CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,075 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 6.7M | $3.3B | 6.0% | $213.95 | +130.99% | 27 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 10.6M | $2.3B | 4.2% | $105.79 | +111.09% | 27 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 10.8M | $2.2B | 4.0% | $139.56 | +46.30% | 27 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 12.3M | $2B | 3.5% | $116.48 | +35.41% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 7.2M | $1.3B | 2.3% | $103.22 | +72.68% | 27 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.8M | $990.3M | 1.8% | $187.05 | +87.98% | 27 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.2M | $941.6M | 1.7% | $108.54 | +160.81% | 27 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $874.9M | 1.6% | $409.53 | +78.87% | 27 qtrssince 2018-Q4 | Increased 50 |
RAYTHEON TECHNOLOGIES CORP | 4.2M | $615.7M | 1.1% | $87.66 | +63.42% | 21 qtrssince 2020-Q2 | Increased 50 |
BLACKSTONE INC | 4.1M | $611M | 1.1% | $61.25 | +133.28% | 24 qtrssince 2019-Q3 | Increased 50 |
ALPHABET INC-CL C | 3.3M | $582.9M | 1.0% | $97.86 | +81.89% | 27 qtrssince 2018-Q4 | Decreased 0 |
OLD DOMINION FREIGHT LINE | 3.6M | $582.8M | 1.0% | $192.17 | -15.15% | 27 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 8.2M | $575.3M | 1.0% | $118.55 | +15.76% | 27 qtrssince 2018-Q4 | Increased 49 |
ABBOTT LABORATORIES | 4.1M | $560.1M | 1.0% | $91.69 | +44.33% | 27 qtrssince 2018-Q4 | Increased 51 |
SALESFORCE.COM INC | 1.9M | $517.7M | 0.9% | $206.05 | +32.25% | 27 qtrssince 2018-Q4 | Increased 45 |
NEXTERA ENERGY INC | 7.4M | $516.8M | 0.9% | — | — | — | — |
BROADCOM INC | 1.8M | $489.2M | 0.9% | $185.59 | +44.61% | 27 qtrssince 2018-Q4 | Increased 55 |
S&P GLOBAL INC | 913,782 | $481.8M | 0.9% | $338.00 | +52.60% | 27 qtrssince 2018-Q4 | Decreased 0 |
CME GROUP INC | 1.7M | $475.4M | 0.8% | $170.74 | +59.42% | 27 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD MID-CAP ETF | 1.7M | $466.4M | 0.8% | $210.20 | +31.27% | 27 qtrssince 2018-Q4 | Increased 46 |
CIBC Private Wealth Group LLC manages $56B across 3075 positions as of Q2 2025. Top holdings: MSFT (6.0%), AMZN (4.2%), AAPL (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 271 new positions, 280 exits, 808 increased. Top move: AVGO (INCREASED, conviction 55). Portfolio: $56.0B across 3075 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q4 2025 - no longer filing.
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer