Cibc Private Wealth Group, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Cibc Private Wealth Group, LLC

CIK Number: 0001298088

55.98B
Market Value
2,889
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
515.74
-0.76% 6.71M -3.29% 3.34B 128.33 5.96% Share
2 AMZN Amazon.com, Inc...
222.41
+0.81% 10.64M -0.43% 2.33B 86.43 4.17% Share
3 AAPL Apple Inc.
257.13
+0.66% 10.82M -0.7% 2.22B 71.72 3.97% Share
4 NVDA NVIDIA Corporat...
188.89
+0.88% 12.34M -4.21% 1.95B 53.16 3.48% Share
5 GOOGL Alphabet Inc.
245.69
+0.32% 7.18M -9.89% 1.27B 80.25 2.26% Share
6 V Visa Inc.
346.01
-0.52% 2.79M -10.92% 990.34M 128.51 1.77% Share
7 JPM JPMorgan Chase ...
307.56
-1.01% 3.25M -0.06% 941.64M 97.15 1.68% Share
8 META Meta Platforms,...
727.05
+1.35% 1.19M +0.91% 874.91M 418.35 1.56% Share
9 RTX RTX Corporation
166.65
-0.33% 4.22M +0.63% 615.69M 82.17 1.10% Share
10 BX Blackstone Inc.
166.57
-0.91% 4.08M +1.02% 610.99M 57.48 1.09% Share
11 GOOG Alphabet Inc.
246.43
+0.36% 3.29M -13.43% 582.93M 41.69 1.04% Share
12 ODFL Old Dominion Fr...
140.60
+0.98% 3.59M -58.61% 582.79M 177.9 1.04% Share
13 AZN AstraZeneca PLC
83.65
-0.84% 8.23M +0.16% 575.28M 58.29 1.03% Share
14 ABT Abbott Laborato...
133.00
-0.35% 4.12M +2.81% 560.12M 93.84 1.00% Share
15 CRM Salesforce, Inc...
238.80
+1.32% 1.9M +1.71% 517.73M 209 0.92% Share
16 NEE NextEra Energy,...
78.18
-0.63% 7.44M -6.45% 516.8M 68.51 0.92% Share
17 AVGO Broadcom Inc.
338.18
+1.44% 1.77M +27.57% 489.16M 169.27 0.87% Share
18 SPGI S&P Global Inc.
476.74
-1.02% 913.78K -0.3% 481.83M 356.08 0.86% Share
19 CME CME Group Inc.
265.43
-0.15% 1.72M -0.09% 475.36M 193.21 0.85% Share
20 VO Vanguard Mid Ca...
294.52
+0.36% 1.67M +4.31% 466.44M 217.29 0.83% Share
Page 1 of 145