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
$112B
$6.06 Million 0.01% of portfolio
175,817
Q3 2025 Added 18.53%
$16.1B
$5.94 Million 0.01% of portfolio
48,956
Q3 2025 Added 3.9%
$18.9B
$4 Million 0.01% of portfolio
30,221
Q3 2025 Added 1.84%
$10.9B
$3.81 Million 0.01% of portfolio
35,645
Q3 2025 Reduced 1.05%
$36.7B
$5.62 Million 0.01% of portfolio
66,994
Q3 2025 Added 23.63%
$0
$6.19 Million 0.01% of portfolio
209,063
Q3 2025 Added 27.19%
$0
$3.66 Million 0.01% of portfolio
292,845
Q3 2025 Added 75.04%
$29B
$6.46 Million 0.01% of portfolio
223,477
Q3 2025 Added 6.53%
$19.6B
$5.72 Million 0.01% of portfolio
35,920
Q3 2025 Reduced 10.67%
$1.2B
$6.2 Million 0.01% of portfolio
239,606
Q3 2025 Added 18.78%
$38.4B
$8 Million 0.01% of portfolio
43,220
Q3 2025 Added 11.44%
$20.6B
$4.63 Million 0.01% of portfolio
129,880
Q3 2025 Added 23.18%
$18.4B
$3.6 Million 0.01% of portfolio
40,368
Q3 2025 Reduced 13.81%
$7.46B
$3.92 Million 0.01% of portfolio
19,591
Q3 2025 Reduced 22.95%
$24.8B
$4.78 Million 0.01% of portfolio
23,123
Q3 2025 Added 45.02%
$53.8B
$6.36 Million 0.01% of portfolio
27,071
Q3 2025 Reduced 26.69%
$26.1B
$5.78 Million 0.01% of portfolio
36,557
Q3 2025 Added 0.81%
$25.6B
$4.88 Million 0.01% of portfolio
91,881
Q3 2025 Reduced 0.6%
$59.6B
$5.1 Million 0.01% of portfolio
23,776
Q3 2025 Reduced 3.74%
$21.5B
$3.97 Million 0.01% of portfolio
54,235
Q3 2025 Reduced 8.71%
$37.6B
$5.02 Million 0.01% of portfolio
74,883
Q3 2025 Reduced 25.44%
$40.3B
$4.94 Million 0.01% of portfolio
14,643
Q3 2025 Added 13.31%
$10.3B
$3.42 Million 0.01% of portfolio
49,922
Q3 2025 Added 2.86%
$8.36B
$4.07 Million 0.01% of portfolio
222,068
Q3 2025 Added 49.55%
$20.8B
$4.76 Million 0.01% of portfolio
35,335
Q3 2025 Reduced 34.53%
$4.4B
$5.47 Million 0.01% of portfolio
43,039
Q3 2025 Added 62.22%
$21B
$4.19 Million 0.01% of portfolio
177,084
Q3 2025 Reduced 11.84%
$4.52B
$3.14 Million 0.01% of portfolio
10,720
Q3 2025 Added 12.32%
$8.22B
$6.28 Million 0.01% of portfolio
154,473
Q3 2025 Reduced 3.22%
$21.2B
$3.52 Million 0.01% of portfolio
6,484
Q3 2025 Added 108.35%
$0
$3.52 Million 0.01% of portfolio
149,348
Q3 2025 Reduced 6.69%
$2.2B
$8.18 Million 0.01% of portfolio
80,740
Q3 2025 Added 1.01%
$37.5B
$8.31 Million 0.01% of portfolio
146,470
Q3 2025 Added 0.92%
$23.5B
$3.61 Million 0.01% of portfolio
102,949
Q3 2025 Reduced 2.48%
$53B
$7.43 Million 0.01% of portfolio
77,844
Q3 2025 Reduced 2.58%
$26.5B
$5.27 Million 0.01% of portfolio
36,835
Q3 2025 Added 65.19%
$4.44B
$4.77 Million 0.01% of portfolio
139,741
Q3 2025 New
$0
$8.87 Million 0.01% of portfolio
207,477
Q3 2025 Reduced 13.45%
$0
$8.29 Million 0.01% of portfolio
252,670
Q3 2025 Reduced 67.21%
$0
$4.77 Million 0.01% of portfolio
98,938
Q3 2025 Added 2.3%
$0
$5.74 Million 0.01% of portfolio
27,070
Q3 2025 Reduced 13.79%
$14.5B
$3.91 Million 0.01% of portfolio
9,065
Q3 2025 Reduced 9.68%
$10.5B
$3.53 Million 0.01% of portfolio
43,099
Q3 2025 Added 8.52%
$74.1B
$7.76 Million 0.01% of portfolio
28,531
Q3 2025 Added 31.52%
$16.1B
$5.28 Million 0.01% of portfolio
230,455
Q3 2025 Added 34.27%
$26.6B
$6.77 Million 0.01% of portfolio
47,880
Q3 2025 Reduced 5.64%
$7.7B
$4.09 Million 0.01% of portfolio
24,175
Q3 2025 Added 10.28%
$53.4B
$6.45 Million 0.01% of portfolio
82,907
Q3 2025 Added 9.21%
$55.8B
$5.29 Million 0.01% of portfolio
26,229
Q3 2025 Reduced 27.63%

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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