Covington Tr Msci Inf	$0	$393,000 0.0% of portfolio	2,443	Q1 2025 Reduced 18.59%
DFUV Dimensional ETF Tr Us Marketwi	$0	$389,000 0.0% of portfolio	9,462	Q1 2025 Reduced 9.3%
CGW Invesco ETF Tr Ii S&P Global W	$0	$383,000 0.0% of portfolio	6,884	Q1 2025 Added 3.38%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$378,000 0.0% of portfolio	4,130	Q1 2025 Added 28.34%
ESGU Ishares Trust Ishares Esg Awar	$0	$376,000 0.0% of portfolio	3,089	Q1 2025 Reduced 5.94%
HYD Vaneck High Yield Muni ETF	$0	$371,000 0.0% of portfolio	7,254	Q1 2025 Reduced 95.61%
TILT Flexshares Tr	$0	$370,000 0.0% of portfolio	1,800	Q4 2023 New
BND Vanguard Bd Index Fd Inc Total	$0	$370,000 0.0% of portfolio	5,043	Q1 2025 Reduced 21.68%
CWB Spdr Bloomberg Convertible Sec	$0	$367,000 0.0% of portfolio	4,799	Q1 2025 Added 3.96%
DBJP Xtrackers Msci Japan Hedged Eq	$0	$364,000 0.0% of portfolio	4,905	Q1 2025 Reduced 3.92%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$359,000 0.0% of portfolio	14,313	Q1 2025 Added 0.03%
XHB Spdr Series Tr Spdr S&P Homebu	$0	$352,000 0.0% of portfolio	3,636	Q4 2024 Added 34.32%
FNDE Schwab Fundamental Emerging Mk	$0	$340,000 0.0% of portfolio	11,055	Q1 2025 Added 35.68%
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$337,000 0.0% of portfolio	14,700	Q2 2023 Reduced 4.76%
BOTZ Global X Fds	$0	$336,000 0.0% of portfolio	11,825	Q1 2025 Reduced 5.04%
VTWO Vanguard Russell 2000 ETF	$0	$321,000 0.0% of portfolio	3,991	Q1 2025 Added 9.67%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$320,000 0.0% of portfolio	8,464	Q1 2025 Reduced 28.69%
KRE Spdr S&P Regional Banking ETF	$0	$318,000 0.0% of portfolio	5,600	Q1 2025 Reduced 6.04%
VWOB Vanguard Emerging Mkts Govt Bd	$0	$317,000 0.0% of portfolio	5,094	Q1 2025 Reduced 1.85%
XMHQ Invesco Exchange Traded Fd Tr	$0	$312,000 0.0% of portfolio	3,409	Q1 2025 Reduced 10.99%
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$310,000 0.0% of portfolio	3,774	Q3 2023 New
PKW Invesco Exchange Traded Fd Tr	$0	$299,000 0.0% of portfolio	2,656	Q1 2025 Added 15.48%
SHM Spdr Nuveen Bloomberg Short Te	$0	$299,000 0.0% of portfolio	6,291	Q1 2025 Reduced 7.99%
XLB Select Sector Spdr Fd Material	$0	$296,000 0.0% of portfolio	3,445	Q1 2025 Reduced 0.35%
AVUV American Centy ETF Tr Avantis	$0	$289,000 0.0% of portfolio	3,326	Q1 2025 Added 95.53%
QQQM Invesco Exchange Traded Fd Tr	$0	$289,000 0.0% of portfolio	1,499	Q1 2025 Reduced 0.53%
VIOV Vanguard S&P Small Cap 600 Val	$0	$287,000 0.0% of portfolio	3,424	Q1 2025 Reduced 1.72%
MTUM Ishares Msci Usa Momentum Fact	$0	$283,000 0.0% of portfolio	1,402	Q1 2025 Added 2.26%
DFUS Dimensional ETF Tr U S Equity	$0	$273,000 0.0% of portfolio	4,524	Q1 2025 Reduced 14.32%
IYJ Ishares Tr	$0	$273,000 0.0% of portfolio	2,099	Q1 2025 Reduced 32.27%
GNR Spdr S&P Global Natural Resour	$0	$270,000 0.0% of portfolio	5,074	Q1 2025 Added 14.18%
RDVY First Trust Rising Dividend Ac	$0	$263,000 0.0% of portfolio	4,500	Q1 2025 Reduced 2.64%
QQQJ Invesco Exchange Traded Fd Tr	$0	$262,000 0.0% of portfolio	9,032	Q3 2024 Reduced 0.2%
SCHH Schwab Strategic U.S. Reit ETF	$0	$257,000 0.0% of portfolio	11,978	Q1 2025 Added 39.47%
INDY Ishares India 50 ETF	$0	$255,000 0.0% of portfolio	5,033	Q4 2024 Reduced 27.65%
GMF Spdr Index Shs Fund Spdr S&P E	$0	$253,000 0.0% of portfolio	2,196	Q3 2024 Added 500.0%
IYF Ishares Tr	$0	$251,000 0.0% of portfolio	2,229	Q1 2025 Added 0.04%
BIV Vanguard Bd Index Fd Inc Inter	$0	$239,000 0.0% of portfolio	3,127	Q1 2025 Added 4.58%

Track This Portfolio

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.