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
$94.5B
$29.4 Million 0.05% of portfolio
86,081
Q3 2025 Reduced 21.34%
$143B
$31.9 Million 0.05% of portfolio
949,399
Q3 2025 Reduced 17.34%
$35.1B
$32.6 Million 0.05% of portfolio
262,502
Q3 2025 Reduced 8.35%
$161B
$33.9 Million 0.05% of portfolio
31,431
Q3 2025 Reduced 2.95%
$55.4B
$28.9 Million 0.05% of portfolio
94,553
Q3 2025 Added 6.95%
$42.8B
$28.3 Million 0.05% of portfolio
319,588
Q3 2025 Reduced 0.97%
$43.5B
$32.3 Million 0.05% of portfolio
92,398
Q3 2025 Added 0.55%
$28.7B
$28.9 Million 0.05% of portfolio
492,191
Q3 2025 Added 1.99%
$52.4B
$28.6 Million 0.05% of portfolio
833,046
Q3 2025 Reduced 28.87%
$60.5B
$30.1 Million 0.05% of portfolio
720,768
Q3 2025 Reduced 2.25%
$33.9B
$30.4 Million 0.05% of portfolio
120,897
Q3 2025 Reduced 3.96%
$12.5B
$33.2 Million 0.05% of portfolio
111,707
Q3 2025 Reduced 1.92%
$43.5B
$23.7 Million 0.04% of portfolio
184,918
Q3 2025 Reduced 0.1%
$72.4B
$25.8 Million 0.04% of portfolio
72,444
Q3 2025 Reduced 10.06%
$0
$24.3 Million 0.04% of portfolio
1,189,462
Q3 2025 Added 137.3%
$89.3B
$25.9 Million 0.04% of portfolio
237,707
Q3 2025 Reduced 26.43%
$5.27B
$25.7 Million 0.04% of portfolio
1,918,487
Q3 2025 Added 10.68%
$45.2B
$23.8 Million 0.04% of portfolio
398,635
Q3 2025 Reduced 13.02%
$49.4B
$23.7 Million 0.04% of portfolio
150,563
Q3 2025 Reduced 10.45%
$73.4B
$22.1 Million 0.04% of portfolio
622,259
Q3 2025 Reduced 5.46%
$19.9B
$24.9 Million 0.04% of portfolio
319,228
Q3 2025 Added 36.98%
$68.9B
$22.4 Million 0.04% of portfolio
95,160
Q3 2025 Reduced 0.02%
$61.6B
$21.9 Million 0.04% of portfolio
773,829
Q3 2025 Added 1.66%
$99.7B
$26.8 Million 0.04% of portfolio
139,260
Q3 2025 Reduced 4.34%
$37.6B
$26.2 Million 0.04% of portfolio
388,974
Q3 2025 Reduced 75.18%
$65.7B
$26.2 Million 0.04% of portfolio
87,106
Q3 2025 Reduced 2.58%
$114B
$22.2 Million 0.04% of portfolio
193,963
Q3 2025 Reduced 38.69%
$35.8B
$23.3 Million 0.04% of portfolio
85,238
Q3 2025 Reduced 1.76%
$270B
$24 Million 0.04% of portfolio
335,043
Q3 2025 Reduced 19.24%
$98.6B
$23.1 Million 0.04% of portfolio
243,665
Q3 2025 Added 6.83%
$72.7B
$26 Million 0.04% of portfolio
132,507
Q3 2025 Added 0.12%
$35B
$24.8 Million 0.04% of portfolio
216,483
Q3 2025 Reduced 4.6%
$12.2B
$22.9 Million 0.04% of portfolio
117,019
Q3 2025 Added 2.4%
$42.4B
$24.3 Million 0.04% of portfolio
160,015
Q3 2025 Reduced 9.52%
$55.3B
$18 Million 0.03% of portfolio
39,392
Q3 2025 Reduced 6.55%
$12.6B
$20 Million 0.03% of portfolio
2,448,128
Q3 2025 Added 23.52%
$62.3B
$17.9 Million 0.03% of portfolio
159,373
Q3 2025 Added 8.84%
$59.1B
$18.1 Million 0.03% of portfolio
230,618
Q3 2025 Reduced 15.74%
$277B
$16.3 Million 0.03% of portfolio
212,378
Q3 2025 Added 9.64%
$54.5B
$18.7 Million 0.03% of portfolio
100,071
Q3 2025 Reduced 3.53%
$138B
$18.1 Million 0.03% of portfolio
323,984
Q3 2025 Reduced 0.7%
$147B
$21.4 Million 0.03% of portfolio
218,798
Q3 2025 Added 25.93%
$99.5B
$20.5 Million 0.03% of portfolio
455,390
Q3 2025 Reduced 11.13%
$27.4B
$19.6 Million 0.03% of portfolio
80,041
Q3 2025 Reduced 1.01%
$69.4B
$19.8 Million 0.03% of portfolio
241,486
Q3 2025 Added 7.97%
$115B
$16.2 Million 0.03% of portfolio
33,128
Q3 2025 Added 3.03%
$39.2B
$17.3 Million 0.03% of portfolio
179,748
Q3 2025 Reduced 29.81%
$49.5B
$17.1 Million 0.03% of portfolio
100,885
Q3 2025 Reduced 14.74%
$34.7B
$15.7 Million 0.03% of portfolio
111,061
Q3 2025 Reduced 2.25%

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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