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
$37.1B
$2.24 Million 0.0% of portfolio
11,196
Q3 2025 Reduced 1.38%
$2B
$1.64 Million 0.0% of portfolio
54,258
Q3 2025 Added 0.51%
$2.16B
$961,000 0.0% of portfolio
11,495
Q3 2025 Added 2.82%
$22.7B
$1.41 Million 0.0% of portfolio
4,699
Q3 2025 Reduced 21.03%
$7.37B
$1.26 Million 0.0% of portfolio
4,513
Q3 2025 Added 284.74%
$8.22B
$971,000 0.0% of portfolio
10,875
Q3 2025 New
$2.69B
$1.24 Million 0.0% of portfolio
6,261
Q3 2025 Reduced 34.5%
$5.1B
$326,000 0.0% of portfolio
4,768
Q3 2025 Added 3.95%
$9.92B
$660,000 0.0% of portfolio
11,109
Q3 2025 Reduced 29.1%
$1.83B
$486,000 0.0% of portfolio
53,096
Q3 2025 Added 47.62%
$1.85B
$1.6 Million 0.0% of portfolio
50,057
Q3 2025 Added 1.98%
$13B
$1.82 Million 0.0% of portfolio
8,622
Q3 2025 Reduced 4.16%
$8.51B
$1.44 Million 0.0% of portfolio
16,625
Q3 2025 Reduced 59.25%
$15B
$794,000 0.0% of portfolio
20,232
Q3 2025 Added 63.07%
$3.41B
$221,000 0.0% of portfolio
27,713
Q3 2025 Added 30.01%
$8.01B
$2.54 Million 0.0% of portfolio
33,026
Q3 2025 Added 268.39%
$47.1B
$1.8 Million 0.0% of portfolio
16,085
Q3 2025 Added 3.68%
$3.83B
$333,000 0.0% of portfolio
4,247
Q3 2025 Reduced 15.16%
$4.96B
$999,000 0.0% of portfolio
598
Q3 2025 Reduced 29.56%
$659M
$192,000 0.0% of portfolio
15,696
Q3 2025 Added 44.58%
$1.22B
$349,000 0.0% of portfolio
3,616
Q2 2025 Reduced 50.0%
$34.9B
$2.17 Million 0.0% of portfolio
6,277
Q3 2025 Added 1.73%
$3.75B
$426,000 0.0% of portfolio
20,183
Q3 2025 Reduced 0.73%
$6.97B
$420,000 0.0% of portfolio
1,671
Q3 2025 Added 10.3%
$7.79B
$1.23 Million 0.0% of portfolio
9,317
Q3 2025 Added 6.36%
$14.5B
$1.79 Million 0.0% of portfolio
679,654
Q3 2025 Added 14.5%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.02%
$7.2B
$792,000 0.0% of portfolio
4,463
Q3 2025 Reduced 3.0%
$81M
$110,000 0.0% of portfolio
91,580
Q3 2025 Added 77.55%
$0
$14,000 0.0% of portfolio
491,488
Q3 2025 Added 103.52%
$1.22B
$203,000 0.0% of portfolio
7,430
Q3 2025 New
$32.9B
$643,000 0.0% of portfolio
42,734
Q3 2025 Added 60.71%
$15.7B
$1.22 Million 0.0% of portfolio
4,814
Q3 2025 Reduced 30.46%
$13.5B
$1.17 Million 0.0% of portfolio
20,888
Q3 2025 Reduced 3.56%
$2.71B
$557,000 0.0% of portfolio
10,052
Q3 2025 Reduced 23.26%
$6.37B
$1.32 Million 0.0% of portfolio
16,545
Q3 2025 Reduced 1.28%
$13.7B
$645,000 0.0% of portfolio
5,029
Q3 2025 Added 9.61%
$1.61B
$228,000 0.0% of portfolio
16,670
Q3 2025 Added 3.31%
$428M
$184,000 0.0% of portfolio
49,076
Q3 2025 Reduced 25.55%
$21.4B
$821,000 0.0% of portfolio
35,074
Q3 2025 Added 1.72%
$759M
$167,000 0.0% of portfolio
18,475
Q3 2025 New
$15.4B
$540,000 0.0% of portfolio
4,185
Q3 2025 Added 48.62%
$164M
$385,000 0.0% of portfolio
49,497
Q3 2025 New
$1.99B
$244,000 0.0% of portfolio
7,838
Q3 2025 Reduced 10.97%
$3.21B
$1.56 Million 0.0% of portfolio
47,117
Q3 2025 Added 27.2%
$19.3B
$1.18 Million 0.0% of portfolio
27,464
Q3 2025 Reduced 24.18%
$12.1B
$744,000 0.0% of portfolio
9,664
Q3 2025 Reduced 2.72%
$495M
$199,000 0.0% of portfolio
10,529
Q3 2025 Reduced 28.58%
$4.09B
$302,000 0.0% of portfolio
29,815
Q3 2025 Added 109.29%

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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