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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 $77,491,577,589
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 4,725,037 $3,538,381,704 4.57%
2.
Apple Inc.
 AAPL 10,080,088 $2,900,288,627 3.74%
3.
Vanguard Tax-Managed Fds
 37,047,589 $2,639,584,292 3.41%
4.
Microsoft Corp
 MSFT 5,476,562 $2,042,837,201 2.64%
5.
Nvidia Corp
 NVDA 10,215,688 $2,025,247,028 2.61%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.