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
$101B
$5.44 Million 0.01% of portfolio
44,803
Q3 2025 Reduced 3.26%
$0
$4.97 Million 0.01% of portfolio
167,742
Q3 2025 Added 20.65%
$8.79B
$4.81 Million 0.01% of portfolio
44,246
Q3 2025 Reduced 13.81%
$5.51B
$4.18 Million 0.01% of portfolio
215,668
Q3 2025 Added 37.81%
$17.2B
$4.64 Million 0.01% of portfolio
47,256
Q3 2025 Added 44.03%
$236M
$3.61 Million 0.01% of portfolio
274,100
Q3 2025 Added 8.01%
$1.87B
$3.8 Million 0.01% of portfolio
11,804
Q3 2025 Reduced 92.03%
$32.9B
$4.86 Million 0.01% of portfolio
68,336
Q3 2025 Added 5.63%
$39.1B
$6.15 Million 0.01% of portfolio
23,800
Q3 2025 Added 0.19%
$24.5B
$6.47 Million 0.01% of portfolio
57,137
Q3 2025 Added 13.38%
$39.2B
$5.81 Million 0.01% of portfolio
34,678
Q3 2025 Added 4.72%
$6.47B
$5.93 Million 0.01% of portfolio
89,867
Q3 2025 Reduced 0.4%
$14B
$6.78 Million 0.01% of portfolio
41,403
Q3 2025 Added 0.16%
$26.6B
$6.47 Million 0.01% of portfolio
47,000
Q3 2025 Added 49.02%
$7.89B
$7.21 Million 0.01% of portfolio
7,721
Q3 2025 Reduced 1.59%
$148B
$4.54 Million 0.01% of portfolio
56,782
Q3 2025 Reduced 4.23%
$272B
$5.47 Million 0.01% of portfolio
28,648
Q3 2025 Added 19.1%
$15.6B
$3.83 Million 0.01% of portfolio
70,537
Q3 2025 Added 11.81%
$124B
$5.12 Million 0.01% of portfolio
124,811
Q3 2025 Added 30.44%
$27.1B
$6.52 Million 0.01% of portfolio
11,923
Q3 2025 Added 0.79%
$855M
$5.1 Million 0.01% of portfolio
1,021,657
Q3 2025 Added 6,457.49%
$31.1B
$8.92 Million 0.01% of portfolio
92,487
Q3 2025 Reduced 0.92%
$21.2B
$7.11 Million 0.01% of portfolio
16,959
Q3 2025 Reduced 4.72%
$14.8B
$7.43 Million 0.01% of portfolio
36,323
Q3 2025 Reduced 1.62%
$16.1B
$4.71 Million 0.01% of portfolio
61,481
Q3 2025 Added 28.55%
$2.33B
$5.14 Million 0.01% of portfolio
214,105
Q3 2025 Added 3.71%
$31.2B
$5.45 Million 0.01% of portfolio
77,851
Q3 2025 Reduced 7.09%
$26.8B
$4.71 Million 0.01% of portfolio
16,859
Q3 2025 Added 66.51%
$13B
$4.61 Million 0.01% of portfolio
466,116
Q3 2025 Added 9.47%
$37.3B
$5.56 Million 0.01% of portfolio
18,061
Q3 2025 Reduced 22.69%
$1.62B
$3.34 Million 0.01% of portfolio
121,237
Q3 2025 Added 0.01%
$55.9B
$4.92 Million 0.01% of portfolio
251,853
Q3 2025 Reduced 15.53%
$89.8B
$8.93 Million 0.01% of portfolio
50,152
Q3 2025 Added 14.24%
$19.3B
$7.43 Million 0.01% of portfolio
28,326
Q3 2025 Reduced 44.39%
$50.1B
$7 Million 0.01% of portfolio
58,270
Q3 2025 Added 17.58%
$16.4B
$4.2 Million 0.01% of portfolio
169,511
Q3 2025 Reduced 3.02%
$46.4B
$5.14 Million 0.01% of portfolio
21,344
Q3 2025 Reduced 14.22%
$14B
$3.17 Million 0.01% of portfolio
46,842
Q3 2025 Added 0.03%
$25.7B
$6.46 Million 0.01% of portfolio
43,817
Q3 2025 Added 41.46%
$18.9B
$4.15 Million 0.01% of portfolio
42,126
Q3 2025 Reduced 19.83%
$7.63B
$7.59 Million 0.01% of portfolio
134,218
Q3 2025 Added 3.4%
$21.1B
$4.55 Million 0.01% of portfolio
55,166
Q3 2025 Reduced 15.19%
$1.51B
$757,000 0.0% of portfolio
64,830
Q3 2025 Added 26.22%
$281M
$101,000 0.0% of portfolio
35,047
Q3 2025 Added 0.04%
$3.45B
$264,000 0.0% of portfolio
3,090
Q3 2025 Reduced 22.32%
$2.78B
$306,000 0.0% of portfolio
6,637
Q3 2025 Reduced 59.93%
$1.46B
$475,000 0.0% of portfolio
19,213
Q3 2025 Added 0.82%
$5.36B
$436,000 0.0% of portfolio
8,269
Q3 2025 Added 19.63%
$5.65B
$457,000 0.0% of portfolio
5,823
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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