Cibc Private Wealth Group, LLC Reduced Holdings in Q3 2025

Cibc Private Wealth Group, LLC

  • $56.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ODFL
Old Dominion Freight Line, Inc.

Industrials
-4.31M
- 49.67%
$138.59 - $171.12 $597M - $737M
4.37M $615M
UNH
Unitedhealth Group Inc

Healthcare
-415K
- 28.88%
$237.77 - $353.61 $98.6M - $147M
1.02M $353M
ELV
Elevance Health, Inc.

Healthcare
-753K
- 66.26%
$274.66 - $395.76 $207M - $298M
383K $124M
CSCO
Cisco Systems, Inc.

Technology
-4.63M
- 68.87%
$66.2 - $71.79 $307M - $332M
2.09M $143M
PEP
Pepsico Inc

Consumer Defensive
-1.64M
- 71.7%
$133.81 - $152.16 $219M - $249M
647K $90.8M
CRM
Salesforce, Inc.

Technology
-736K
- 39.43%
$231.66 - $273.65 $171M - $201M
1.13M $268M
COP
Conocophillips

Energy
-1.99M
- 94.33%
$91.0 - $98.99 $181M - $197M
119K $11.3M
BRO
Brown & Brown, Inc.

Financial Services
-1.34M
- 95.61%
$90.88 - $108.93 $122M - $146M
61.7K $5.78M
V
Visa Inc.

Financial Services
-368K
- 11.75%
$332.09 - $358.86 $122M - $132M
2.76M $943M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.5M
- 45.45%
$100.37 - $100.74 $151M - $152M
1.81M $182M
ADBE
Adobe Inc.

Technology
-276K
- 31.32%
$333.65 - $392.1 $92.1M - $108M
606K $214M
FICO
Fair Isaac Corp

Technology
-59.8K
- 98.54%
$1311.26 - $1869.83 $78.3M - $112M
883 $1.32M
OKE
Oneok Inc

Energy
-295K
- 11.13%
$71.36 - $83.47 $21M - $24.6M
2.35M $172M
IT
Gartner Inc

Technology
-170K
- 89.43%
$225.98 - $406.7 $38.5M - $69.2M
20.1K $5.29M
JKHY
Henry Jack & Associates Inc

Technology
-44.2K
- 2.29%
$148.45 - $182.09 $6.56M - $8.05M
1.89M $281M
ROP
Roper Technologies Inc

Industrials
-26.2K
- 4.26%
$495.03 - $573.0 $13M - $15M
589K $294M
MNDY
Monday.Com Ltd.

Technology
-242K
- 55.33%
$171.46 - $309.62 $41.5M - $75M
196K $37.9M
SHW
Sherwin Williams CO

Basic Materials
-192K
- 71.0%
$330.88 - $375.23 $63.4M - $71.9M
78.3K $27.1M
HQY
Healthequity, Inc.

Healthcare
-765K
- 78.19%
$87.42 - $103.12 $66.9M - $78.9M
213K $20.2M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-133K
- 95.18%
$415.15 - $489.89 $55.1M - $65M
6.71K $2.86M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-416K
- 97.26%
$108.8 - $169.61 $45.3M - $70.6M
11.7K $1.28M
ACN
Accenture PLC

Technology
-176K
- 59.73%
$232.56 - $304.78 $40.9M - $53.6M
119K $29.2M
LLY
Eli Lilly & CO

Healthcare
-29.1K
- 4.99%
$625.65 - $812.69 $18.2M - $23.6M
553K $422M
MRK
Merck & Co., Inc.

Healthcare
-621K
- 61.26%
$77.6 - $87.37 $48.2M - $54.3M
393K $33M
DIS
Walt Disney CO

Communication Services
-910K
- 27.84%
$112.25 - $124.0 $102M - $113M
2.36M $270M
TDG
Trans Digm Group Inc

Industrials
-29.3K
- 14.38%
$1271.04 - $1620.83 $37.3M - $47.6M
175K $230M
CMCSA
Comcast Corp

Communication Services
-1.26M
- 73.76%
$31.41 - $36.33 $39.4M - $45.6M
447K $14M
FISV
Fiserv Inc

Technology
-378K
- 15.83%
N/A
2.01M $252M
AMT
American Tower Corp

Real Estate
-32.3K
- 2.23%
$192.32 - $232.35 $6.22M - $7.51M
1.42M $273M
AMP
Ameriprise Financial Inc

Financial Services
-72.4K
- 21.28%
$486.13 - $544.55 $35.2M - $39.4M
268K $132M
TMUS
T Mobile Us, Inc.

Communication Services
-47.8K
- 6.67%
$226.02 - $259.01 $10.8M - $12.4M
669K $160M
EPD
Enterprise Products Partners L.P.

Energy
-124K
- 1.32%
$30.74 - $32.14 $3.82M - $4M
9.28M $290M
TW
Tradeweb Markets Inc.

Financial Services
-105K
- 21.29%
$110.5 - $146.12 $11.6M - $15.3M
387K $43M
NTCT
Netscout Systems Inc

Technology
-1.41M
- 99.57%
$20.77 - $26.06 $29.3M - $36.8M
6.03K $155K
FIS
Fidelity National Information Services, Inc.

Technology
-28.3K
- 0.9%
$63.37 - $82.35 $1.79M - $2.33M
3.12M $206M
SJW
Sjw Group

Utilities
-516K
- 73.77%
N/A
184K $9.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-29.1K
- 6.78%
$459.11 - $506.91 $13.3M - $14.7M
399K $201M
XOM
Exxon Mobil Corp

Energy
-17.6K
- 0.43%
$105.83 - $117.22 $1.86M - $2.06M
4.07M $459M
CVX
Chevron Corp

Energy
-41.9K
- 2.46%
$145.57 - $161.83 $6.11M - $6.79M
1.66M $258M
MLM
Martin Marietta Materials Inc

Basic Materials
-209K
- 30.24%
$546.36 - $631.12 $114M - $132M
482K $304M
BRK-A
Berkshire Hathaway Inc

Financial Services
-29
- 28.43%
$692600.0 - $759798.0 $20.1M - $22M
73 $55.1M
ISRG
Intuitive Surgical Inc

Healthcare
-7.65K
- 1.61%
$433.66 - $544.47 $3.32M - $4.17M
466K $209M
SPGI
S&P Global Inc.

Financial Services
-11K
- 1.21%
$484.94 - $564.15 $5.36M - $6.23M
905K $441M
CRWD
Crowd Strike Holdings, Inc.

Technology
-74.4K
- 87.78%
$412.46 - $514.1 $30.7M - $38.2M
10.4K $5.08M
DHR
Danaher Corp

Healthcare
-51.4K
- 2.47%
$181.46 - $212.2 $9.33M - $10.9M
2.03M $402M
ALGN
Align Technology Inc

Healthcare
-149K
- 97.58%
$124.88 - $207.19 $18.6M - $30.9M
3.7K $463K
TTD
Trade Desk, Inc.

Technology
-425K
- 98.43%
$43.93 - $89.76 $18.7M - $38.2M
6.79K $332K
LNG
Cheniere Energy, Inc.

Energy
-124K
- 7.2%
$222.68 - $244.28 $27.6M - $30.3M
1.6M $376M
IVZ
Invesco Ltd.

Financial Services
-1.47M
- 98.17%
$16.17 - $23.0 $23.8M - $33.8M
27.4K $629K
Activity Summary
Buys All Purchases 1478 New Holdings 434 Increased Positions 1044 Sells All Sells 1146 Reductions 1141 Sold out 5 Options Calls 0 Puts 0
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