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
$16.6 Million 0.03% of portfolio
180,684
Q3 2025 Added 49.71%
$0
$19.7 Million 0.03% of portfolio
251,969
Q3 2025 Added 0.46%
$0
$17.6 Million 0.03% of portfolio
298,294
Q3 2025 Reduced 79.78%
$0
$19.1 Million 0.03% of portfolio
145,351
Q3 2025 Reduced 83.49%
$0
$10.5 Million 0.02% of portfolio
248,794
Q3 2025 Reduced 39.21%
$0
$11.6 Million 0.02% of portfolio
203,397
Q3 2025 Added 2.93%
$0
$9.73 Million 0.02% of portfolio
136,052
Q3 2025 Reduced 3.9%
$0
$12.4 Million 0.02% of portfolio
393,858
Q3 2025 Reduced 35.16%
$0
$14.6 Million 0.02% of portfolio
463,729
Q3 2025 Reduced 72.87%
$0
$12.2 Million 0.02% of portfolio
341,164
Q3 2025 Reduced 68.48%
$0
$12.2 Million 0.02% of portfolio
185,385
Q3 2025 Reduced 2.39%
$0
$14.8 Million 0.02% of portfolio
224,377
Q3 2025 Reduced 5.01%
$0
$13.5 Million 0.02% of portfolio
95,762
Q3 2025 Added 2.76%
$0
$12 Million 0.02% of portfolio
162,718
Q3 2025 Added 2.28%
$0
$14.1 Million 0.02% of portfolio
175,829
Q3 2025 Added 7.94%
$0
$13.3 Million 0.02% of portfolio
305,782
Q3 2025 Added 12.23%
$0
$15.2 Million 0.02% of portfolio
225,732
Q3 2025 Added 44.81%
$0
$15.2 Million 0.02% of portfolio
300,307
Q3 2025 Added 18.43%
$0
$9.82 Million 0.02% of portfolio
191,775
Q3 2025 Reduced 1.59%
$0
$14.3 Million 0.02% of portfolio
110,435
Q3 2025 Reduced 3.08%
$0
$14.5 Million 0.02% of portfolio
115,518
Q3 2025 Added 2,106.23%
$0
$9.99 Million 0.02% of portfolio
110,985
Q3 2025 Added 6.12%
$0
$9.78 Million 0.02% of portfolio
47,344
Q3 2025 Reduced 14.45%
$0
$13.7 Million 0.02% of portfolio
201,797
Q3 2025 Reduced 12.65%
$0
$11.9 Million 0.02% of portfolio
83,926
Q3 2025 Reduced 6.35%
$0
$10.4 Million 0.02% of portfolio
97,059
Q3 2025 Reduced 5.56%
$0
$13.5 Million 0.02% of portfolio
263,287
Q3 2025 Reduced 14.09%
$0
$11.4 Million 0.02% of portfolio
258,174
Q3 2025 Added 12.63%
$0
$11.2 Million 0.02% of portfolio
107,915
Q3 2025 Added 0.86%
$0
$11.2 Million 0.02% of portfolio
94,418
Q3 2025 Added 5.87%
$0
$15.4 Million 0.02% of portfolio
99,783
Q3 2025 Reduced 5.73%
$0
$14.5 Million 0.02% of portfolio
31,197
Q3 2025 Reduced 51.94%
$0
$12.8 Million 0.02% of portfolio
139,771
Q3 2025 Reduced 5.77%
$0
$10.9 Million 0.02% of portfolio
78,079
Q3 2025 Reduced 4.29%
$0
$12.9 Million 0.02% of portfolio
165,207
Q3 2025 Added 12.82%
$0
$14.2 Million 0.02% of portfolio
177,622
Q3 2025 Added 104.36%
$0
$9.84 Million 0.02% of portfolio
111,998
Q3 2025 Added 179.8%
$0
$9.43 Million 0.02% of portfolio
96,366
Q3 2025 Added 0.85%
$0
$12 Million 0.02% of portfolio
356,588
Q3 2025 Reduced 0.22%
$0
$5.37 Million 0.01% of portfolio
114,355
Q3 2025 Reduced 18.37%
$0
$3.72 Million 0.01% of portfolio
64,847
Q3 2025 Added 7.75%
$0
$3.77 Million 0.01% of portfolio
79,851
Q3 2025 Added 1.43%
$0
$7.21 Million 0.01% of portfolio
113,354
Q3 2025 Reduced 6.18%
$0
$3.55 Million 0.01% of portfolio
49,152
Q3 2025 Reduced 74.63%
$0
$7.2 Million 0.01% of portfolio
161,949
Q3 2025 Reduced 4.67%
$0
$7.02 Million 0.01% of portfolio
95,376
Q3 2025 Added 0.2%
$0
$4.17 Million 0.01% of portfolio
48,319
Q3 2025 Reduced 20.8%
$0
$6.19 Million 0.01% of portfolio
209,063
Q3 2025 Added 27.19%
$0
$3.52 Million 0.01% of portfolio
149,348
Q3 2025 Reduced 6.69%

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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