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
$11.4B
$63.1 Million 0.1% of portfolio
156,053
Q3 2025 Added 4.01%
$72.3B
$58.8 Million 0.09% of portfolio
526,360
Q3 2025 Reduced 1.0%
$0
$56.2 Million 0.09% of portfolio
630,982
Q3 2025 Reduced 40.1%
$0
$56.9 Million 0.09% of portfolio
757,229
Q3 2025 Reduced 27.53%
$120B
$55.8 Million 0.09% of portfolio
1,776,271
Q3 2025 Reduced 15.39%
$111B
$53.9 Million 0.09% of portfolio
163,710
Q3 2025 Reduced 1.05%
$6.6B
$54 Million 0.09% of portfolio
840,319
Q3 2025 Added 3.0%
$16.9B
$56.6 Million 0.09% of portfolio
421,654
Q3 2025 Reduced 2.34%
$0
$55.4 Million 0.09% of portfolio
292,284
Q3 2025 Reduced 71.22%
$0
$57.1 Million 0.09% of portfolio
692,044
Q3 2025 Reduced 5.26%
$128B
$53.7 Million 0.09% of portfolio
564,030
Q3 2025 Reduced 41.19%
$283B
$58.8 Million 0.09% of portfolio
458,540
Q3 2025 Added 1.26%
$0
$54.6 Million 0.09% of portfolio
987,312
Q3 2025 Added 5.2%
$1.93B
$58.8 Million 0.09% of portfolio
1,762,417
Q3 2025 Reduced 12.69%
$82.8B
$54.2 Million 0.09% of portfolio
188,064
Q3 2025 Added 76.08%
$57.9B
$51.3 Million 0.08% of portfolio
239,130
Q3 2025 Reduced 1.46%
$0
$51.6 Million 0.08% of portfolio
712,187
Q3 2025 Reduced 58.73%
$0
$51.4 Million 0.08% of portfolio
882,879
Q3 2025 Reduced 61.12%
$65.3B
$51.8 Million 0.08% of portfolio
712,037
Q3 2025 Added 18.23%
$0
$50.9 Million 0.08% of portfolio
349,717
Q3 2025 Added 32.2%
$0
$52.8 Million 0.08% of portfolio
144,429
Q3 2025 Added 6.56%
$0
$50.6 Million 0.08% of portfolio
439,967
Q3 2025 Added 273.36%
$92.7B
$47.8 Million 0.08% of portfolio
183,401
Q3 2025 Reduced 5.29%
$7.94B
$49.6 Million 0.08% of portfolio
336,215
Q3 2025 Added 1.76%
$62.7B
$48.2 Million 0.08% of portfolio
585,729
Q3 2025 Reduced 42.25%
$43.2B
$49.3 Million 0.08% of portfolio
53,597
Q3 2025 Reduced 51.4%
$26.6B
$51.9 Million 0.08% of portfolio
385,588
Q3 2025 Reduced 5.25%
$74.3B
$51 Million 0.08% of portfolio
253,648
Q3 2025 Reduced 6.43%
$12.6B
$50.5 Million 0.08% of portfolio
262,813
Q3 2025 Reduced 5.32%
$0
$49.2 Million 0.08% of portfolio
1,474,214
Q3 2025 Added 1,164.75%
$0
$53 Million 0.08% of portfolio
1,132,785
Q3 2025 Added 464.57%
$6.15B
$48.5 Million 0.08% of portfolio
852,822
Q3 2025 Added 1.25%
$150B
$50.7 Million 0.08% of portfolio
855,081
Q3 2025 Reduced 11.14%
$0
$49.6 Million 0.08% of portfolio
675,100
Q3 2025 Reduced 94.52%
$12.1B
$45.1 Million 0.07% of portfolio
324,843
Q3 2025 Reduced 0.67%
$7.67B
$43.8 Million 0.07% of portfolio
3,505,953
Q3 2025 Added 8,507.37%
$114B
$43.8 Million 0.07% of portfolio
202,901
Q3 2025 Reduced 5.64%
$5.44B
$46.4 Million 0.07% of portfolio
1,033,239
Q3 2025 Added 19.54%
$190B
$44.9 Million 0.07% of portfolio
441,900
Q3 2025 Reduced 5.7%
$0
$42 Million 0.07% of portfolio
917,618
Q3 2025 Reduced 2.69%
$96.4B
$42.2 Million 0.07% of portfolio
341,108
Q3 2025 Added 5.32%
$64.7B
$42.8 Million 0.07% of portfolio
381,931
Q3 2025 Reduced 4.45%
$0
$45.4 Million 0.07% of portfolio
1,187,957
Q3 2025 New
$0
$44.2 Million 0.07% of portfolio
954,854
Q3 2025 Added 161.47%
$0
$42.8 Million 0.07% of portfolio
153,002
Q3 2025 Added 4,924.7%
$37.7B
$46.1 Million 0.07% of portfolio
206,775
Q3 2025 Reduced 2.05%
$17.1B
$46.7 Million 0.07% of portfolio
144,532
Q3 2025 Added 4.35%
$0
$44 Million 0.07% of portfolio
823,306
Q3 2025 Reduced 74.59%
$0
$43.7 Million 0.07% of portfolio
459,792
Q3 2025 Added 4.67%

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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