Cibc Private Wealth Group, LLC Top Holdings and 13F Report (2025)

About Cibc Private Wealth Group, LLC

Investment Activity

Cibc Private Wealth Group, LLC has $55.16 billion in total holdings as of December 31, 2024.
Cibc Private Wealth Group, LLC owns shares of 2,970 different stocks, but just 108 companies or ETFs make up 80% of its holdings.
Approximately 4.05% 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 3,105 new stocks and bought additional shares in 793 stocks.
Cibc Private Wealth Group, LLC sold shares of 1,137 stocks and completely divested from 287 stocks this quarter.

Largest Holdings

Microsoft: $2,901,500,537
Apple: $2,679,130,399
Amazon.com: $2,375,786,079
NVIDIA: $1,887,312,186
Alphabet: $1,576,887,495

Largest New Holdings this Quarter

Quantum Computing: $7,035,555 Holding
Certara: $2,278,021 Holding
Kimbell Royalty Partners: $1,947,824 Holding
Remitly Global Inc: $1,647,319 Holding
Sarcos Technology and Robotics: $467,400 Holding

Largest Purchases this Quarter

Monster Beverage: 4,231,063 shares (about $218.32M)
Workday: 745,435 shares (about $189.85M)
Elevance Health: 326,543 shares (about $125.14M)
Vertiv: 838,472 shares (about $108.39M)
Marvell Technology: 897,839 shares (about $106.15M)

Largest Sales this Quarter

SPDR Portfolio Mortgage Backed Bond ETF: 3,033 shares (about $∞T)
Edwards Lifesciences: 2,302,841 shares (about $170.76M)
Honeywell International: 607,278 shares (about $133.70M)
Home Depot: 310,246 shares (about $120.13M)
Zeta Global Holdings Corp: 5,287,564 shares (about $97.71M)

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	$2,901,500,537	$12,855,678 ▼	-0.4%	6,834,135	5.3%	Computer and Technology
AAPL Apple	$2,679,130,399	$84,097,979 ▼	-3.0%	11,038,856	4.9%	Computer and Technology
AMZN Amazon.com	$2,375,786,079	$75,038,846 ▼	-3.1%	10,695,476	4.3%	Retail/Wholesale
NVDA NVIDIA	$1,887,312,186	$79,184,705 ▼	-4.0%	13,470,218	3.4%	Computer and Technology
GOOGL Alphabet	$1,576,887,495	$75,680,449 ▲	5.0%	8,130,382	2.9%	Computer and Technology
ODFL Old Dominion Freight Line	$1,559,874,512	$21,440,416 ▼	-1.4%	8,686,237	2.8%	Transportation
V Visa	$987,752,382	$23,625,374 ▼	-2.3%	3,159,796	1.8%	Business Services
BX Blackstone	$841,588,385	$25,036,370 ▼	-2.9%	4,837,549	1.5%	Finance
GOOG Alphabet	$834,575,768	$33,309,892 ▼	-3.8%	4,271,333	1.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$788,419,158	$16,962,210 ▼	-2.1%	3,242,788	1.4%	Finance
UNH UnitedHealth Group	$754,646,912	$23,071,014 ▼	-3.0%	1,438,738	1.4%	Medical
FTAI FTAI Aviation	$628,636,454	$12,839,432 ▼	-2.0%	3,724,591	1.1%	Aerospace
CRM Salesforce	$609,876,013	$22,147,799 ▼	-3.5%	1,865,635	1.1%	Computer and Technology
META Meta Platforms	$604,506,021	$5,354,183 ▲	0.9%	989,825	1.1%	Computer and Technology
AZN AstraZeneca	$539,697,219	$65,538,823 ▼	-10.8%	8,105,996	1.0%	Medical
ABT Abbott Laboratories	$533,268,436	$13,655,047 ▼	-2.5%	4,667,557	1.0%	Medical
CSCO Cisco Systems	$500,387,101	$15,751,640 ▼	-3.1%	8,452,485	0.9%	Computer and Technology
LLY Eli Lilly and Company	$494,951,438	$89,743 ▼	0.0%	628,733	0.9%	Medical
HD Home Depot	$473,484,399	$120,127,245 ▼	-20.2%	1,222,842	0.9%	Retail/Wholesale
NEE NextEra Energy	$468,227,490	$32,475,053 ▲	7.5%	6,626,486	0.8%	Utilities
SPGI S&P Global	$458,891,429	$11,085,441 ▼	-2.4%	925,446	0.8%	Business Services
ATMP Barclays ETN+ Select MLP ETNs	$445,133,912	$3,967,418 ▲	0.9%	15,099,522	0.8%	Finance
XOM Exxon Mobil	$440,853,358	$10,010,894 ▼	-2.2%	4,122,822	0.8%	Oils/Energy
QCOM QUALCOMM	$431,038,218	$8,387,015 ▼	-1.9%	2,709,569	0.8%	Computer and Technology
FI Fiserv	$425,967,836	$11,370,359 ▼	-2.6%	2,075,563	0.8%	Business Services
VOO Vanguard S&P 500 ETF	$401,244,198	$10,657,927 ▲	2.7%	740,112	0.7%	ETF
CME CME Group	$394,876,390	$14,376,881 ▼	-3.5%	1,722,095	0.7%	Finance
IWF iShares Russell 1000 Growth ETF	$382,882,430	$11,974,503 ▲	3.2%	946,838	0.7%	ETF
ADBE Adobe	$377,745,520	$7,184,052 ▼	-1.9%	900,294	0.7%	Computer and Technology
DHR Danaher	$375,009,822	$12,505,915 ▼	-3.2%	1,575,076	0.7%	Medical
RTX RTX	$374,950,560	$7,419,112 ▼	-1.9%	3,234,563	0.7%	Aerospace
TJX TJX Companies	$369,310,452	$9,179,345 ▼	-2.4%	3,035,844	0.7%	Retail/Wholesale
UNP Union Pacific	$363,478,938	$12,437,375 ▼	-3.3%	1,567,936	0.7%	Transportation
ICE Intercontinental Exchange	$352,588,170	$10,191,597 ▼	-2.8%	2,405,596	0.6%	Finance
DIS Walt Disney	$351,767,690	$13,709,132 ▼	-3.8%	3,204,881	0.6%	Consumer Discretionary
MA Mastercard	$348,520,890	$13,466,161 ▼	-3.7%	674,905	0.6%	Business Services
Linde PLC	$345,760,474	$7,976,406 ▼	-2.3%	823,220	0.6%	SHS
VO Vanguard Mid-Cap ETF	$339,960,022	$9,947,803 ▲	3.0%	1,276,174	0.6%	ETF
TE Connectivity PLC	$338,717,799	$8,188,456 ▼	-2.4%	2,357,118	0.6%	ORD SHS
JKHY Jack Henry & Associates	$336,826,718	$115,171 ▲	0.0%	1,941,924	0.6%	Computer and Technology
ARES Ares Management	$336,570,175	$3,347,393 ▼	-1.0%	1,846,243	0.6%	Finance
VB Vanguard Small-Cap ETF	$335,045,349	$18,209,531 ▼	-5.2%	1,384,485	0.6%	ETF
PEP PepsiCo	$334,870,441	$12,311,852 ▼	-3.5%	2,285,181	0.6%	Consumer Staples
TMO Thermo Fisher Scientific	$328,444,943	$9,910,637 ▼	-2.9%	602,729	0.6%	Medical
MCD McDonald's	$324,242,828	$8,152,548 ▼	-2.5%	1,130,160	0.6%	Retail/Wholesale
ROP Roper Technologies	$316,588,168	$9,335,431 ▼	-2.9%	620,396	0.6%	Computer and Technology
EPD Enterprise Products Partners	$308,408,250	$1,549,724 ▼	-0.5%	9,507,036	0.6%	Oils/Energy
AMT American Tower	$300,360,021	$18,240,643 ▼	-5.7%	1,676,210	0.5%	Finance
WDAY Workday	$295,070,767	$189,854,790 ▲	180.4%	1,158,549	0.5%	Computer and Technology
CHENIERE ENERGY IN	$286,361,617	$37,282,920 ▼	-11.5%	1,271,644	0.5%	COM NEW
IVV iShares Core S&P 500 ETF	$282,691,289	$3,718,952 ▼	-1.3%	477,366	0.5%	ETF
OTIS Otis Worldwide	$281,453,652	$7,581,854 ▼	-2.6%	3,066,278	0.5%	Construction
ELV Elevance Health	$276,073,400	$125,144,317 ▲	82.9%	720,367	0.5%	Medical
SYK Stryker	$274,106,166	$7,240,858 ▼	-2.6%	752,832	0.5%	Medical
PLD Prologis	$272,642,409	$101,749,906 ▲	59.5%	2,584,288	0.5%	Finance
ADP Automatic Data Processing	$266,778,197	$6,974,714 ▼	-2.5%	913,968	0.5%	Business Services
ET Energy Transfer	$266,716,735	$396,494 ▲	0.1%	13,518,334	0.5%	Oils/Energy
HON Honeywell International	$263,765,009	$133,704,411 ▼	-33.6%	1,198,006	0.5%	Multi-Sector Conglomerates
ISRG Intuitive Surgical	$262,669,041	$8,129,287 ▼	-3.0%	482,830	0.5%	Medical
CVX Chevron	$260,303,592	$6,378,584 ▼	-2.4%	1,731,893	0.5%	Oils/Energy
TDG TransDigm Group	$257,065,024	$34,544,367 ▲	15.5%	200,469	0.5%	Aerospace
MNST Monster Beverage	$251,445,355	$218,322,851 ▲	659.1%	4,872,972	0.5%	Consumer Staples
FIS Fidelity National Information Services	$249,061,138	$7,408,591 ▼	-2.9%	3,138,767	0.5%	Business Services
USB U.S. Bancorp	$246,096,323	$6,038,557 ▼	-2.4%	5,072,059	0.4%	Finance
MLM Martin Marietta Materials	$244,975,983	$6,487,354 ▼	-2.6%	473,612	0.4%	Construction
HWM Howmet Aerospace	$243,070,087	$5,269,176 ▼	-2.1%	2,112,734	0.4%	Aerospace
IQV IQVIA	$242,418,223	$43,425,542 ▼	-15.2%	1,186,464	0.4%	Medical
PNC The PNC Financial Services Group	$237,563,689	$6,079,466 ▼	-2.5%	1,220,278	0.4%	Finance
TMUS T-Mobile US	$230,550,714	$74,567,092 ▼	-24.4%	1,069,742	0.4%	Computer and Technology
ADI Analog Devices	$223,694,923	$5,455,888 ▼	-2.4%	1,014,766	0.4%	Computer and Technology
OKE ONEOK	$222,564,231	$9,094,203 ▼	-3.9%	2,163,969	0.4%	Oils/Energy
VICI VICI Properties	$210,755,217	$57,139,269 ▼	-21.3%	7,310,275	0.4%	Finance
COP ConocoPhillips	$210,236,027	$11,260,512 ▼	-5.1%	2,068,845	0.4%	Oils/Energy
IWR iShares Russell Mid-Cap ETF	$209,184,870	$7,004,012 ▲	3.5%	2,351,713	0.4%	ETF
APH Amphenol	$205,880,078	$3,893,473 ▼	-1.9%	2,866,213	0.4%	Computer and Technology
CMG Chipotle Mexican Grill	$203,356,686	$5,539,180 ▼	-2.7%	3,510,992	0.4%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$202,890,898	$61,676,640 ▲	43.7%	344,180	0.4%	Finance
JEPI JPMorgan Equity Premium Income ETF	$199,147,251	$1,327,070 ▲	0.7%	3,440,098	0.4%	ETF
BRK.B Berkshire Hathaway	$195,157,650	$5,704,927 ▼	-2.8%	431,918	0.4%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$192,153,758	$26,990,089 ▲	16.3%	4,410,231	0.3%	ETF
ABBV AbbVie	$188,157,309	$4,232,947 ▼	-2.2%	1,054,103	0.3%	Medical
CTAS Cintas	$184,632,981	$5,285,928 ▼	-2.8%	958,386	0.3%	Business Services
PANW Palo Alto Networks	$180,935,534	$54,320,809 ▲	42.9%	1,046,899	0.3%	Computer and Technology
AMP Ameriprise Financial	$180,787,695	$2,210,332 ▼	-1.2%	337,965	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$177,412,503	$3,440,032 ▲	2.0%	3,676,943	0.3%	ETF
MRVL Marvell Technology	$176,709,166	$106,151,509 ▲	150.4%	1,494,622	0.3%	Computer and Technology
VTV Vanguard Value ETF	$173,567,464	$3,262,988 ▲	1.9%	1,020,025	0.3%	ETF
MDLZ Mondelez International	$168,200,857	$6,941,289 ▼	-4.0%	2,885,587	0.3%	Consumer Staples
TRGP Targa Resources	$168,018,727	$5,932,948 ▲	3.7%	875,189	0.3%	Oils/Energy
NFLX Netflix	$160,724,253	$4,502,747 ▼	-2.7%	183,685	0.3%	Consumer Discretionary
IWB iShares Russell 1000 ETF	$160,077,293	$33,050,525 ▲	26.0%	493,563	0.3%	ETF
ZTS Zoetis	$156,721,854	$4,187,549 ▼	-2.6%	949,714	0.3%	Medical
PH Parker-Hannifin	$145,823,985	$1,199,606 ▲	0.8%	227,317	0.3%	Industrial Products
ORLY O'Reilly Automotive	$143,701,565	$4,760,270 ▼	-3.2%	119,181	0.3%	Retail/Wholesale
BRO Brown & Brown	$142,619,390	$2,222,440 ▼	-1.5%	1,391,002	0.3%	Finance
MPLX Mplx	$140,931,671	$1,015,220 ▲	0.7%	2,907,006	0.3%	Oils/Energy
BN Brookfield	$140,661,257	$996,020 ▼	-0.7%	2,409,411	0.3%	Finance
EQIX Equinix	$136,218,614	$1,787,958 ▼	-1.3%	143,231	0.2%	Finance
MELI MercadoLibre	$133,694,442	$67,739,329 ▼	-33.6%	76,880	0.2%	Retail/Wholesale
SCHW Charles Schwab	$131,063,644	$2,864,010 ▼	-2.1%	1,795,392	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Cibc Private Wealth Group, LLC Top Holdings and 13F Report (2025)

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

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Cibc Private Wealth Group, LLC Top Holdings and 13F Report (2025)

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