CIBC Private Wealth Group LLC
CIK 1298088 · Holdings on Sep 30, 2025 · First reported Nov 24, 2025
Top ten holdings
Q3 2025- MSFT5.85%
- AAPL4.66%
- AMZN3.97%
- NVDA3.89%
- GOOGL2.75%
- JPM1.72%
- META1.71%
- V1.61%
- AVGO1.42%
- GOOG1.31%
Share classes counted separately28.89%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +0.69 pp3.97% → 4.66%Shares -123.06K (-1.14%)
- AVGOWeight increased · +0.55 pp0.87% → 1.42%Shares +747.27K (+42.11%)
- GOOGLWeight increased · +0.49 pp2.26% → 2.75%Shares -583.01K (-8.12%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $3.42B | 5.85% | 6.60M shares | 5.96% → 5.85%-0.11 pp -114.02K (-1.70%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $2.72B | 4.66% | 10.70M shares | 3.97% → 4.66%+0.69 pp -123.06K (-1.14%) | Reduced | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $2.32B | 3.97% | 10.57M shares | 4.17% → 3.97%-0.20 pp -64.09K (-0.60%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $2.27B | 3.89% | 12.19M shares | 3.48% → 3.89%+0.41 pp -154.97K (-1.26%) | Reduced | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $1.60B | 2.75% | 6.60M shares | 2.26% → 2.75%+0.49 pp -583.01K (-8.12%) | Reduced | ↗▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $1.01B | 1.72% | 3.19M shares | 1.68% → 1.72%+0.04 pp -55.70K (-1.72%) | Reduced | ↗▾ |
| 07 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $1.00B | 1.71% | 1.36M shares | 1.56% → 1.71%+0.15 pp +178.06K (+15.02%) | Added | ↗▾ |
| 08 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $943.31M | 1.61% | 2.76M shares | 1.77% → 1.61%-0.16 pp -26.07K (-0.93%) | Reduced | ↗▾ |
| 09 | AVGOBROADCOM INC View history and evidence | $831.98M | 1.42% | 2.52M shares | 0.87% → 1.42%+0.55 pp +747.27K (+42.11%) | Added | ↗▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $763.39M | 1.31% | 3.13M shares | 1.04% → 1.31%+0.27 pp -151.72K (-4.62%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 281
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 82983N108 SITIO ROYALTIES CORP-A | Non-derivative | -1,978,245 | -$36.36M | SEC filing ↗ | SEC filing ↗ |
| BITX 2X BITCOIN ETF | Non-derivative | -31,482 | -$1.70M | SEC filing ↗ | SEC filing ↗ |
| AKX ANSYS INC | Non-derivative | -3,554 | -$1.25M | SEC filing ↗ | SEC filing ↗ |
3 / 281 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1298088 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 58410766171
}Research all 3,087 reported holdings.
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