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
$14.2B
$1.26 Million 0.0% of portfolio
34,818
Q3 2025 Added 47.02%
$388M
$149,000 0.0% of portfolio
15,204
Q3 2025 New
$8.21B
$2.48 Million 0.0% of portfolio
33,812
Q3 2025 Reduced 3.53%
$200M
$1.23 Million 0.0% of portfolio
34,750
Q3 2025 Reduced 32.85%
$11.6B
$378,000 0.0% of portfolio
49,136
Q3 2025 Added 17.07%
$15.6B
$405,000 0.0% of portfolio
9,423
Q3 2025 New
$1.57B
$468,000 0.0% of portfolio
6,153
Q3 2025 Added 0.2%
$3.99B
$660,000 0.0% of portfolio
15,335
Q3 2025 Reduced 7.91%
$2.11B
$255,000 0.0% of portfolio
16,163
Q3 2025 Added 4.79%
$4.42B
$219,000 0.0% of portfolio
13,969
Q3 2025 New
$1.91B
$642,000 0.0% of portfolio
39,929
Q3 2025 Added 3.28%
$83.3M
$1.24 Million 0.0% of portfolio
103,158
Q3 2025 Added 922.28%
$19.5B
$2.14 Million 0.0% of portfolio
67,074
Q3 2025 Reduced 9.37%
$5.45B
$297,000 0.0% of portfolio
3,801
Q3 2025 Added 0.93%
$2.33B
$207,000 0.0% of portfolio
3,942
Q3 2025 Reduced 6.98%
$4.57B
$217,000 0.0% of portfolio
2,666
Q3 2025 New
$0
$2.26 Million 0.0% of portfolio
61,543
Q3 2025 Added 22.71%
$2.21B
$511,000 0.0% of portfolio
6,143
Q3 2025 Reduced 14.0%
$2.94B
$387,000 0.0% of portfolio
3,720
Q3 2025 Added 1.95%
$9.56B
$1.4 Million 0.0% of portfolio
7,481
Q3 2025 Added 38.77%
$21.3B
$875,000 0.0% of portfolio
9,867
Q3 2025 Added 17.21%
$4.44B
$688,000 0.0% of portfolio
28,207
Q3 2025 Reduced 25.95%
$3.34B
$393,000 0.0% of portfolio
7,958
Q3 2025 Reduced 30.84%
$6.89B
$2 Million 0.0% of portfolio
56,595
Q3 2025 Reduced 0.5%
$97.5M
$16,000 0.0% of portfolio
13,020
Q3 2025 Reduced 27.67%
$543M
$34,000 0.0% of portfolio
10,100
Q3 2025 New
$2.79B
$232,000 0.0% of portfolio
1,098
Q3 2025 New
$9.71B
$872,000 0.0% of portfolio
11,737
Q3 2025 Reduced 22.99%
$33.4B
$341,000 0.0% of portfolio
36,512
Q3 2025 Added 14.92%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.33%
$3.92B
$435,000 0.0% of portfolio
6,673
Q3 2025 New
$10.3B
$626,000 0.0% of portfolio
1,844
Q3 2025 Added 14.53%
$12.8B
$1.27 Million 0.0% of portfolio
11,163
Q3 2025 Added 4.1%
$21.3B
$1.82 Million 0.0% of portfolio
64,495
Q3 2025 Added 36.89%
$1.95B
$1.44 Million 0.0% of portfolio
20,508
Q3 2025 Reduced 1.27%
$1.82B
$285,000 0.0% of portfolio
2,830
Q3 2025 Reduced 9.87%
$1.97B
$791,000 0.0% of portfolio
9,204
Q3 2025 Reduced 11.94%
$2.76B
$234,000 0.0% of portfolio
1,576
Q3 2025 Added 8.02%
$1.22B
$267,000 0.0% of portfolio
14,368
Q3 2025 Reduced 1.51%
$120B
$1.57 Million 0.0% of portfolio
93,850
Q3 2025 Added 3.56%
$34.7B
$1.08 Million 0.0% of portfolio
18,059
Q3 2025 Added 14.7%
$4.4B
$750,000 0.0% of portfolio
15,005
Q3 2025 Added 14.33%
$444M
$851,000 0.0% of portfolio
145,283
Q3 2025 Added 1,245.84%
$3.96B
$247,000 0.0% of portfolio
14,331
Q3 2025 Added 15.41%
$6.8B
$666,000 0.0% of portfolio
13,578
Q3 2025 Added 19.21%
$965M
$169,000 0.0% of portfolio
49,831
Q3 2025 Reduced 9.94%
$44.4B
$1.64 Million 0.0% of portfolio
112,097
Q3 2025 Added 34.73%
$7.27B
$564,000 0.0% of portfolio
50,369
Q3 2025 Added 1.08%
$517M
$404,000 0.0% of portfolio
146,989
Q3 2025 Reduced 19.41%

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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