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
$33.1 Million 0.05% of portfolio
911,842
Q3 2025 Reduced 74.08%
$0
$30.7 Million 0.05% of portfolio
974,057
Q3 2025 Reduced 0.87%
$0
$28.3 Million 0.05% of portfolio
463,127
Q3 2025 Reduced 3.59%
$0
$33.4 Million 0.05% of portfolio
738,879
Q3 2025 Reduced 2.92%
$0
$31.6 Million 0.05% of portfolio
431,330
Q3 2025 Reduced 7.03%
$0
$33.9 Million 0.05% of portfolio
336,221
Q3 2025 Reduced 17.16%
$0
$28.3 Million 0.05% of portfolio
340,546
Q3 2025 Reduced 10.41%
$0
$31.2 Million 0.05% of portfolio
869,231
Q3 2025 Reduced 1.16%
$0
$34.2 Million 0.05% of portfolio
582,377
Q3 2025 Reduced 11.65%
$0
$28.8 Million 0.05% of portfolio
309,415
Q3 2025 Reduced 4.94%
$0
$29.7 Million 0.05% of portfolio
260,666
Q3 2025 Reduced 13.42%
$0
$31.4 Million 0.05% of portfolio
545,620
Q3 2025 Added 1,153.32%
$0
$28.2 Million 0.05% of portfolio
659,046
Q3 2025 Added 34.21%
$0
$30.4 Million 0.05% of portfolio
655,978
Q3 2025 Added 12.18%
$0
$28.6 Million 0.05% of portfolio
92,749
Q3 2025 Reduced 18.79%
$0
$25.9 Million 0.04% of portfolio
260,495
Q3 2025 Reduced 51.43%
$0
$23.9 Million 0.04% of portfolio
1,189,923
Q3 2025 New
$0
$22.4 Million 0.04% of portfolio
143,835
Q3 2025 Added 181.13%
$0
$22.6 Million 0.04% of portfolio
714,820
Q3 2025 Added 13.89%
$0
$22.5 Million 0.04% of portfolio
430,973
Q3 2025 Reduced 5.03%
$0
$26.5 Million 0.04% of portfolio
566,341
Q3 2025 Added 6.58%
$0
$23.2 Million 0.04% of portfolio
162,590
Q3 2025 Added 3.31%
$0
$25.9 Million 0.04% of portfolio
146,613
Q3 2025 Added 9.84%
$0
$22.3 Million 0.04% of portfolio
149,906
Q3 2025 Reduced 18.89%
$0
$27.8 Million 0.04% of portfolio
362,922
Q3 2025 Reduced 6.49%
$0
$26.6 Million 0.04% of portfolio
622,961
Q3 2025 Added 19.43%
$0
$23.7 Million 0.04% of portfolio
901,980
Q3 2025 Reduced 0.86%
$0
$27.9 Million 0.04% of portfolio
613,026
Q3 2025 Reduced 98.13%
$0
$22.6 Million 0.04% of portfolio
827,484
Q3 2025 Reduced 0.97%
$0
$23 Million 0.04% of portfolio
427,782
Q3 2025 Reduced 6.44%
$0
$25.9 Million 0.04% of portfolio
452,918
Q3 2025 Added 6.96%
$0
$25 Million 0.04% of portfolio
615,598
Q3 2025 Added 16.87%
$0
$22.8 Million 0.04% of portfolio
77,517
Q3 2025 Added 310.79%
$0
$22.8 Million 0.04% of portfolio
478,256
Q3 2025 Reduced 27.71%
$11.9B
$26.1 Million 0.04% of portfolio
341,919
Q3 2025 Added 8.34%
$0
$17.9 Million 0.03% of portfolio
608,276
Q3 2025 Added 1.9%
$0
$18.9 Million 0.03% of portfolio
276,220
Q3 2025 Reduced 55.83%
$0
$17.1 Million 0.03% of portfolio
284,475
Q3 2025 Reduced 22.31%
$0
$21.2 Million 0.03% of portfolio
417,592
Q3 2025 Added 1,781.72%
$0
$19.4 Million 0.03% of portfolio
133,566
Q3 2025 Added 9.74%
$0
$17.3 Million 0.03% of portfolio
124,133
Q3 2025 Added 11.22%
$0
$20.9 Million 0.03% of portfolio
321,368
Q3 2025 Added 17.18%
$0
$17.6 Million 0.03% of portfolio
89,612
Q3 2025 Added 10.4%
$0
$17.9 Million 0.03% of portfolio
376,065
Q3 2025 Added 18.24%
$0
$19 Million 0.03% of portfolio
372,300
Q3 2025 Reduced 58.32%
$0
$21.7 Million 0.03% of portfolio
733,670
Q3 2025 Added 14.39%
$0
$19.9 Million 0.03% of portfolio
774,495
Q3 2025 Added 11.74%
$0
$18.2 Million 0.03% of portfolio
76,113
Q3 2025 Reduced 5.91%
$0
$20.6 Million 0.03% of portfolio
148,028
Q3 2025 Reduced 7.05%

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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