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
$61.4B
$246 Million 0.39% of portfolio
1,208,797
Q3 2025 Reduced 20.54%
$97.3B
$237 Million 0.38% of portfolio
2,805,672
Q3 2025 Reduced 7.73%
$177B
$238 Million 0.38% of portfolio
1,224,917
Q3 2025 Reduced 3.87%
$405B
$223 Million 0.36% of portfolio
230,084
Q3 2025 Added 3.41%
$0
$225 Million 0.36% of portfolio
3,454,429
Q3 2025 Reduced 66.15%
$132B
$212 Million 0.34% of portfolio
859,833
Q3 2025 Added 3.29%
$0
$206 Million 0.33% of portfolio
1,733,501
Q3 2025 Added 57.8%
$235B
$204 Million 0.33% of portfolio
2,427,066
Q3 2025 Reduced 50.85%
$270B
$205 Million 0.33% of portfolio
1,288,216
Q3 2025 Added 2.63%
$130B
$209 Million 0.33% of portfolio
588,261
Q3 2025 Added 10.29%
$0
$208 Million 0.33% of portfolio
2,798,384
Q3 2025 Reduced 26.09%
$160B
$199 Million 0.32% of portfolio
1,005,718
Q3 2025 Reduced 1.71%
$0
$199 Million 0.32% of portfolio
2,136,017
Q3 2025 Reduced 62.97%
$61.4B
$201 Million 0.32% of portfolio
484,600
Q3 2025 Reduced 0.85%
$0
$201 Million 0.32% of portfolio
1,078,542
Q3 2025 Added 76.72%
$279B
$197 Million 0.32% of portfolio
1,912,800
Q3 2025 Reduced 7.04%
$255B
$185 Million 0.3% of portfolio
557,662
Q3 2025 Reduced 31.5%
$0
$184 Million 0.29% of portfolio
5,746,678
Q3 2025 Reduced 12.72%
$0
$184 Million 0.29% of portfolio
716,736
Q3 2025 Reduced 12.16%
$0
$181 Million 0.29% of portfolio
3,016,442
Q3 2025 Added 7.35%
$453B
$173 Million 0.28% of portfolio
229
Q3 2025 Reduced 2.55%
$328B
$173 Million 0.28% of portfolio
575,660
Q3 2025 Added 5.98%
$107B
$177 Million 0.28% of portfolio
233,237
Q3 2025 Added 0.25%
$291B
$168 Million 0.27% of portfolio
352,743
Q3 2025 Reduced 37.85%
$0
$167 Million 0.27% of portfolio
822,701
Q3 2025 Added 4.71%
$144B
$164 Million 0.26% of portfolio
358,315
Q3 2025 Reduced 13.75%
$0
$164 Million 0.26% of portfolio
5,143,179
Q3 2025 Reduced 11.32%
$74.9B
$160 Million 0.26% of portfolio
613,117
Q3 2025 Reduced 3.49%
$0
$161 Million 0.26% of portfolio
1,913,093
Q3 2025 Reduced 2.29%
$319B
$155 Million 0.25% of portfolio
2,269,845
Q3 2025 Reduced 5.63%
$168B
$157 Million 0.25% of portfolio
2,085,582
Q3 2025 Added 8.02%
$0
$158 Million 0.25% of portfolio
561,233
Q3 2025 Added 12.97%
$55.6B
$153 Million 0.24% of portfolio
1,043,927
Q3 2025 Reduced 19.94%
$193B
$141 Million 0.23% of portfolio
1,229,565
Q3 2025 Reduced 7.07%
$193B
$144 Million 0.23% of portfolio
321,783
Q3 2025 Added 5.96%
$0
$144 Million 0.23% of portfolio
5,485,242
Q3 2025 Reduced 9.36%
$96.9B
$145 Million 0.23% of portfolio
344,563
Q3 2025 Reduced 7.06%
$300B
$142 Million 0.23% of portfolio
411,751
Q3 2025 Reduced 13.67%
$15.9B
$139 Million 0.22% of portfolio
421,797
Q3 2025 Reduced 2.42%
$65.2B
$137 Million 0.22% of portfolio
323,267
Q3 2025 Reduced 1.26%
$0
$140 Million 0.22% of portfolio
3,028,978
Q3 2025 Reduced 22.61%
$25.7B
$139 Million 0.22% of portfolio
833,829
Q3 2025 Reduced 2.67%
$0
$140 Million 0.22% of portfolio
3,216,860
Q3 2025 New
$0
$140 Million 0.22% of portfolio
235,580
Q3 2025 Reduced 1.62%
$24.4B
$133 Million 0.21% of portfolio
831,235
Q3 2025 Reduced 7.33%
$191B
$129 Million 0.21% of portfolio
23,967
Q3 2025 Reduced 5.41%
$132B
$133 Million 0.21% of portfolio
630,167
Q3 2025 Reduced 26.1%
$0
$133 Million 0.21% of portfolio
548,438
Q3 2025 Reduced 70.37%
$121B
$130 Million 0.21% of portfolio
167,847
Q3 2025 Reduced 2.38%

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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