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
$76.2B
$130 Million 0.21% of portfolio
2,087,263
Q3 2025 Reduced 51.6%
$33.2B
$130 Million 0.21% of portfolio
1,322,782
Q3 2025 Reduced 0.69%
$317B
$133 Million 0.21% of portfolio
1,585,244
Q3 2025 Reduced 8.53%
$84B
$122 Million 0.2% of portfolio
636,749
Q3 2025 Reduced 1.33%
$75.4B
$124 Million 0.2% of portfolio
944,818
Q3 2025 Reduced 3.28%
$72.9B
$125 Million 0.2% of portfolio
483,208
Q3 2025 Reduced 26.69%
$0
$123 Million 0.2% of portfolio
2,786,800
Q3 2025 Added 6.59%
$0
$126 Million 0.2% of portfolio
647,608
Q3 2025 Added 0.82%
$181B
$124 Million 0.2% of portfolio
1,269,687
Q3 2025 Reduced 4.62%
$0
$124 Million 0.2% of portfolio
1,026,365
Q3 2025 Added 302.47%
$104B
$117 Million 0.19% of portfolio
399,457
Q3 2025 Reduced 10.85%
$306B
$117 Million 0.19% of portfolio
1,765,853
Q3 2025 Reduced 27.45%
$265B
$118 Million 0.19% of portfolio
147,720
Q3 2025 Added 0.96%
$266B
$116 Million 0.19% of portfolio
412,649
Q3 2025 Added 6.39%
$6.2B
$116 Million 0.19% of portfolio
1,076,732
Q3 2025 Added 30.11%
$413B
$112 Million 0.18% of portfolio
2,162,611
Q3 2025 Added 0.23%
$123B
$114 Million 0.18% of portfolio
404,518
Q3 2025 Reduced 30.82%
$0
$114 Million 0.18% of portfolio
449,156
Q3 2025 Reduced 5.96%
$118B
$105 Million 0.17% of portfolio
428,575
Q3 2025 Reduced 5.03%
$34.9B
$109 Million 0.17% of portfolio
455,784
Q3 2025 Added 5.84%
$77.2B
$105 Million 0.17% of portfolio
491,778
Q3 2025 Reduced 24.22%
$0
$104 Million 0.17% of portfolio
1,534,236
Q3 2025 Added 4,220.09%
$0
$108 Million 0.17% of portfolio
1,079,490
Q3 2025 Added 16.43%
$0
$106 Million 0.17% of portfolio
767,573
Q3 2025 Added 60.9%
$68.5B
$104 Million 0.17% of portfolio
764,624
Q3 2025 Reduced 0.36%
$136B
$105 Million 0.17% of portfolio
444,569
Q3 2025 Reduced 10.75%
$0
$105 Million 0.17% of portfolio
239,987
Q3 2025 Reduced 1.88%
$0
$96.9 Million 0.16% of portfolio
891,527
Q3 2025 Reduced 14.28%
$183B
$98.5 Million 0.16% of portfolio
349,099
Q3 2025 Reduced 32.79%
$0
$99.8 Million 0.16% of portfolio
3,156,286
Q3 2025 Reduced 5.61%
$84.9B
$101 Million 0.16% of portfolio
597,280
Q3 2025 Reduced 30.19%
$0
$101 Million 0.16% of portfolio
1,874,586
Q3 2025 Added 6.51%
$40.4B
$99.8 Million 0.16% of portfolio
787,242
Q3 2025 Reduced 4.41%
$237B
$99.2 Million 0.16% of portfolio
418,445
Q3 2025 Reduced 7.28%
$0
$101 Million 0.16% of portfolio
2,340,733
Q3 2025 Reduced 10.04%
$1.46T
$103 Million 0.16% of portfolio
368,140
Q3 2025 Added 3.95%
$0
$101 Million 0.16% of portfolio
345,286
Q3 2025 Reduced 12.62%
$0
$97 Million 0.16% of portfolio
687,917
Q3 2025 Added 223.71%
$5.67B
$98.2 Million 0.16% of portfolio
2,339,043
Q3 2025 Reduced 2.45%
$163B
$93.6 Million 0.15% of portfolio
130,308
Q3 2025 Added 584.75%
$0
$92.6 Million 0.15% of portfolio
3,633,241
Q3 2025 Added 7.17%
$182B
$92.4 Million 0.15% of portfolio
135,289
Q3 2025 Added 2.66%
$123B
$92.2 Million 0.15% of portfolio
184,741
Q3 2025 Reduced 8.94%
$73.7B
$96.1 Million 0.15% of portfolio
1,143,339
Q3 2025 Reduced 4.87%
$0
$92.8 Million 0.15% of portfolio
1,015,189
Q3 2025 Reduced 8.57%
$70.2B
$85.7 Million 0.14% of portfolio
2,740,097
Q3 2025 Added 13.81%
$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%
$237B
$84.4 Million 0.14% of portfolio
520,398
Q3 2025 Added 6.08%

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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