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
$12.2B
$559,000 0.0% of portfolio
2,790
Q3 2025 Reduced 8.4%
$13.8B
$2.49 Million 0.0% of portfolio
21,097
Q3 2025 Added 61.9%
$269M
$271,000 0.0% of portfolio
30,162
Q3 2025 New
$6.31B
$956,000 0.0% of portfolio
16,967
Q3 2025 Reduced 7.74%
$8.26B
$1.37 Million 0.0% of portfolio
7,279
Q3 2025 Added 0.94%
$5.22B
$880,000 0.0% of portfolio
9,824
Q3 2025 Added 3.49%
$0
$117,000 0.0% of portfolio
15,078
Q3 2025 Added 2.62%
$1.15B
$546,000 0.0% of portfolio
6,883
Q1 2024 Reduced 61.53%
$64.5M
$58,000 0.0% of portfolio
20,100
Q4 2024 Reduced 2.19%
$7.08B
$283,000 0.0% of portfolio
946
Q3 2025 Reduced 19.56%
$1.52B
$273,000 0.0% of portfolio
16,795
Q3 2025 New
$4.19B
$734,000 0.0% of portfolio
19,723
Q3 2025 Reduced 49.96%
$300M
$61,000 0.0% of portfolio
10,129
Q3 2025 Reduced 66.53%
$759M
$2.9 Million 0.0% of portfolio
817,000
Q3 2025 Reduced 28.08%
$9.27B
$459,000 0.0% of portfolio
3,988
Q3 2025 Added 3.75%
$1.65B
$236,000 0.0% of portfolio
12,297
Q3 2025 Reduced 1.15%
$21.3B
$2.98 Million 0.0% of portfolio
15,437
Q3 2025 Reduced 17.66%
$2.04B
$1.14 Million 0.0% of portfolio
53,664
Q3 2025 Added 29.39%
$4.89B
$396,000 0.0% of portfolio
3,991
Q3 2025 Reduced 16.31%
$79.1B
$2.4 Million 0.0% of portfolio
13,405
Q3 2025 Added 50.1%
$4.78B
$1.83 Million 0.0% of portfolio
502
Q3 2025 Added 48.52%
$1.87B
$388,000 0.0% of portfolio
12,783
Q3 2025 Added 1.09%
$6.29B
$365,000 0.0% of portfolio
10,338
Q3 2025 Reduced 9.57%
$11B
$1.84 Million 0.0% of portfolio
21,665
Q3 2025 Added 15.41%
$979M
$346,000 0.0% of portfolio
32,382
Q3 2025 Added 0.05%
$4.66B
$489,000 0.0% of portfolio
16,009
Q3 2025 Added 3.14%
$2.91B
$6,000 0.0% of portfolio
15,274
Q3 2025 New
$3.95B
$564,000 0.0% of portfolio
6,018
Q3 2025 Added 8.1%
$87.6M
$305,000 0.0% of portfolio
100,000
Q2 2025 Added 73.91%
$3.87B
$245,000 0.0% of portfolio
3,047
Q3 2025 Added 17.33%
$606M
$25,000 0.0% of portfolio
15,000
Q3 2025 New
$3.56B
$386,000 0.0% of portfolio
4,126
Q3 2025 Added 77.92%
$17.8B
$733,000 0.0% of portfolio
21,183
Q3 2025 Added 5.51%
$7.86B
$252,000 0.0% of portfolio
22,498
Q3 2025 Reduced 2.93%
$438M
$128,000 0.0% of portfolio
14,067
Q3 2025 Reduced 0.21%
$4.19B
$240,000 0.0% of portfolio
5,584
Q3 2025 Added 10.07%
$2.87B
$321,000 0.0% of portfolio
3,392
Q3 2025 Reduced 15.07%
$2.19B
$263,000 0.0% of portfolio
13,730
Q3 2025 Added 2.64%
$7.09B
$851,000 0.0% of portfolio
5,083
Q3 2025 Added 49.19%
$5.79B
$1.19 Million 0.0% of portfolio
9,249
Q3 2025 Reduced 1.86%
$6.02B
$200,000 0.0% of portfolio
664
Q3 2025 New
$0
$1.54 Million 0.0% of portfolio
67,472
Q3 2025 Added 19.25%
$8.01B
$919,000 0.0% of portfolio
42,583
Q3 2025 Added 25.86%
$4.89B
$271,000 0.0% of portfolio
2,696
Q3 2025 Added 23.39%
$10.7B
$2.78 Million 0.0% of portfolio
36,075
Q3 2025 Added 3.36%
$145M
$790,000 0.0% of portfolio
705,400
Q3 2025 Added 57.81%
$3.08B
$554,000 0.0% of portfolio
9,272
Q3 2025 Added 3.17%
$6.91B
$678,000 0.0% of portfolio
24,525
Q3 2025 Added 1.98%
$2.32B
$480,000 0.0% of portfolio
19,254
Q3 2025 Reduced 9.03%

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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