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
$1.39B
$378,000 0.0% of portfolio
19,653
Q3 2025 Reduced 64.25%
$39.2B
$361,000 0.0% of portfolio
12,913
Q3 2025 Added 34.09%
$20.5B
$1.56 Million 0.0% of portfolio
7,697
Q3 2025 Added 25.85%
$25.3B
$1.1 Million 0.0% of portfolio
13,072
Q3 2025 Reduced 58.95%
$1.5B
$970,000 0.0% of portfolio
73,787
Q3 2025 Reduced 23.76%
$65.4M
$98,000 0.0% of portfolio
103,500
Q4 2022 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 10.48%
$5.07B
$1.38 Million 0.0% of portfolio
16,516
Q3 2025 Reduced 14.9%
$8.77B
$946,000 0.0% of portfolio
10,389
Q3 2025 Reduced 1.83%
$2.31B
$888,000 0.0% of portfolio
6,741
Q3 2025 Added 199.47%
$5.51B
$234,000 0.0% of portfolio
1,775
Q3 2025 Added 18.89%
$4.79B
$146,000 0.0% of portfolio
11,920
Q3 2025 Reduced 1.09%
$5.7B
$746,000 0.0% of portfolio
20,602
Q3 2025 Added 2.37%
$4.31B
$306,000 0.0% of portfolio
4,024
Q3 2025 Reduced 23.1%
$14.2B
$2.4 Million 0.0% of portfolio
7,647
Q3 2025 Added 26.13%
$10.5B
$667,000 0.0% of portfolio
6,405
Q3 2025 Added 42.52%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 64.13%
$7.21B
$2.2 Million 0.0% of portfolio
8,936
Q3 2025 Added 6.74%
$222M
$405,000 0.0% of portfolio
13,296
Q3 2025 Added 0.96%
$303M
$158,000 0.0% of portfolio
40,965
Q3 2025 Reduced 28.13%
$0
$463,000 0.0% of portfolio
11,698
Q3 2025 Reduced 8.9%
$584M
$65,000 0.0% of portfolio
11,268
Q3 2025 New
$11.9B
$567,000 0.0% of portfolio
7,787
Q3 2025 Added 18.22%
$23.3B
$2.36 Million 0.0% of portfolio
89,391
Q3 2025 Added 4.33%
$117M
$56,000 0.0% of portfolio
36,500
Q3 2025 Reduced 6.41%
$113M
$415,000 0.0% of portfolio
206,667
Q2 2025 New
$79.2B
$2.15 Million 0.0% of portfolio
45,005
Q3 2025 Added 3.86%
$11.5B
$2.17 Million 0.0% of portfolio
8,539
Q3 2025 Added 41.87%
$2.09B
$216,000 0.0% of portfolio
28,156
Q3 2025 Reduced 1.7%
$8.46B
$574,000 0.0% of portfolio
4,300
Q3 2025 Added 17.1%
$4.81B
$762,000 0.0% of portfolio
17,653
Q3 2025 Added 0.28%
$162M
$127,000 0.0% of portfolio
25,262
Q3 2025 Added 27.25%
$21B
$887,000 0.0% of portfolio
13,841
Q3 2025 Reduced 45.08%
$3.12B
$751,000 0.0% of portfolio
13,265
Q3 2025 Added 161.74%
$15.3B
$1.41 Million 0.0% of portfolio
11,665
Q3 2025 Reduced 92.14%
$7.52B
$331,000 0.0% of portfolio
8,069
Q3 2025 Added 0.96%
$3.09B
$446,000 0.0% of portfolio
14,985
Q3 2025 New
$337M
$735,000 0.0% of portfolio
157,226
Q3 2025 Reduced 26.18%
$129M
$13,000 0.0% of portfolio
12,000
Q2 2025 Reduced 72.48%
$2.33B
$238,000 0.0% of portfolio
8,418
Q3 2025 Reduced 9.23%
$114B
$2.84 Million 0.0% of portfolio
42,957
Q3 2025 Added 31.17%
$5.08B
$1.97 Million 0.0% of portfolio
271,255
Q3 2025 Added 4.64%
$0
$210,000 0.0% of portfolio
16,144
Q3 2025 Reduced 54.64%
$13.3B
$979,000 0.0% of portfolio
66,716
Q3 2025 Added 39.1%
$2.87B
$2.39 Million 0.0% of portfolio
36,667
Q3 2025 Added 10.73%
$2.92B
$935,000 0.0% of portfolio
27,543
Q3 2025 Added 166.71%
$55.8B
$2.72 Million 0.0% of portfolio
19,650
Q3 2025 Added 50.02%
$2.27B
$1.25 Million 0.0% of portfolio
64,471
Q3 2025 New
$12B
$1.54 Million 0.0% of portfolio
15,333
Q3 2025 Added 14.54%

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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