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
$4.09B
$726,000 0.0% of portfolio
7,884
Q3 2025 Added 9.59%
$6.08B
$2.14 Million 0.0% of portfolio
21,121
Q3 2025 Added 13.18%
$3.63B
$445,000 0.0% of portfolio
17,452
Q3 2025 New
$4.74B
$395,000 0.0% of portfolio
13,905
Q3 2025 Reduced 76.48%
$8.06B
$930,000 0.0% of portfolio
2,396
Q3 2025 Reduced 81.43%
$1.48B
$1.08 Million 0.0% of portfolio
25,255
Q3 2025 New
$19.8B
$1.31 Million 0.0% of portfolio
8,124
Q3 2025 Added 40.17%
$3.09B
$903,000 0.0% of portfolio
24,467
Q3 2025 Reduced 1.48%
$7.41B
$1.15 Million 0.0% of portfolio
12,480
Q3 2025 Reduced 4.57%
$1.98B
$529,000 0.0% of portfolio
4,355
Q3 2025 Reduced 1.38%
$227M
$268,000 0.0% of portfolio
319,140
Q3 2025 Reduced 26.69%
$1.64B
$239,000 0.0% of portfolio
18,210
Q3 2025 Reduced 0.88%
$1.38B
$237,000 0.0% of portfolio
41,521
Q3 2025 Reduced 11.99%
$1.3B
$182,000 0.0% of portfolio
23,576
Q3 2025 Added 62.89%
-
$0 0.0% of portfolio
-
Q3 2025 Added 60.14%
$922M
$649,000 0.0% of portfolio
35,947
Q3 2025 Reduced 9.62%
$13.9B
$562,000 0.0% of portfolio
4,005
Q3 2025 Reduced 17.78%
$4.89B
$363,000 0.0% of portfolio
50,600
Q3 2025 Reduced 9.96%
$4.49B
$2.97 Million 0.0% of portfolio
61,682
Q3 2025 Added 0.45%
$10.6B
$1.3 Million 0.0% of portfolio
22,597
Q3 2025 Added 13.49%
$1.41B
$78,000 0.0% of portfolio
14,939
Q3 2025 Reduced 13.73%
$7.74B
$800,000 0.0% of portfolio
966
Q3 2025 Added 26.61%
$10B
$1.82 Million 0.0% of portfolio
59,260
Q3 2025 Reduced 5.56%
$7.07B
$1.34 Million 0.0% of portfolio
6,771
Q3 2025 Added 27.13%
$875M
$425,000 0.0% of portfolio
62,653
Q2 2025 Reduced 0.52%
$273M
$271,000 0.0% of portfolio
129,969
Q3 2025 Added 7.53%
$1.28B
$247,000 0.0% of portfolio
17,121
Q2 2025 New
$1.27B
$60,000 0.0% of portfolio
10,000
Q4 2023 New
$8.47B
$1.48 Million 0.0% of portfolio
10,188
Q3 2025 Added 63.61%
$10.3B
$414,000 0.0% of portfolio
54,357
Q3 2025 New
$17.4B
$3.06 Million 0.0% of portfolio
70,744
Q3 2025 Reduced 6.68%
$3.18B
$215,000 0.0% of portfolio
5,628
Q3 2025 Added 2.61%
$64.9M
$151,000 0.0% of portfolio
72,000
Q2 2025 Added 16.13%
$7.3B
$1.61 Million 0.0% of portfolio
37,936
Q3 2025 Added 11.75%
$37.7B
$570,000 0.0% of portfolio
118,679
Q3 2025 Reduced 5.87%
$2.1B
$251,000 0.0% of portfolio
19,132
Q3 2025 Added 1.11%
$22.2B
$447,000 0.0% of portfolio
61,537
Q3 2025 Added 6.05%
$13.2B
$1.24 Million 0.0% of portfolio
5,458
Q3 2025 Added 8.86%
$922M
$15,000 0.0% of portfolio
13,250
Q3 2025 New
$1.76B
$271,000 0.0% of portfolio
10,929
Q3 2025 Added 11.97%
$7.39B
$2.14 Million 0.0% of portfolio
86,976
Q3 2025 Added 0.55%
$166M
$26,000 0.0% of portfolio
10,000
Q3 2025 New
$1.19B
$452,000 0.0% of portfolio
35,027
Q3 2025 Added 88.97%
$56.3B
$1.99 Million 0.0% of portfolio
124,488
Q3 2025 Added 68.69%
$15.2B
$1.1 Million 0.0% of portfolio
14,821
Q3 2025 Added 11.84%
$32B
$1.81 Million 0.0% of portfolio
30,901
Q3 2025 Added 3.19%
$0
$365,000 0.0% of portfolio
29,774
Q3 2025 Reduced 9.01%
$0
$1.55 Million 0.0% of portfolio
136,133
Q3 2025 Reduced 20.5%
$0
$245,000 0.0% of portfolio
21,390
Q3 2025 Reduced 71.65%

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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