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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.4B
$15.2 Million 0.02% of portfolio
248,278
Q3 2025 Reduced 0.04%
$13.3B
$11.2 Million 0.02% of portfolio
300,343
Q3 2025 Added 1.22%
$46.1B
$13.2 Million 0.02% of portfolio
145,312
Q3 2025 Reduced 22.38%
$6.27B
$13.5 Million 0.02% of portfolio
536,402
Q3 2025 Added 1,988.06%
$96.7B
$12.5 Million 0.02% of portfolio
247,711
Q3 2025 Added 7.99%
$19.3B
$9.54 Million 0.02% of portfolio
102,398
Q3 2025 Reduced 30.0%
$0
$12.2 Million 0.02% of portfolio
185,385
Q3 2025 Reduced 2.39%
$45.6B
$10.4 Million 0.02% of portfolio
230,878
Q3 2025 Added 2.29%
$40.2B
$11.1 Million 0.02% of portfolio
51,955
Q3 2025 Added 6.59%
$44B
$15.1 Million 0.02% of portfolio
10,107
Q3 2025 Reduced 34.35%
$0
$14.8 Million 0.02% of portfolio
224,377
Q3 2025 Reduced 5.01%
$0
$13.5 Million 0.02% of portfolio
95,762
Q3 2025 Added 2.76%
$64.9B
$11.6 Million 0.02% of portfolio
138,229
Q3 2025 Added 29.96%
$54.4B
$13.5 Million 0.02% of portfolio
43,554
Q3 2025 Reduced 32.86%
$823M
$15.3 Million 0.02% of portfolio
1,884,863
Q3 2025 Reduced 16.74%
$42.6B
$12.7 Million 0.02% of portfolio
95,330
Q3 2025 Reduced 4.24%
$22.7B
$12.3 Million 0.02% of portfolio
712,225
Q3 2025 Reduced 1.02%
$0
$12 Million 0.02% of portfolio
162,718
Q3 2025 Added 2.28%
$0
$14.1 Million 0.02% of portfolio
175,829
Q3 2025 Added 7.94%
$0
$13.3 Million 0.02% of portfolio
305,782
Q3 2025 Added 12.23%
$0
$12.3 Million 0.02% of portfolio
199,326
Q3 2025 Reduced 92.32%
$0
$15.2 Million 0.02% of portfolio
225,732
Q3 2025 Added 44.81%
$0
$15.2 Million 0.02% of portfolio
300,307
Q3 2025 Added 18.43%
$0
$9.82 Million 0.02% of portfolio
191,775
Q3 2025 Reduced 1.59%
$0
$14.3 Million 0.02% of portfolio
110,435
Q3 2025 Reduced 3.08%
$0
$14.5 Million 0.02% of portfolio
115,518
Q3 2025 Added 2,106.23%
$0
$9.99 Million 0.02% of portfolio
110,985
Q3 2025 Added 6.12%
$0
$9.78 Million 0.02% of portfolio
47,344
Q3 2025 Reduced 14.45%
$0
$13.7 Million 0.02% of portfolio
201,797
Q3 2025 Reduced 12.65%
$0
$11.9 Million 0.02% of portfolio
83,926
Q3 2025 Reduced 6.35%
$0
$10.4 Million 0.02% of portfolio
97,059
Q3 2025 Reduced 5.56%
$0
$13.5 Million 0.02% of portfolio
263,287
Q3 2025 Reduced 14.09%
$32B
$10.7 Million 0.02% of portfolio
61,224
Q3 2025 Reduced 7.64%
$26.1B
$11.6 Million 0.02% of portfolio
61,485
Q3 2025 Reduced 4.85%
$29.6B
$10.8 Million 0.02% of portfolio
32,423
Q3 2025 Reduced 14.32%
$12.8B
$9.65 Million 0.02% of portfolio
278,282
Q3 2025 Reduced 47.35%
$53.5B
$14.1 Million 0.02% of portfolio
281,335
Q3 2025 Added 620.1%
$0
$11.4 Million 0.02% of portfolio
258,174
Q3 2025 Added 12.63%
$14.8B
$11.8 Million 0.02% of portfolio
83,847
Q3 2025 Reduced 47.5%
$37B
$12 Million 0.02% of portfolio
130,891
Q3 2025 Reduced 21.51%
$0
$11.2 Million 0.02% of portfolio
107,915
Q3 2025 Added 0.86%
$74.3B
$9.77 Million 0.02% of portfolio
17,372
Q3 2025 Added 1.01%
$279B
$11.5 Million 0.02% of portfolio
43,137
Q3 2025 Added 8.67%
$0
$11.2 Million 0.02% of portfolio
94,418
Q3 2025 Added 5.87%
$0
$15.4 Million 0.02% of portfolio
99,783
Q3 2025 Reduced 5.73%
$59.8B
$14.5 Million 0.02% of portfolio
77,163
Q3 2025 Added 5.08%
$0
$14.5 Million 0.02% of portfolio
31,197
Q3 2025 Reduced 51.94%
$0
$12.8 Million 0.02% of portfolio
139,771
Q3 2025 Reduced 5.77%
$0
$10.9 Million 0.02% of portfolio
78,079
Q3 2025 Reduced 4.29%

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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email