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
$17.9 Million 0.03% of portfolio
376,065
Q3 2025 Added 18.24%
$0
$19 Million 0.03% of portfolio
372,300
Q3 2025 Reduced 58.32%
$14.5B
$19.3 Million 0.03% of portfolio
64,654
Q3 2025 Added 58.77%
$47.8B
$21.5 Million 0.03% of portfolio
318,390
Q3 2025 Reduced 15.8%
$92B
$17.7 Million 0.03% of portfolio
116,713
Q3 2025 Reduced 0.04%
$31.5B
$15.7 Million 0.03% of portfolio
215,337
Q3 2025 Added 11.29%
$18.5B
$18.2 Million 0.03% of portfolio
83,673
Q3 2025 Reduced 3.9%
$71.6B
$19.8 Million 0.03% of portfolio
294,578
Q3 2025 Reduced 25.25%
$48.1B
$17.5 Million 0.03% of portfolio
60,642
Q3 2025 Reduced 0.68%
$41.3B
$16.5 Million 0.03% of portfolio
198,097
Q3 2025 Reduced 1.12%
$27B
$16.5 Million 0.03% of portfolio
124,763
Q3 2025 Added 13.24%
$64.5B
$15.9 Million 0.03% of portfolio
49,098
Q3 2025 Added 3.49%
$0
$21.7 Million 0.03% of portfolio
733,670
Q3 2025 Added 14.39%
$0
$19.9 Million 0.03% of portfolio
774,495
Q3 2025 Added 11.74%
$0
$18.2 Million 0.03% of portfolio
76,113
Q3 2025 Reduced 5.91%
$0
$20.6 Million 0.03% of portfolio
148,028
Q3 2025 Reduced 7.05%
$0
$16.6 Million 0.03% of portfolio
180,684
Q3 2025 Added 49.71%
$0
$19.7 Million 0.03% of portfolio
251,969
Q3 2025 Added 0.46%
$42.9B
$21.1 Million 0.03% of portfolio
182,106
Q3 2025 Added 6.07%
$37.9B
$15.7 Million 0.03% of portfolio
190,518
Q3 2025 Reduced 20.59%
$55.9B
$18.6 Million 0.03% of portfolio
19,462
Q3 2025 Added 14.02%
$67.6B
$19.6 Million 0.03% of portfolio
404,611
Q3 2025 Reduced 17.47%
$0
$17.6 Million 0.03% of portfolio
298,294
Q3 2025 Reduced 79.78%
$0
$19.1 Million 0.03% of portfolio
145,351
Q3 2025 Reduced 83.49%
$4.38B
$15 Million 0.02% of portfolio
97,011
Q3 2025 Reduced 0.13%
$38.1B
$15.5 Million 0.02% of portfolio
208,511
Q3 2025 Reduced 23.29%
$418B
$9.45 Million 0.02% of portfolio
52,884
Q3 2025 Added 44.46%
$0
$10.5 Million 0.02% of portfolio
248,794
Q3 2025 Reduced 39.21%
$0
$11.6 Million 0.02% of portfolio
203,397
Q3 2025 Added 2.93%
$0
$9.73 Million 0.02% of portfolio
136,052
Q3 2025 Reduced 3.9%
$23.9B
$11 Million 0.02% of portfolio
78,719
Q3 2025 Reduced 13.92%
$47B
$12.7 Million 0.02% of portfolio
25,895
Q3 2025 Added 13.08%
$7.75B
$9.97 Million 0.02% of portfolio
74,583
Q3 2025 Reduced 5.75%
$24.5B
$9.46 Million 0.02% of portfolio
55,379
Q3 2025 Added 14.57%
$53.1B
$11.4 Million 0.02% of portfolio
46,229
Q3 2025 Reduced 9.22%
$24.8B
$10.2 Million 0.02% of portfolio
52,700
Q3 2025 Added 13.16%
$80.2B
$11.9 Million 0.02% of portfolio
183,693
Q3 2025 Added 1.53%
$10.1B
$14.6 Million 0.02% of portfolio
34,046
Q3 2025 Added 108.36%
$38.8B
$15.1 Million 0.02% of portfolio
472,126
Q3 2025 Reduced 2.02%
$53.8B
$12.8 Million 0.02% of portfolio
81,593
Q3 2025 Added 0.19%
$875M
$10 Million 0.02% of portfolio
256,427
Q3 2025 Reduced 45.03%
$36B
$13.4 Million 0.02% of portfolio
133,187
Q3 2025 Reduced 4.34%
$47.4B
$13.2 Million 0.02% of portfolio
194,562
Q3 2025 Reduced 2.92%
$27.7B
$9.48 Million 0.02% of portfolio
112,361
Q3 2025 Reduced 5.16%
$19.9B
$15.3 Million 0.02% of portfolio
31,609
Q3 2025 Added 1,335.47%
$45.5B
$9.93 Million 0.02% of portfolio
57,445
Q3 2025 Reduced 5.4%
$0
$12.4 Million 0.02% of portfolio
393,858
Q3 2025 Reduced 35.16%
$0
$14.6 Million 0.02% of portfolio
463,729
Q3 2025 Reduced 72.87%
$0
$12.2 Million 0.02% of portfolio
341,164
Q3 2025 Reduced 68.48%

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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