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
$2.7B
$74,000 0.0% of portfolio
1,285
Q2 2024 Reduced 34.27%
$1.44B
$2,000 0.0% of portfolio
425
Q2 2024 Reduced 70.18%
$1.04B
$0 0.0% of portfolio
0
Q3 2024 Sold Out
$1.58B
$90,000 0.0% of portfolio
5,372
Q3 2024 Reduced 7.25%
$2.97B
$50,000 0.0% of portfolio
450
Q3 2024 Reduced 55.0%
$3B
$23,000 0.0% of portfolio
173
Q3 2024 Reduced 53.74%
$0
$3,000 0.0% of portfolio
100
Q1 2024 New
$0
$3,000 0.0% of portfolio
120
Q1 2024 New
$0
$2,000 0.0% of portfolio
60
Q1 2024 New
$5.3B
$47,000 0.0% of portfolio
222
Q1 2024 New
$9.91B
$36,000 0.0% of portfolio
506
Q3 2024 New
$2.89B
$39,000 0.0% of portfolio
445
Q3 2024 Reduced 20.96%
$5.43B
$271,000 0.0% of portfolio
1,285
Q2 2024 Reduced 7.22%
$6.24B
$31,000 0.0% of portfolio
126
Q3 2024 Reduced 50.59%
$18.2B
$1.08 Million 0.0% of portfolio
4,641
Q3 2024 Reduced 1.4%
$4.58B
$9,000 0.0% of portfolio
70
Q2 2024 Added 45.83%
$0
$17,000 0.0% of portfolio
1,248
Q3 2024 Reduced 99.67%
$1.09B
$172,000 0.0% of portfolio
8,382
Q3 2024 Added 42.55%
$51.3M
$127,000 0.0% of portfolio
58,576
Q3 2024 Added 2.56%
$5.64B
$358,000 0.0% of portfolio
2,533
Q3 2024 Added 306.58%
$4.57B
$28,000 0.0% of portfolio
476
Q1 2024 New
$21.1B
$333,000 0.0% of portfolio
6,824
Q3 2024 Added 42.52%
$2.03B
$16,000 0.0% of portfolio
321
Q3 2024 Added 56.59%
$4.27B
$5,000 0.0% of portfolio
43
Q2 2024 Reduced 34.85%
$11.5B
$382,000 0.0% of portfolio
12,091
Q3 2024 Reduced 1.66%
$30M
$0 0.0% of portfolio
40
Q1 2024 New
$2.07B
$104,000 0.0% of portfolio
3,694
Q3 2024 Added 8.9%
$0
$40,000 0.0% of portfolio
3,505
Q1 2024 New
$0
$86,000 0.0% of portfolio
8,236
Q3 2024 New
$0
$11,000 0.0% of portfolio
1,088
Q1 2024 New
$0
$8,000 0.0% of portfolio
807
Q2 2024 New
$0
$6,000 0.0% of portfolio
189
Q2 2024 Reduced 27.59%
$0
$865,000 0.0% of portfolio
17,255
Q2 2024 Reduced 2.27%
$0
$587,000 0.0% of portfolio
26,780
Q1 2024 Reduced 6.41%
$0
$632,000 0.0% of portfolio
15,215
Q3 2024 Reduced 6.46%
$0
$0 0.0% of portfolio
1
Q3 2024 Reduced 85.71%
$0
$0 0.0% of portfolio
11,516
Q3 2024 Added 9.68%
$0
$224,000 0.0% of portfolio
2,277
Q1 2024 New
$0
$52,000 0.0% of portfolio
510
Q1 2024 New
$0
$1.43 Million 0.0% of portfolio
19,894
Q3 2024 Added 0.05%
$0
$21,000 0.0% of portfolio
416
Q2 2024 Added 0.24%
$0
$2.18 Million 0.0% of portfolio
176,898
Q3 2024 Reduced 0.17%
$0
$40,000 0.0% of portfolio
1,676
Q1 2024 New
$0
$104,000 0.0% of portfolio
4,850
Q3 2024 Reduced 13.33%
$0
$59,000 0.0% of portfolio
2,155
Q1 2024 New
$0
$4,000 0.0% of portfolio
309
Q3 2024 Reduced 92.85%
Invesco Et Fs/Usa
-
$0 0.0% of portfolio
-
Q1 2024 New
$0
$63,000 0.0% of portfolio
552
Q2 2024 Added 0.18%
$0
$49,000 0.0% of portfolio
2,449
Q3 2024 Added 0.04%

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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