CI Private Wealth

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

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Positions held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for CI Private Wealth

CI Private Wealth holds 1982 positions in its portfolio as reported in the March 2023 quarterly 13F filing

CI Private Wealth has 1982 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $1.8B +31% 11M 164.92
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Microsoft Corporation (MSFT) 4.2 $1.6B +41% 5.5M 287.92
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Amazon (AMZN) 1.6 $588M +47% 5.7M 103.35
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Alphabet Cap Stk Cl C (GOOG) 1.5 $543M +56% 5.2M 104.06
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $517M +18% 1.6M 313.54
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Thermo Fisher Scientific (TMO) 1.2 $465M +31% 808k 576.03
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $456M +5% 13M 34.80
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Alphabet Cap Stk Cl A (GOOGL) 1.1 $425M +56% 4.1M 103.73
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Johnson & Johnson (JNJ) 1.1 $418M +41% 2.7M 156.62
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Ishares Tr Core S&p500 Etf (IVV) 1.1 $411M +5% 999k 411.08
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $408M +9% 1.1M 376.07
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Costco Wholesale Corporation (COST) 1.1 $396M +48% 797k 497.04
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $384M 12M 33.48
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Visa Com Cl A (V) 1.0 $370M +39% 1.6M 225.29
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Procter & Gamble Company (PG) 1.0 $367M +27% 2.5M 148.98
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Raytheon Technologies Corp (RTX) 1.0 $359M +234% 3.7M 97.99
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UnitedHealth (UNH) 1.0 $356M +70% 756k 471.09
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JPMorgan Chase & Co. (JPM) 0.9 $350M +30% 2.7M 131.31
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Pepsi (PEP) 0.9 $341M +53% 1.9M 182.51
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McDonald's Corporation (MCD) 0.9 $330M +46% 1.2M 279.74
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $316M 773k 409.40
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Chevron Corporation (CVX) 0.8 $305M +24% 1.9M 163.23
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Exxon Mobil Corporation (XOM) 0.8 $303M +45% 2.8M 109.61
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Roper Industries (ROP) 0.8 $288M +15% 655k 440.08
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Nextera Energy (NEE) 0.8 $282M +138% 3.7M 77.23
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Stryker Corporation (SYK) 0.7 $270M +53% 946k 285.23
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $266M +5% 5.9M 45.17
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NVIDIA Corporation (NVDA) 0.7 $263M -5% 947k 277.90
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Home Depot (HD) 0.7 $263M +47% 892k 294.86
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Merck & Co (MRK) 0.7 $260M +40% 2.4M 106.43
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Abbvie (ABBV) 0.7 $256M +41% 1.6M 159.47
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $253M +45% 2.0M 126.56
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Ishares Tr Core Msci Total (IXUS) 0.6 $237M 3.8M 61.95
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $237M +82% 827k 285.80
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $231M -4% 4.6M 50.66
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Starbucks Corporation (SBUX) 0.6 $220M +31% 2.1M 104.23
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Abbott Laboratories (ABT) 0.6 $218M +44% 2.1M 101.36
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Zoetis Cl A (ZTS) 0.6 $210M +47% 1.3M 166.27
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $204M +26% 2.7M 76.49
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Mastercard Incorporated Cl A (MA) 0.5 $202M +56% 555k 363.25
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Paccar (PCAR) 0.5 $200M +60% 2.7M 73.07
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $197M -40% 808k 244.33
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Walt Disney Company (DIS) 0.5 $192M +41% 1.9M 101.27
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Danaher Corporation (DHR) 0.5 $190M +10% 755k 251.90
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $188M +3% 920k 204.10
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Ishares Core Msci Emkt (IEMG) 0.5 $182M +12% 3.7M 48.79
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Broadcom (AVGO) 0.5 $182M +61% 283k 642.05
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Ishares Msci Gbl Min Vol (ACWV) 0.5 $181M -5% 1.9M 96.75
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $179M +16% 1.8M 99.12
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Eli Lilly & Co. (LLY) 0.5 $176M +51% 511k 343.66
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $175M +3% 807k 216.41
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $173M +7% 1.1M 154.01
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Texas Instruments Incorporated (TXN) 0.5 $170M +236% 913k 186.11
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Deere & Company (DE) 0.4 $163M +21% 395k 412.23
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Coca-Cola Company (KO) 0.4 $155M +19% 2.5M 62.00
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $154M +17% 2.1M 73.16
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American Express Company (AXP) 0.4 $151M +9% 919k 164.84
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Linde SHS 0.4 $151M NEW 424k 355.26
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Caterpillar (CAT) 0.4 $148M +65% 646k 228.99
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Dover Corporation (DOV) 0.4 $144M 947k 151.86
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Nike CL B (NKE) 0.4 $143M +30% 1.2M 122.60
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Meta Platforms Cl A (META) 0.4 $142M +19% 668k 212.31
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Cisco Systems (CSCO) 0.4 $141M +39% 2.7M 52.29
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Vanguard Index Fds Growth Etf (VUG) 0.4 $138M +5% 652k 211.62
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Honeywell International (HON) 0.4 $138M +19% 721k 191.14
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $131M +14% 3.2M 40.40
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $128M 707k 180.30
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $127M +11% 1.7M 73.83
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Adobe Systems Incorporated (ADBE) 0.3 $127M +51% 330k 385.09
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $126M +4% 1.5M 83.06
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Carlisle Companies (CSL) 0.3 $125M 555k 226.07
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Ecolab (ECL) 0.3 $125M +56% 752k 165.58
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S&p Global (SPGI) 0.3 $123M +168% 356k 345.11
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $121M 2.7M 44.50
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $121M +13% 4.9M 24.48
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Select Sector Spdr Tr Technology (XLK) 0.3 $118M +4% 782k 151.01
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $118M +90% 1.5M 76.23
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Automatic Data Processing (ADP) 0.3 $117M -7% 528k 222.28
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Tesla Motors (TSLA) 0.3 $116M +26% 560k 207.88
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $115M +7% 2.1M 55.21
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $112M +88% 245k 458.41
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TJX Companies (TJX) 0.3 $111M +24% 1.4M 78.33
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Pfizer (PFE) 0.3 $110M +16% 2.7M 41.03
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Comcast Corp Cl A (CMCSA) 0.3 $109M +54% 2.9M 37.91
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Union Pacific Corporation (UNP) 0.3 $109M +68% 539k 201.76
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Oracle Corporation (ORCL) 0.3 $108M +44% 1.2M 92.94
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $108M -74% 3.9k 27620.34
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.3 $108M 3.4M 31.27
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Mondelez Intl Cl A (MDLZ) 0.3 $107M +35% 1.5M 69.87
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $104M +17% 1.9M 55.36
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $104M 1.9M 53.47
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Wal-Mart Stores (WMT) 0.3 $103M +31% 700k 147.45
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Microchip Technology (MCHP) 0.3 $102M +141% 1.2M 83.78
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $101M +108% 1.5M 66.85
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $101M +15% 149k 680.74
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Crown Castle Intl (CCI) 0.3 $100M +83% 744k 134.03
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salesforce (CRM) 0.3 $100M +18% 498k 199.93
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Amgen (AMGN) 0.3 $99M +109% 411k 241.84
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Ishares Tr Blackrock Ultra (ICSH) 0.3 $99M -37% 2.0M 50.25
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Air Products & Chemicals (APD) 0.3 $98M +67% 341k 287.62
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Ishares Tr Msci Intl Qualty (IQLT) 0.3 $98M 2.8M 35.30
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Lockheed Martin Corporation (LMT) 0.3 $97M +29% 206k 473.03
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Progressive Corporation (PGR) 0.3 $97M -4% 678k 143.03
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Chubb (CB) 0.3 $97M +34% 499k 193.96
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Morgan Stanley Com New (MS) 0.2 $91M +114% 1.0M 87.78
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Reliance Steel & Aluminum (RS) 0.2 $91M -13% 352k 256.74
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $90M +7% 724k 124.07
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $88M 632k 139.04
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $85M +13% 3.6M 23.59
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Qualcomm (QCOM) 0.2 $85M +13% 667k 127.66
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $84M +15% 335k 250.16
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United Parcel Service CL B (UPS) 0.2 $81M +39% 419k 194.29
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Verizon Communications (VZ) 0.2 $81M +42% 2.1M 38.88
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $81M -20% 862k 93.59
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Ishares Tr National Mun Etf (MUB) 0.2 $80M -13% 741k 107.74
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Vanguard Index Fds Value Etf (VTV) 0.2 $79M +8% 574k 138.11
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $78M +5% 3.4M 22.99
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Analog Devices (ADI) 0.2 $77M +16% 398k 194.51
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Lowe's Companies (LOW) 0.2 $77M +115% 387k 199.72
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $77M 1.7M 44.42
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BlackRock (BLK) 0.2 $75M -3% 112k 670.12
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Paypal Holdings (PYPL) 0.2 $74M +10% 1.1M 69.70
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Intel Corporation (INTC) 0.2 $74M +50% 2.3M 32.76
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $73M +21% 2.7M 26.95
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $72M +26% 742k 96.70
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $70M -7% 461k 152.26
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.2 $70M 2.2M 31.04
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Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $70M 2.2M 32.23
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Servicenow (NOW) 0.2 $67M +11% 144k 464.82
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Illinois Tool Works (ITW) 0.2 $67M +107% 274k 243.83
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Boeing Company (BA) 0.2 $66M +17% 311k 212.82
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IDEXX Laboratories (IDXX) 0.2 $66M +451% 132k 500.21
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $65M +14% 1.3M 48.37
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Tetra Tech (TTEK) 0.2 $65M -10% 443k 146.91
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American Tower Reit (AMT) 0.2 $65M +84% 318k 204.11
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Ishares Tr Intl Eqty Factor (INTF) 0.2 $65M 2.4M 26.49
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Lauder Estee Cos Cl A (EL) 0.2 $65M +142% 262k 246.20
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Becton, Dickinson and (BDX) 0.2 $62M +70% 249k 248.95
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Prologis (PLD) 0.2 $61M +21% 488k 124.87
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Palo Alto Networks (PANW) 0.2 $61M +176% 303k 199.77
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $60M 319k 189.56
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Bristol Myers Squibb (BMY) 0.2 $60M +46% 874k 69.03
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SYSCO Corporation (SYY) 0.2 $60M +49% 775k 77.23
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Mccormick & Co Com Non Vtg (MKC) 0.2 $59M +152% 705k 83.14
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $58M +11% 583k 100.14
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Bank of America Corporation (BAC) 0.2 $57M +41% 2.1M 27.61
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Eaton Corp SHS (ETN) 0.2 $57M +16% 332k 171.44
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Cheniere Energy Com New (LNG) 0.2 $56M +3% 357k 157.65
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $55M +20% 176k 314.86
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $55M 1.2M 46.49
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Target Corporation (TGT) 0.1 $55M +16% 333k 165.45
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Intuit (INTU) 0.1 $55M +107% 123k 445.73
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Alnylam Pharmaceuticals (ALNY) 0.1 $55M +9401% 273k 200.40
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $53M +3% 576k 92.09
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $53M +1515% 1.6M 32.59
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CVS Caremark Corporation (CVS) 0.1 $51M -21% 682k 74.20
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Novo-nordisk A S Adr (NVO) 0.1 $50M +359% 316k 159.14
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PNC Financial Services (PNC) 0.1 $50M +23% 397k 126.71
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Watsco, Incorporated (WSO) 0.1 $49M +10064% 155k 318.16
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Constellation Brands Cl A (STZ) 0.1 $49M +11% 218k 225.50
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $49M +19% 232k 210.92
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AutoZone (AZO) 0.1 $48M 20k 2458.15
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Select Sector Spdr Tr Energy Put Option (XLE) 0.1 $47M +22% 569k 82.83
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International Business Machines (IBM) 0.1 $47M +27% 355k 131.34
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $46M +2% 917k 50.40
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Paychex (PAYX) 0.1 $46M +37% 398k 114.75
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Goldman Sachs (GS) 0.1 $44M +13% 136k 326.63
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Celanese Corporation (CE) 0.1 $44M +48% 407k 108.89
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $44M -14% 187k 235.41
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $44M +28% 914k 47.82
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Hilton Worldwide Holdings (HLT) 0.1 $44M +1245% 310k 140.73
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $43M +7% 728k 59.51
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Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 0.1 $43M +22% 135k 320.93
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Old Dominion Freight Line (ODFL) 0.1 $43M -6% 127k 340.95
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Gilead Sciences (GILD) 0.1 $43M +47% 519k 83.08
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Intercontinental Exchange (ICE) 0.1 $43M +221% 410k 104.32
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Republic Services (RSG) 0.1 $43M 316k 135.22
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Waste Management (WM) 0.1 $43M +65% 261k 163.18
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Rockwell Automation (ROK) 0.1 $42M +1445% 143k 293.56
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Travelers Companies (TRV) 0.1 $42M +33% 244k 172.01
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Applied Materials (AMAT) 0.1 $42M +21% 341k 122.88
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $42M -4% 455k 91.16
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $41M +80% 582k 70.88
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $41M +3% 656k 62.31
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Diageo Spon Adr New (DEO) 0.1 $41M +9% 225k 181.18
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Colgate-Palmolive Company (CL) 0.1 $40M +72% 530k 75.20
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AFLAC Incorporated (AFL) 0.1 $40M +375% 615k 64.54
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $40M +19% 749k 52.89
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Tractor Supply Company (TSCO) 0.1 $39M +2398% 166k 235.41
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At&t (T) 0.1 $39M +30% 2.0M 19.26
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Jacobs Engineering Group (J) 0.1 $39M +10% 332k 117.62
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Anthem (ELV) 0.1 $39M +4% 84k 458.08
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Ishares Tr Core Divid Etf (DIVB) 0.1 $38M 1.0M 37.33
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $38M +31% 357k 105.50
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Marriott Intl Cl A (MAR) 0.1 $38M +484% 227k 165.88
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Charles Schwab Corporation (SCHW) 0.1 $37M +71% 734k 50.99
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $37M 1.1M 33.71
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Novartis Sponsored Adr (NVS) 0.1 $37M +57% 403k 92.00
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McKesson Corporation (MCK) 0.1 $37M +22% 104k 355.91
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Synopsys (SNPS) 0.1 $37M +5% 96k 386.31
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Intuitive Surgical Com New (ISRG) 0.1 $37M +83% 144k 255.43
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Trane Technologies SHS (TT) 0.1 $37M +6% 200k 184.10
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ConocoPhillips (COP) 0.1 $36M +24% 365k 99.48
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Ishares Tr Russell 2000 Etf Put Option (IWM) 0.1 $36M +20% 203k 178.40
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Fiserv (FISV) 0.1 $36M 321k 112.94
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Keysight Technologies (KEYS) 0.1 $36M -23% 220k 161.41
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $35M +55% 617k 57.03
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $35M -7% 156k 225.23
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EOG Resources (EOG) 0.1 $35M +41% 307k 114.60
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Philip Morris International (PM) 0.1 $35M +16% 360k 97.24
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Northrop Grumman Corporation (NOC) 0.1 $35M +9% 76k 461.42
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $35M -11% 371k 93.68
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Parker-Hannifin Corporation (PH) 0.1 $35M +148% 103k 336.15
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $35M +34% 877k 39.46
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Medtronic SHS (MDT) 0.1 $34M +88% 426k 80.61
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Emerson Electric (EMR) 0.1 $34M +54% 392k 87.17
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Discover Financial Services (DFS) 0.1 $34M -13% 342k 98.56
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HEICO Corporation (HEI) 0.1 $34M +1647% 196k 171.04
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Wells Fargo & Company (WFC) 0.1 $33M +7% 917k 36.04
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $33M +28% 356k 92.69
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $33M +10% 624k 52.70
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Constellation Energy (CEG) 0.1 $33M 418k 78.49
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Us Bancorp Del Com New (USB) 0.1 $33M +4% 904k 36.11
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3M Company (MMM) 0.1 $32M +29% 301k 106.03
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Enterprise Products Partners (EPD) 0.1 $31M +39% 1.2M 25.90
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $31M +147% 316k 99.23
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Ares Management Corporation Cl A Com Stk (ARES) 0.1 $31M -6% 374k 83.44
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Carrier Global Corporation (CARR) 0.1 $31M +12% 681k 45.76
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Nextera Energy Partners Com Unit Part In (NEP) 0.1 $31M +156% 506k 60.75
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Netflix (NFLX) 0.1 $31M +22% 88k 345.10
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Allstate Corporation (ALL) 0.1 $30M 280k 108.72
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $30M +36% 1.3M 23.02
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $30M +16% 1.2M 24.93
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Marsh & McLennan Companies (MMC) 0.1 $30M +6% 181k 166.69
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $30M 733k 40.72
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Ishares Gold Tr Ishares New (IAU) 0.1 $30M 793k 37.37
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Norfolk Southern (NSC) 0.1 $30M +389% 140k 211.51
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Dimensional Etf Trust Global Real Est (DFGR) 0.1 $30M +113% 1.2M 24.55
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Kimberly-Clark Corporation (KMB) 0.1 $29M +10% 218k 134.23
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Yum! Brands (YUM) 0.1 $29M +3% 221k 132.20
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $29M 129k 226.82
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $29M +17% 313k 93.02
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Marvell Technology (MRVL) 0.1 $29M -41% 674k 43.16
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Schlumberger Com Stk (SLB) 0.1 $29M +6% 592k 49.08
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General Dynamics Corporation (GD) 0.1 $29M +22% 127k 228.12
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Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $29M +57% 1.1M 25.14
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $29M +17% 74k 385.48
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Matthews Asia Fds Asia Innov Activ (MINV) 0.1 $29M -3% 1.2M 24.75
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Ishares Tr Micro-cap Etf (IWC) 0.1 $29M 272k 104.51
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Blackstone Group Inc Com Cl A (BX) 0.1 $29M -17% 323k 88.05
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Past Filings by CI Private Wealth

SEC 13F filings are viewable for CI Private Wealth going back to 2022