CIBC Private Wealth Group LLC

CIK
1298088
City
ATLANTA
State / Country
GA

Top Portfolio Positions

2,534 positions · $50,202,936,181 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
6,533,586 $3,159,772,861 6.29%
AAPL
Apple Inc.
Technology
10,564,205 $2,871,984,770 5.72%
AMZN
Amazon Com Inc
Consumer Cyclical
9,945,180 $2,295,546,447 4.57%
NVDA
Nvidia Corp
Technology
12,103,232 $2,257,252,767 4.50%
GOOGL
Alphabet Inc.
Communication Services
6,443,532 $2,016,825,516 4.02%
JPM
Jpmorgan Chase & Co
Financial Services
3,155,380 $1,016,726,542 2.03%
AVGO
Broadcom Inc.
Technology
2,790,816 $965,901,417 1.92%
META
Meta Platforms, Inc.
Communication Services
1,454,564 $960,143,150 1.91%
V
Visa Inc.
Financial Services
2,727,513 $956,566,083 1.91%
LLY
ELI LILLY & Co
Healthcare
762,246 $819,170,607 1.63%

Portfolio Trend

27 quarters · across all stocks

Holdings in RTX

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2025-12-31 $613,819,258 3,346,888
2025-09-30 $698,958,158 4,177,124
2025-06-30 $615,690,992 4,216,484
2025-03-31 $554,999,717 4,189,942
2024-12-31 $374,303,629 3,234,563
2024-09-30 $399,654,134 3,298,565
2024-06-30 $329,405,891 3,281,262
2024-03-31 $323,733,181 3,319,319
2023-12-31 $288,743,406 3,431,702
2023-09-30 $336,724,887 4,678,684
2023-06-30 $473,756,404 4,836,223
2023-03-31 $480,831,990 4,909,956
2022-12-31 $497,557,297 4,930,215
2022-09-30 $388,780,562 4,749,335
2022-06-30 $448,337,387 4,664,836
2022-03-31 $457,137,313 4,614,286
2021-12-31 $395,565,150 4,596,388
2021-09-30 $393,329,492 4,575,727
2021-06-30 $388,587,988 4,555,011
2021-03-31 $351,547,514 4,549,599
2020-12-31 $266,328,196 3,724,349
2020-09-30 $781,564 13,583
2020-06-30 $193,933,791 3,147,254