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 $47.35 billion in total holdings as of March 31, 2025.
Cibc Private Wealth Group, LLC owns shares of 3,084 different stocks, but just 109 companies or ETFs make up 80% of its holdings.
Approximately 7.54% 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 2,962 new stocks and bought additional shares in 977 stocks.
Cibc Private Wealth Group, LLC sold shares of 1,034 stocks and completely divested from 251 stocks this quarter.

Largest Holdings

Microsoft: $2,459,748,488
Apple: $1,879,015,742
Amazon.com: $1,822,939,932
Old Dominion Freight Line: $1,286,960,962
NVIDIA: $1,241,004,364

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $216,411,411 Holding
11285B108 - BROOKFIELD RENEWABLE CORP: $71,090,343 Holding
11276H106 - BROOKFIELD INFRASTRUCTURE CO: $50,016,012 Holding
784305104 - SJW Group: $35,665,000 Holding
02215L209 - Kinetik: $15,815,196 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF: 3,227,812 shares (about $324.14M)
BLACKROCK INC: 265,301 shares (about $216.41M)
Elevance Health: 415,674 shares (about $179.11M)
Eaton: 596,260 shares (about $149.96M)
Broadcom: 894,375 shares (about $139.55M)

Largest Sales this Quarter

iShares U.S. Insurance ETF: 507 shares (about $∞T)
Honda Motor: 272 shares (about $∞T)
Coty: 860 shares (about $∞T)
FTAI Aviation: 3,647,373 shares (about $328.23M)
Honeywell International: 1,047,544 shares (about $191.55M)

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	$2,459,748,488	$36,637,746 ▲	1.5%	6,937,468	5.2%	Computer and Technology
AAPL Apple	$1,879,015,742	$24,303,806 ▼	-1.3%	10,897,899	4.0%	Computer and Technology
AMZN Amazon.com	$1,822,939,932	$2,349,988 ▼	-0.1%	10,681,706	3.8%	Retail/Wholesale
ODFL Old Dominion Freight Line	$1,286,960,962	$1,555,493 ▼	-0.1%	8,675,751	2.7%	Transportation
NVDA NVIDIA	$1,241,004,364	$56,177,666 ▼	-4.3%	12,886,857	2.6%	Computer and Technology
GOOGL Alphabet	$1,153,646,947	$22,819,335 ▼	-1.9%	7,972,681	2.4%	Computer and Technology
V Visa	$965,280,279	$8,790,011 ▼	-0.9%	3,131,282	2.0%	Business Services
UNH UnitedHealth Group	$793,912,590	$1,824,611 ▼	-0.2%	1,435,439	1.7%	Medical
JPM JPMorgan Chase & Co.	$704,845,970	$1,582,500 ▲	0.2%	3,250,085	1.5%	Finance
META Meta Platforms	$599,624,437	$94,368,398 ▲	18.7%	1,174,698	1.3%	Computer and Technology
GOOG Alphabet	$556,381,185	$69,710,810 ▼	-11.1%	3,795,751	1.2%	Computer and Technology
AZN AstraZeneca	$533,404,197	$7,325,068 ▲	1.4%	8,218,863	1.1%	Medical
NEE NextEra Energy	$510,177,656	$85,353,621 ▲	20.1%	7,957,848	1.1%	Utilities
RTX RTX	$504,720,423	$115,084,957 ▲	29.5%	4,189,942	1.1%	Aerospace
ABT Abbott Laboratories	$496,521,945	$82,021,815 ▼	-14.2%	4,005,824	1.0%	Medical
ELV Elevance Health	$489,519,892	$179,113,863 ▲	57.7%	1,136,041	1.0%	Medical
BX Blackstone	$485,512,058	$95,332,460 ▼	-16.4%	4,043,575	1.0%	Finance
FI Fiserv	$467,317,261	$61,357,944 ▲	15.1%	2,389,270	1.0%	Business Services
CRM Salesforce	$455,472,736	$276,441 ▲	0.1%	1,866,768	1.0%	Computer and Technology
CME CME Group	$440,262,048	$1,076,226 ▲	0.2%	1,726,315	0.9%	Finance
LLY Eli Lilly and Company	$423,003,042	$33,608,224 ▼	-7.4%	582,456	0.9%	Medical
XOM Exxon Mobil	$411,735,157	$3,721,638 ▼	-0.9%	4,085,890	0.9%	Energy
ATMP Barclays ETN+ Select MLP ETNs	$411,488,390	$11,955,025 ▲	3.0%	15,551,337	0.9%	Finance
SPGI S&P Global	$404,641,760	$3,942,594 ▼	-1.0%	916,516	0.9%	Business Services
TJX TJX Companies	$402,830,961	$38,438,643 ▲	10.5%	3,356,086	0.9%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$365,195,951	$73,539,144 ▲	25.2%	1,597,952	0.8%	ETF
DHR Danaher	$363,453,576	$88,382,327 ▲	32.1%	2,081,159	0.8%	Medical
ICE Intercontinental Exchange	$363,018,129	$1,718,309 ▼	-0.5%	2,394,263	0.8%	Finance
CSCO Cisco Systems	$357,689,779	$91,897,907 ▼	-20.4%	6,724,756	0.8%	Computer and Technology
CHENIERE ENERGY INC	$353,601,265	$92,710,779 ▲	35.5%	1,723,539	0.7%	COM NEW
VOO Vanguard S&P 500 ETF	$352,150,001	$14,111,431 ▲	4.2%	771,008	0.7%	ETF
MCD McDonald's	$340,579,861	$1,724,022 ▲	0.5%	1,135,910	0.7%	Retail/Wholesale
LINDE PLC	$338,469,288	$1,792,199 ▼	-0.5%	818,884	0.7%	SHS
QCOM QUALCOMM	$337,732,395	$42,509 ▼	0.0%	2,709,228	0.7%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$332,512,632	$324,136,901 ▲	3,870.0%	3,311,219	0.7%	ETF
HD Home Depot	$326,605,551	$83,339,992 ▼	-20.3%	974,244	0.7%	Retail/Wholesale
UNP Union Pacific	$325,070,288	$1,483,715 ▼	-0.5%	1,560,812	0.7%	Transportation
PEP PepsiCo	$320,659,513	$48,684 ▲	0.0%	2,285,528	0.7%	Consumer Staples
ROP Roper Technologies	$319,599,448	$2,504,054 ▼	-0.8%	615,573	0.7%	Computer and Technology
JKHY Jack Henry & Associates	$315,886,341	$1,695,910 ▼	-0.5%	1,931,554	0.7%	Computer and Technology
MLM Martin Marietta Materials	$312,599,557	$98,285,241 ▲	45.9%	690,812	0.7%	Construction
SYK Stryker	$301,899,956	$47,917,003 ▲	18.9%	894,863	0.6%	Medical
ADBE Adobe	$299,785,953	$6,314,143 ▼	-2.1%	881,723	0.6%	Computer and Technology
AMT American Tower	$297,087,193	$45,966,034 ▼	-13.4%	1,451,613	0.6%	Finance
WDAY Workday	$296,597,481	$52,757,673 ▲	21.6%	1,409,215	0.6%	Computer and Technology
TE CONNECTIVITY PLC	$287,039,570	$1,283,137 ▼	-0.4%	2,346,628	0.6%	ORD SHS
MNST Monster Beverage	$278,676,975	$10,614,785 ▲	4.0%	5,065,933	0.6%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$277,489,345	$25,896,331 ▼	-8.5%	866,018	0.6%	ETF
EPD Enterprise Products Partners	$273,485,246	$3,074,435 ▼	-1.1%	9,401,349	0.6%	Energy
HWM Howmet Aerospace	$269,430,690	$27,269,129 ▲	11.3%	2,350,643	0.6%	Aerospace
DIS Walt Disney	$267,098,242	$5,195,349 ▲	2.0%	3,268,456	0.6%	Consumer Discretionary
MA Mastercard	$262,817,192	$61,083,268 ▼	-18.9%	547,627	0.6%	Business Services
TMO Thermo Fisher Scientific	$252,321,949	$408,408 ▼	-0.2%	601,755	0.5%	Medical
TDG TransDigm Group	$251,314,421	$4,386,270 ▲	1.8%	204,030	0.5%	Aerospace
ADP Automatic Data Processing	$251,258,118	$1,691,556 ▼	-0.7%	907,856	0.5%	Business Services
PLD Prologis	$243,222,270	$11,256,620 ▲	4.9%	2,709,696	0.5%	Finance
VB Vanguard Small-Cap ETF	$235,122,262	$33,093,915 ▼	-12.3%	1,213,660	0.5%	ETF
ET Energy Transfer	$234,459,411	$22,897,484 ▲	10.8%	14,981,432	0.5%	Energy
CVX Chevron	$233,538,006	$3,610,160 ▼	-1.5%	1,705,528	0.5%	Energy
AVGO Broadcom	$217,038,216	$139,549,343 ▲	180.1%	1,391,003	0.5%	Computer and Technology
ISRG Intuitive Surgical	$216,910,557	$4,046,820 ▼	-1.8%	473,987	0.5%	Medical
BLACKROCK INC	$216,411,411	$216,411,411 ▲	New Holding	265,301	0.5%	COM
FIS Fidelity National Information Services	$214,496,230	$620,619 ▲	0.3%	3,147,875	0.5%	Business Services
IVV iShares Core S&P 500 ETF	$214,147,101	$23,962,827 ▼	-10.1%	429,325	0.5%	ETF
BRK.B Berkshire Hathaway	$211,122,718	$1,657,240 ▼	-0.8%	428,554	0.4%	Finance
OKE ONEOK	$208,544,450	$38,218,432 ▲	22.4%	2,649,529	0.4%	Energy
IWR iShares Russell Mid-Cap ETF	$203,954,257	$27,857,982 ▲	15.8%	2,723,748	0.4%	ETF
VICI VICI Properties	$198,777,784	$16,217,410 ▼	-7.5%	6,758,850	0.4%	Finance
IQV IQVIA	$192,505,544	$21,073,425 ▲	12.3%	1,332,311	0.4%	Medical
MDLZ Mondelez International	$186,087,981	$1,237,255 ▲	0.7%	2,904,901	0.4%	Consumer Staples
PNC The PNC Financial Services Group	$182,067,378	$681,408 ▼	-0.4%	1,215,728	0.4%	Finance
ABBV AbbVie	$179,879,692	$5,294,516 ▼	-2.9%	1,023,964	0.4%	Medical
TMUS T-Mobile US	$176,454,571	$87,023,001 ▼	-33.0%	716,421	0.4%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$175,330,814	$595,781 ▼	-0.3%	3,428,448	0.4%	ETF
COP ConocoPhillips	$173,990,110	$2,979,397 ▲	1.7%	2,104,889	0.4%	Energy
OTIS Otis Worldwide	$171,555,996	$107,107,353 ▼	-38.4%	1,887,720	0.4%	Construction
NFLX Netflix	$171,143,149	$11,263,838 ▲	7.0%	196,626	0.4%	Consumer Discretionary
CTAS Cintas	$171,119,449	$11,079,225 ▼	-6.1%	900,108	0.4%	Business Services
APH Amphenol	$170,104,407	$2,068,991 ▼	-1.2%	2,831,770	0.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$168,167,840	$315,396 ▲	0.2%	3,683,852	0.4%	ETF
ADI Analog Devices	$167,426,760	$1,115,793 ▼	-0.7%	1,008,048	0.4%	Computer and Technology
ETN Eaton	$158,187,453	$149,959,380 ▲	1,822.5%	628,976	0.3%	Industrials
CMG Chipotle Mexican Grill	$158,079,999	$3,355,437 ▼	-2.1%	3,438,016	0.3%	Retail/Wholesale
BRO Brown & Brown	$157,984,320	$1,621,740 ▲	1.0%	1,405,429	0.3%	Finance
ORLY O'Reilly Automotive	$156,854,987	$107,847 ▲	0.1%	119,263	0.3%	Retail/Wholesale
VTV Vanguard Value ETF	$153,717,084	$3,030,220 ▼	-1.9%	1,000,306	0.3%	ETF
PANW Palo Alto Networks	$150,566,616	$9,116,870 ▼	-5.7%	987,128	0.3%	Computer and Technology
IAU iShares Gold Trust	$149,321,400	$7,978,452 ▲	5.6%	2,651,774	0.3%	Finance
AMP Ameriprise Financial	$144,899,773	$919,778 ▲	0.6%	340,124	0.3%	Finance
TRGP Targa Resources	$138,948,485	$1,580,652 ▼	-1.1%	865,345	0.3%	Energy
MPLX Mplx	$135,286,996	$412,044 ▼	-0.3%	2,898,179	0.3%	Energy
ZTS Zoetis	$134,642,820	$2,505,369 ▼	-1.8%	932,365	0.3%	Medical
CSGP CoStar Group	$133,791,430	$109,692,096 ▲	455.2%	1,827,003	0.3%	Computer and Technology
SCHW Charles Schwab	$129,910,437	$4,358,667 ▲	3.5%	1,857,721	0.3%	Finance
ARES Ares Management	$124,322,436	$103,153,114 ▼	-45.3%	1,009,029	0.3%	Finance
MELI MercadoLibre	$121,829,056	$18,562,428 ▼	-13.2%	66,715	0.3%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$119,234,784	$51,643,913 ▼	-30.2%	240,160	0.3%	Finance
JNJ Johnson & Johnson	$117,849,763	$5,747,251 ▼	-4.6%	785,665	0.2%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$113,279,826	$62,644,296 ▼	-35.6%	2,839,805	0.2%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$111,270,783	$2,664,871 ▲	2.5%	3,293,984	0.2%	ETF

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