Atlantic Trust

Latest statistics and disclosures from CIBC Private Wealth Group's latest quarterly 13F-HR filing:

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Portfolio Holdings for CIBC Private Wealth Group

CIBC Private Wealth Group holds 3114 positions in its portfolio as reported in the September 2024 quarterly 13F filing

CIBC Private Wealth Group has 3114 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.3 $3.0B +2% 6.9M 430.30
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Apple (AAPL) 4.8 $2.7B 11M 233.00
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Amazon (AMZN) 3.7 $2.1B 11M 186.33
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Old Dominion Freight Line (ODFL) 3.1 $1.7B 8.8M 198.64
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NVIDIA Corporation (NVDA) 3.1 $1.7B 14M 121.44
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Alphabet Cap Stk Cl A (GOOGL) 2.3 $1.3B 7.7M 165.85
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Visa Com Cl A (V) 1.6 $890M 3.2M 274.95
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UnitedHealth (UNH) 1.6 $867M 1.5M 584.68
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Blackstone Group Inc Com Cl A (BX) 1.4 $763M -7% 5.0M 153.13
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Alphabet Cap Stk Cl C (GOOG) 1.3 $743M -2% 4.4M 167.19
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AstraZeneca Sponsored Adr (AZN) 1.3 $708M 9.1M 77.91
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JPMorgan Chase & Co. (JPM) 1.3 $699M +6% 3.3M 210.86
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Home Depot (HD) 1.1 $621M 1.5M 405.20
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Meta Platforms Cl A (META) 1.0 $562M +3% 981k 572.44
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Eli Lilly & Co. (LLY) 1.0 $557M -16% 629k 885.94
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Abbott Laboratories (ABT) 1.0 $546M 4.8M 114.01
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salesforce (CRM) 0.9 $529M 1.9M 273.71
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Nextera Energy (NEE) 0.9 $521M -19% 6.2M 84.53
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FTAI Aviation SHS (FTAI) 0.9 $505M +8% 3.8M 132.90
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Exxon Mobil Corporation (XOM) 0.9 $494M 4.2M 117.22
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S&p Global (SPGI) 0.9 $490M -20% 948k 516.62
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Adobe Systems Incorporated (ADBE) 0.9 $475M +2% 917k 517.78
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Qualcomm (QCOM) 0.8 $470M +32% 2.8M 170.05
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Cisco Systems (CSCO) 0.8 $464M 8.7M 53.22
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Danaher Corporation (DHR) 0.8 $453M 1.6M 278.02
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American Tower Reit (AMT) 0.7 $414M -2% 1.8M 232.56
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Pepsi (PEP) 0.7 $403M 2.4M 170.05
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Linde SHS (LIN) 0.7 $402M 842k 476.86
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Union Pacific Corporation (UNP) 0.7 $400M 1.6M 246.48
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Raytheon Technologies Corp (RTX) 0.7 $400M 3.3M 121.16
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Intercontinental Exchange (ICE) 0.7 $398M 2.5M 160.64
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Cme (CME) 0.7 $394M 1.8M 220.65
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Barclays Bk Ipath Selct Mlp (ATMP) 0.7 $389M 15M 25.97
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Thermo Fisher Scientific (TMO) 0.7 $384M 621k 618.57
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Fiserv (FI) 0.7 $383M 2.1M 179.65
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Vanguard S&p 500 Etf Shs (VOO) 0.7 $380M 721k 527.67
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Honeywell International (HON) 0.7 $373M 1.8M 206.71
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TJX Companies (TJX) 0.7 $366M 3.1M 117.54
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TE Connectivity None 0.7 $365M NEW 2.4M 150.99
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Roper Industries (ROP) 0.6 $355M -12% 639k 556.44
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McDonald's Corporation (MCD) 0.6 $353M 1.2M 304.51
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Vanguard ETF/USA Small Cp Etf (VB) 0.6 $346M +3% 1.5M 237.20
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Mastercard Cl A (MA) 0.6 $346M -3% 701k 493.80
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Ishares/usa Rus 1000 Grw Etf (IWF) 0.6 $344M +10% 917k 375.38
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Jack Henry & Associates (JKHY) 0.6 $343M 1.9M 176.54
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Iqvia Holdings (IQV) 0.6 $332M 1.4M 236.97
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Otis Worldwide Corp (OTIS) 0.6 $327M 3.1M 103.94
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Vanguard ETF/USA Mid Cap Etf (VO) 0.6 $327M 1.2M 263.83
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Walt Disney Company (DIS) 0.6 $320M +19% 3.3M 96.19
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Vici Pptys (VICI) 0.6 $310M 9.3M 33.31
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Metropcs Communications (TMUS) 0.5 $292M -16% 1.4M 206.36
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Ares Management Corp Cl A Com Stk (ARES) 0.5 $291M 1.9M 155.84
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Stryker Corporation (SYK) 0.5 $279M 773k 361.26
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Ishares Core S&p500 Etf (IVV) 0.5 $279M +12% 484k 576.82
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Enterprise Products Partners (EPD) 0.5 $278M 9.6M 29.11
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Monolithic Power Systems (MPWR) 0.5 $272M +20% 295k 924.50
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Fidelity National Information Services (FIS) 0.5 $271M 3.2M 83.75
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Martin Marietta Materials (MLM) 0.5 $262M -36% 486k 538.25
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Chevron Corporation (CVX) 0.5 $261M 1.8M 147.27
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BlackRock (BLK) 0.5 $260M 274k 949.50
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Automatic Data Processing (ADP) 0.5 $260M +2% 938k 276.73
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Cheniere Energy In Com New (LNG) 0.5 $259M -6% 1.4M 179.84
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Palo Alto Networks (PANW) 0.4 $250M 733k 341.80
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TransDigm Group Incorporated (TDG) 0.4 $248M 174k 1427.13
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Intuitive Surgical Com New (ISRG) 0.4 $245M 498k 491.27
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Analog Devices (ADI) 0.4 $239M 1.0M 230.17
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MercadoLibre (MELI) 0.4 $238M +30% 116k 2051.96
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US Bancorp Com New (USB) 0.4 $238M 5.2M 45.73
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PNC Financial Services (PNC) 0.4 $231M 1.3M 184.84
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ConocoPhillips (COP) 0.4 $230M 2.2M 105.28
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Mondelez International Cl A (MDLZ) 0.4 $221M 3.0M 73.67
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Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $217M 14M 16.05
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Howmet Aerospace (HWM) 0.4 $216M 2.2M 100.25
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Abbvie (ABBV) 0.4 $213M +30% 1.1M 197.48
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Chipotle Mexican Grill (CMG) 0.4 $208M 3.6M 57.62
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Oneok (OKE) 0.4 $205M +12% 2.3M 91.13
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Anthem (ELV) 0.4 $205M -3% 394k 520.00
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Berkshire Hathaway Cl B New (BRK.B) 0.4 $205M +20% 445k 460.26
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Prologis (PLD) 0.4 $205M -2% 1.6M 126.28
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JP Morgan Investment Management Equity Premium (JEPI) 0.4 $203M 3.4M 59.51
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Cintas Corporation (CTAS) 0.4 $203M +270% 986k 205.88
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iShares ETFs/USA Rus Mid Cap Etf (IWR) 0.4 $200M 2.3M 88.14
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Zoetis Cl A (ZTS) 0.3 $191M -2% 975k 195.38
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Vanguard ETF/USA Van Ftse Dev Mkt (VEA) 0.3 $190M +12% 3.6M 52.81
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Amphenol Corp Cl A (APH) 0.3 $190M +10% 2.9M 65.16
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Vanguard Etf/usa Ftse Emr Mkt Etf (VWO) 0.3 $181M +4% 3.8M 47.85
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Vanguard ETF/USA Value Etf (VTV) 0.3 $175M 1.0M 174.57
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Edwards Lifesciences (EW) 0.3 $167M -10% 2.5M 65.99
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Ameriprise Financial (AMP) 0.3 $161M 342k 469.81
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Zeta Global Holdings Corp Cl A (ZETA) 0.3 $160M NEW 5.4M 29.83
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Brown & Brown (BRO) 0.3 $146M 1.4M 103.60
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Microchip Technology (MCHP) 0.3 $144M -3% 1.8M 80.29
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Parker-Hannifin Corporation (PH) 0.3 $142M +50% 225k 631.82
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O'reilly Automotive (ORLY) 0.3 $142M 123k 1151.60
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L3harris Technologies (LHX) 0.3 $141M 594k 237.87
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SSgA Funds Management Tr Unit (SPY) 0.2 $137M 240k 573.76
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Ishares Russell 2000 Etf (IWM) 0.2 $137M 621k 220.89
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Johnson & Johnson (JNJ) 0.2 $136M +19% 841k 162.06
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Netflix (NFLX) 0.2 $134M 189k 709.27
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Advanced Micro Devices (AMD) 0.2 $134M 814k 164.08
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $129M -2% 2.4M 53.15
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Equinix (EQIX) 0.2 $129M -2% 145k 887.63
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Marathon Petroleum Corp Com Unit Rep Ltd (MPLX) 0.2 $128M +6% 2.9M 44.46
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Sherwin-Williams Company (SHW) 0.2 $127M 332k 381.67
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Asml Holding Nv N Y Registry Shs (ASML) 0.2 $126M +13% 152k 833.25
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Targa Res Corp (TRGP) 0.2 $125M +2% 844k 148.01
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Global X Management Us Infr Dev Etf (PAVE) 0.2 $125M 3.0M 41.16
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iShares ETFs/USA Rus 1000 Etf (IWB) 0.2 $123M 392k 314.39
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Merck & Co (MRK) 0.2 $123M -3% 1.1M 113.56
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Iron Mountain (IRM) 0.2 $122M -2% 1.0M 118.83
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Charles Schwab Corporation (SCHW) 0.2 $119M -6% 1.8M 64.81
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Alcon Ord Shs (ALC) 0.2 $119M +2% 1.2M 100.07
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Fair Isaac Corporation (FICO) 0.2 $118M 61k 1943.52
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Ishares Gold Trust Ishares New (IAU) 0.2 $117M +5% 2.4M 49.70
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Costco Wholesale Corporation (COST) 0.2 $116M -5% 131k 886.52
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Wec Energy Group (WEC) 0.2 $115M -7% 1.2M 96.18
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Colgate-Palmolive Company (CL) 0.2 $107M +41% 1.0M 103.81
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International Business Machines (IBM) 0.2 $105M 474k 221.08
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Gartner (IT) 0.2 $103M -21% 203k 506.76
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Intuit (INTU) 0.2 $103M 165k 621.00
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Amgen (AMGN) 0.2 $102M +27% 318k 322.21
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Workday Cl A (WDAY) 0.2 $101M -34% 413k 244.41
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BlackRock Fund Advisors Msci Eafe Etf (EFA) 0.2 $99M 1.2M 83.63
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Vanguard Etf/usa Total Stk Mkt (VTI) 0.2 $98M +74% 346k 283.16
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Broadridge Financial Solutions (BR) 0.2 $95M -3% 441k 215.03
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Cadence Design Systems (CDNS) 0.2 $94M -24% 346k 271.00
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Brookfield Renewable Partners Cl A Sub Vtg (BEPC) 0.2 $93M +2% 2.9M 32.66
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ALPS Advisors Clean Energy (ACES) 0.2 $93M -3% 3.1M 29.41
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Kinsale Cap Group (KNSL) 0.2 $92M +23% 198k 465.57
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JP Morgan ETNs/USA Cal Lkd 44 (AMJB) 0.2 $92M -2% 3.2M 28.46
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Oracle Corporation (ORCL) 0.2 $91M +34% 531k 170.40
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Procter & Gamble Company (PG) 0.2 $90M +17% 520k 173.20
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IDEXX Laboratories (IDXX) 0.2 $90M -23% 178k 505.22
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Broadcom (AVGO) 0.2 $88M +365% 508k 172.50
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Toll Brothers (TOL) 0.2 $87M +66% 563k 154.49
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Dick's Sporting Goods (DKS) 0.2 $86M -2% 412k 208.70
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Wal-Mart Stores (WMT) 0.2 $86M +13% 1.1M 80.75
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United Rentals (URI) 0.2 $86M +15% 106k 809.73
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Accenture Shs Class A (ACN) 0.1 $83M -3% 233k 353.48
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Check Point Software Technolog Ord (CHKP) 0.1 $82M +12% 426k 192.80
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Ubs Ag London Etracs Aler Mlp (MLPB) 0.1 $82M 3.4M 24.33
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iShares ETFs/USA Rus Md Cp Gr Etf (IWP) 0.1 $81M 692k 117.29
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TSMC Sponsored Ads (TSM) 0.1 $76M +3% 438k 173.67
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Icon SHS (ICLR) 0.1 $75M -27% 262k 287.32
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Shift4 Payments Cl A (FOUR) 0.1 $75M +242226% 848k 88.60
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Hubspot (HUBS) 0.1 $75M +15% 141k 531.60
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Trade Desk Inc/The Com Cl A (TTD) 0.1 $75M 681k 109.65
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Ferrari Nv Ord (RACE) 0.1 $74M 158k 470.10
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Hdfc Bank Sponsored Ads (HDB) 0.1 $73M 1.2M 62.56
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Comcast Corp Cl A (CMCSA) 0.1 $73M -2% 1.7M 41.77
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Dell Technologies CL C (DELL) 0.1 $73M 614k 118.54
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AmerisourceBergen (COR) 0.1 $71M 317k 225.08
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Texas Instruments Incorporated (TXN) 0.1 $71M 345k 206.57
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Datadog Cl A Com (DDOG) 0.1 $68M 592k 115.06
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iShares ETFs/USA Intrm Gov Cr Etf (GVI) 0.1 $68M -3% 633k 107.10
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Brookfield Infrastructure Part Com Sb Vtg Shs A (BIPC) 0.1 $67M +6% 1.6M 43.43
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AutoZone (AZO) 0.1 $67M 21k 3150.00
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Goldman Sachs (GS) 0.1 $67M +14% 135k 495.11
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Invesco Capital Management Unit Ser 1 (QQQ) 0.1 $66M +8% 136k 488.07
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Plains All American Pipeline L Unit Ltd Partn (PAA) 0.1 $66M +8% 3.8M 17.37
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Tractor Supply Company (TSCO) 0.1 $65M 224k 290.93
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Ross Stores (ROST) 0.1 $65M 430k 150.51
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StepStone Group Com Cl A (STEP) 0.1 $63M NEW 1.1M 56.83
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Tradeweb Markets Cl A (TW) 0.1 $62M 501k 123.67
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Shell Spon Ads (SHEL) 0.1 $62M +13% 935k 65.95
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Ishares Trust Msci Ac Asia Etf (AAXJ) 0.1 $61M -3% 781k 78.45
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American Express Company (AXP) 0.1 $59M 216k 271.20
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Veeva Systems Cl A Com (VEEV) 0.1 $58M 277k 209.87
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Sprouts Fmrs Mkt (SFM) 0.1 $58M 524k 110.41
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Corpay Com Shs (CPAY) 0.1 $57M +16% 184k 312.76
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Alnylam Pharmaceuticals (ALNY) 0.1 $57M 209k 275.03
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Entegris (ENTG) 0.1 $57M -62% 505k 112.53
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Novartis Sponsored Adr (NVS) 0.1 $57M 493k 115.02
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Halozyme Therapeutics (HALO) 0.1 $55M +24499% 967k 57.24
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Hubbell (HUBB) 0.1 $55M 129k 428.35
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Banco Santander SA Adr (SAN) 0.1 $55M 11M 5.10
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Chubb (CB) 0.1 $54M 188k 288.40
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Marriott International Cl A (MAR) 0.1 $50M 202k 248.60
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Alibaba Group Holding Sponsored Ads (BABA) 0.1 $50M +4% 472k 106.12
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Waste Connections (WCN) 0.1 $50M 277k 178.82
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Cardinal Health (CAH) 0.1 $48M -2% 438k 110.52
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Diamondback Energy (FANG) 0.1 $48M +40% 280k 172.40
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Lowe's Companies (LOW) 0.1 $48M 177k 270.85
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Ingersoll Rand (IR) 0.1 $48M 487k 98.16
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Coca-Cola Company (KO) 0.1 $46M +2% 640k 71.86
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Ametek (AME) 0.1 $46M 265k 171.71
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Transunion (TRU) 0.1 $44M +20% 423k 104.70
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $44M 965k 45.86
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Us Foods Hldg Corp call (USFD) 0.1 $43M 705k 61.50
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Copart (CPRT) 0.1 $43M 823k 52.40
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Marvell Technology (MRVL) 0.1 $43M +11% 597k 72.12
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Matador Resources (MTDR) 0.1 $43M +221359% 870k 49.42
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Illinois Tool Works (ITW) 0.1 $43M 163k 262.07
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Monday.com SHS (MNDY) 0.1 $42M 153k 277.77
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Blue Owl Capital Com Cl A (OWL) 0.1 $42M +8% 2.2M 19.36
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Bhp Billiton Sponsored Ads (BHP) 0.1 $42M +23% 679k 62.11
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EQT Corporation (EQT) 0.1 $42M +746% 1.1M 36.64
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iShares ETFs/USA Core Us Aggbd Et (AGG) 0.1 $42M 409k 101.27
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Diageo Spon Adr New (DEO) 0.1 $41M +34% 293k 140.34
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Align Technology (ALGN) 0.1 $41M 161k 254.32
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Western Midstream Partners Com Unit Lp Int (WES) 0.1 $41M +21% 1.1M 38.26
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Medtronic SHS (MDT) 0.1 $40M 449k 90.03
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Msci (MSCI) 0.1 $40M 69k 582.93
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IDEX Corporation (IEX) 0.1 $40M 186k 214.50
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Invesco ETFs/USA S&p500 Eql Wgt (RSP) 0.1 $40M +64% 221k 179.16
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Lloyds Banking Group Sponsored Adr (LYG) 0.1 $39M 13M 3.12
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $39M -77% 101k 389.12
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PerkinElmer (RVTY) 0.1 $39M 303k 127.75
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Dex (DXCM) 0.1 $39M 575k 67.04
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Zscaler Incorporated (ZS) 0.1 $38M +9% 225k 171.00
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Williams Companies (WMB) 0.1 $38M 838k 45.65
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Pfizer (PFE) 0.1 $38M 1.3M 28.94
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Axon Enterprise (AXON) 0.1 $38M +16285% 94k 399.60
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3M Company (MMM) 0.1 $37M +9% 271k 136.70
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Canadian Natl Ry (CNI) 0.1 $37M 313k 117.14
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Aon Shs Cl A (AON) 0.1 $36M 104k 345.99
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Ecolab (ECL) 0.1 $36M 140k 255.33
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Ameren Corporation (AEE) 0.1 $34M -13% 394k 87.46
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iShares ETFs/USA Core S&p Mcp Etf (IJH) 0.1 $34M +3% 550k 62.32
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Keysight Technologies (KEYS) 0.1 $34M 215k 158.93
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Arthur J. Gallagher & Co. (AJG) 0.1 $34M +897% 121k 281.37
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Masco Corporation (MAS) 0.1 $34M 404k 83.94
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InterContinental Hotels Group Sponsored Ads (IHG) 0.1 $34M 304k 110.49
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Monster Beverage Corp (MNST) 0.1 $34M 642k 52.17
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CyberArk Software SHS (CYBR) 0.1 $33M +2% 115k 291.61
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Berkshire Hathaway Cl A (BRK.A) 0.1 $33M +92% 48.00 691180.00
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DT Midstream Common Stock (DTM) 0.1 $33M 414k 78.66
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Ishares Trust Rus 1000 Val Etf (IWD) 0.1 $32M +3% 170k 189.80
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Trip.com Group Ads (TCOM) 0.1 $31M +559785% 526k 59.43
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SBA Communications Corp Cl A (SBAC) 0.1 $31M 130k 240.70
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EnLink Midstream Com Unit Rep Ltd (ENLC) 0.1 $31M NEW 2.1M 14.51
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NetScout Systems (NTCT) 0.1 $31M 1.4M 21.75
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DraftKings Com Cl A (DKNG) 0.1 $30M +10750% 775k 39.20
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Charles River Laboratories (CRL) 0.1 $30M 154k 196.97
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Saia (SAIA) 0.1 $30M 69k 437.26
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Morgan Stanley Com New (MS) 0.1 $30M 288k 104.24
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Sony Group Corp Sponsored Adr (SONY) 0.1 $30M 309k 96.57
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iShares ETFs/USA Core S&p Scp Etf (IJR) 0.1 $29M -23% 246k 116.96
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Regal-beloit Corporation (RRX) 0.1 $28M 171k 165.88
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Evergy (EVRG) 0.1 $28M 452k 62.01
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Starbucks Corporation (SBUX) 0.0 $28M -5% 284k 97.49
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Becton, Dickinson and (BDX) 0.0 $28M +87% 115k 241.10
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Equifax (EFX) 0.0 $28M +1947% 94k 293.86
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Berry Plastics (BERY) 0.0 $27M 395k 67.98
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Invesco Capital Management Sr Ln Etf (BKLN) 0.0 $27M +357% 1.3M 21.01
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Duke Energy Corp Com New (DUK) 0.0 $26M -17% 229k 115.30
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Pinterest Cl A (PINS) 0.0 $26M -21% 815k 32.37
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Brookfield Renewable Partners Partnership Unit (BEP) 0.0 $26M -16% 917k 28.18
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Ssga Funds Management Prtflo S&p500 Gw (SPYG) 0.0 $26M +39% 311k 82.94
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Tesla Motors (TSLA) 0.0 $26M +3% 98k 261.63
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Past Filings by CIBC Private Wealth Group

SEC 13F filings are viewable for CIBC Private Wealth Group going back to 2014

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