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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.4B
$2.58 Million 0.0% of portfolio
9,368
Q3 2025 Reduced 20.53%
$2.35B
$1.77 Million 0.0% of portfolio
32,416
Q3 2025 Reduced 0.28%
$6.49B
$2.49 Million 0.0% of portfolio
5,567
Q3 2025 Added 147.31%
$1.79B
$306,000 0.0% of portfolio
19,352
Q3 2025 Reduced 14.71%
$26.1B
$351,000 0.0% of portfolio
6,527
Q1 2025 Reduced 2.97%
$45.4M
$565,000 0.0% of portfolio
234,679
Q3 2025 Reduced 29.44%
$2.39B
$919,000 0.0% of portfolio
6,827
Q3 2025 Added 91.07%
$224M
$2.84 Million 0.0% of portfolio
222,133
Q3 2025 Reduced 5.64%
$5.3B
$1.24 Million 0.0% of portfolio
11,641
Q3 2025 Reduced 6.95%
$3.86B
$2.28 Million 0.0% of portfolio
22,904
Q3 2025 Reduced 6.1%
$32.9B
$1.42 Million 0.0% of portfolio
32,505
Q3 2025 Added 6.72%
$3.71B
$622,000 0.0% of portfolio
6,420
Q3 2025 Added 148.55%
$4.64B
$1.24 Million 0.0% of portfolio
589,503
Q3 2025 Reduced 0.23%
$28.4B
$1.38 Million 0.0% of portfolio
9,501
Q3 2025 Added 12.21%
Cineverse Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.02%
$6.67B
$1.61 Million 0.0% of portfolio
12,845
Q3 2025 Added 86.32%
$287M
$95,000 0.0% of portfolio
13,692
Q3 2025 New
$2.42B
$2.12 Million 0.0% of portfolio
65,241
Q3 2025 Added 10.94%
$127M
$135,000 0.0% of portfolio
38,578
Q4 2024 Reduced 1.41%
$11.1B
$1.16 Million 0.0% of portfolio
5,015
Q3 2025 Added 100.6%
$3.03B
$1.03 Million 0.0% of portfolio
30,811
Q3 2025 Added 48.07%
$379M
$726,000 0.0% of portfolio
33,325
Q3 2025 New
$306M
$441,000 0.0% of portfolio
21,265
Q3 2025 Reduced 1.65%
$2.96B
$435,000 0.0% of portfolio
15,430
Q3 2025 Added 32.0%
$5.53B
$222,000 0.0% of portfolio
18,202
Q3 2025 Reduced 11.7%
$12.8B
$2.19 Million 0.0% of portfolio
17,784
Q3 2025 Reduced 14.61%
Cloudflare Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
$3.14B
$171,000 0.0% of portfolio
11,023
Q3 2025 New
$12.5B
$271,000 0.0% of portfolio
5,847
Q3 2025 New
$14.1B
$433,000 0.0% of portfolio
41,643
Q3 2025 Added 22.5%
$4.71B
$758,000 0.0% of portfolio
19,185
Q3 2025 Added 3.38%
$6.64B
$1.32 Million 0.0% of portfolio
41,053
Q3 2025 Added 15.42%
$1.34B
$1.6 Million 0.0% of portfolio
13,642
Q3 2025 Reduced 2.73%
$41.3B
$645,000 0.0% of portfolio
7,135
Q3 2025 Added 42.53%
$18.5B
$1.21 Million 0.0% of portfolio
14,592
Q3 2025 Added 25.83%
$4.16B
$1.34 Million 0.0% of portfolio
71,403
Q3 2025 Reduced 13.46%
$6.38B
$1.46 Million 0.0% of portfolio
32,155
Q3 2025 Added 75.05%
$35.2M
$96,000 0.0% of portfolio
72,112
Q3 2025 New
$0
$1.3 Million 0.0% of portfolio
63,917
Q3 2025 Reduced 1.17%
Coherent Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 41.13%
$92.5M
$147,000 0.0% of portfolio
90,000
Q3 2025 Added 50.0%
$1.57B
$245,000 0.0% of portfolio
7,008
Q3 2025 New
$2.12B
$885,000 0.0% of portfolio
34,414
Q3 2025 Reduced 2.7%
$32.5B
$1.55 Million 0.0% of portfolio
1,880
Q3 2025 Added 13.39%
$6.39B
$771,000 0.0% of portfolio
12,907
Q3 2025 Reduced 8.81%
$337M
$357,000 0.0% of portfolio
77,824
Q3 2025 Added 0.03%
$6.92B
$1.34 Million 0.0% of portfolio
23,399
Q3 2025 Added 5.12%
$3.04B
$574,000 0.0% of portfolio
9,801
Q3 2025 Added 1.27%
$5.71B
$709,000 0.0% of portfolio
3,758
Q3 2025 Reduced 16.19%

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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