CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q3 2024No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings3,114 positions
MICROSOFT CORP | 6.9M | $3B | 5.3% | $142.25 | +197.79% | 24 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 11.4M | $2.7B | 4.8% | $76.71 | +201.23% | 24 qtrssince 2018-Q4 | Increased 59 |
AMAZON COM INC | 11M | $2.1B | 3.7% | $108.43 | +71.85% | 24 qtrssince 2018-Q4 | Decreased 0 |
OLD DOMINION FREIGHT LINE IN | 8.8M | $1.7B | 3.1% | $174.79 | +12.23% | 24 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 14M | $1.7B | 3.1% | $52.96 | +128.69% | 24 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC | 7.7M | $1.3B | 2.3% | $76.49 | +115.32% | 24 qtrssince 2018-Q4 | Increased 55 |
VISA INC | 3.2M | $889.6M | 1.6% | $154.90 | +74.86% | 24 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $866.9M | 1.6% | $260.97 | +113.60% | 24 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE INC | 5M | $762.8M | 1.4% | $45.60 | +214.18% | 21 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 4.4M | $742.6M | 1.3% | $52.99 | +213.34% | 24 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 9.1M | $708.2M | 1.3% | $105.18 | +43.56% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.3M | $698.5M | 1.3% | $91.02 | +121.23% | 24 qtrssince 2018-Q4 | Increased 53 |
HOME DEPOT INC | 1.5M | $621.2M | 1.1% | $201.41 | +91.11% | 24 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 981,058 | $561.6M | 1.0% | $375.84 | +51.32% | 24 qtrssince 2018-Q4 | Increased 51 |
ELI LILLY & CO | 628,847 | $557.1M | 1.0% | $276.86 | +215.57% | 24 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 4.8M | $545.8M | 1.0% | $86.20 | +26.06% | 24 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE INC | 1.9M | $529.2M | 0.9% | $204.77 | +31.74% | 24 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 6.2M | $521.3M | 0.9% | $61.10 | +30.43% | 24 qtrssince 2018-Q4 | Decreased 0 |
FTAI AVIATION LTD | 3.8M | $505.1M | 0.9% | $54.44 | +139.93% | 5 qtrssince 2023-Q3 | Increased 48 |
EXXON MOBIL CORP | 4.2M | $494.3M | 0.9% | $99.49 | +10.51% | 24 qtrssince 2018-Q4 | Increased 45 |
CIBC Private Wealth Group LLC reported holdings worth $55.8B across 3114 positions as of Q3 2024. Top holdings: MSFT (5.3%), AAPL (4.8%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 231 new positions, 262 exits, 987 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $55.8B across 3114 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
No 13F holdings reported for quarters after Q4 2025.
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
Verify source filings on SEC EDGAR