Atlantic Trust
Latest statistics and disclosures from CIBC Private Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, NVDA, GOOGL, and represent 21.13% of CIBC Private Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$247M), PGR (+$181M), DXCM (+$154M), META (+$131M), TMO (+$121M), EXE (+$120M), MDLZ (+$116M), SE (+$114M), ZTS (+$110M), GEV (+$110M).
- Started 302 new stock positions in CGMM, ALNT, DIVI, IETC, ONDS, RWJ, SHLD, ISHG, CAC, XSD.
- Reduced shares in these 10 stocks: CSCO (-$315M), PEP (-$229M), ELV (-$202M), CRM (-$182M), GOOGL (-$142M), MLM (-$136M), BRO (-$128M), CMG (-$96M), ADBE (-$95M), HQY (-$87M).
- Sold out of its positions in BFOR, ABL, IAF, SIVR, RAYC, SAMT, AKRO, AB, CHGX, CCMG.
- CIBC Private Wealth Group was a net seller of stock by $-85M.
- CIBC Private Wealth Group has $58B in assets under management (AUM), dropping by 4.34%.
- Central Index Key (CIK): 0001298088
Tip: Access up to 7 years of quarterly data
Positions held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for CIBC Private Wealth Group
CIBC Private Wealth Group holds 3087 positions in its portfolio as reported in the September 2025 quarterly 13F filing
CIBC Private Wealth Group has 3087 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CIBC Private Wealth Group Sept. 30, 2025 positions
- Download the CIBC Private Wealth Group September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.8 | $3.4B | 6.6M | 517.94 |
|
|
| Apple (AAPL) | 4.7 | $2.7B | 11M | 254.63 |
|
|
| Amazon (AMZN) | 4.0 | $2.3B | 11M | 219.57 |
|
|
| NVIDIA Corporation (NVDA) | 3.9 | $2.3B | 12M | 186.58 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $1.6B | -8% | 6.6M | 243.10 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $1.0B | 3.2M | 315.43 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $1.0B | +15% | 1.4M | 734.38 |
|
| Visa Com Cl A (V) | 1.6 | $943M | 2.8M | 341.38 |
|
|
| Broadcom (AVGO) | 1.4 | $832M | +42% | 2.5M | 329.92 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $763M | -4% | 3.1M | 243.55 |
|
| Raytheon Technologies Corp (RTX) | 1.2 | $699M | 4.2M | 167.33 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $694M | 4.1M | 170.86 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 1.1 | $626M | 8.2M | 76.72 |
|
|
| Old Dominion Freight Line (ODFL) | 1.1 | $615M | +21% | 4.4M | 140.78 |
|
| Nextera Energy (NEE) | 1.0 | $573M | 7.6M | 75.49 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $543M | +10% | 1.9M | 293.74 |
|
| Abbott Laboratories (ABT) | 0.9 | $538M | -2% | 4.0M | 133.94 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $504M | +5% | 823k | 612.37 |
|
| Te Connectivity Ord Shs (TEL) | 0.8 | $460M | -11% | 2.1M | 219.53 |
|
| Cme (CME) | 0.8 | $460M | 1.7M | 270.19 |
|
|
| Barclays Bank Ipath Selct Mlp (ATMP) | 0.8 | $459M | +2% | 16M | 28.80 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $459M | 4.1M | 112.75 |
|
|
| Howmet Aerospace (HWM) | 0.8 | $455M | 2.3M | 196.23 |
|
|
| Qualcomm (QCOM) | 0.8 | $449M | 2.7M | 166.36 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $441M | +16% | 942k | 468.41 |
|
| S&p Global (SPGI) | 0.8 | $441M | 906k | 486.71 |
|
|
| TJX Companies (TJX) | 0.7 | $432M | 3.0M | 144.54 |
|
|
| Union Pacific Corporation (UNP) | 0.7 | $424M | 1.8M | 236.37 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $422M | -6% | 553k | 763.00 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $405M | +42% | 835k | 485.02 |
|
| Danaher Corporation (DHR) | 0.7 | $402M | -3% | 2.0M | 198.26 |
|
| Intercontinental Exchange (ICE) | 0.7 | $400M | 2.4M | 168.48 |
|
|
| Linde SHS (LIN) | 0.7 | $384M | 809k | 475.00 |
|
|
| Cheniere Energy Com New (LNG) | 0.6 | $376M | 1.6M | 234.98 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $359M | +25% | 371k | 968.09 |
|
| Amphenol Corp Cl A (APH) | 0.6 | $358M | 2.9M | 123.75 |
|
|
| UnitedHealth (UNH) | 0.6 | $353M | -2% | 1.0M | 345.30 |
|
| Home Depot (HD) | 0.6 | $350M | 865k | 405.17 |
|
|
| Automatic Data Processing (ADP) | 0.6 | $349M | +31% | 1.2M | 293.50 |
|
| McDonald's Corporation (MCD) | 0.6 | $343M | 1.1M | 303.89 |
|
|
| Monster Beverage Corp (MNST) | 0.6 | $339M | 5.0M | 67.31 |
|
|
| Workday Cl A (WDAY) | 0.6 | $331M | -2% | 1.4M | 240.73 |
|
| Stryker Corporation (SYK) | 0.6 | $326M | 883k | 369.67 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $323M | +7% | 1.3M | 254.28 |
|
| Prologis (PLD) | 0.5 | $307M | 2.7M | 114.52 |
|
|
| Blackrock (BLK) | 0.5 | $305M | 262k | 1165.83 |
|
|
| Martin Marietta Materials (MLM) | 0.5 | $304M | -30% | 482k | 630.28 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $304M | 534k | 568.81 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.5 | $298M | +63% | 4.8M | 62.47 |
|
| Roper Industries (ROP) | 0.5 | $294M | 589k | 498.68 |
|
|
| Enterprise Products Partners (EPD) | 0.5 | $290M | 9.3M | 31.27 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $286M | 3.0M | 96.55 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $285M | 426k | 669.30 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $282M | +17% | 4.7M | 59.93 |
|
| Jack Henry & Associates (JKHY) | 0.5 | $281M | 1.9M | 148.93 |
|
|
| Netflix (NFLX) | 0.5 | $277M | 231k | 1198.92 |
|
|
| Ge Aerospace Com New (GE) | 0.5 | $274M | 910k | 300.82 |
|
|
| Abbvie (ABBV) | 0.5 | $273M | 1.2M | 231.55 |
|
|
| American Tower Reit (AMT) | 0.5 | $273M | 1.4M | 192.32 |
|
|
| Walt Disney Company (DIS) | 0.5 | $270M | 2.4M | 114.50 |
|
|
| salesforce (CRM) | 0.5 | $268M | -40% | 1.1M | 237.00 |
|
| Otis Worldwide Corp (OTIS) | 0.5 | $264M | +54% | 2.9M | 91.43 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $263M | 15M | 17.16 |
|
|
| Fiserv (FI) | 0.4 | $259M | 2.0M | 128.93 |
|
|
| Chevron Corporation (CVX) | 0.4 | $258M | 1.7M | 155.29 |
|
|
| Iqvia Holdings (IQV) | 0.4 | $251M | 1.3M | 189.95 |
|
|
| Zoetis Cl A (ZTS) | 0.4 | $246M | +81% | 1.7M | 146.32 |
|
| Analog Devices (ADI) | 0.4 | $243M | 990k | 245.70 |
|
|
| PNC Financial Services (PNC) | 0.4 | $243M | 1.2M | 200.93 |
|
|
| Eaton Corp SHS (ETN) | 0.4 | $242M | 647k | 374.25 |
|
|
| IDEXX Laboratories (IDXX) | 0.4 | $237M | 371k | 638.89 |
|
|
| TransDigm Group Incorporated (TDG) | 0.4 | $230M | -14% | 175k | 1318.02 |
|
| Ge Vernova (GEV) | 0.4 | $220M | +100% | 357k | 614.90 |
|
| Vici Pptys (VICI) | 0.4 | $217M | 6.6M | 32.61 |
|
|
| Quanta Services (PWR) | 0.4 | $214M | 516k | 414.42 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $214M | -30% | 606k | 352.75 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $209M | 466k | 447.23 |
|
|
| Fidelity National Information Services (FIS) | 0.4 | $206M | 3.1M | 65.94 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $201M | 400k | 502.74 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $200M | 980k | 203.62 |
|
|
| Dex (DXCM) | 0.3 | $196M | +374% | 2.9M | 67.29 |
|
| O'reilly Automotive (ORLY) | 0.3 | $194M | 1.8M | 107.81 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $193M | +3% | 2.7M | 72.77 |
|
| Progressive Corporation (PGR) | 0.3 | $190M | +2012% | 768k | 246.95 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $184M | -4% | 3.2M | 57.10 |
|
| Cintas Corporation (CTAS) | 0.3 | $182M | 887k | 205.26 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $182M | +14% | 1.8M | 100.70 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $178M | -4% | 953k | 186.49 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $173M | 1.8M | 95.47 |
|
|
| Oneok (OKE) | 0.3 | $172M | -11% | 2.4M | 72.97 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $171M | 2.5M | 68.58 |
|
|
| Targa Res Corp (TRGP) | 0.3 | $169M | +3% | 1.0M | 167.54 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.3 | $166M | +21% | 9.8M | 16.93 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $163M | +5% | 3.4M | 47.63 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.3 | $161M | +8% | 1.0M | 159.89 |
|
| Metropcs Communications (TMUS) | 0.3 | $160M | -3% | 669k | 239.38 |
|
| MercadoLibre (MELI) | 0.3 | $160M | 68k | 2336.94 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $158M | -4% | 565k | 279.29 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $155M | +2% | 641k | 241.96 |
|
| CoStar (CSGP) | 0.3 | $154M | 1.8M | 84.36 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $151M | 227k | 666.18 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $148M | 2.7M | 54.18 |
|
|
| L3harris Technologies (LHX) | 0.2 | $144M | 471k | 305.41 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $143M | 189k | 758.15 |
|
|
| Cisco Systems (CSCO) | 0.2 | $143M | -68% | 2.1M | 68.42 |
|
| Johnson & Johnson (JNJ) | 0.2 | $143M | 768k | 185.42 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $140M | 498k | 281.24 |
|
|
| International Business Machines (IBM) | 0.2 | $140M | +4% | 496k | 282.16 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $140M | +23% | 941k | 148.61 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $136M | 1.4M | 97.63 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $134M | 2.7M | 49.95 |
|
|
| Axon Enterprise (AXON) | 0.2 | $134M | +26% | 187k | 717.64 |
|
| Chesapeake Energy Corp (EXE) | 0.2 | $134M | +862% | 1.3M | 106.23 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $133M | 364k | 365.48 |
|
|
| Ameriprise Financial (AMP) | 0.2 | $132M | 268k | 491.25 |
|
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $127M | +17% | 1.2M | 107.44 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $124M | 379k | 328.17 |
|
|
| Cloudflare Cl A Com (NET) | 0.2 | $124M | +7% | 579k | 214.59 |
|
| Anthem (ELV) | 0.2 | $124M | -61% | 383k | 323.12 |
|
| Alcon Ord Shs (ALC) | 0.2 | $121M | +24% | 1.6M | 74.51 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $119M | +3% | 1.3M | 93.37 |
|
| Sea Sponsord Ads (SE) | 0.2 | $115M | +11432% | 641k | 178.73 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $113M | +14% | 547k | 206.91 |
|
| Goldman Sachs (GS) | 0.2 | $112M | 141k | 796.35 |
|
|
| Servicenow (NOW) | 0.2 | $111M | +90% | 121k | 920.28 |
|
| Cyberark Software SHS (CYBR) | 0.2 | $110M | -31% | 227k | 483.15 |
|
| Flutter Entmt SHS (FLUT) | 0.2 | $108M | 426k | 254.00 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $104M | 1.0M | 103.06 |
|
|
| Broadridge Financial Solutions (BR) | 0.2 | $104M | 437k | 238.17 |
|
|
| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.2 | $104M | 3.5M | 29.52 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $103M | 147k | 698.00 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $102M | +2% | 110k | 925.63 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $101M | +27% | 448k | 225.55 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $100M | 167k | 599.56 |
|
|
| AeroVironment (AVAV) | 0.2 | $99M | +24798% | 316k | 314.89 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $99M | 2.9M | 34.42 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.2 | $98M | 214k | 456.00 |
|
|
| Live Nation Entertainment (LYV) | 0.2 | $96M | +5% | 585k | 163.40 |
|
| Microchip Technology (MCHP) | 0.2 | $94M | +18% | 1.5M | 64.22 |
|
| Banco Santander Adr (SAN) | 0.2 | $94M | +4% | 9.0M | 10.48 |
|
| Amgen (AMGN) | 0.2 | $93M | 329k | 282.20 |
|
|
| Dick's Sporting Goods (DKS) | 0.2 | $92M | 415k | 222.22 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $92M | 642k | 142.41 |
|
|
| Pepsi (PEP) | 0.2 | $91M | -71% | 647k | 140.44 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $89M | +3% | 184k | 485.21 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $88M | +107% | 2.6M | 34.16 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $87M | +3% | 5.1M | 17.06 |
|
| AutoZone (AZO) | 0.1 | $85M | 20k | 4290.24 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $85M | -11% | 274k | 309.74 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $84M | +13% | 258k | 323.58 |
|
| AmerisourceBergen (COR) | 0.1 | $83M | -12% | 266k | 312.53 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $82M | 1.0M | 79.94 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $81M | 530k | 153.65 |
|
|
| Datadog Cl A Com (DDOG) | 0.1 | $78M | 549k | 142.40 |
|
|
| Ubs Ag London Branch Etracs Aler Mlp (MLPB) | 0.1 | $78M | 3.1M | 24.99 |
|
|
| Shift4 Pmts Cl A (FOUR) | 0.1 | $78M | -3% | 1.0M | 77.40 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $77M | -2% | 260k | 297.91 |
|
| American Express Company (AXP) | 0.1 | $75M | +7% | 227k | 332.16 |
|
| Iron Mountain (IRM) | 0.1 | $74M | 721k | 101.94 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $73M | +3% | 1.0M | 71.53 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $72M | 401k | 178.73 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $72M | 377k | 189.70 |
|
|
| Ross Stores (ROST) | 0.1 | $71M | -2% | 465k | 152.39 |
|
| Cardinal Health (CAH) | 0.1 | $69M | 442k | 156.96 |
|
|
| Rollins (ROL) | 0.1 | $68M | 1.2M | 58.74 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $67M | 733k | 91.22 |
|
|
| Equinix (EQIX) | 0.1 | $66M | -2% | 84k | 783.24 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $64M | +4% | 14M | 4.54 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $64M | +3% | 496k | 128.24 |
|
| Waste Management (WM) | 0.1 | $63M | 287k | 220.83 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $63M | +25% | 242k | 260.44 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $63M | +101% | 602k | 104.51 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.1 | $61M | -3% | 1.5M | 41.12 |
|
| Stepstone Group Com Cl A (STEP) | 0.1 | $61M | 934k | 65.31 |
|
|
| Matador Resources (MTDR) | 0.1 | $61M | 1.4M | 44.93 |
|
|
| Draftkings Com Cl A (DKNG) | 0.1 | $61M | 1.6M | 37.40 |
|
|
| Hubspot (HUBS) | 0.1 | $60M | -3% | 128k | 467.80 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $59M | -2% | 322k | 183.73 |
|
| Chubb (CB) | 0.1 | $59M | +4% | 210k | 282.26 |
|
| Tractor Supply Company (TSCO) | 0.1 | $59M | 1.0M | 56.87 |
|
|
| Hess Midstream Cl A Shs (HESM) | 0.1 | $58M | +62% | 1.7M | 34.55 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $57M | -2% | 62k | 920.64 |
|
| Trip Com Group Ads (TCOM) | 0.1 | $57M | +4% | 760k | 75.20 |
|
| Kinder Morgan (KMI) | 0.1 | $57M | +16% | 2.0M | 28.31 |
|
| Boeing Company (BA) | 0.1 | $56M | +463% | 260k | 215.83 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $55M | -2% | 73.00 | 754200.00 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $55M | +64% | 365k | 150.86 |
|
| Williams Companies (WMB) | 0.1 | $53M | +7% | 831k | 63.35 |
|
| Medtronic SHS (MDT) | 0.1 | $53M | +5% | 551k | 95.24 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $52M | +5% | 7.8M | 6.70 |
|
| Hubbell (HUBB) | 0.1 | $52M | 121k | 430.31 |
|
|
| Celsius Hldgs Com New (CELH) | 0.1 | $52M | +48706% | 898k | 57.49 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $51M | +4% | 1.8M | 28.79 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $51M | +30% | 512k | 98.63 |
|
| United Parcel Service CL B (UPS) | 0.1 | $50M | -3% | 593k | 83.53 |
|
| Morgan Stanley Com New (MS) | 0.1 | $48M | +2% | 301k | 158.96 |
|
| Ametek (AME) | 0.1 | $47M | 250k | 188.00 |
|
|
| Zscaler Incorporated (ZS) | 0.1 | $46M | -18% | 154k | 299.66 |
|
| Waste Connections (WCN) | 0.1 | $46M | -2% | 262k | 175.80 |
|
| First Solar (FSLR) | 0.1 | $46M | -4% | 208k | 220.53 |
|
| Cadence Design Systems (CDNS) | 0.1 | $44M | 126k | 351.26 |
|
|
| Guidewire Software (GWRE) | 0.1 | $44M | +5% | 189k | 229.86 |
|
| Dt Midstream Common Stock (DTM) | 0.1 | $43M | 383k | 113.06 |
|
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $43M | -2% | 387k | 110.98 |
|
| Corpay Com Shs (CPAY) | 0.1 | $43M | -2% | 148k | 288.06 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $43M | +4% | 351k | 121.26 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $42M | +4% | 758k | 55.75 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $40M | -2% | 527k | 76.62 |
|
| Lowe's Companies (LOW) | 0.1 | $40M | +22% | 158k | 251.31 |
|
| Nrg Energy Com New (NRG) | 0.1 | $40M | +168% | 244k | 161.95 |
|
| Ameren Corporation (AEE) | 0.1 | $39M | -12% | 378k | 104.38 |
|
| Icon SHS (ICLR) | 0.1 | $39M | +4% | 224k | 175.00 |
|
| 3M Company (MMM) | 0.1 | $38M | 247k | 155.19 |
|
|
| Marvell Technology (MRVL) | 0.1 | $38M | -2% | 454k | 84.07 |
|
| Monday SHS (MNDY) | 0.1 | $38M | -55% | 196k | 193.69 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $38M | 185k | 203.59 |
|
|
| Curtiss-Wright (CW) | 0.1 | $38M | -2% | 69k | 542.94 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $37M | -71% | 954k | 39.19 |
|
| Evergy (EVRG) | 0.1 | $37M | -12% | 482k | 76.02 |
|
| Illinois Tool Works (ITW) | 0.1 | $37M | 140k | 260.76 |
|
|
| Alps Etf Tr Clean Energy (ACES) | 0.1 | $36M | +2% | 1.1M | 31.94 |
|
| Ecolab (ECL) | 0.1 | $35M | 129k | 273.86 |
|
|
| Intuit (INTU) | 0.1 | $34M | +58% | 50k | 682.91 |
|
| Copart (CPRT) | 0.1 | $34M | -2% | 762k | 44.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $33M | -2% | 511k | 65.26 |
|
| Merck & Co (MRK) | 0.1 | $33M | -3% | 393k | 83.93 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $33M | +16% | 123k | 267.22 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $33M | -20% | 327k | 100.25 |
|
| Entegris (ENTG) | 0.1 | $33M | 354k | 92.46 |
|
|
| Viper Energy None (VNOM) | 0.1 | $33M | NEW | 857k | 38.22 |
|
| Coca-Cola Company (KO) | 0.1 | $33M | 490k | 66.32 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $32M | 1.5M | 20.93 |
|
|
| Canadian Natl Ry (CNI) | 0.1 | $32M | +4% | 341k | 94.30 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $32M | 809k | 39.29 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $31M | -2% | 57k | 546.75 |
|
| EQT Corporation (EQT) | 0.1 | $31M | -7% | 572k | 54.43 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $31M | +4% | 325k | 95.43 |
|
| Transunion (TRU) | 0.1 | $31M | -2% | 368k | 83.78 |
|
| Tesla Motors (TSLA) | 0.1 | $31M | +7% | 69k | 444.72 |
|
| Antero Res (AR) | 0.1 | $31M | +241% | 913k | 33.56 |
|
| Emcor (EME) | 0.1 | $31M | +38% | 47k | 649.54 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $30M | -3% | 566k | 53.40 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $29M | -59% | 119k | 246.60 |
|
| Msci (MSCI) | 0.0 | $29M | -2% | 51k | 567.41 |
|
| Planet Fitness Cl A (PLNT) | 0.0 | $28M | +33% | 274k | 103.80 |
|
| Illumina (ILMN) | 0.0 | $28M | -4% | 299k | 94.97 |
|
| Clearway Energy CL C (CWEN) | 0.0 | $28M | +69% | 999k | 28.25 |
|
| IDEX Corporation (IEX) | 0.0 | $28M | -2% | 172k | 162.76 |
|
| Natera (NTRA) | 0.0 | $28M | +44% | 173k | 160.97 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $28M | -5% | 249k | 111.47 |
|
Past Filings by CIBC Private Wealth Group
SEC 13F filings are viewable for CIBC Private Wealth Group going back to 2014
- CIBC Private Wealth Group 2025 Q3 filed Nov. 24, 2025
- CIBC Private Wealth Group 2025 Q2 filed Aug. 12, 2025
- CIBC Private Wealth Group 2025 Q1 filed May 14, 2025
- CIBC Private Wealth Group 2024 Q4 filed Feb. 12, 2025
- CIBC Private Wealth Group 2024 Q3 filed Nov. 13, 2024
- CIBC Private Wealth Group 2024 Q2 filed Aug. 9, 2024
- CIBC Private Wealth Group 2024 Q1 filed May 10, 2024
- CIBC Private Wealth Group 2023 Q1 amended filed Nov. 21, 2023
- CIBC Private Wealth Group 2023 Q2 amended filed Nov. 21, 2023
- CIBC Private Wealth Group 2023 Q3 filed Nov. 13, 2023
- CIBC Private Wealth Group 2023 Q2 filed Aug. 10, 2023
- CIBC Private Wealth Group 2022 Q4 restated filed June 1, 2023
- CIBC Private Wealth Group 2023 Q1 filed May 12, 2023
- CIBC Private Wealth Group 2022 Q4 restated filed Feb. 14, 2023
- CIBC Private Wealth Group 2022 Q4 filed Feb. 13, 2023
- CIBC Private Wealth Group 2022 Q3 filed Nov. 15, 2022