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
$94.6M
$24,000 0.0% of portfolio
14,624
Q3 2025 New
$3B
$693,000 0.0% of portfolio
20,726
Q3 2025 Added 33.35%
$4.28B
$227,000 0.0% of portfolio
1,004
Q3 2025 New
$14.2B
$1.48 Million 0.0% of portfolio
31,336
Q3 2025 Added 0.8%
$4.34B
$771,000 0.0% of portfolio
32,317
Q3 2025 Reduced 22.14%
$4.4B
$1.42 Million 0.0% of portfolio
22,369
Q3 2025 Added 45.35%
$11.1B
$924,000 0.0% of portfolio
4,512
Q3 2025 Reduced 7.84%
$1.48B
$479,000 0.0% of portfolio
12,659
Q3 2025 Added 37.28%
$2.64B
$519,000 0.0% of portfolio
23,045
Q3 2025 Added 11.8%
$289M
$88,000 0.0% of portfolio
10,006
Q2 2025 New
$500M
$2.88 Million 0.0% of portfolio
113,868
Q3 2025 Added 3.09%
$6.59B
$348,000 0.0% of portfolio
1,998
Q3 2025 Reduced 9.76%
$2.17B
$662,000 0.0% of portfolio
125,563
Q3 2025 Added 1.91%
$5B
$258,000 0.0% of portfolio
1,428
Q3 2025 Reduced 95.86%
$13.4B
$2.64 Million 0.0% of portfolio
37,538
Q3 2025 Added 37.57%
$15B
$470,000 0.0% of portfolio
2,213
Q3 2025 Added 14.84%
$9.13B
$1 Million 0.0% of portfolio
28,362
Q3 2025 Added 182.83%
$4.19B
$472,000 0.0% of portfolio
26,515
Q3 2025 Added 10.92%
$2.96B
$488,000 0.0% of portfolio
96,298
Q3 2025 Reduced 8.35%
$18.4B
$879,000 0.0% of portfolio
1,710
Q3 2025 Reduced 61.22%
$4.09B
$445,000 0.0% of portfolio
5,755
Q3 2025 Reduced 60.82%
$4.84B
$263,000 0.0% of portfolio
3,166
Q3 2025 Reduced 43.77%
$2.44B
$265,000 0.0% of portfolio
3,663
Q3 2025 Reduced 45.72%
$945M
$970,000 0.0% of portfolio
105,618
Q3 2025 Reduced 48.23%
$0
$109,000 0.0% of portfolio
20,513
Q3 2024 New
$3.03B
$276,000 0.0% of portfolio
3,281
Q3 2025 Reduced 48.48%
$15.1B
$1.25 Million 0.0% of portfolio
8,934
Q3 2025 Reduced 64.23%
$6.36B
$1.04 Million 0.0% of portfolio
7,828
Q3 2025 Reduced 59.76%
$926M
$550,000 0.0% of portfolio
10,180
Q3 2025 Reduced 49.08%
$838M
$258,000 0.0% of portfolio
37,044
Q3 2025 Reduced 50.61%
$1.86B
$2.77 Million 0.0% of portfolio
44,548
Q3 2025 New
$4.98B
$288,000 0.0% of portfolio
12,411
Q3 2025 New
$190B
$2.19 Million 0.0% of portfolio
137,226
Q3 2025 Reduced 30.81%
$89.3B
$1.15 Million 0.0% of portfolio
171,278
Q3 2025 Reduced 30.09%
$9.49B
$725,000 0.0% of portfolio
5,860
Q3 2025 Reduced 57.0%
$9.69B
$724,000 0.0% of portfolio
28,054
Q3 2025 Reduced 50.26%
$6.87B
$1.08 Million 0.0% of portfolio
7,597
Q3 2025 Reduced 69.9%
$3.87B
$520,000 0.0% of portfolio
7,304
Q3 2025 Reduced 0.14%
$6.8B
$955,000 0.0% of portfolio
7,408
Q3 2025 Reduced 36.12%
$8.03B
$1.41 Million 0.0% of portfolio
7,356
Q3 2025 Reduced 34.08%
$7.02B
$371,000 0.0% of portfolio
1,917
Q3 2025 Reduced 35.76%
$24.2B
$975,000 0.0% of portfolio
3,144
Q3 2025 Reduced 48.7%
$561M
$307,000 0.0% of portfolio
17,103
Q3 2025 Reduced 49.7%
$143M
$327,000 0.0% of portfolio
47,062
Q1 2025 Reduced 0.16%
$276M
$22,000 0.0% of portfolio
11,000
Q3 2025 Reduced 31.25%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 66.92%
$8.99B
$501,000 0.0% of portfolio
14,454
Q3 2025 Reduced 35.06%
$10.4B
$1.43 Million 0.0% of portfolio
21,339
Q3 2025 Reduced 22.33%
$14.9B
$430,000 0.0% of portfolio
2,041
Q3 2025 Reduced 71.51%

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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