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, ODFL, and represent 21.21% of CIBC Private Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$1.6B), XOM (+$404M), AAPL (+$271M), ODFL (+$262M), CMG (+$209M), ADBE (+$126M), ORLY (+$108M), AMJB (+$91M), FICO (+$90M), MPWR (+$83M).
- Started 280 new stock positions in SH, AMSC, BLCO, TAC, TFPM, CRNX, SLG, RSPS, IMVT, CRBN.
- Reduced shares in these 10 stocks: Pioneer Natural Resources (-$413M), , DHR (-$155M), ADI (-$121M), TMUS (-$91M), HON (-$83M), ANET (-$78M), ZTS (-$72M), LIN (-$69M), ROP (-$66M).
- Sold out of its positions in IAF, AHCO, ADTH, ALRM, AIN, AQNU, BSVO, ALT, AMPS, American Equity Investment Life Holding.
- CIBC Private Wealth Group was a net buyer of stock by $2.3B.
- CIBC Private Wealth Group has $53B in assets under management (AUM), dropping by 4.44%.
- Central Index Key (CIK): 0001298088
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Download as csv Download as ExcelPortfolio Holdings for CIBC Private Wealth Group
CIBC Private Wealth Group holds 3145 positions in its portfolio as reported in the June 2024 quarterly 13F filing
CIBC Private Wealth Group has 3145 total positions. Only the first 250 positions are shown.
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- Download the CIBC Private Wealth Group June 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Microsoft Corporation (MSFT) | 5.9 | $3.1B | 6.7M | 466.24 |
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Apple (AAPL) | 4.8 | $2.6B | +11% | 11M | 227.82 |
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Amazon (AMZN) | 4.2 | $2.2B | 11M | 199.29 |
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NVIDIA Corporation (NVDA) | 3.3 | $1.8B | +958% | 14M | 128.20 |
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Old Dominion Freight Line (ODFL) | 3.0 | $1.6B | +19% | 8.8M | 181.06 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $1.4B | 7.6M | 189.03 |
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Visa Com Cl A (V) | 1.6 | $867M | 3.3M | 266.40 |
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Alphabet Cap Stk Cl C (GOOG) | 1.6 | $866M | -2% | 4.5M | 190.48 |
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UnitedHealth (UNH) | 1.4 | $732M | -2% | 1.5M | 489.34 |
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AstraZeneca Sponsored Adr (AZN) | 1.3 | $711M | 9.2M | 77.13 |
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Eli Lilly & Co. (LLY) | 1.3 | $691M | 753k | 918.00 |
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Blackstone Group Inc Com Cl A (BX) | 1.2 | $649M | 5.4M | 120.77 |
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JPMorgan Chase & Co. (JPM) | 1.2 | $639M | 3.1M | 205.17 |
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Nextera Energy (NEE) | 1.0 | $550M | -7% | 7.6M | 72.11 |
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S&p Global (SPGI) | 1.0 | $543M | 1.2M | 455.89 |
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Home Depot (HD) | 1.0 | $524M | -9% | 1.5M | 339.60 |
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Adobe Systems Incorporated (ADBE) | 1.0 | $514M | +32% | 893k | 575.40 |
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Meta Platforms Cl A (META) | 0.9 | $502M | +9% | 948k | 529.32 |
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salesforce (CRM) | 0.9 | $499M | +15% | 1.9M | 257.37 |
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Abbott Laboratories (ABT) | 0.9 | $490M | 4.8M | 102.12 |
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Exxon Mobil Corporation (XOM) | 0.9 | $465M | +657% | 4.1M | 112.18 |
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Qualcomm (QCOM) | 0.8 | $435M | 2.1M | 207.89 |
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Roper Industries (ROP) | 0.8 | $407M | -13% | 730k | 556.80 |
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Martin Marietta Materials (MLM) | 0.8 | $404M | -10% | 762k | 529.98 |
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Cisco Systems (CSCO) | 0.8 | $400M | 8.7M | 46.06 |
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Danaher Corporation (DHR) | 0.7 | $393M | -28% | 1.6M | 240.65 |
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Pepsi (PEP) | 0.7 | $388M | 2.4M | 162.12 |
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Honeywell International (HON) | 0.7 | $387M | -17% | 1.8M | 211.63 |
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FTAI Aviation SHS (FTAI) | 0.7 | $373M | +11% | 3.5M | 106.47 |
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Barclays Bk Plc Ipath Selct M Etn (ATMP) | 0.7 | $372M | +17% | 15M | 25.26 |
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Linde SHS (LIN) | 0.7 | $370M | -15% | 850k | 435.74 |
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Union Pacific Corporation (UNP) | 0.7 | $367M | 1.6M | 223.39 |
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Vanguard Index Fds S&p 500 Etf Etf (VOO) | 0.7 | $366M | +7% | 718k | 510.33 |
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TE Connectivity SHS (TEL) | 0.7 | $365M | 2.4M | 150.66 |
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American Tower Reit (AMT) | 0.7 | $356M | +3% | 1.8M | 196.17 |
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Cme (CME) | 0.7 | $355M | 1.8M | 194.97 |
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Intercontinental Exchange (ICE) | 0.7 | $353M | 2.5M | 141.17 |
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TJX Companies (TJX) | 0.7 | $352M | +6% | 3.1M | 112.21 |
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Thermo Fisher Scientific (TMO) | 0.6 | $336M | 627k | 536.29 |
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Raytheon Technologies Corp (RTX) | 0.6 | $329M | 3.3M | 100.10 |
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Fiserv (FI) | 0.6 | $327M | 2.2M | 150.98 |
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Mastercard Cl A (MA) | 0.6 | $323M | 723k | 446.24 |
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Jack Henry & Associates (JKHY) | 0.6 | $319M | 1.9M | 164.34 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $314M | +13% | 830k | 378.44 |
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Otis Worldwide Corp (OTIS) | 0.6 | $308M | 3.2M | 97.40 |
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Vanguard Index Fds Small Cp Etf Etf (VB) | 0.6 | $305M | +6% | 1.4M | 217.13 |
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Metropcs Communications (TMUS) | 0.6 | $302M | -23% | 1.7M | 179.17 |
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Vanguard Index Fds Mid Cap Etf Etf (VO) | 0.6 | $302M | 1.2M | 242.14 |
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Iqvia Holdings (IQV) | 0.6 | $294M | +26% | 1.4M | 208.94 |
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McDonald's Corporation (MCD) | 0.5 | $286M | 1.2M | 247.85 |
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Enterprise Products Partners (EPD) | 0.5 | $280M | 9.6M | 29.13 |
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Chevron Corporation (CVX) | 0.5 | $276M | 1.8M | 154.33 |
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Walt Disney Company (DIS) | 0.5 | $271M | 2.8M | 97.37 |
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Cheniere Energy In Com New (LNG) | 0.5 | $269M | 1.5M | 175.40 |
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Vici Pptys (VICI) | 0.5 | $263M | +20% | 9.4M | 27.83 |
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Stryker Corporation (SYK) | 0.5 | $261M | 781k | 334.11 |
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Edwards Lifesciences (EW) | 0.5 | $258M | 2.8M | 91.84 |
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Ares Management Corp Cl A Com Stk (ARES) | 0.5 | $256M | 1.9M | 135.77 |
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ConocoPhillips (COP) | 0.5 | $247M | 2.2M | 112.23 |
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Palo Alto Networks (PANW) | 0.5 | $247M | 730k | 337.64 |
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Fidelity National Information Services (FIS) | 0.5 | $246M | 3.3M | 74.85 |
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Analog Devices (ADI) | 0.5 | $245M | -32% | 1.0M | 233.34 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $241M | 431k | 558.41 |
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Intuitive Surgical Com New (ISRG) | 0.4 | $223M | +12% | 502k | 444.53 |
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TransDigm Group Incorporated (TDG) | 0.4 | $222M | 174k | 1272.18 |
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BlackRock (BLK) | 0.4 | $218M | 276k | 790.19 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $215M | +2% | 13M | 16.09 |
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Anthem (ELV) | 0.4 | $214M | 406k | 526.55 |
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Chipotle Mexican Grill (CMG) | 0.4 | $214M | +4728% | 3.6M | 59.51 |
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Automatic Data Processing (ADP) | 0.4 | $213M | 914k | 233.44 |
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Monolithic Power Systems (MPWR) | 0.4 | $208M | +66% | 244k | 851.82 |
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US Bancorp Com New (USB) | 0.4 | $206M | 5.2M | 39.46 |
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Mondelez International Cl A (MDLZ) | 0.4 | $201M | 3.0M | 66.16 |
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PNC Financial Services (PNC) | 0.4 | $199M | 1.3M | 158.77 |
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J P Morgan Exchange Traded F Equity Premium Etf (JEPI) | 0.4 | $192M | 3.4M | 56.24 |
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Broadcom (AVGO) | 0.4 | $191M | +14% | 109k | 1745.86 |
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Prologis (PLD) | 0.4 | $190M | -3% | 1.7M | 114.41 |
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Cintas Corporation (CTAS) | 0.4 | $189M | -7% | 266k | 711.03 |
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Entegris (ENTG) | 0.4 | $189M | +15% | 1.3M | 141.52 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $184M | 2.3M | 80.88 |
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Amphenol Corp Cl A (APH) | 0.3 | $180M | +80% | 2.7M | 67.99 |
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Zoetis Cl A (ZTS) | 0.3 | $175M | -28% | 1000k | 175.43 |
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Howmet Aerospace (HWM) | 0.3 | $174M | 2.2M | 80.47 |
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Microchip Technology (MCHP) | 0.3 | $174M | -6% | 1.9M | 93.26 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $173M | +45% | 438k | 395.82 |
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Oneok (OKE) | 0.3 | $164M | 2.0M | 82.00 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO) | 0.3 | $162M | 3.6M | 44.66 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt Etf (VEA) | 0.3 | $161M | +6% | 3.2M | 50.26 |
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Vanguard Index Fds Value Etf Etf (VTV) | 0.3 | $160M | 995k | 160.56 |
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Berkshire Hathaway Cl B New (BRK.B) | 0.3 | $151M | 370k | 409.08 |
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MercadoLibre (MELI) | 0.3 | $149M | 89k | 1683.75 |
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Ameriprise Financial (AMP) | 0.3 | $148M | 348k | 427.06 |
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Cadence Design Systems (CDNS) | 0.3 | $145M | +69% | 458k | 317.36 |
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Advanced Micro Devices (AMD) | 0.3 | $145M | +29% | 809k | 178.69 |
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Charles Schwab Corporation (SCHW) | 0.3 | $144M | +14% | 2.0M | 73.24 |
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Asml Holding Nv N Y Registry Shs (ASML) | 0.3 | $144M | +16% | 133k | 1077.39 |
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Workday Cl A (WDAY) | 0.3 | $142M | +7% | 627k | 226.54 |
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Merck & Co (MRK) | 0.3 | $141M | 1.1M | 125.78 |
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Abbvie (ABBV) | 0.3 | $137M | 823k | 166.52 |
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L3harris Technologies (LHX) | 0.3 | $135M | 597k | 226.00 |
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Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 0.3 | $134M | +5% | 241k | 555.28 |
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Brown & Brown (BRO) | 0.2 | $128M | 1.4M | 90.57 |
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Netflix (NFLX) | 0.2 | $127M | +95% | 185k | 685.74 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $126M | 622k | 202.28 |
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O'reilly Automotive (ORLY) | 0.2 | $124M | +689% | 121k | 1022.79 |
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Costco Wholesale Corporation (COST) | 0.2 | $122M | 139k | 880.84 |
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Elf Beauty (ELF) | 0.2 | $121M | +25% | 596k | 203.08 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $120M | 396k | 303.30 |
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Gartner (IT) | 0.2 | $117M | 260k | 449.14 |
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Icon SHS (ICLR) | 0.2 | $116M | -19% | 361k | 320.92 |
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Marathon Petroleum Corp Com Unit Rep Ltd (MPLX) | 0.2 | $114M | -3% | 2.7M | 42.33 |
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Equinix (EQIX) | 0.2 | $113M | -2% | 149k | 756.92 |
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IDEXX Laboratories (IDXX) | 0.2 | $112M | +33% | 233k | 483.73 |
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Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $110M | +5% | 3.0M | 36.70 |
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Intuit (INTU) | 0.2 | $110M | 166k | 659.58 |
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Targa Res Corp (TRGP) | 0.2 | $109M | -11% | 822k | 132.55 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $106M | 2.5M | 42.72 |
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Alcon Ord Shs (ALC) | 0.2 | $104M | 1.2M | 89.74 |
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Johnson & Johnson (JNJ) | 0.2 | $102M | 704k | 145.48 |
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Sherwin-Williams Company (SHW) | 0.2 | $101M | -25% | 338k | 300.25 |
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Ishares Gold Tr Ishares Etf (IAU) | 0.2 | $100M | +6% | 2.2M | 44.60 |
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Wec Energy Group (WEC) | 0.2 | $100M | 1.3M | 78.05 |
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Iron Mountain (IRM) | 0.2 | $97M | 1.0M | 92.87 |
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ALPS Clean Energy Etf (ACES) | 0.2 | $96M | -10% | 3.3M | 29.43 |
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J P Morgan Chase Finl Co Llc Cal Lkd 44 Etf (AMJB) | 0.2 | $96M | +1662% | 3.3M | 29.13 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $94M | 1.2M | 79.69 |
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Fair Isaac Corporation (FICO) | 0.2 | $92M | +4221% | 60k | 1530.06 |
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Broadridge Financial Solutions (BR) | 0.2 | $92M | 455k | 201.77 |
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Dell Technologies CL C (DELL) | 0.2 | $91M | 624k | 145.97 |
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Dick's Sporting Goods (DKS) | 0.2 | $85M | -17% | 423k | 201.08 |
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International Business Machines (IBM) | 0.2 | $84M | 472k | 177.64 |
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Ubs Ag London Branch Etracs Aler M SHS (MLPB) | 0.2 | $82M | +2% | 3.3M | 24.81 |
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Brookfield Renewable Partners Cl A Sub Vtg (BEPC) | 0.2 | $81M | 2.8M | 29.09 |
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TSMC Sponsored Ads (TSM) | 0.1 | $79M | +6% | 424k | 186.63 |
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Datadog Cl A Com (DDOG) | 0.1 | $78M | +8% | 589k | 132.40 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $78M | 699k | 111.18 |
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Amgen (AMGN) | 0.1 | $78M | 250k | 311.46 |
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Parker-Hannifin Corporation (PH) | 0.1 | $76M | 150k | 508.77 |
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Procter & Gamble Company (PG) | 0.1 | $74M | -2% | 442k | 166.52 |
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Hdfc Bank Sponsored Ads (HDB) | 0.1 | $72M | +24% | 1.2M | 61.92 |
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Accenture Shs Class A (ACN) | 0.1 | $72M | -29% | 241k | 299.47 |
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Hubspot (HUBS) | 0.1 | $72M | +5% | 122k | 586.16 |
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AmerisourceBergen (COR) | 0.1 | $71M | +9% | 317k | 223.69 |
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Colgate-Palmolive Company (CL) | 0.1 | $71M | +33% | 726k | 97.58 |
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Crowdstrike Holdings Cl A (CRWD) | 0.1 | $69M | -43% | 178k | 390.71 |
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Texas Instruments Incorporated (TXN) | 0.1 | $69M | 342k | 201.47 |
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Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $69M | -2% | 658k | 104.07 |
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Ferrari Nv Ord (RACE) | 0.1 | $67M | 157k | 428.58 |
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Servicenow (NOW) | 0.1 | $67M | -2% | 87k | 766.20 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $67M | -4% | 1.8M | 37.33 |
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Trade Desk Inc/The Com Cl A (TTD) | 0.1 | $66M | +9% | 669k | 99.08 |
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Wal-Mart Stores (WMT) | 0.1 | $66M | +6% | 940k | 69.68 |
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Plains All American Pipeline L Unit Ltd Partn (PAA) | 0.1 | $65M | 3.5M | 18.53 |
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Check Point Software Technolog Ord (CHKP) | 0.1 | $64M | +26% | 380k | 169.40 |
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Dex (DXCM) | 0.1 | $63M | +20% | 570k | 110.96 |
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Ross Stores (ROST) | 0.1 | $63M | 431k | 146.69 |
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Invesco Capital Management Unit Ser 1 (QQQ) | 0.1 | $62M | +3% | 125k | 497.34 |
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AutoZone (AZO) | 0.1 | $61M | 22k | 2836.50 |
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Kinsale Cap Group (KNSL) | 0.1 | $61M | 160k | 379.62 |
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Shell Spon Ads (SHEL) | 0.1 | $60M | 823k | 72.72 |
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Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $60M | 811k | 73.70 |
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Tractor Supply Company (TSCO) | 0.1 | $59M | 225k | 260.92 |
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United Rentals (URI) | 0.1 | $59M | 92k | 637.42 |
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Oracle Corporation (ORCL) | 0.1 | $57M | -2% | 395k | 145.03 |
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Goldman Sachs (GS) | 0.1 | $55M | 118k | 464.82 |
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Vanguard Index Fds Total Stk Mkt Etf (VTI) | 0.1 | $54M | -4% | 199k | 272.49 |
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Novartis Sponsored Adr (NVS) | 0.1 | $53M | 489k | 108.06 |
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Alnylam Pharmaceuticals (ALNY) | 0.1 | $53M | +18% | 206k | 255.11 |
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Tradeweb Markets Cl A (TW) | 0.1 | $53M | +19% | 500k | 105.10 |
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CoStar (CSGP) | 0.1 | $52M | -32% | 722k | 72.63 |
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Veeva Systems Cl A Com (VEEV) | 0.1 | $51M | +13% | 278k | 182.89 |
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Banco Santander SA Adr (SAN) | 0.1 | $50M | 11M | 4.75 |
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American Express Company (AXP) | 0.1 | $50M | 213k | 234.51 |
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Brookfield Infrastructure Part Com Sb Vtg Shs A (BIPC) | 0.1 | $50M | 1.5M | 34.30 |
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Waste Connections (WCN) | 0.1 | $49M | +22% | 277k | 177.52 |
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Hubbell (HUBB) | 0.1 | $49M | 129k | 377.01 |
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Marriott International Cl A (MAR) | 0.1 | $49M | 203k | 239.86 |
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Chubb (CB) | 0.1 | $48M | 191k | 252.99 |
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Copart (CPRT) | 0.1 | $45M | -21% | 827k | 54.79 |
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Pinterest Cl A (PINS) | 0.1 | $45M | +18% | 1.0M | 43.44 |
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Ingersoll Rand (IR) | 0.1 | $45M | 488k | 92.11 |
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Cardinal Health (CAH) | 0.1 | $44M | 450k | 96.88 |
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Sprouts Fmrs Mkt (SFM) | 0.1 | $44M | -18% | 527k | 82.54 |
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Ametek (AME) | 0.1 | $43M | 264k | 164.50 |
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Corpay (CPAY) | 0.1 | $43M | -9% | 158k | 271.56 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $42M | -3% | 963k | 43.64 |
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Toyota Motor Corp Ads (TM) | 0.1 | $41M | 202k | 204.94 |
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Zscaler Incorporated (ZS) | 0.1 | $41M | +27% | 205k | 201.63 |
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Align Technology (ALGN) | 0.1 | $41M | -3% | 164k | 248.94 |
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Diamondback Energy (FANG) | 0.1 | $41M | 200k | 203.35 |
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Marvell Technology (MRVL) | 0.1 | $40M | +8% | 538k | 74.92 |
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Ishares Tr Core Us Aggbd Etf (AGG) | 0.1 | $40M | -2% | 413k | 97.61 |
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Coca-Cola Company (KO) | 0.1 | $39M | 625k | 62.96 |
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Lowe's Companies (LOW) | 0.1 | $39M | 177k | 217.15 |
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Illinois Tool Works (ITW) | 0.1 | $38M | 164k | 233.91 |
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Toll Brothers (TOL) | 0.1 | $38M | +335171% | 339k | 110.75 |
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Monday.com SHS (MNDY) | 0.1 | $37M | +96% | 153k | 244.29 |
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Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $37M | 12M | 2.99 |
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Canadian Natl Ry (CNI) | 0.1 | $37M | +2% | 317k | 116.70 |
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IDEX Corporation (IEX) | 0.1 | $37M | 187k | 195.64 |
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Us Foods Hldg Corp call (USFD) | 0.1 | $36M | 703k | 51.62 |
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Western Midstream Partners Com Unit Lp Int (WES) | 0.1 | $36M | -8% | 875k | 41.44 |
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Pfizer (PFE) | 0.1 | $36M | -9% | 1.3M | 27.93 |
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Williams Companies (WMB) | 0.1 | $36M | -9% | 840k | 42.35 |
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Medtronic SHS (MDT) | 0.1 | $35M | 451k | 76.84 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $34M | 323k | 106.22 |
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Blue Owl Capital Com Cl A (OWL) | 0.1 | $34M | +270% | 2.0M | 16.90 |
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Ecolab (ECL) | 0.1 | $34M | 140k | 242.88 |
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Msci (MSCI) | 0.1 | $34M | +9% | 68k | 492.26 |
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Alibaba Group Holding Sponsored Ads (BABA) | 0.1 | $33M | 450k | 73.50 |
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Monster Beverage Corp (MNST) | 0.1 | $32M | 643k | 50.18 |
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Ameren Corporation (AEE) | 0.1 | $32M | +60% | 454k | 70.71 |
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Bhp Billiton Sponsored Ads (BHP) | 0.1 | $32M | 548k | 58.35 |
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PerkinElmer (RVTY) | 0.1 | $32M | 303k | 104.64 |
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Saia (SAIA) | 0.1 | $32M | +73% | 69k | 459.60 |
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InterContinental Hotels Group Sponsored Ads (IHG) | 0.1 | $31M | 301k | 104.40 |
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Charles River Laboratories (CRL) | 0.1 | $31M | +2% | 153k | 202.46 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $31M | 532k | 58.08 |
|
|
CyberArk Software SHS (CYBR) | 0.1 | $31M | +204147% | 112k | 273.39 |
|
Aon Shs Cl A (AON) | 0.1 | $31M | 103k | 298.11 |
|
|
Robert Half International (RHI) | 0.1 | $31M | -2% | 474k | 64.29 |
|
Keysight Technologies (KEYS) | 0.1 | $30M | 216k | 138.10 |
|
|
Domino's Pizza (DPZ) | 0.1 | $30M | 59k | 500.33 |
|
|
Valvoline Inc Common (VVV) | 0.1 | $29M | +43% | 671k | 43.83 |
|
Morgan Stanley Com New (MS) | 0.1 | $29M | -2% | 289k | 100.59 |
|
DT Midstream Common Stock (DTM) | 0.1 | $29M | 418k | 69.34 |
|
|
Vanguard Index Fds Sml Cp Grw Etf Etf (VBK) | 0.1 | $29M | 115k | 250.02 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $29M | 165k | 173.99 |
|
|
Fomento Economico Mexicano SAB Spon Adr Units (FMX) | 0.1 | $29M | 260k | 109.89 |
|
|
Yum China Holdings (YUMC) | 0.1 | $29M | 936k | 30.45 |
|
|
Diageo Spon Adr New (DEO) | 0.1 | $28M | 218k | 128.10 |
|
|
Duke Energy Corp Com New (DUK) | 0.1 | $28M | 277k | 100.64 |
|
|
Brookfield Renewable Partners Partnership Unit (BEP) | 0.1 | $28M | -4% | 1.1M | 25.28 |
|
Transunion (TRU) | 0.1 | $27M | -13% | 350k | 76.62 |
|
Masco Corporation (MAS) | 0.1 | $27M | 406k | 65.79 |
|
|
Sitio Royalties Corp Class A Com (STR) | 0.0 | $27M | 1.1M | 24.03 |
|
|
Sony Group Corp Sponsored Adr (SONY) | 0.0 | $27M | 307k | 86.60 |
|
|
NetScout Systems (NTCT) | 0.0 | $26M | 1.4M | 18.64 |
|
|
Humana (HUM) | 0.0 | $26M | 70k | 370.43 |
|
|
SBA Communications Corp Cl A (SBAC) | 0.0 | $25M | -2% | 131k | 193.96 |
|
3M Company (MMM) | 0.0 | $25M | +18% | 248k | 101.10 |
|
Equitrans Midstream Corp (ETRN) | 0.0 | $24M | +71% | 1.9M | 12.72 |
|
Evergy (EVRG) | 0.0 | $24M | +40% | 452k | 52.90 |
|
Tesla Motors (TSLA) | 0.0 | $24M | +3% | 94k | 252.94 |
|
Berry Plastics (BERY) | 0.0 | $24M | 397k | 59.43 |
|
|
Regal-beloit Corporation (RRX) | 0.0 | $23M | 172k | 135.97 |
|
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $23M | -10% | 211k | 108.13 |
|
Uber Technologies (UBER) | 0.0 | $23M | 318k | 71.25 |
|
|
Moody's Corporation (MCO) | 0.0 | $23M | 52k | 432.50 |
|
|
Starbucks Corporation (SBUX) | 0.0 | $22M | -8% | 301k | 74.57 |
|
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 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
- CIBC Private Wealth Group 2022 Q2 filed Aug. 3, 2022
- CIBC Private Wealth Group 2022 Q1 filed May 16, 2022
- CIBC Private Wealth Group 2021 Q4 restated filed April 4, 2022
- CIBC Private Wealth Group 2021 Q4 filed Feb. 8, 2022
- CIBC Private Wealth Group 2021 Q3 filed Nov. 12, 2021