Ci Private Wealth, LLC Portfolio Holdings

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

Ci Private Wealth, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $62.5 Billion distributed in 4907 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.76B, Apple Inc. with a value of $2.36B, Ishares Core S&P 500 ETF with a value of $2.33B, Nvidia Corp with a value of $1.58B, and Vanguard Index Fds S&P 500 ETF with a value of $1.51B.

Examining the 13F form we can see an decrease of $5.61B in the current position value, from $68.1B to 62.5B.

Ci Private Wealth, LLC is based out at Miami, FL

Below you can find more details about Ci Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $62.5 Billion
ETFs: $21 Billion
Technology: $12 Billion
Financial Services: $6.36 Billion
Industrials: $4.71 Billion
Healthcare: $4.61 Billion
Consumer Cyclical: $4.4 Billion
Communication Services: $3.77 Billion
Consumer Defensive: $2.33 Billion
Other: $3.26 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.9M
$38,000 0.0% of portfolio
24,664
Q3 2025 New
$3.09B
$220,000 0.0% of portfolio
3,947
Q3 2025 Added 2.41%
$9.84B
$895,000 0.0% of portfolio
17,247
Q3 2025 Added 15.8%
$5.75B
$727,000 0.0% of portfolio
6,699
Q3 2025 Added 65.24%
$4.72B
$1.19 Million 0.0% of portfolio
22,492
Q3 2025 Reduced 52.54%
$4.98B
$558,000 0.0% of portfolio
4,410
Q3 2025 Added 35.4%
$5.17B
$475,000 0.0% of portfolio
4,066
Q3 2025 New
$123B
$2.33 Million 0.0% of portfolio
43,920
Q3 2025 Added 6.75%
$6.81B
$279,000 0.0% of portfolio
12,301
Q3 2025 Reduced 6.34%
$1.95B
$88,000 0.0% of portfolio
10,434
Q3 2025 Reduced 2.86%
$16.2B
$835,000 0.0% of portfolio
25,405
Q3 2025 Added 35.85%
$7.95B
$300,000 0.0% of portfolio
11,642
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 12.79%
$4.78B
$511,000 0.0% of portfolio
8,090
Q3 2025 Reduced 0.47%
$1.88B
$540,000 0.0% of portfolio
45,190
Q3 2025 Reduced 26.35%
$18.3B
$332,000 0.0% of portfolio
1,308
Q3 2025 Reduced 37.89%
$11.1B
$2.51 Million 0.0% of portfolio
33,712
Q3 2025 Reduced 11.5%
$121M
$50,000 0.0% of portfolio
22,702
Q3 2025 Added 78.83%
$3.47B
$1.17 Million 0.0% of portfolio
15,384
Q3 2025 Added 6.13%
$2.53B
$228,000 0.0% of portfolio
5,794
Q3 2025 Added 24.41%
$7.01B
$982,000 0.0% of portfolio
26,164
Q3 2025 Added 5.1%
$8.39B
$489,000 0.0% of portfolio
16,530
Q3 2025 Added 26.5%
$4.24B
$700,000 0.0% of portfolio
25,921
Q3 2025 Added 62.82%
$0
$1.47 Million 0.0% of portfolio
131,228
Q1 2025 New
$0
$348,000 0.0% of portfolio
18,072
Q3 2025 Added 14.58%
$2.51B
$409,000 0.0% of portfolio
8,925
Q3 2025 Added 90.62%
$3.84B
$280,000 0.0% of portfolio
4,564
Q3 2025 Added 2.63%
$78.9B
$1.16 Million 0.0% of portfolio
14,517
Q3 2025 Added 4.63%
$64.7B
$2.74 Million 0.0% of portfolio
29,082
Q3 2025 Added 34.5%
$1.24B
$470,000 0.0% of portfolio
25,702
Q3 2025 Reduced 37.38%
$751M
$735,000 0.0% of portfolio
69,542
Q3 2025 Reduced 11.58%
$573M
$291,000 0.0% of portfolio
13,352
Q3 2025 New
$879M
$171,000 0.0% of portfolio
27,017
Q3 2025 Added 1.17%
$45.7M
$24,000 0.0% of portfolio
10,000
Q2 2025 New
$3.48B
$1.25 Million 0.0% of portfolio
36,046
Q3 2025 Added 73.89%
$19.3B
$2.68 Million 0.0% of portfolio
42,767
Q3 2025 Reduced 12.92%
$1.24B
$327,000 0.0% of portfolio
11,621
Q3 2025 New
$26.9B
$3.06 Million 0.0% of portfolio
8,099
Q3 2025 Added 24.72%
$4.52B
$1.48 Million 0.0% of portfolio
15,556
Q3 2025 Added 207.01%
$4.96B
$1.25 Million 0.0% of portfolio
2,152
Q3 2025 Reduced 22.59%
$2.63B
$315,000 0.0% of portfolio
5,958
Q3 2025 Reduced 38.87%
$0
$107,000 0.0% of portfolio
21,000
Q3 2025 New
$4.64B
$718,000 0.0% of portfolio
78,883
Q3 2025 Added 10.24%
$4.22B
$526,000 0.0% of portfolio
12,504
Q3 2025 Added 23.57%
$3.5B
$1.53 Million 0.0% of portfolio
82,549
Q3 2025 New
$3.24B
$689,000 0.0% of portfolio
12,000
Q3 2025 Reduced 9.04%
$0
$2,000 0.0% of portfolio
55,000
Q3 2024 New
$14.6B
$1.76 Million 0.0% of portfolio
195,615
Q3 2025 Added 6.53%
$35B
$576,000 0.0% of portfolio
33,940
Q3 2025 Reduced 25.78%

Summary

  • Portfolio
  • No. of Stocks 4,907
  • Current Value $62.5 Billion
  • Prior Value $68.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 266 stocks
  • Additional Purchases 1,101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,053 stocks
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