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
$46.2B
$754,000 0.0% of portfolio
10,030
Q3 2025 Added 16.7%
$0
$0 0.0% of portfolio
22,273
Q3 2025 Added 0.24%
$6.95B
$306,000 0.0% of portfolio
5,327
Q3 2025 Added 1.97%
$4.87B
$694,000 0.0% of portfolio
115,310
Q3 2025 Added 5.49%
$21.7B
$1.47 Million 0.0% of portfolio
14,670
Q3 2025 Added 8.27%
$19.5B
$2.15 Million 0.0% of portfolio
4,116
Q3 2025 Reduced 13.15%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 61.85%
$932M
$468,000 0.0% of portfolio
5,519
Q3 2025 Added 11.54%
$33.8B
$993,000 0.0% of portfolio
1,504
Q3 2025 Reduced 13.16%
$11.3B
$470,000 0.0% of portfolio
12,640
Q3 2025 Added 19.14%
$5.58B
$973,000 0.0% of portfolio
10,418
Q3 2025 Added 38.24%
$7.29B
$1.28 Million 0.0% of portfolio
38,450
Q3 2025 Reduced 28.56%
$6.55B
$345,000 0.0% of portfolio
25,828
Q3 2025 Reduced 3.1%
$4.54B
$252,000 0.0% of portfolio
61,545
Q3 2025 Added 0.02%
$2.43B
$1.13 Million 0.0% of portfolio
6,760
Q3 2025 Reduced 0.12%
$1.4B
$616,000 0.0% of portfolio
10,562
Q3 2025 Reduced 0.64%
$17.8B
$1.03 Million 0.0% of portfolio
135,526
Q3 2025 Reduced 24.79%
$784M
$68,000 0.0% of portfolio
11,013
Q3 2025 New
$11B
$433,000 0.0% of portfolio
10,836
Q3 2025 New
$5.52B
$1.9 Million 0.0% of portfolio
13,205
Q3 2025 Reduced 15.47%
$546M
$241,000 0.0% of portfolio
6,154
Q3 2025 New
$2.16B
$858,000 0.0% of portfolio
46,244
Q3 2025 Reduced 42.35%
$5.67B
$214,000 0.0% of portfolio
3,007
Q3 2025 Added 2.04%
$526M
$176,000 0.0% of portfolio
28,906
Q3 2025 Added 162.59%
$5.82B
$380,000 0.0% of portfolio
26,371
Q3 2025 Reduced 3.52%
$421M
$46,000 0.0% of portfolio
11,589
Q3 2025 Reduced 0.21%
$4.29B
$379,000 0.0% of portfolio
7,785
Q3 2025 Added 0.32%
$55.3B
$780,000 0.0% of portfolio
71,866
Q3 2025 New
$5.47B
$825,000 0.0% of portfolio
77,894
Q3 2025 Reduced 0.18%
$8.49B
$2.8 Million 0.0% of portfolio
7,223
Q3 2025 Added 79.68%
$5.57B
$1.68 Million 0.0% of portfolio
46,709
Q3 2025 Reduced 9.75%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.81%
$3.7B
$697,000 0.0% of portfolio
12,132
Q3 2025 New
$83.3M
$99,000 0.0% of portfolio
51,000
Q3 2025 Added 24.39%
$6.77M
$22,000 0.0% of portfolio
25,000
Q1 2025 Reduced 50.0%
$3.55B
$537,000 0.0% of portfolio
21,760
Q3 2025 Reduced 22.28%
$32.7B
$2.81 Million 0.0% of portfolio
32,405
Q3 2025 Reduced 12.86%
$3.82B
$139,000 0.0% of portfolio
11,006
Q3 2025 New
$2.87B
$232,000 0.0% of portfolio
4,677
Q3 2025 New
$2.9B
$424,000 0.0% of portfolio
15,643
Q3 2025 Reduced 31.35%
$3.05B
$406,000 0.0% of portfolio
15,925
Q3 2025 Added 22.58%
$319M
$62,000 0.0% of portfolio
20,000
Q1 2025 Reduced 2.44%
$1.23B
$172,000 0.0% of portfolio
22,290
Q3 2025 Reduced 1.09%
$747M
$1.48 Million 0.0% of portfolio
259,696
Q3 2025 Added 0.14%
$34B
$879,000 0.0% of portfolio
75,799
Q3 2025 Added 8.97%
$6.61B
$1.63 Million 0.0% of portfolio
40,157
Q3 2025 Added 1.33%
$6.93B
$2.15 Million 0.0% of portfolio
28,689
Q3 2025 Added 13.2%
$0
$109,000 0.0% of portfolio
18,430
Q3 2025 New
$145M
$371,000 0.0% of portfolio
118,653
Q3 2025 Reduced 9.22%

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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