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
$3.39 Million 0.01% of portfolio
34,085
Q3 2025 Added 3.71%
$0
$5.4 Million 0.01% of portfolio
123,172
Q3 2025 Reduced 8.87%
$0
$3.56 Million 0.01% of portfolio
81,355
Q3 2025 New
$0
$4.81 Million 0.01% of portfolio
47,763
Q3 2025 Reduced 3.31%
$0
$7.19 Million 0.01% of portfolio
69,788
Q3 2025 Reduced 10.48%
$0
$4.06 Million 0.01% of portfolio
127,372
Q3 2025 Reduced 22.59%
$0
$4.67 Million 0.01% of portfolio
110,896
Q3 2025 Reduced 45.64%
$0
$3.94 Million 0.01% of portfolio
43,918
Q3 2025 Reduced 67.97%
$0
$7.41 Million 0.01% of portfolio
97,447
Q3 2025 Added 18.88%
$0
$8.61 Million 0.01% of portfolio
98,737
Q3 2025 Reduced 33.49%
$0
$3.77 Million 0.01% of portfolio
51,826
Q3 2025 Reduced 10.93%
$0
$3.84 Million 0.01% of portfolio
61,756
Q3 2025 Added 0.55%
$0
$3.78 Million 0.01% of portfolio
19,089
Q3 2025 New
$0
$4.22 Million 0.01% of portfolio
95,981
Q3 2025 Reduced 3.04%
$0
$5.08 Million 0.01% of portfolio
57,358
Q3 2025 Reduced 3.42%
$0
$5.68 Million 0.01% of portfolio
24,185
Q3 2025 Reduced 9.37%
$0
$3.88 Million 0.01% of portfolio
38,703
Q3 2025 Reduced 10.29%
$0
$5.75 Million 0.01% of portfolio
75,220
Q3 2025 Added 15.84%
$0
$6.27 Million 0.01% of portfolio
73,042
Q3 2025 Reduced 9.3%
$0
$7.84 Million 0.01% of portfolio
71,008
Q3 2025 Added 3.79%
$0
$7.42 Million 0.01% of portfolio
35,447
Q3 2025 Reduced 36.34%
$0
$3.66 Million 0.01% of portfolio
43,242
Q3 2025 Added 620.22%
$0
$7.5 Million 0.01% of portfolio
83,776
Q3 2025 Added 0.41%
$0
$5.72 Million 0.01% of portfolio
19,303
Q3 2025 Reduced 39.8%
$0
$4.65 Million 0.01% of portfolio
24,791
Q3 2025 Reduced 67.21%
$0
$3.56 Million 0.01% of portfolio
28,277
Q3 2025 Reduced 81.58%
$0
$6.9 Million 0.01% of portfolio
26,581
Q3 2025 Reduced 39.11%
$0
$3.84 Million 0.01% of portfolio
20,295
Q3 2025 Reduced 82.17%
$0
$3.13 Million 0.01% of portfolio
78,610
Q3 2025 Added 3.79%
$0
$7.48 Million 0.01% of portfolio
84,038
Q3 2025 Added 26.94%
$0
$3.16 Million 0.01% of portfolio
37,567
Q2 2025 Reduced 50.0%
$1.09B
$133,000 0.0% of portfolio
1,488
Q3 2025 New
$2.1B
$345,000 0.0% of portfolio
2,089
Q3 2025 Added 6.8%
$2.36B
$391,000 0.0% of portfolio
8,793
Q3 2025 New
$0
$531,000 0.0% of portfolio
14,258
Q3 2025 Reduced 13.34%
$0
$177,000 0.0% of portfolio
37,121
Q3 2025 Reduced 73.99%
$0
$300,000 0.0% of portfolio
6,525
Q2 2025 Added 200.0%
$0
$2.78 Million 0.0% of portfolio
85,863
Q3 2025 Added 34.58%
$0
$416,000 0.0% of portfolio
6,172
Q3 2025 Reduced 89.49%
$0
$500,000 0.0% of portfolio
7,467
Q3 2025 Added 90.0%
$0
$491,000 0.0% of portfolio
4,410
Q3 2025 New
$0
$250,000 0.0% of portfolio
4,406
Q3 2025 Reduced 2.22%
$0
$379,000 0.0% of portfolio
5,524
Q2 2025 New
$0
$2.5 Million 0.0% of portfolio
57,028
Q3 2025 Reduced 12.4%
$0
$446,000 0.0% of portfolio
7,272
Q3 2025 Reduced 0.14%
$0
$276,000 0.0% of portfolio
8,376
Q3 2025 Added 1.92%
$0
$1.14 Million 0.0% of portfolio
47,804
Q3 2025 Reduced 12.32%
$0
$446,000 0.0% of portfolio
14,683
Q3 2025 Reduced 98.98%
$0
$2.77 Million 0.0% of portfolio
57,817
Q3 2025 Reduced 32.26%

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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