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
$163B
$1.11 Million 0.0% of portfolio
8,365
Q3 2025 Added 6.02%
$4.15B
$627,000 0.0% of portfolio
23,660
Q3 2025 Added 6.57%
$9.52B
$750,000 0.0% of portfolio
53,027
Q3 2025 Added 2.08%
$1.46B
$841,000 0.0% of portfolio
73,879
Q3 2025 Added 4.35%
$4.67B
$1.33 Million 0.0% of portfolio
23,084
Q3 2025 Reduced 17.58%
$2.34B
$259,000 0.0% of portfolio
28,853
Q3 2025 New
$21.5B
$1.59 Million 0.0% of portfolio
39,192
Q3 2025 Added 22.48%
$0
$549,000 0.0% of portfolio
61,848
Q3 2025 Added 15.07%
$11.3B
$1.83 Million 0.0% of portfolio
10,519
Q3 2025 Reduced 3.9%
$17.2B
$2.66 Million 0.0% of portfolio
24,025
Q3 2025 Added 44.49%
$10.6B
$652,000 0.0% of portfolio
2,574
Q3 2025 Added 10.24%
$953M
$343,000 0.0% of portfolio
18,840
Q3 2025 New
$3.93B
$574,000 0.0% of portfolio
44,859
Q3 2025 Added 5.36%
$85.6B
$742,000 0.0% of portfolio
58,654
Q3 2025 Added 54.87%
-
$894,000 0.0% of portfolio
68,119
Q3 2025 Added 19.45%
$32.8B
$2.34 Million 0.0% of portfolio
155,132
Q3 2025 Added 18.17%
$4.04B
$216,000 0.0% of portfolio
6,308
Q3 2025 Added 1.84%
$1.14B
$485,000 0.0% of portfolio
20,629
Q3 2025 New
$8.87B
$995,000 0.0% of portfolio
24,450
Q3 2025 Reduced 31.25%
$0
$521,000 0.0% of portfolio
32,029
Q3 2025 Added 0.5%
$0
$238,000 0.0% of portfolio
12,056
Q3 2025 Reduced 0.07%
$6.81B
$631,000 0.0% of portfolio
6,733
Q3 2025 Reduced 50.85%
$9.99B
$1.49 Million 0.0% of portfolio
16,614
Q3 2025 Reduced 7.11%
$15.6B
$2.43 Million 0.0% of portfolio
75,466
Q3 2025 Reduced 6.74%
$4.5B
$357,000 0.0% of portfolio
1,030
Q3 2025 Added 17.58%
$1.59B
$258,000 0.0% of portfolio
22,677
Q3 2025 Added 23.44%
$8.61B
$517,000 0.0% of portfolio
4,987
Q3 2025 New
$4.51B
$268,000 0.0% of portfolio
14,372
Q3 2025 Reduced 23.07%
$3.81B
$263,000 0.0% of portfolio
1,818
Q3 2025 Added 16.91%
$1.3B
$192,000 0.0% of portfolio
82,533
Q3 2025 Added 7.0%
$3.73B
$684,000 0.0% of portfolio
11,778
Q3 2025 Added 31.41%
$9.59B
$2.28 Million 0.0% of portfolio
7,351
Q3 2025 Reduced 69.52%
$8.39B
$1.87 Million 0.0% of portfolio
14,695
Q3 2025 Added 7.14%
$212M
$215,000 0.0% of portfolio
33,428
Q3 2025 Reduced 0.1%
$4.91B
$409,000 0.0% of portfolio
9,311
Q3 2025 Reduced 1.68%
$16.5B
$1.27 Million 0.0% of portfolio
25,733
Q3 2025 Added 5.03%
$6.38B
$2.45 Million 0.0% of portfolio
22,840
Q3 2025 Added 11.28%
$181M
$259,000 0.0% of portfolio
52,014
Q3 2025 Reduced 28.99%
$960M
$2.62 Million 0.0% of portfolio
797,571
Q3 2025 Added 11.6%
$2.99B
$1.62 Million 0.0% of portfolio
25,893
Q3 2025 Added 26.96%
$323M
$214,000 0.0% of portfolio
38,777
Q3 2025 New
$9.51B
$2.6 Million 0.0% of portfolio
9,355
Q3 2025 Added 11.77%
$6.28B
$660,000 0.0% of portfolio
4,807
Q3 2025 New
$21.1B
$3.08 Million 0.0% of portfolio
37,192
Q3 2025 Added 0.29%
$2.61B
$705,000 0.0% of portfolio
28,328
Q3 2025 Reduced 26.81%
$1.32B
$223,000 0.0% of portfolio
6,251
Q3 2025 Added 5.41%
$10.3B
$358,000 0.0% of portfolio
4,913
Q3 2025 Reduced 3.5%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.37%
$6.09B
$1.67 Million 0.0% of portfolio
25,242
Q3 2025 Reduced 19.11%

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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