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
$11.5B
$3.39 Million 0.01% of portfolio
56,086
Q3 2025 Added 87.53%
$29.5B
$8.6 Million 0.01% of portfolio
13,237
Q3 2025 Added 0.22%
$5.59B
$9.33 Million 0.01% of portfolio
82,588
Q3 2025 Reduced 36.99%
$9.87B
$4.01 Million 0.01% of portfolio
23,207
Q3 2025 Added 25.0%
$22B
$3.96 Million 0.01% of portfolio
72,768
Q3 2025 Added 14.92%
$25.4B
$5.13 Million 0.01% of portfolio
19,991
Q3 2025 Reduced 11.31%
$71.5B
$5.65 Million 0.01% of portfolio
7,218
Q3 2025 Added 3.44%
$22.5B
$5.42 Million 0.01% of portfolio
83,761
Q3 2025 Reduced 3.97%
$11.6B
$3.26 Million 0.01% of portfolio
9,652
Q3 2025 Added 9.11%
$14.5B
$7.44 Million 0.01% of portfolio
20,062
Q3 2025 Added 5.27%
$17.6B
$4.18 Million 0.01% of portfolio
55,032
Q3 2025 Added 12.07%
$25.4B
$4.35 Million 0.01% of portfolio
61,080
Q3 2025 Reduced 9.05%
$0
$6.33 Million 0.01% of portfolio
250,924
Q3 2025 Added 9.53%
$13.4B
$3.72 Million 0.01% of portfolio
90,029
Q3 2025 Reduced 23.59%
$22.6B
$4.05 Million 0.01% of portfolio
33,042
Q3 2025 Added 7.47%
$4.38B
$4.26 Million 0.01% of portfolio
81,961
Q3 2025 Added 13.34%
$39.1B
$3.27 Million 0.01% of portfolio
49,530
Q3 2025 Reduced 15.88%
$29.2B
$9.18 Million 0.01% of portfolio
206,034
Q3 2025 Added 0.86%
$27B
$3.2 Million 0.01% of portfolio
14,513
Q3 2025 Added 19.03%
$0
$6.84 Million 0.01% of portfolio
114,137
Q3 2025 Reduced 1.23%
$0
$4.03 Million 0.01% of portfolio
105,281
Q2 2025 Reduced 4.09%
$0
$3.73 Million 0.01% of portfolio
37,721
Q3 2025 New
$52.1B
$5.45 Million 0.01% of portfolio
455,668
Q3 2025 Reduced 24.34%
$18.3B
$4.15 Million 0.01% of portfolio
84,753
Q3 2025 Reduced 0.99%
$57.4B
$6.75 Million 0.01% of portfolio
172,033
Q3 2025 Added 38.34%
$37.2B
$5.04 Million 0.01% of portfolio
20,478
Q3 2025 Added 1.17%
$18.3B
$5.59 Million 0.01% of portfolio
21,268
Q3 2025 Reduced 66.45%
$6.04B
$4.34 Million 0.01% of portfolio
174,710
Q3 2025 Reduced 0.93%
$14.3B
$3.26 Million 0.01% of portfolio
151,536
Q3 2025 Added 5.57%
$9.65B
$3.81 Million 0.01% of portfolio
22,762
Q3 2025 Added 13.32%
$28.1B
$9.34 Million 0.01% of portfolio
185,190
Q3 2025 Reduced 4.65%
$18B
$4.18 Million 0.01% of portfolio
30,163
Q3 2025 Reduced 0.47%
$0
$5.1 Million 0.01% of portfolio
62,940
Q3 2025 Reduced 52.65%
$0
$3.59 Million 0.01% of portfolio
57,272
Q3 2025 Added 16.84%
$51.1B
$4.27 Million 0.01% of portfolio
47,533
Q3 2025 Reduced 4.27%
$1.56B
$3.74 Million 0.01% of portfolio
62,663
Q3 2025 Reduced 31.0%
$26.3B
$6.67 Million 0.01% of portfolio
35,637
Q3 2025 Reduced 1.16%
$18.5B
$3.55 Million 0.01% of portfolio
52,546
Q3 2025 Reduced 0.31%
$84.4B
$8.86 Million 0.01% of portfolio
45,134
Q3 2025 Added 21.1%
$25.4B
$5.93 Million 0.01% of portfolio
217,938
Q3 2025 Added 11.67%
$284B
$3.84 Million 0.01% of portfolio
54,104
Q3 2025 Added 39.46%
$30B
$7.28 Million 0.01% of portfolio
27,979
Q3 2025 Added 4.57%
$12.5B
$4 Million 0.01% of portfolio
13,904
Q3 2025 Added 9.76%
$13.2B
$9.15 Million 0.01% of portfolio
52,309
Q3 2025 Reduced 19.39%
$7.05B
$3.41 Million 0.01% of portfolio
27,963
Q3 2025 Added 0.86%
$23.1B
$3.34 Million 0.01% of portfolio
10,813
Q3 2025 Added 4.91%
$6B
$5.13 Million 0.01% of portfolio
74,508
Q3 2025 Added 3.88%
$16.8B
$4.14 Million 0.01% of portfolio
67,234
Q3 2025 Reduced 37.23%
$3.62B
$5.33 Million 0.01% of portfolio
236,620
Q3 2025 New

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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