Ci Private Wealth, LLC Portfolio Holdings
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
Ci Private Wealth, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $65.6 Billion distributed in 3896 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $5.99B, Apple Inc. with a value of $3.04B, Microsoft Corp with a value of $2.61B, Amazon Com Inc with a value of $1.6B, and Ishares Core S&P 500 ETF with a value of $1.38B.
Examining the 13F form we can see an decrease of $3.75B in the current position value, from $69.4B to 65.6B.
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
$65.6 Billion
ETFs: $15.9 Billion
Financial Services: $12.4 Billion
Technology: $11.9 Billion
Healthcare: $5.57 Billion
Industrials: $5.03 Billion
Consumer Cyclical: $4.77 Billion
Communication Services: $3.39 Billion
Consumer Defensive: $3.33 Billion
Other: $3.25 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 3,896
- Current Value $65.6 Billion
- Prior Value $69.4 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 136 stocks
- Additional Purchases 762 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,334 stocks