CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2024No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings2,970 positions
MICROSOFT CORP | 6.8M | $2.9B | 5.3% | $211.49 | +99.41% | 25 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11M | $2.7B | 4.9% | $122.01 | +103.76% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 10.7M | $2.4B | 4.3% | $106.04 | +106.90% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 13.5M | $1.9B | 3.4% | $53.44 | +150.62% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 8.1M | $1.6B | 2.9% | $94.78 | +98.56% | 25 qtrssince 2018-Q4 | Increased 58 |
OLD DOMINION FREIGHT LINE | 8.7M | $1.6B | 2.8% | $173.98 | +0.24% | 25 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.2M | $987.8M | 1.8% | $187.05 | +66.77% | 25 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE GROUP INC/THE-A | 4.8M | $841.6M | 1.5% | $60.42 | +168.40% | 22 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL C | 4.3M | $834.6M | 1.5% | $78.01 | +142.72% | 25 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.2M | $788.4M | 1.4% | $108.24 | +115.54% | 25 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.4M | $754.6M | 1.4% | $354.90 | +39.64% | 25 qtrssince 2018-Q4 | Decreased 0 |
FTAI AVIATION LTD | 3.7M | $628.6M | 1.1% | $54.44 | +160.52% | 6 qtrssince 2023-Q3 | Decreased 0 |
SALESFORCE.COM INC | 1.9M | $609.9M | 1.1% | $204.88 | +62.81% | 25 qtrssince 2018-Q4 | Decreased 0 |
FACEBOOK INC-CLASS A | 989,825 | $604.5M | 1.1% | $375.06 | +57.14% | 25 qtrssince 2018-Q4 | Increased 50 |
ASTRAZENECA PLC | 8.1M | $539.7M | 1.0% | $118.13 | +7.85% | 25 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 4.7M | $533.3M | 1.0% | $90.55 | +20.35% | 25 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 8.5M | $500.4M | 0.9% | $42.14 | +36.19% | 25 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 628,733 | $495M | 0.9% | $307.07 | +148.35% | 25 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.2M | $473.5M | 0.9% | $236.20 | +60.86% | 25 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 6.6M | $468.2M | 0.8% | $65.10 | +4.52% | 25 qtrssince 2018-Q4 | Increased 47 |
CIBC Private Wealth Group LLC reported holdings worth $55.2B across 2970 positions as of Q4 2024. Top holdings: MSFT (5.3%), AAPL (4.9%), AMZN (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 143 new positions, 287 exits, 796 increased. Top move: GOOGL (INCREASED, conviction 58). Portfolio: $55.2B across 2970 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