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Home > Institutional Investor > Ci Private Wealth, Llc > Profile

Instuitional Investor - Ci Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Ci Private Wealth, Llc
Portfolio Value $61,228,167,276
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 5,148,392 $2,889,385,923 4.72%
2.
Apple Inc.
 AAPL 11,418,257 $2,536,338,640 4.14%
3.
Microsoft Corp
 MSFT 5,754,983 $2,160,365,034 3.53%
4.
Amazon Com Inc
 AMZN 6,986,514 $1,329,254,604 2.17%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 2,388,198 $1,227,321,000 2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)