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
$3.78T
$2.76 Billion 4.42% of portfolio
5,329,394
Q3 2025 Reduced 52.09%
$4.3T
$2.36 Billion 3.77% of portfolio
9,255,136
Q3 2025 Reduced 9.99%
$465B
$1.58 Billion 2.53% of portfolio
8,472,030
Q3 2025 Reduced 8.34%
$2.39T
$1.4 Billion 2.24% of portfolio
6,388,127
Q3 2025 Reduced 8.67%
$1.65T
$1.25 Billion 1.99% of portfolio
5,123,244
Q3 2025 Added 0.08%
$139B
$1.2 Billion 1.92% of portfolio
3,640,059
Q3 2025 Reduced 5.65%
$1.74T
$1.03 Billion 1.65% of portfolio
4,236,254
Q3 2025 Reduced 13.94%
$881B
$1.01 Billion 1.61% of portfolio
3,194,614
Q3 2025 Reduced 5.67%
$662B
$700 Million 1.12% of portfolio
1,392,269
Q3 2025 Reduced 26.7%
$1.37T
$683 Million 1.09% of portfolio
929,519
Q3 2025 Reduced 53.49%
$533B
$610 Million 0.98% of portfolio
1,786,160
Q3 2025 Reduced 10.51%
$404B
$604 Million 0.97% of portfolio
652,437
Q3 2025 Reduced 23.01%
$414B
$543 Million 0.87% of portfolio
2,346,466
Q3 2025 Reduced 1.2%
$522B
$482 Million 0.77% of portfolio
2,597,284
Q3 2025 Added 16.07%
$47.7B
$453 Million 0.72% of portfolio
908,471
Q3 2025 Added 5.03%
$367B
$428 Million 0.69% of portfolio
1,057,144
Q3 2025 Reduced 13.05%
$512B
$358 Million 0.57% of portfolio
629,834
Q3 2025 Reduced 3.15%
$222B
$355 Million 0.57% of portfolio
732,197
Q3 2025 Reduced 16.36%
$136B
$351 Million 0.56% of portfolio
949,993
Q3 2025 Reduced 15.75%
$303B
$343 Million 0.55% of portfolio
2,210,547
Q3 2025 Reduced 12.8%
$204B
$341 Million 0.55% of portfolio
2,425,679
Q3 2025 Reduced 2.97%
$346B
$344 Million 0.55% of portfolio
2,239,935
Q3 2025 Reduced 12.7%
$490B
$337 Million 0.54% of portfolio
2,989,305
Q3 2025 Reduced 6.45%
$170B
$315 Million 0.5% of portfolio
2,180,624
Q3 2025 Reduced 13.63%
$49.1B
$286 Million 0.46% of portfolio
238,636
Q3 2025 Reduced 9.63%
$1.29T
$289 Million 0.46% of portfolio
649,213
Q3 2025 Reduced 6.53%
$169B
$279 Million 0.45% of portfolio
302,657
Q3 2025 Reduced 8.72%
$228B
$278 Million 0.44% of portfolio
2,072,687
Q3 2025 Reduced 3.72%
$593B
$268 Million 0.43% of portfolio
954,296
Q3 2025 Reduced 13.2%
$159B
$269 Million 0.43% of portfolio
552,719
Q3 2025 Reduced 11.92%
$224B
$257 Million 0.41% of portfolio
844,647
Q3 2025 Reduced 6.84%
$258B
$251 Million 0.4% of portfolio
1,500,519
Q3 2025 Added 42.22%
$73.7B
$245 Million 0.39% of portfolio
895,207
Q3 2025 Added 12.69%
$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%
$132B
$212 Million 0.34% of portfolio
859,833
Q3 2025 Added 3.29%
$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%
$160B
$199 Million 0.32% of portfolio
1,005,718
Q3 2025 Reduced 1.71%
$61.4B
$201 Million 0.32% of portfolio
484,600
Q3 2025 Reduced 0.85%
$279B
$197 Million 0.32% of portfolio
1,912,800
Q3 2025 Reduced 7.04%
$152B
$187 Million 0.3% of portfolio
759,589
Q3 2025 Reduced 26.09%
$255B
$185 Million 0.3% of portfolio
557,662
Q3 2025 Reduced 31.5%
$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%

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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