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
$0
$86.3 Million 0.14% of portfolio
825,616
Q3 2025 Added 9.33%
$269B
$84.4 Million 0.14% of portfolio
352,449
Q3 2025 Added 86.73%
$72.7B
$89.4 Million 0.14% of portfolio
67,818
Q3 2025 Reduced 1.33%
$0
$89.3 Million 0.14% of portfolio
648,048
Q3 2025 Added 7.22%
$0
$88.9 Million 0.14% of portfolio
1,776,052
Q3 2025 Reduced 51.88%
$151B
$80.1 Million 0.13% of portfolio
227,043
Q3 2025 Reduced 23.47%
$388B
$80.5 Million 0.13% of portfolio
497,575
Q3 2025 Added 0.56%
$57.5B
$79 Million 0.13% of portfolio
289,618
Q3 2025 Reduced 7.09%
$4.41B
$84.3 Million 0.13% of portfolio
3,232,753
Q3 2025 Added 6,983.47%
$86.4B
$84.3 Million 0.13% of portfolio
240,075
Q3 2025 Added 165.3%
$0
$81.8 Million 0.13% of portfolio
1,216,742
Q3 2025 Added 28,801.24%
$2.37B
$83.3 Million 0.13% of portfolio
6,087,053
Q3 2025 Added 297.83%
$0
$84 Million 0.13% of portfolio
788,848
Q3 2025 Reduced 3.43%
$0
$82.2 Million 0.13% of portfolio
1,800,784
Q3 2025 Added 22.79%
$31.6B
$79.1 Million 0.13% of portfolio
64,412
Q3 2025 Reduced 54.08%
$187B
$80.4 Million 0.13% of portfolio
483,567
Q3 2025 Reduced 21.04%
$98.1B
$73.3 Million 0.12% of portfolio
428,893
Q3 2025 Added 23.04%
$0
$75.1 Million 0.12% of portfolio
1,946,012
Q3 2025 Reduced 59.43%
$79.5B
$74.5 Million 0.12% of portfolio
594,717
Q3 2025 Added 0.68%
$57.4B
$74.2 Million 0.12% of portfolio
116,177
Q3 2025 Reduced 1.1%
$89.7B
$74.7 Million 0.12% of portfolio
370,459
Q3 2025 Reduced 8.1%
$23.4B
$72.2 Million 0.12% of portfolio
8,980
Q3 2025 Reduced 3.18%
$141B
$74.3 Million 0.12% of portfolio
2,914,435
Q3 2025 Added 41.85%
$0
$76.6 Million 0.12% of portfolio
384,109
Q3 2025 Reduced 3.62%
$0
$77.1 Million 0.12% of portfolio
1,080,840
Q3 2025 Reduced 26.45%
$197B
$67.4 Million 0.11% of portfolio
329,209
Q3 2025 Reduced 8.26%
$181B
$67.1 Million 0.11% of portfolio
2,375,774
Q3 2025 Reduced 2.95%
$140B
$67.7 Million 0.11% of portfolio
180,861
Q3 2025 Added 12.97%
$0
$65.8 Million 0.11% of portfolio
205,677
Q3 2025 Reduced 11.35%
$140B
$67.8 Million 0.11% of portfolio
269,980
Q3 2025 Reduced 7.77%
$29.5B
$66.4 Million 0.11% of portfolio
1,033,636
Q3 2025 Reduced 50.99%
$66.3B
$67.4 Million 0.11% of portfolio
293,579
Q3 2025 Reduced 4.31%
$167B
$67.6 Million 0.11% of portfolio
708,344
Q3 2025 Reduced 6.08%
$0
$67.7 Million 0.11% of portfolio
857,479
Q3 2025 Reduced 71.06%
$0
$67.3 Million 0.11% of portfolio
322,615
Q3 2025 Added 62.13%
$0
$67.3 Million 0.11% of portfolio
841,457
Q3 2025 Reduced 60.33%
$0
$69 Million 0.11% of portfolio
1,213,223
Q3 2025 Added 18.42%
$73.2B
$62.5 Million 0.1% of portfolio
14,567
Q3 2025 Reduced 6.75%
$3.99B
$65 Million 0.1% of portfolio
690,549
Q3 2025 Reduced 2.33%
$0
$65.6 Million 0.1% of portfolio
1,737,235
Q3 2025 Reduced 40.08%
$0
$59.6 Million 0.1% of portfolio
2,065,634
Q3 2025 New
$156B
$63.5 Million 0.1% of portfolio
571,705
Q3 2025 Reduced 4.09%
$63.4B
$61.3 Million 0.1% of portfolio
133,950
Q3 2025 Reduced 3.03%
$1.3B
$65.2 Million 0.1% of portfolio
620,972
Q3 2025 Reduced 0.08%
$342B
$62.1 Million 0.1% of portfolio
340,237
Q3 2025 Reduced -0.0%
$5.89B
$63.9 Million 0.1% of portfolio
427,472
Q3 2025 Added 6,781.39%
$0
$62.9 Million 0.1% of portfolio
84,216
Q3 2025 Added 19.66%
$172B
$60.4 Million 0.1% of portfolio
1,374,146
Q3 2025 Reduced 0.09%
$85.9B
$62.7 Million 0.1% of portfolio
283,869
Q3 2025 Reduced 35.69%

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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