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
$3.04B
$574,000 0.0% of portfolio
9,801
Q3 2025 Added 1.27%
$5.71B
$709,000 0.0% of portfolio
3,758
Q3 2025 Reduced 16.19%
$18.3B
$952,000 0.0% of portfolio
38,259
Q3 2025 New
$2.23B
$21,000 0.0% of portfolio
14,178
Q3 2025 Added 30.79%
$5.98B
$423,000 0.0% of portfolio
17,387
Q3 2025 Added 3.9%
$363M
$318,000 0.0% of portfolio
37,238
Q3 2025 New
$288M
$290,000 0.0% of portfolio
13,934
Q3 2025 Reduced 4.84%
$2.23B
$1.48 Million 0.0% of portfolio
99,705
Q3 2025 Added 0.05%
$3.59B
$620,000 0.0% of portfolio
5,224
Q3 2025 Added 119.13%
$2.71B
$410,000 0.0% of portfolio
17,041
Q3 2025 Reduced 15.47%
$8.09B
$534,000 0.0% of portfolio
6,435
Q3 2025 Added 54.91%
$8.12B
$1.25 Million 0.0% of portfolio
23,222
Q3 2025 Added 218.41%
$18.8B
$2.69 Million 0.0% of portfolio
83,869
Q3 2025 Reduced 1.19%
$1.29B
$693,000 0.0% of portfolio
8,961
Q3 2025 Added 35.28%
$44.9B
$2.13 Million 0.0% of portfolio
66,181
Q3 2025 Added 64.83%
$3.92B
$353,000 0.0% of portfolio
12,229
Q3 2025 Reduced 48.7%
$10.3B
$1.88 Million 0.0% of portfolio
10,197
Q3 2025 Reduced 45.94%
$5.7B
$395,000 0.0% of portfolio
847
Q3 2025 Reduced 6.62%
$21.2B
$219,000 0.0% of portfolio
1,505
Q3 2025 New
$450M
$157,000 0.0% of portfolio
17,668
Q3 2025 Added 4.21%
$23.9B
$0 0.0% of portfolio
-
Q3 2025 Added 9.44%
$203M
$79,000 0.0% of portfolio
12,568
Q3 2025 New
$4.32B
$525,000 0.0% of portfolio
8,106
Q3 2025 Added 71.77%
$4.52B
$1.01 Million 0.0% of portfolio
12,109
Q3 2025 Reduced 11.82%
$926M
$432,000 0.0% of portfolio
155,517
Q3 2025 Added 14.45%
$802M
$525,000 0.0% of portfolio
25,000
Q3 2025 Reduced 1.73%
$11.4B
$1.17 Million 0.0% of portfolio
12,085
Q3 2025 Added 23.78%
$403M
$161,000 0.0% of portfolio
25,000
Q3 2025 Reduced 0.5%
$2.51B
$223,000 0.0% of portfolio
3,474
Q3 2025 New
$1.35B
$245,000 0.0% of portfolio
6,146
Q3 2025 New
$7.87B
$2.14 Million 0.0% of portfolio
16,863
Q3 2025 Reduced 0.15%
$2.64B
$365,000 0.0% of portfolio
19,314
Q3 2025 Added 2.16%
$6.25B
$264,000 0.0% of portfolio
4,813
Q3 2025 New
$21.3B
$2.86 Million 0.0% of portfolio
15,050
Q3 2025 Added 10.39%
$5.57B
$281,000 0.0% of portfolio
9,127
Q3 2025 Reduced 12.78%
$53.8B
$2.29 Million 0.0% of portfolio
16,064
Q3 2025 Added 13.53%
$11.1B
$2.99 Million 0.0% of portfolio
22,490
Q3 2025 Reduced 0.59%
$9.88B
$1.28 Million 0.0% of portfolio
19,893
Q3 2025 Reduced 9.62%
$275M
$1.83 Million 0.0% of portfolio
450,017
Q3 2025 New
$2.03B
$55,000 0.0% of portfolio
20,000
Q1 2025 Reduced 4.19%
$356M
$125,000 0.0% of portfolio
23,966
Q3 2025 Added 10.95%
$2.27B
$370,000 0.0% of portfolio
29,172
Q3 2025 Reduced 6.66%
$75.2B
$1.52 Million 0.0% of portfolio
43,037
Q3 2025 Added 80.28%
$22.4B
$2.44 Million 0.0% of portfolio
36,286
Q3 2025 Reduced 70.29%
$2.24B
$273,000 0.0% of portfolio
22,909
Q3 2025 Added 9.67%
$158M
$961,000 0.0% of portfolio
140,000
Q3 2025 New
$12B
$1.5 Million 0.0% of portfolio
6,735
Q3 2025 Reduced 10.0%
$1.35B
$200,000 0.0% of portfolio
5,491
Q3 2025 New
$8.35B
$476,000 0.0% of portfolio
776
Q3 2025 Reduced 1.27%

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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email