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
$43 Million 0.07% of portfolio
261,173
Q3 2025 Added 13.77%
$0
$44.6 Million 0.07% of portfolio
446,435
Q3 2025 Reduced 1.97%
$81.8B
$44.6 Million 0.07% of portfolio
405,321
Q3 2025 Added 11.17%
$4.52B
$45.6 Million 0.07% of portfolio
371,962
Q3 2025 Added 3.2%
$37.2B
$46.5 Million 0.07% of portfolio
73,706
Q3 2025 Added 3.22%
$45.2B
$44.2 Million 0.07% of portfolio
77,967
Q3 2025 Reduced 2.96%
$86.7B
$41.6 Million 0.07% of portfolio
68,243
Q3 2025 Reduced 2.3%
$86.1B
$45.1 Million 0.07% of portfolio
130,181
Q3 2025 Reduced 1.43%
$0
$45.9 Million 0.07% of portfolio
262,678
Q3 2025 Added 1,677.49%
$41.2B
$43.9 Million 0.07% of portfolio
147,467
Q3 2025 Reduced 10.14%
$74.3B
$45.3 Million 0.07% of portfolio
715,264
Q3 2025 Added 33.75%
$104B
$37.9 Million 0.06% of portfolio
573,583
Q3 2025 Added 12.03%
$44.4B
$36.4 Million 0.06% of portfolio
193,868
Q3 2025 Added 18.76%
$78.4B
$36.7 Million 0.06% of portfolio
275,446
Q3 2025 Added 32.0%
$5.03B
$37.1 Million 0.06% of portfolio
247,057
Q3 2025 Reduced 1.51%
$20.5B
$38.4 Million 0.06% of portfolio
500,726
Q3 2025 Added 219.07%
$65.7B
$38.1 Million 0.06% of portfolio
476,184
Q3 2025 Reduced 11.09%
$12.8B
$38 Million 0.06% of portfolio
266,062
Q3 2025 Added 9.84%
$0
$35 Million 0.06% of portfolio
268,803
Q3 2025 Reduced 0.83%
$46.8B
$37.8 Million 0.06% of portfolio
39,634
Q3 2025 Reduced 1.86%
$12.4B
$36.3 Million 0.06% of portfolio
222,858
Q3 2025 Added 0.48%
$0
$36.2 Million 0.06% of portfolio
374,678
Q3 2025 Reduced 11.16%
$0
$36.7 Million 0.06% of portfolio
304,135
Q3 2025 Added 10.54%
$0
$37 Million 0.06% of portfolio
733,905
Q3 2025 New
$103B
$37.8 Million 0.06% of portfolio
290,900
Q3 2025 Added 88.61%
$16.4B
$36.4 Million 0.06% of portfolio
543,335
Q3 2025 Added 9.52%
$268B
$40.1 Million 0.06% of portfolio
239,441
Q3 2025 Reduced 50.73%
$87.8B
$34.4 Million 0.06% of portfolio
72,153
Q3 2025 Reduced 63.96%
$79.2B
$37.6 Million 0.06% of portfolio
539,172
Q3 2025 Reduced 4.88%
$109B
$40.4 Million 0.06% of portfolio
728,080
Q3 2025 Reduced 30.75%
$0
$38.1 Million 0.06% of portfolio
1,363,869
Q3 2025 Added 359.67%
$0
$38.8 Million 0.06% of portfolio
434,245
Q3 2025 Reduced 16.15%
$28.9B
$40.2 Million 0.06% of portfolio
446,883
Q3 2025 Reduced 19.49%
$67.3B
$38.3 Million 0.06% of portfolio
137,268
Q3 2025 Added 20.88%
$70.1B
$37.9 Million 0.06% of portfolio
222,740
Q3 2025 Reduced 0.76%
$0
$35.3 Million 0.06% of portfolio
713,650
Q3 2025 Reduced 4.93%
$0
$36.7 Million 0.06% of portfolio
257,470
Q3 2025 Reduced 3.34%
$111B
$39.8 Million 0.06% of portfolio
101,731
Q3 2025 Reduced 1.06%
$91.4B
$34 Million 0.05% of portfolio
218,989
Q3 2025 Reduced 4.42%
$12.9B
$28.6 Million 0.05% of portfolio
352,108
Q3 2025 Added 17.74%
$14.1B
$32.8 Million 0.05% of portfolio
202,418
Q3 2025 Reduced 1.93%
$22.8B
$32.1 Million 0.05% of portfolio
341,736
Q3 2025 Reduced 0.49%
$20.4B
$30.3 Million 0.05% of portfolio
345,739
Q3 2025 Added 14.97%
$19B
$32.2 Million 0.05% of portfolio
156,787
Q3 2025 Reduced 12.44%
$9.78B
$33.1 Million 0.05% of portfolio
737,058
Q3 2025 Added 132.04%
$103B
$28.2 Million 0.05% of portfolio
374,464
Q3 2025 Reduced 1.2%
$0
$33.1 Million 0.05% of portfolio
911,842
Q3 2025 Reduced 74.08%
$52.5B
$31.7 Million 0.05% of portfolio
1,847,279
Q3 2025 Added 9.26%
$23.2B
$29.5 Million 0.05% of portfolio
601,703
Q3 2025 Reduced 14.16%

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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