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
$4.83B
$97,000 0.0% of portfolio
2,425
Q3 2024 Added 14.12%
$3.91B
$7,000 0.0% of portfolio
105
Q3 2024 Reduced 89.02%
$0
$230,000 0.0% of portfolio
8,500
Q2 2024 Reduced 1.16%
$0
$1.14 Million 0.0% of portfolio
4,290
Q2 2024 Reduced 6.02%
$0
$61,000 0.0% of portfolio
1,920
Q3 2024 Reduced 10.7%
$0
$67,000 0.0% of portfolio
685
Q2 2024 New
$0
$169,000 0.0% of portfolio
4,191
Q1 2024 New
$0
$1.93 Million 0.0% of portfolio
13,253
Q3 2024 Reduced 0.01%
$0
$215,000 0.0% of portfolio
3,268
Q3 2024 Reduced 66.77%
$0
$7,000 0.0% of portfolio
77
Q3 2024 Added 1.32%
$0
$32,000 0.0% of portfolio
708
Q3 2024 Reduced 27.53%
$0
$1.31 Million 0.0% of portfolio
12,200
Q3 2024 Added 1.76%
$0
$120,000 0.0% of portfolio
1,093
Q2 2024 Reduced 48.85%
$0
$14,000 0.0% of portfolio
100
Q1 2024 New
$0
$422,000 0.0% of portfolio
7,337
Q3 2024 Reduced 10.06%
$14.9B
$2.05 Million 0.0% of portfolio
72,313
Q3 2024 Added 27.4%
$0
$213,000 0.0% of portfolio
3,514
Q1 2024 Reduced 38.47%
$0
$36,000 0.0% of portfolio
1,321
Q1 2024 New
$1.66B
$31,000 0.0% of portfolio
1,500
Q3 2024 Reduced 1.25%
$0
$89,000 0.0% of portfolio
1,164
Q3 2024 Added 8.99%
$0
$1.08 Million 0.0% of portfolio
40,605
Q3 2024 Added 26.13%
$0
$903,000 0.0% of portfolio
8,180
Q3 2024 Added 36.74%
$0
$298,000 0.0% of portfolio
3,619
Q1 2024 New
$0
$614,000 0.0% of portfolio
2,665
Q3 2024 Added 0.6%
$0
$134,000 0.0% of portfolio
1,352
Q2 2024 Added 144.93%
-
$0 0.0% of portfolio
-
Q3 2023 New
$0
$138,000 0.0% of portfolio
9,396
Q3 2024 Reduced 8.0%
$0
$1.22 Million 0.0% of portfolio
10,201
Q3 2024 Reduced 0.24%
$0
$189,000 0.0% of portfolio
1,536
Q3 2024 Added 30.95%
$0
$60,000 0.0% of portfolio
2,701
Q1 2024 New
$0
$697,000 0.0% of portfolio
5,932
Q3 2024 Reduced 0.25%
$0
$8,000 0.0% of portfolio
41
Q2 2024 New
$0
$572,000 0.0% of portfolio
8,806
Q3 2024 Reduced 5.95%
$0
$1.65 Million 0.0% of portfolio
11,803
Q3 2024 Reduced 9.27%
$5.37B
$14,000 0.0% of portfolio
137
Q1 2024 New
$13.1B
$41,000 0.0% of portfolio
280
Q3 2024 Added 775.0%
$3.66B
$45,000 0.0% of portfolio
3,343
Q3 2024 Added 4.37%
$958M
$78,000 0.0% of portfolio
2,467
Q3 2024 Added 2,227.36%
$89M
$0 0.0% of portfolio
253
Q1 2024 New
Illumina Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
$298M
$4,000 0.0% of portfolio
553
Q1 2024 New
$55.4M
$24,000 0.0% of portfolio
10,000
Q3 2024 New
$1.42B
$15,000 0.0% of portfolio
500
Q1 2024 New
$4.95B
$216,000 0.0% of portfolio
1,000
Q1 2024 New
$2.65B
$41,000 0.0% of portfolio
1,000
Q2 2024 Reduced 13.72%
$16B
$13,000 0.0% of portfolio
201
Q3 2024 Reduced 1.47%
$4.87B
$233,000 0.0% of portfolio
11,375
Q3 2024 Added 20.45%
$3.37B
$217,000 0.0% of portfolio
3,675
Q3 2024 Reduced 5.77%
$811M
$333,000 0.0% of portfolio
10,000
Q4 2023 New

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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