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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88.1 Million 0.14% of portfolio
878,694
Q3 2025 Reduced 5.9%
$0
$84.4 Million 0.14% of portfolio
222,651
Q3 2025 Added 2.32%
$0
$86.3 Million 0.14% of portfolio
825,616
Q3 2025 Added 9.33%
$0
$89.3 Million 0.14% of portfolio
648,048
Q3 2025 Added 7.22%
$0
$88.9 Million 0.14% of portfolio
1,776,052
Q3 2025 Reduced 51.88%
$0
$81.8 Million 0.13% of portfolio
1,216,742
Q3 2025 Added 28,801.24%
$0
$84 Million 0.13% of portfolio
788,848
Q3 2025 Reduced 3.43%
$0
$82.2 Million 0.13% of portfolio
1,800,784
Q3 2025 Added 22.79%
$0
$75.1 Million 0.12% of portfolio
1,946,012
Q3 2025 Reduced 59.43%
$0
$76.6 Million 0.12% of portfolio
384,109
Q3 2025 Reduced 3.62%
$0
$77.1 Million 0.12% of portfolio
1,080,840
Q3 2025 Reduced 26.45%
$0
$65.8 Million 0.11% of portfolio
205,677
Q3 2025 Reduced 11.35%
$0
$67.7 Million 0.11% of portfolio
857,479
Q3 2025 Reduced 71.06%
$0
$67.3 Million 0.11% of portfolio
322,615
Q3 2025 Added 62.13%
$0
$67.3 Million 0.11% of portfolio
841,457
Q3 2025 Reduced 60.33%
$0
$69 Million 0.11% of portfolio
1,213,223
Q3 2025 Added 18.42%
$0
$59.6 Million 0.1% of portfolio
2,065,634
Q3 2025 New
$0
$62.9 Million 0.1% of portfolio
84,216
Q3 2025 Added 19.66%
$0
$56.2 Million 0.09% of portfolio
630,982
Q3 2025 Reduced 40.1%
$0
$56.9 Million 0.09% of portfolio
757,229
Q3 2025 Reduced 27.53%
$0
$55.4 Million 0.09% of portfolio
292,284
Q3 2025 Reduced 71.22%
$0
$57.1 Million 0.09% of portfolio
692,044
Q3 2025 Reduced 5.26%
$0
$54.6 Million 0.09% of portfolio
987,312
Q3 2025 Added 5.2%
$0
$51.6 Million 0.08% of portfolio
712,187
Q3 2025 Reduced 58.73%
$0
$51.4 Million 0.08% of portfolio
882,879
Q3 2025 Reduced 61.12%
$65.3B
$51.8 Million 0.08% of portfolio
712,037
Q3 2025 Added 18.23%
$0
$50.9 Million 0.08% of portfolio
349,717
Q3 2025 Added 32.2%
$0
$52.8 Million 0.08% of portfolio
144,429
Q3 2025 Added 6.56%
$0
$50.6 Million 0.08% of portfolio
439,967
Q3 2025 Added 273.36%
$0
$49.2 Million 0.08% of portfolio
1,474,214
Q3 2025 Added 1,164.75%
$0
$53 Million 0.08% of portfolio
1,132,785
Q3 2025 Added 464.57%
$0
$49.6 Million 0.08% of portfolio
675,100
Q3 2025 Reduced 94.52%
$0
$42 Million 0.07% of portfolio
917,618
Q3 2025 Reduced 2.69%
$0
$45.4 Million 0.07% of portfolio
1,187,957
Q3 2025 New
$0
$44.2 Million 0.07% of portfolio
954,854
Q3 2025 Added 161.47%
$0
$42.8 Million 0.07% of portfolio
153,002
Q3 2025 Added 4,924.7%
$0
$44 Million 0.07% of portfolio
823,306
Q3 2025 Reduced 74.59%
$0
$43.7 Million 0.07% of portfolio
459,792
Q3 2025 Added 4.67%
$0
$43 Million 0.07% of portfolio
261,173
Q3 2025 Added 13.77%
$0
$44.6 Million 0.07% of portfolio
446,435
Q3 2025 Reduced 1.97%
$0
$45.9 Million 0.07% of portfolio
262,678
Q3 2025 Added 1,677.49%
$0
$35 Million 0.06% of portfolio
268,803
Q3 2025 Reduced 0.83%
$0
$36.2 Million 0.06% of portfolio
374,678
Q3 2025 Reduced 11.16%
$0
$36.7 Million 0.06% of portfolio
304,135
Q3 2025 Added 10.54%
$0
$37 Million 0.06% of portfolio
733,905
Q3 2025 New
$0
$38.1 Million 0.06% of portfolio
1,363,869
Q3 2025 Added 359.67%
$0
$38.8 Million 0.06% of portfolio
434,245
Q3 2025 Reduced 16.15%
$0
$35.3 Million 0.06% of portfolio
713,650
Q3 2025 Reduced 4.93%
$0
$36.7 Million 0.06% of portfolio
257,470
Q3 2025 Reduced 3.34%

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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