Ci Private Wealth, LLC
CIK Number: 0001948780
60.26B
Market Value
2,194
# of Holdings
7 months
Avg. Holding Period
35.93%
Win Rate
55.71%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 190.86 | -4.02% | 12.15M | +0.06% | 2.98B | 149.76 | 4.94% |
| 2 | MSFT | Microsoft Corpo... | 381.40 | -2.33% | 6.19M | -5.68% | 2.58B | 274.6 | 4.29% |
| 3 | AMZN | Amazon.com, Inc... | 180.94 | -5.32% | 7.28M | -0.03% | 1.57B | 106.08 | 2.60% |
| 4 | COST | Costco Wholesal... | 964.87 | -0.03% | 1.37M | -0.53% | 1.25B | 569.06 | 2.08% |
| 5 | IVV | iShares Core S&... | 527.38 | -3.45% | 2.34M | -5.66% | 1.22B | 495.08 | 2.03% |
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