CIBC Private Wealth Group, LLC

CIK
0001298088
City
ATLANTA
State / Country
2Q

Top Portfolio Positions

2,244 positions · $48,691,408,870 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
6,533,586 $3,159,772,861 6.49%
AAPL
Apple Inc.
Technology
10,564,205 $2,871,984,770 5.90%
AMZN
Amazon Com Inc
Consumer Cyclical
9,945,180 $2,295,546,447 4.71%
NVDA
Nvidia Corp
Technology
12,103,232 $2,257,252,767 4.64%
GOOGL
Alphabet Inc.
Communication Services
6,443,532 $2,016,825,516 4.14%
JPM
Jpmorgan Chase & Co
Financial Services
3,155,380 $1,016,726,542 2.09%
AVGO
Broadcom Inc.
Technology
2,790,816 $965,901,417 1.98%
META
Meta Platforms, Inc.
Communication Services
1,454,564 $960,143,150 1.97%
V
Visa Inc.
Financial Services
2,727,513 $956,566,083 1.96%
LLY
ELI LILLY & Co
Healthcare
762,246 $819,170,607 1.68%

Portfolio Trend

27 quarters · across all stocks

Holdings in ILMN

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $39,715,510 302,802
2025-09-30 $28,430,314 299,361
2025-06-30 $29,784,998 312,179
2025-03-31 $14,094,671 177,649
2024-12-31 $22,089,707 165,305
2024-09-30 $21,322,556 163,504
2024-06-30 $14,629,170 140,153
2024-03-31 $894,316 6,695
2023-12-31 $461,063 3,404
2023-09-30 $3,483,948 26,089
2023-06-30 $4,999,855 27,414
2023-03-31 $6,035,215 26,679
2022-12-31 $5,116,957 26,015
2022-09-30 $4,487,833 24,181
2022-06-30 $2,745,851 15,311
2022-03-31 $5,523,782 16,252
2021-12-31 $6,084,078 16,440
2021-09-30 $6,870,118 17,412
2021-06-30 $8,437,683 18,330
2021-03-31 $9,479,331 25,373
2020-12-31 $8,255,535 22,937
2020-09-30 $221,888 738
2020-06-30 $5,469,867 15,183
2020-03-31 $4,866,477 18,317