Cibc Private Wealth Group, LLC Top Holdings and 13F Report (2024)

About Cibc Private Wealth Group, LLC

Investment Activity

Cibc Private Wealth Group, LLC has $55.80 billion in total holdings as of September 30, 2024.
Cibc Private Wealth Group, LLC owns shares of 3,114 different stocks, but just 110 companies or ETFs make up 80% of its holdings.
Approximately 5.60% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Cibc Private Wealth Group, LLC has purchased 3,143 new stocks and bought additional shares in 989 stocks.
Cibc Private Wealth Group, LLC sold shares of 908 stocks and completely divested from 265 stocks this quarter.

Largest Holdings

Microsoft: $2,953,757,653
Apple: $2,652,790,200
Amazon.com: $2,055,833,145
Old Dominion Freight Line: $1,749,150,223
NVIDIA: $1,704,456,474

Largest New Holdings this Quarter

TE Connectivity PLC: $364,505,137 Holding
Zeta Global Holdings Corp: $160,047,466 Holding
StepStone Group: $63,143,826 Holding
EnLink Midstream: $31,176,186 Holding
Nuveen ESG Mid-Cap Growth ETF: $12,508,948 Holding

Largest Purchases this Quarter

TE Connectivity PLC: 2,414,101 shares (about $364.51M)
iShares Russell Mid-Cap ETF: 2,269,772 shares (about $200.06M)
Zeta Global Holdings Corp: 5,365,319 shares (about $160.05M)
Cintas: 719,442 shares (about $148.12M)
QUALCOMM: 670,043 shares (about $113.94M)

Largest Sales this Quarter

Rogers Communications: 38 shares (about $∞T)
Blackrock Municipal 2030 Target Term Trust: 1,900 shares (about $∞T)
Ingles Markets: 10 shares (about $∞T)
Martin Marietta Materials: 275,834 shares (about $148.47M)
Ulta Beauty: 337,189 shares (about $131.21M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$2,953,757,653	$67,083,337 ▲	2.3%	6,864,415	5.3%	Computer and Technology
AAPL Apple	$2,652,790,200	$8,195,542 ▲	0.3%	11,385,366	4.8%	Computer and Technology
AMZN Amazon.com	$2,055,833,145	$20,788,466 ▼	-1.0%	11,033,291	3.7%	Retail/Wholesale
ODFL Old Dominion Freight Line	$1,749,150,223	$1,284,208 ▼	-0.1%	8,805,629	3.1%	Transportation
NVDA NVIDIA	$1,704,456,474	$17,801,161 ▲	1.1%	14,035,379	3.1%	Computer and Technology
GOOGL Alphabet	$1,283,708,135	$18,615,335 ▲	1.5%	7,740,176	2.3%	Computer and Technology
V Visa	$889,565,740	$4,844,619 ▼	-0.5%	3,235,373	1.6%	Business Services
UNH UnitedHealth Group	$866,918,283	$8,056,304 ▼	-0.9%	1,482,723	1.6%	Medical
BX Blackstone	$762,811,146	$60,256,810 ▼	-7.3%	4,981,461	1.4%	Finance
GOOG Alphabet	$742,626,495	$17,722,139 ▼	-2.3%	4,441,812	1.3%	Computer and Technology
AZN AstraZeneca	$708,229,802	$9,538,444 ▼	-1.3%	9,090,358	1.3%	Medical
JPM JPMorgan Chase & Co.	$698,485,131	$41,378,955 ▲	6.3%	3,312,554	1.3%	Finance
HD Home Depot	$621,207,334	$4,052,811 ▼	-0.6%	1,533,088	1.1%	Retail/Wholesale
META Meta Platforms	$561,596,854	$18,836,711 ▲	3.5%	981,058	1.0%	Computer and Technology
LLY Eli Lilly and Company	$557,120,908	$110,057,707 ▼	-16.5%	628,847	1.0%	Medical
ABT Abbott Laboratories	$545,774,513	$1,767,497 ▼	-0.3%	4,787,076	1.0%	Medical
CRM Salesforce	$529,187,167	$1,095,114 ▼	-0.2%	1,933,386	0.9%	Computer and Technology
NEE NextEra Energy	$521,287,205	$123,084,385 ▼	-19.1%	6,166,890	0.9%	Utilities
FTAI FTAI Aviation	$505,108,087	$39,729,788 ▲	8.5%	3,800,663	0.9%	Aerospace
XOM Exxon Mobil	$494,251,480	$8,261,783 ▲	1.7%	4,216,443	0.9%	Oils/Energy
SPGI S&P Global	$489,653,474	$125,821,252 ▼	-20.4%	947,802	0.9%	Business Services
ADBE Adobe	$475,019,859	$12,605,359 ▲	2.7%	917,416	0.9%	Computer and Technology
QCOM QUALCOMM	$469,727,532	$113,940,799 ▲	32.0%	2,762,291	0.8%	Computer and Technology
CSCO Cisco Systems	$464,001,774	$1,831,194 ▲	0.4%	8,718,560	0.8%	Computer and Technology
DHR Danaher	$452,505,868	$1,801,569 ▼	-0.4%	1,627,602	0.8%	Multi-Sector Conglomerates
AMT American Tower	$413,492,892	$8,587,977 ▼	-2.0%	1,778,005	0.7%	Finance
PEP PepsiCo	$402,882,093	$3,983,931 ▼	-1.0%	2,369,198	0.7%	Consumer Staples
Linde PLC	$401,616,771	$3,646,072 ▼	-0.9%	842,211	0.7%	SHS
UNP Union Pacific	$399,688,740	$5,126,537 ▼	-1.3%	1,621,587	0.7%	Transportation
RTX RTX	$399,654,086	$2,096,431 ▲	0.5%	3,298,565	0.7%	Aerospace
ICE Intercontinental Exchange	$397,604,938	$4,199,291 ▼	-1.0%	2,475,130	0.7%	Finance
CME CME Group	$393,814,861	$7,434,141 ▼	-1.9%	1,784,794	0.7%	Finance
ATMP Barclays ETN+ Select MLP ETNs	$388,639,549	$6,190,599 ▲	1.6%	14,964,942	0.7%	Finance
TMO Thermo Fisher Scientific	$384,079,726	$3,496,155 ▼	-0.9%	620,916	0.7%	Medical
FI Fiserv	$382,828,078	$5,978,932 ▼	-1.5%	2,130,966	0.7%	Business Services
VOO Vanguard S&P 500 ETF	$380,161,574	$1,506,498 ▲	0.4%	720,453	0.7%	ETF
HON Honeywell International	$373,170,241	$4,401,269 ▼	-1.2%	1,805,284	0.7%	Multi-Sector Conglomerates
TJX TJX Companies	$365,702,359	$3,424,058 ▼	-0.9%	3,111,301	0.7%	Retail/Wholesale
TE Connectivity PLC	$364,505,137	$364,505,137 ▲	New Holding	2,414,101	0.7%	None
ROP Roper Technologies	$355,392,534	$50,932,604 ▼	-12.5%	638,690	0.6%	Computer and Technology
MCD McDonald's	$352,798,085	$2,051,180 ▲	0.6%	1,158,576	0.6%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$346,262,902	$12,645,669 ▲	3.8%	1,459,731	0.6%	ETF
MA Mastercard	$346,145,015	$10,970,264 ▼	-3.1%	700,982	0.6%	Business Services
IWF iShares Russell 1000 Growth ETF	$344,308,146	$32,893,784 ▲	10.6%	917,226	0.6%	ETF
JKHY Jack Henry & Associates	$342,710,040	$19,772 ▲	0.0%	1,941,260	0.6%	Computer and Technology
IQV IQVIA	$331,521,148	$1,388,644 ▼	-0.4%	1,399,001	0.6%	Medical
OTIS Otis Worldwide	$327,294,416	$1,036,386 ▼	-0.3%	3,148,878	0.6%	Construction
VO Vanguard Mid-Cap ETF	$326,840,864	$1,769,508 ▼	-0.5%	1,238,831	0.6%	ETF
DIS Walt Disney	$320,291,729	$53,049,073 ▲	19.9%	3,329,782	0.6%	Consumer Discretionary
VICI VICI Properties	$309,523,615	$5,078,742 ▼	-1.6%	9,292,213	0.6%	Finance
TMUS T-Mobile US	$292,149,866	$55,865,372 ▼	-16.1%	1,415,729	0.5%	Computer and Technology
ARES Ares Management	$290,579,993	$3,135,656 ▼	-1.1%	1,864,605	0.5%	Finance
SYK Stryker	$279,152,286	$2,805,905 ▼	-1.0%	772,719	0.5%	Medical
IVV iShares Core S&P 500 ETF	$278,976,881	$30,519,568 ▲	12.3%	483,646	0.5%	ETF
EPD Enterprise Products Partners	$278,140,449	$1,229,694 ▼	-0.4%	9,554,808	0.5%	Oils/Energy
MPWR Monolithic Power Systems	$272,371,625	$47,151,359 ▲	20.9%	294,615	0.5%	Computer and Technology
FIS Fidelity National Information Services	$270,691,131	$3,965,227 ▼	-1.4%	3,232,133	0.5%	Business Services
MLM Martin Marietta Materials	$261,672,321	$148,467,611 ▼	-36.2%	486,154	0.5%	Construction
CVX Chevron	$261,305,819	$2,355,141 ▼	-0.9%	1,774,332	0.5%	Oils/Energy
BLK BlackRock	$260,228,562	$2,201,915 ▼	-0.8%	274,066	0.5%	Finance
ADP Automatic Data Processing	$259,534,769	$6,530,550 ▲	2.6%	937,863	0.5%	Business Services
CHENIERE ENERGY IN	$258,467,133	$16,816,479 ▼	-6.1%	1,437,206	0.5%	COM NEW
PANW Palo Alto Networks	$250,401,599	$868,514 ▲	0.3%	732,597	0.4%	Computer and Technology
TDG TransDigm Group	$247,649,561	$1,274,426 ▼	-0.5%	173,530	0.4%	Aerospace
ISRG Intuitive Surgical	$244,540,819	$2,078,071 ▼	-0.8%	497,773	0.4%	Medical
ADI Analog Devices	$239,265,375	$2,408,499 ▼	-1.0%	1,039,516	0.4%	Computer and Technology
MELI MercadoLibre	$237,684,827	$55,852,333 ▲	30.7%	115,833	0.4%	Retail/Wholesale
USB U.S. Bancorp	$237,636,577	$1,614,040 ▼	-0.7%	5,196,514	0.4%	Finance
PNC The PNC Financial Services Group	$231,340,957	$276,536 ▼	-0.1%	1,251,506	0.4%	Finance
COP ConocoPhillips	$229,474,056	$2,035,062 ▼	-0.9%	2,179,655	0.4%	Oils/Energy
MDLZ Mondelez International	$221,353,970	$2,390,297 ▼	-1.1%	3,004,669	0.4%	Consumer Staples
ET Energy Transfer	$216,646,723	$2,179,462 ▲	1.0%	13,498,238	0.4%	Oils/Energy
HWM Howmet Aerospace	$216,392,976	$363,908 ▼	-0.2%	2,158,533	0.4%	Aerospace
ABBV AbbVie	$212,847,319	$50,351,875 ▲	31.0%	1,077,817	0.4%	Medical
CMG Chipotle Mexican Grill	$207,813,877	$980,289 ▲	0.5%	3,606,627	0.4%	Retail/Wholesale
OKE ONEOK	$205,260,365	$23,360,079 ▲	12.8%	2,252,391	0.4%	Oils/Energy
ELV Elevance Health	$204,788,575	$6,438,643 ▼	-3.0%	393,824	0.4%	Medical
BRK.B Berkshire Hathaway	$204,605,639	$34,222,142 ▲	20.1%	444,544	0.4%	Finance
PLD Prologis	$204,552,657	$5,317,146 ▼	-2.5%	1,619,834	0.4%	Finance
JEPI JPMorgan Equity Premium Income ETF	$203,356,047	$680,437 ▲	0.3%	3,417,174	0.4%	ETF
CTAS Cintas	$202,961,378	$148,118,670 ▲	270.1%	985,824	0.4%	Industrial Products
IWR iShares Russell Mid-Cap ETF	$200,339,795	$200,057,747 ▲	70,930.4%	2,272,972	0.4%	ETF
ZTS Zoetis	$190,513,106	$4,836,632 ▼	-2.5%	975,090	0.3%	Medical
VEA Vanguard FTSE Developed Markets ETF	$190,414,216	$21,255,814 ▲	12.6%	3,605,647	0.3%	ETF
APH Amphenol	$190,294,388	$17,533,776 ▲	10.1%	2,920,417	0.3%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$181,388,164	$7,604,849 ▲	4.4%	3,790,766	0.3%	ETF
VTV Vanguard Value ETF	$174,718,246	$1,084,254 ▲	0.6%	1,000,849	0.3%	ETF
EW Edwards Lifesciences	$166,889,568	$18,591,495 ▼	-10.0%	2,529,013	0.3%	Medical
AMP Ameriprise Financial	$160,720,565	$2,588,653 ▼	-1.6%	342,097	0.3%	Finance
Zeta Global Holdings Corp	$160,047,466	$160,047,466 ▲	New Holding	5,365,319	0.3%	CL A
BRO Brown & Brown	$146,353,442	$319,606 ▼	-0.2%	1,412,678	0.3%	Finance
MCHP Microchip Technology	$144,273,017	$5,065,496 ▼	-3.4%	1,796,899	0.3%	Computer and Technology
PH Parker-Hannifin	$142,441,985	$47,752,344 ▲	50.4%	225,447	0.3%	Industrial Products
ORLY O'Reilly Automotive	$141,795,610	$2,373,452 ▲	1.7%	123,129	0.3%	Retail/Wholesale
LHX L3Harris Technologies	$141,298,658	$649,861 ▼	-0.5%	594,016	0.3%	Aerospace
SPY SPDR S&P 500 ETF Trust	$137,445,860	$834,820 ▼	-0.6%	239,553	0.2%	Finance
IWM iShares Russell 2000 ETF	$137,143,131	$280,309 ▼	-0.2%	620,866	0.2%	Finance
JNJ Johnson & Johnson	$136,305,828	$22,249,392 ▲	19.5%	841,082	0.2%	Medical
NFLX Netflix	$133,932,323	$2,556,921 ▲	1.9%	188,831	0.2%	Consumer Discretionary
AMD Advanced Micro Devices	$133,632,871	$892,103 ▲	0.7%	814,437	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Cibc Private Wealth Group, LLC Top Holdings and 13F Report (2024)

About Cibc Private Wealth Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Cibc Private Wealth Group, LLC Top Holdings and 13F Report (2024)

About Cibc Private Wealth Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCibc Private Wealth Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools