Cibc Private Wealth Group, LLC Top Holdings and 13F Report (2025) About Cibc Private Wealth Group, LLCInvestment ActivityCibc Private Wealth Group, LLC has $55.98 billion in total holdings as of June 30, 2025.Cibc Private Wealth Group, LLC owns shares of 3,075 different stocks, but just 117 companies or ETFs make up 80% of its holdings.Approximately 4.83% 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 3,072 new stocks and bought additional shares in 805 stocks.Cibc Private Wealth Group, LLC sold shares of 1,269 stocks and completely divested from 292 stocks this quarter.Largest Holdings Microsoft $3,337,278,077Amazon.com $2,333,277,774Apple $2,220,246,571NVIDIA $1,950,180,891Alphabet $1,266,029,016 Largest New Holdings this Quarter 81764X103 - SERVICETITAN INC $90,364,959 Holding59503A204 - Microbot Medical $1,542,240 Holding00039J822 - AB ACTIVE ETFS INC $1,532,567 Holding63888P406 - Natural Health Trends $1,306,287 Holding21873S108 - COREWEAVE INC $1,186,588 Holding Largest Purchases this Quarter ASML 232,649 shares (about $186.44M)O'Reilly Automotive 1,681,912 shares (about $151.59M)IDEXX Laboratories 271,193 shares (about $145.45M)FLUTTER ENTMT PLC 427,468 shares (about $122.15M)Spotify Technology 147,007 shares (about $112.80M) Largest Sales this Quarter Invesco S&P 500 Equal Weight Consumer Discretionary ETF 72 shares (about $∞T)SPDR Portfolio Mortgage Backed Bond ETF 1,243 shares (about $∞T)First Trust Global Tactical Commodity Strategy Fund 35 shares (about $∞T)iShares MSCI BIC ETF 265 shares (about $∞T)Clover Health Investments 5,000 shares (about $∞T) Sector Allocation Over TimeMap of 500 Largest Holdings ofCibc Private Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$3,337,278,077$113,488,077 ▼-3.3%6,709,3106.0%Computer and TechnologyAMZNAmazon.com$2,333,277,774$10,181,670 ▼-0.4%10,635,2974.2%Retail/WholesaleAAPLApple$2,220,246,571$15,675,399 ▼-0.7%10,821,4974.0%Computer and TechnologyNVDANVIDIA$1,950,180,891$85,813,692 ▼-4.2%12,343,6983.5%Computer and TechnologyGOOGLAlphabet$1,266,029,016$138,996,469 ▼-9.9%7,183,9592.3%Computer and TechnologyVVisa$990,335,584$121,426,028 ▼-10.9%2,789,2851.8%Business ServicesJPMJPMorgan Chase & Co.$941,635,632$596,635 ▼-0.1%3,248,0271.7%FinanceMETAMeta Platforms$874,906,633$7,873,943 ▲0.9%1,185,3661.6%Computer and TechnologyRTXRTX$615,690,993$3,875,663 ▲0.6%4,216,4841.1%AerospaceBXBlackstone$610,990,033$6,152,076 ▲1.0%4,084,7041.1%FinanceGOOGAlphabet$582,927,487$90,400,782 ▼-13.4%3,286,1351.0%Computer and TechnologyODFLOld Dominion Freight Line$582,793,234$825,281,309 ▼-58.6%3,590,8391.0%TransportationAZNAstraZeneca$575,277,377$943,240 ▲0.2%8,232,3611.0%MedicalABTAbbott Laboratories$560,118,005$15,285,892 ▲2.8%4,118,2121.0%MedicalCRMSalesforce$517,734,980$8,685,995 ▲1.7%1,898,6210.9%Computer and TechnologyNEENextEra Energy$516,803,091$35,630,717 ▼-6.4%7,444,5850.9%UtilitiesAVGOBroadcom$489,158,412$105,728,340 ▲27.6%1,774,5630.9%Computer and TechnologySPGIS&P Global$481,828,202$1,441,611 ▼-0.3%913,7820.9%FinanceCMECME Group$475,359,455$447,607 ▼-0.1%1,724,6910.8%FinanceVOVanguard Mid-Cap ETF$466,437,860$19,283,080 ▲4.3%1,666,8620.8%ETFCSCOCisco Systems$465,047,705$1,515,884 ▼-0.3%6,702,9070.8%Computer and TechnologyLLYEli Lilly and Company$462,533,513$8,491,423 ▲1.9%593,3490.8%MedicalATMPiPath Select MLP ETN$457,984,271$2,019,063 ▲0.4%15,620,2000.8%FinanceXOMExxon Mobil$441,976,358$1,517,393 ▲0.3%4,099,9660.8%EnergyVOOVanguard S&P 500 ETF$441,864,052$3,908,612 ▲0.9%777,8890.8%ETFICEIntercontinental Exchange$441,192,352$1,916,895 ▲0.4%2,404,7110.8%FinanceHWMHowmet Aerospace$433,994,904$3,530,328 ▼-0.8%2,331,6760.8%AerospaceQCOMQUALCOMM$432,456,443$984,864 ▲0.2%2,715,4120.8%Computer and TechnologyUNPUnion Pacific$415,276,004$56,164,370 ▲15.6%1,804,9200.7%TransportationDHRDanaher$414,917,137$3,805,015 ▲0.9%2,100,4210.7%MedicalTE CONNECTIVITY PLC$398,210,286$2,404,559 ▲0.6%2,360,8840.7%ORD SHSCHENIERE ENERGY INC$393,559,088$26,157,219 ▼-6.2%1,616,1260.7%COM NEWELVElevance Health$392,009,116$49,865,457 ▼-11.3%1,007,8390.7%MedicalLINDE PLC$383,960,151$243,974 ▼-0.1%818,3640.7%SHSMLMMartin Marietta Materials$382,563,593$3,335,481 ▲0.9%696,8880.7%ConstructionTJXTJX Companies$374,407,770$40,035,339 ▼-9.7%3,031,8870.7%Retail/WholesaleSYKStryker$353,373,104$661,493 ▼-0.2%893,1910.6%MedicalFIFiserv$352,646,951$59,287,153 ▼-14.4%2,045,3970.6%Business ServicesIWFiShares Russell 1000 Growth ETF$342,848,645$24,845,138 ▼-6.8%807,5010.6%ETFJKHYJack Henry & Associates$340,058,623$7,949,461 ▼-2.3%1,887,4320.6%Computer and TechnologyROPRoper Technologies$339,218,537$9,712,802 ▼-2.8%598,4380.6%Computer and TechnologyWDAYWorkday$339,025,178$813,600 ▲0.2%1,412,6050.6%Computer and TechnologyADBEAdobe$338,593,077$2,527,874 ▼-0.7%875,1890.6%Computer and TechnologyMCDMcDonald's$333,232,328$1,353,623 ▲0.4%1,140,5430.6%Retail/WholesaleUNHUnitedHealth Group$325,571,977$122,242,045 ▼-27.3%1,043,6000.6%MedicalHDHome Depot$321,857,476$35,339,328 ▼-9.9%877,8570.6%Retail/WholesaleAMTAmerican Tower$319,937,418$898,004 ▼-0.3%1,447,5500.6%FinanceMNSTMonster Beverage$319,688,704$2,358,647 ▲0.7%5,103,5870.6%Consumer StaplesTDGTransdigm Group$309,584,640$672,124 ▼-0.2%203,5880.6%AerospaceNFLXNetflix$304,780,981$41,472,904 ▲15.8%227,5960.5%Consumer DiscretionaryMAMastercard$303,259,492$4,474,168 ▼-1.5%539,6650.5%Business ServicesPEPPepsiCo$300,561,652$1,219,522 ▼-0.4%2,276,2920.5%Consumer StaplesDISWalt Disney$295,641,637$109,679,675 ▼-27.1%2,384,0140.5%Consumer DiscretionaryEPDEnterprise Products Partners$290,242,164$1,293,675 ▼-0.4%9,359,6310.5%EnergyAPHAmphenol$288,808,027$9,170,716 ▲3.3%2,924,6380.5%Computer and TechnologyPLDPrologis$285,847,492$1,004,211 ▲0.4%2,719,2490.5%FinanceVBVanguard Small-Cap ETF$279,750,261$7,863,000 ▼-2.7%1,180,4800.5%ETFADPAutomatic Data Processing$278,411,782$1,570,989 ▼-0.6%902,7620.5%Computer and TechnologyBLACKROCK INC$277,964,731$401,862 ▼-0.1%264,9180.5%COMETEnergy Transfer$277,658,522$6,045,158 ▲2.2%15,314,8660.5%EnergyIWRiShares Russell Mid-Cap ETF$270,880,631$20,377,518 ▲8.1%2,945,3150.5%ETFIVViShares Core S&P 500 ETF$264,124,351$2,443,239 ▼-0.9%425,3900.5%ETFFISFidelity National Information Services$258,042,029$1,773,517 ▲0.7%3,169,6600.5%Business ServicesISRGIntuitive Surgical$256,118,778$1,450,361 ▼-0.6%471,3180.5%MedicalCVXChevron$243,023,298$1,191,197 ▼-0.5%1,697,2090.4%EnergyADIAnalog Devices$239,466,560$469,138 ▼-0.2%1,006,0770.4%Computer and TechnologyTMOThermo Fisher Scientific$237,516,180$6,471,551 ▼-2.7%585,7940.4%MedicalASMLASML$237,088,848$186,442,598 ▲368.1%295,8470.4%Computer and TechnologyGEGE Aerospace$233,652,740$75,101,260 ▲47.4%907,7770.4%AerospaceETNEaton$231,867,113$7,329,004 ▲3.3%649,5060.4%IndustrialsVEAVanguard FTSE Developed Markets ETF$228,568,760$18,552,365 ▲8.8%4,009,2750.4%ETFPNCThe PNC Financial Services Group$227,681,269$1,045,257 ▲0.5%1,221,3350.4%FinanceVICIVICI Properties$220,229,503$109,014 ▼0.0%6,755,5060.4%FinanceOKEONEOK$217,931,028$1,649,987 ▲0.8%2,669,7420.4%EnergyABBVAbbVie$216,556,107$26,487,966 ▲13.9%1,166,6640.4%MedicalIQVIQVIA$210,172,217$213,377 ▲0.1%1,333,6650.4%MedicalPANWPalo Alto Networks$203,202,524$1,196,734 ▲0.6%992,9760.4%Computer and TechnologyIDXXIDEXX Laboratories$200,990,733$145,451,653 ▲261.9%374,7450.4%MedicalCTASCintas$198,983,612$1,623,384 ▼-0.8%892,8240.4%Business ServicesMDLZMondelez International$196,648,678$742,177 ▲0.4%2,915,9060.4%Consumer StaplesBRK.BBerkshire Hathaway$194,593,024$13,585,521 ▼-6.5%400,5870.3%FinancePWRQuanta Services$193,954,615$44,855,400 ▲30.1%512,9990.3%ConstructionJEPIJPMorgan Equity Premium Income ETF$191,681,661$3,225,612 ▼-1.7%3,371,7090.3%ETFCMGChipotle Mexican Grill$190,715,749$2,328,878 ▼-1.2%3,396,5400.3%Retail/WholesaleOTISOtis Worldwide$185,821,547$1,100,508 ▼-0.6%1,876,6060.3%IndustrialsMELIMercadoLibre$176,650,208$2,281,701 ▲1.3%67,5880.3%Retail/WholesaleVTVVanguard Value ETF$175,541,841$1,252,203 ▼-0.7%993,2210.3%ETFTRGPTarga Resources$168,919,608$18,280,319 ▲12.1%970,3560.3%EnergySCHWCharles Schwab$167,826,168$1,672,338 ▼-1.0%1,839,3920.3%FinanceTMUST-Mobile US$165,158,163$5,536,206 ▼-3.2%693,1850.3%Computer and TechnologyORLYO'Reilly Automotive$162,339,890$151,590,717 ▲1,410.3%1,801,1750.3%Retail/WholesaleARESAres Management$161,384,081$13,379,697 ▼-7.7%931,7790.3%FinanceIAUiShares Gold Trust$159,181,446$6,183,181 ▼-3.7%2,552,6210.3%FinanceSGOViShares 0-3 Month Treasury Bond ETF$158,246,872$175,159,665 ▼-52.5%1,571,6250.3%ETFBROBrown & Brown$157,567,187$1,747,311 ▲1.1%1,421,1890.3%FinanceOWLBlue Owl Capital$154,702,055$57,889,318 ▲59.8%8,053,2040.3%FinanceBNBrookfield$153,728,074$835,034 ▲0.5%2,485,5060.3%FinanceBSXBoston Scientific$148,012,699$20,107,689 ▲15.7%1,378,0160.3%MedicalCSGPCoStar Group$147,638,118$747,077 ▲0.5%1,836,2950.3%Computer and TechnologyZTSZoetis$144,542,920$859,441 ▼-0.6%926,8540.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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