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
$1.18B
$319,000 0.0% of portfolio
21,442
Q3 2025 Reduced 28.39%
$1.35B
$241,000 0.0% of portfolio
4,508
Q3 2025 Reduced 19.25%
$25.9M
$31,000 0.0% of portfolio
22,798
Q3 2025 Reduced 6.17%
$26.2B
$2.24 Million 0.0% of portfolio
15,560
Q3 2025 Added 3.57%
$7.2B
$1.19 Million 0.0% of portfolio
4,813
Q3 2025 Added 4.38%
$622M
$1.24 Million 0.0% of portfolio
32,320
Q3 2025 Added 0.07%
$22.8B
$2.56 Million 0.0% of portfolio
21,084
Q3 2025 Added 7.41%
$10.1B
$2.43 Million 0.0% of portfolio
7,053
Q3 2025 Added 1.41%
$4.12B
$461,000 0.0% of portfolio
6,716
Q3 2025 Added 7.22%
$13.3B
$2.8 Million 0.0% of portfolio
60,276
Q3 2025 Reduced 7.88%
$326M
$20,000 0.0% of portfolio
12,500
Q1 2023 Added 23.76%
$9.63B
$2.39 Million 0.0% of portfolio
85,548
Q3 2025 Added 1.93%
$10.7B
$1.28 Million 0.0% of portfolio
55,785
Q3 2025 Added 5.53%
$17.4B
$815,000 0.0% of portfolio
27,789
Q3 2025 Added 55.78%
$10.2B
$431,000 0.0% of portfolio
6,590
Q3 2025 Reduced 97.23%
$9.4B
$2.92 Million 0.0% of portfolio
47,441
Q3 2025 Added 2.55%
$5.13B
$270,000 0.0% of portfolio
1,573
Q3 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.95%
$74.9B
$301,000 0.0% of portfolio
41,131
Q3 2025 Added 2.31%
$4.44B
$563,000 0.0% of portfolio
4,524
Q3 2025 New
$15.3B
$2.14 Million 0.0% of portfolio
11,958
Q3 2025 Added 68.85%
-
$0 0.0% of portfolio
-
Q3 2025 Added 94.56%
$8.02B
$1.18 Million 0.0% of portfolio
11,656
Q3 2025 Added 0.21%
$8.84B
$703,000 0.0% of portfolio
5,337
Q3 2025 Reduced 17.09%
$2.05B
$212,000 0.0% of portfolio
9,573
Q3 2025 Reduced 22.24%
$4.01B
$2.71 Million 0.0% of portfolio
21,563
Q3 2025 Reduced 1.04%
$46.1B
$1.1 Million 0.0% of portfolio
31,392
Q3 2025 Added 18.77%
$12B
$3.1 Million 0.0% of portfolio
47,364
Q3 2025 Reduced 52.79%
$1.36B
$87,000 0.0% of portfolio
17,849
Q3 2025 Added 36.67%
$8.76B
$466,000 0.0% of portfolio
28,894
Q3 2025 Reduced 5.27%
$2.97B
$739,000 0.0% of portfolio
2,485
Q3 2025 Reduced 2.17%
$442M
$342,000 0.0% of portfolio
13,603
Q3 2025 Reduced 22.97%
$13B
$0 0.0% of portfolio
-
Q3 2025 New
$0
$151,000 0.0% of portfolio
12,228
Q3 2025 New
$34.4B
$1.38 Million 0.0% of portfolio
16,676
Q3 2025 Added 5.49%
$5.15B
$1.39 Million 0.0% of portfolio
21,910
Q3 2025 Added 3.61%
$21.1B
$238,000 0.0% of portfolio
12,564
Q3 2025 New
$440M
$148,000 0.0% of portfolio
22,648
Q3 2025 Added 111.37%
$28.3B
$2.1 Million 0.0% of portfolio
25,623
Q3 2025 Reduced 49.91%
$38.4B
$3.03 Million 0.0% of portfolio
118,775
Q3 2025 Reduced 61.09%
$4.77B
$2.01 Million 0.0% of portfolio
47,620
Q3 2025 Added 38.52%
$791M
$619,000 0.0% of portfolio
45,900
Q3 2025 Reduced 32.14%
$12.6B
$891,000 0.0% of portfolio
40,810
Q3 2025 Reduced 45.32%
$153M
$367,000 0.0% of portfolio
25,036
Q3 2025 Added 0.14%
$33.1B
$1.28 Million 0.0% of portfolio
51,476
Q3 2025 Reduced 2.23%
$8.94B
$543,000 0.0% of portfolio
1,278
Q3 2025 Added 2.57%
$6.51B
$2.58 Million 0.0% of portfolio
30,923
Q3 2025 Reduced 2.33%
$4.93B
$296,000 0.0% of portfolio
13,296
Q3 2025 Added 13.77%

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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