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
$720M
$96,000 0.0% of portfolio
11,500
Q3 2025 New
$55.9B
$1.74 Million 0.0% of portfolio
32,071
Q3 2025 Added 1.14%
$19.5B
$288,000 0.0% of portfolio
7,322
Q3 2025 Reduced 20.44%
$21.4B
$1.56 Million 0.0% of portfolio
35,570
Q3 2025 Reduced 31.64%
$4.44B
$1.31 Million 0.0% of portfolio
64,231
Q3 2025 Reduced 1.2%
$1.12B
$86,000 0.0% of portfolio
11,198
Q3 2025 New
$23.5B
$2.54 Million 0.0% of portfolio
4,330
Q3 2025 Added 25.98%
$5.02B
$487,000 0.0% of portfolio
3,988
Q3 2025 Added 55.66%
$32.4B
$381,000 0.0% of portfolio
46,143
Q3 2025 Added 2.63%
$21.9B
$274,000 0.0% of portfolio
21,548
Q3 2025 Added 0.26%
$24.8B
$237,000 0.0% of portfolio
46,715
Q3 2025 Added 1.5%
$4.08B
$598,000 0.0% of portfolio
15,244
Q3 2025 Added 19.85%
$20.7B
$338,000 0.0% of portfolio
21,467
Q3 2025 Added 26.29%
$24B
$987,000 0.0% of portfolio
27,614
Q3 2025 Added 139.31%
$32.1B
$994,000 0.0% of portfolio
42,619
Q3 2025 Added 32.3%
$20.8B
$773,000 0.0% of portfolio
3,809
Q3 2025 Reduced 3.76%
$4.59B
$1.59 Million 0.0% of portfolio
28,096
Q3 2025 Added 24.45%
$28.2B
$772,000 0.0% of portfolio
38,220
Q3 2025 Reduced 3.34%
$11.2B
$2.47 Million 0.0% of portfolio
14,894
Q3 2025 Reduced 5.46%
$17.1B
$2.93 Million 0.0% of portfolio
34,633
Q3 2025 Reduced 0.94%
$3.83B
$253,000 0.0% of portfolio
19,225
Q3 2025 Added 74.38%
$4.5B
$1.46 Million 0.0% of portfolio
40,295
Q3 2025 Reduced 0.14%
$2.41B
$1.98 Million 0.0% of portfolio
49,428
Q3 2025 Reduced 81.68%
$9.38B
$1.1 Million 0.0% of portfolio
34,870
Q3 2025 Added 54.72%
$18.6B
$1.87 Million 0.0% of portfolio
38,164
Q3 2025 Added 36.27%
$498M
$766,000 0.0% of portfolio
20,184
Q3 2025 Added 0.11%
$5.3B
$2.06 Million 0.0% of portfolio
19,874
Q3 2025 Reduced 3.24%
$2.69B
$276,000 0.0% of portfolio
5,187
Q3 2025 Added 2.92%
$660M
$170,000 0.0% of portfolio
98,547
Q3 2025 Reduced 49.22%
$5.56B
$636,000 0.0% of portfolio
8,468
Q3 2025 Added 8.27%
$174M
$25,000 0.0% of portfolio
12,229
Q3 2025 Added 20.16%
$1.32B
$179,000 0.0% of portfolio
28,019
Q3 2025 Added 7.7%
$11.6B
$1.32 Million 0.0% of portfolio
36,284
Q3 2025 Added 59.38%
$14.8B
$647,000 0.0% of portfolio
4,690
Q3 2025 Added 41.18%
$1.59B
$285,000 0.0% of portfolio
6,819
Q3 2025 New
$13.6B
$2.97 Million 0.0% of portfolio
7,603
Q3 2025 Reduced 3.44%
$3.94B
$586,000 0.0% of portfolio
31,218
Q3 2025 Added 20.01%
$7.32B
$1.19 Million 0.0% of portfolio
15,602
Q3 2025 Added 92.12%
$0
$463,000 0.0% of portfolio
10,759
Q3 2025 New
$3.66B
$261,000 0.0% of portfolio
2,327
Q3 2025 Added 1.57%
$3B
$173,000 0.0% of portfolio
55,691
Q3 2025 Added 101.53%
$15.3B
$443,000 0.0% of portfolio
5,289
Q3 2025 Added 14.78%
$5.12B
$696,000 0.0% of portfolio
11,712
Q3 2025 Added 28.22%
$3.5B
$200,000 0.0% of portfolio
3,877
Q3 2025 New
$0
$413,000 0.0% of portfolio
12,158
Q2 2025 Reduced 50.0%
$19.2B
$1.7 Million 0.0% of portfolio
20,788
Q3 2025 Added 10.16%
$3.47B
$1.05 Million 0.0% of portfolio
15,749
Q3 2025 Added 0.74%
$517M
$1.61 Million 0.0% of portfolio
104,211
Q3 2025 Reduced 0.68%
$2.07B
$333,000 0.0% of portfolio
11,901
Q3 2025 New

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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