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
$0
$379,000 0.0% of portfolio
30,000
Q3 2025 Reduced 2.73%
$6.9B
$331,000 0.0% of portfolio
8,386
Q3 2025 Added 63.18%
$1.97B
$482,000 0.0% of portfolio
20,689
Q3 2025 Added 1.97%
$1.95B
$180,000 0.0% of portfolio
11,756
Q3 2025 Added 2.77%
$25.4B
$1.81 Million 0.0% of portfolio
66,359
Q3 2025 Added 54.76%
$3.98B
$807,000 0.0% of portfolio
10,122
Q3 2025 Added 5.28%
$605M
$213,000 0.0% of portfolio
7,621
Q3 2025 New
$21.2B
$2 Million 0.0% of portfolio
152,890
Q3 2025 Reduced 0.15%
$3.47B
$2.39 Million 0.0% of portfolio
34,113
Q3 2025 Added 0.56%
$647M
$31,000 0.0% of portfolio
18,766
Q3 2025 New
$9.12B
$1.87 Million 0.0% of portfolio
20,426
Q3 2025 Reduced 9.13%
$546M
$72,000 0.0% of portfolio
12,660
Q3 2025 Reduced 22.6%
$9.27B
$1.16 Million 0.0% of portfolio
59,730
Q3 2025 Reduced 9.3%
$5.83B
$1.5 Million 0.0% of portfolio
49,967
Q3 2025 Added 35.92%
$11.3B
$1.45 Million 0.0% of portfolio
11,867
Q3 2025 Added 4.12%
$8.2B
$1.21 Million 0.0% of portfolio
20,801
Q3 2025 Reduced 5.32%
$2.72B
$237,000 0.0% of portfolio
2,547
Q3 2025 Added 3.75%
$6.3B
$1.56 Million 0.0% of portfolio
15,456
Q3 2025 Reduced 3.81%
$1.19B
$627,000 0.0% of portfolio
70,712
Q3 2025 Added 5.85%
$4.86B
$314,000 0.0% of portfolio
5,881
Q3 2025 Reduced 17.63%
-
$0 0.0% of portfolio
-
Q3 2025 New
$16.7B
$1.22 Million 0.0% of portfolio
2,298
Q3 2025 Reduced 11.72%
$3.2B
$1.47 Million 0.0% of portfolio
281,722
Q3 2025 Added 55.91%
$19.3B
$313,000 0.0% of portfolio
12,382
Q3 2025 Added 3.57%
$6.2B
$865,000 0.0% of portfolio
13,621
Q3 2025 Reduced 43.31%
$926M
$239,000 0.0% of portfolio
3,774
Q3 2025 Added 21.98%
$146M
$102,000 0.0% of portfolio
15,140
Q3 2025 Reduced 6.24%
$3.39B
$499,000 0.0% of portfolio
2,820
Q3 2025 New
$8.13B
$831,000 0.0% of portfolio
9,909
Q3 2025 Reduced 3.38%
$745M
$272,000 0.0% of portfolio
2,807
Q3 2025 Added 16.33%
$13.1B
$555,000 0.0% of portfolio
2,355
Q3 2025 Reduced 48.24%
$6.99B
$1.63 Million 0.0% of portfolio
40,531
Q3 2025 Added 7.51%
$1.21B
$601,000 0.0% of portfolio
4,281
Q3 2025 Added 184.83%
$8.04B
$396,000 0.0% of portfolio
1,256
Q3 2025 Added 11.74%
$5.96B
$2.58 Million 0.0% of portfolio
9,964
Q3 2025 Added 17.56%
$8.25B
$1.12 Million 0.0% of portfolio
36,691
Q3 2025 Reduced 22.14%
$81.3B
$805,000 0.0% of portfolio
177,328
Q3 2025 Added 26.71%
$19.1B
$1.5 Million 0.0% of portfolio
13,641
Q3 2025 Added 26.6%
$55.5M
$365,000 0.0% of portfolio
247,245
Q3 2025 Added 1.61%
$5.57B
$489,000 0.0% of portfolio
5,507
Q3 2025 New
$185M
$1.97 Million 0.0% of portfolio
116,507
Q3 2025 Added 4.77%
$20.9B
$2.09 Million 0.0% of portfolio
11,749
Q3 2025 Reduced 3.38%
$8.27B
$337,000 0.0% of portfolio
55,075
Q3 2025 Added 69.93%
$15.8B
$437,000 0.0% of portfolio
2,689
Q3 2025 Reduced 4.44%
$12.9B
$116,000 0.0% of portfolio
13,055
Q3 2025 Added 19.5%
$7.96B
$631,000 0.0% of portfolio
28,711
Q3 2025 Added 82.52%
$14.8B
$1.68 Million 0.0% of portfolio
34,356
Q3 2025 Reduced 38.51%
$3.53B
$551,000 0.0% of portfolio
3,815
Q3 2025 Added 0.13%
$11.4B
$1.72 Million 0.0% of portfolio
13,821
Q3 2025 Added 232.4%

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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