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
$2.73B
$1.46 Million 0.0% of portfolio
65,476
Q3 2025 Reduced -0.0%
$1.24B
$185,000 0.0% of portfolio
20,768
Q3 2025 Added 0.85%
$2.01B
$1.04 Million 0.0% of portfolio
69,561
Q3 2025 Reduced 7.74%
$1.75B
$909,000 0.0% of portfolio
7,712
Q3 2025 Reduced 18.19%
$1.34B
$173,000 0.0% of portfolio
10,328
Q3 2025 Reduced 0.02%
$1.9B
$414,000 0.0% of portfolio
17,218
Q3 2025 Added 3.11%
$3.06B
$847,000 0.0% of portfolio
57,826
Q3 2025 Reduced 25.3%
$7.1B
$234,000 0.0% of portfolio
26,976
Q3 2025 Added 4.27%
$3.01B
$1.2 Million 0.0% of portfolio
19,480
Q3 2025 Reduced 29.04%
$7.56B
$1.15 Million 0.0% of portfolio
6,753
Q3 2025 Added 4.0%
$18.6B
$826,000 0.0% of portfolio
6,332
Q3 2025 Added 23.5%
$33.6B
$921,000 0.0% of portfolio
7,617
Q3 2025 Added 1.75%
$7.28B
$1.2 Million 0.0% of portfolio
3,815
Q3 2025 Added 150.82%
$9.23B
$1.23 Million 0.0% of portfolio
93,666
Q3 2025 Reduced 7.08%
$9.87B
$2.19 Million 0.0% of portfolio
9,180
Q3 2025 Added 8.65%
$16.2B
$1.24 Million 0.0% of portfolio
17,032
Q3 2025 Added 5.03%
$238M
$97,000 0.0% of portfolio
94,935
Q3 2025 Reduced 0.44%
$3.25B
$350,000 0.0% of portfolio
3,326
Q3 2025 Added 44.48%
$5.6B
$353,000 0.0% of portfolio
36,076
Q3 2025 Added 24.47%
$5.89B
$414,000 0.0% of portfolio
5,840
Q3 2025 Reduced 2.65%
$14.4B
$2.36 Million 0.0% of portfolio
26,029
Q3 2025 Reduced 5.68%
$1.94B
$407,000 0.0% of portfolio
2,135
Q3 2025 Added 1.18%
$13.1B
$1.04 Million 0.0% of portfolio
29,916
Q3 2025 Added 3.5%
$5.29B
$1.65 Million 0.0% of portfolio
33,116
Q3 2025 Added 73.16%
$1.4B
$672,000 0.0% of portfolio
12,613
Q3 2025 Reduced 5.61%
$13.5B
$1.38 Million 0.0% of portfolio
17,029
Q3 2025 Added 72.92%
$9.74B
$1.93 Million 0.0% of portfolio
110,133
Q3 2025 Reduced 31.55%
$6.76B
$338,000 0.0% of portfolio
10,307
Q3 2025 Added 9.01%
$8.3B
$1.99 Million 0.0% of portfolio
23,908
Q3 2025 Added 9.81%
$377M
$53,000 0.0% of portfolio
15,000
Q4 2024 New
$1.06B
$120,000 0.0% of portfolio
37,073
Q3 2025 Added 51.23%
$10.7B
$1.91 Million 0.0% of portfolio
15,281
Q3 2025 Added 27.64%
$4.77B
$1.24 Million 0.0% of portfolio
41,363
Q3 2025 Reduced 0.31%
$14.2B
$1.28 Million 0.0% of portfolio
7,243
Q3 2025 Reduced 12.13%
$4.73B
$292,000 0.0% of portfolio
10,034
Q3 2025 Reduced 41.79%
$3.83B
$2.48 Million 0.0% of portfolio
64,789
Q3 2025 Added 234.31%
$16.9B
$2.36 Million 0.0% of portfolio
34,954
Q3 2025 Reduced 4.08%
$11.8B
$1.42 Million 0.0% of portfolio
36,300
Q3 2025 Reduced 10.2%
$2.76B
$859,000 0.0% of portfolio
5,238
Q3 2025 New
$2.76B
$512,000 0.0% of portfolio
6,994
Q3 2025 Reduced 0.24%
$7.17B
$457,000 0.0% of portfolio
41,439
Q3 2025 Added 33.97%
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.43%
$325M
$225,000 0.0% of portfolio
30,001
Q3 2025 Added 0.0%
$3.29B
$474,000 0.0% of portfolio
27,756
Q3 2025 New
$11.1B
$559,000 0.0% of portfolio
16,837
Q3 2025 Added 34.78%
$87.5M
$280,000 0.0% of portfolio
32,320
Q3 2025 New
$205M
$51,000 0.0% of portfolio
19,493
Q1 2025 Reduced 21.83%
$13.4M
$449,000 0.0% of portfolio
160,559
Q1 2024 Reduced 0.22%
$5.06B
$838,000 0.0% of portfolio
11,441
Q3 2025 Added 3.41%

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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