CIBC Private Wealth Group
ATLANTA, GAfiles as CIBC Private Wealth Group LLC
$59.2bn in 3,395 US stocks at the end of 31 December 2025. The top 10 are 29.5% of the money. It changed about 8.2% of the portfolio this quarter.
Value
$59.2bn
Stocks
3,395
Top 10 share
29.5%
Turnover
8.2%
What changed this quarter
New
Bought for the first time this quarter.
- TotalEnergies SETTE<0.1% of the fund
- Profesionally Managed PortfoAKRE<0.1% of the fund
- Rice Acquisition Corp 3KRSP<0.1% of the fund
- UnileverUL<0.1% of the fund
- Neos ETF TrustSPYI<0.1% of the fund
- Solstice Advanced MaterialsSOLS<0.1% of the fund
- ArchrockAROC<0.1% of the fund
- Wisdomtree TRDLN<0.1% of the fund
- Destiny Tech100DXYZ<0.1% of the fund
- Qnity ElectronicsQ<0.1% of the fund
- ZIM Integrated Shipping ServicesZIM<0.1% of the fund
- Weave CommunicationsWEAV<0.1% of the fund
- Invesco Exch Traded FD TR IIIDMO<0.1% of the fund
- Dimensional ETF TrustDFIC<0.1% of the fund
- Cushman & WakefieldCWK<0.1% of the fund
- Maze TherapeuticsMAZE<0.1% of the fund
- Indivior<0.1% of the fund
- BrightSpring Health ServicesBTSG<0.1% of the fund
- Hartford FDS Exchange TradedHTRB<0.1% of the fund
- Tarsus PharmaceuticalsTARS<0.1% of the fund
- CelcuityCELC<0.1% of the fund
- Magnum Ice CreamMICC<0.1% of the fund
- GoProGPRO<0.1% of the fund
- PTC TherapeuticsPTCT<0.1% of the fund
- Ishares TRVLUE<0.1% of the fund
Added
Bought more of a stock they already held.
- BroadcomAVGO1.6% of the fund+11%
- Meta PlatformsMETA1.6% of the fund+7%
- Eli LillyLLY1.4% of the fund+38%
- Vanguard Index FDSVO1.1% of the fund+18%
- Vanguard Index FDSVOO1.0% of the fund+14%
- Ishares TRIWF1.0% of the fund+26%
- State STR Spdr S&P 500 ETF TSPY0.7% of the fund+184%
- Ishares TRSGOV0.7% of the fund+129%
- LindeLIN0.7% of the fund+11%
- Vanguard Index FDSVB0.6% of the fund+10%
- Vanguard Tax-Managed FDSVEA0.6% of the fund+13%
- Ishares TRIWR0.5% of the fund+6%
- IntuitINTU0.5% of the fund+812%
- TransDigm GroupTDG0.4% of the fund+10%
- Expand EnergyEXE0.4% of the fund+64%
- Ishares Gold TRIAU0.4% of the fund+3%
- DexcomDXCM0.4% of the fund+8%
- Ishares TRIWB0.3% of the fund+52%
- T-Mobile USTMUS0.3% of the fund+43%
- L3harris TechnologiesLHX0.3% of the fund+35%
- Vanguard Index FDSVTV0.3% of the fund+2%
- Ishares TRIWP0.3% of the fund+104%
- Taiwan Semiconductor ManufacturingTSM0.3% of the fund+4%
- Global X FDSPAVE0.3% of the fund+7%
- Ishares TRIWM0.3% of the fund+8%
Cut
Sold some of their stake.
- Amazon.comAMZN3.9% of the fund-6%
- AlphabetGOOGL3.4% of the fund-2%
- AlphabetGOOG1.6% of the fund-4%
- RTXRTX1.0% of the fund-20%
- Abbott LaboratoriesABT0.8% of the fund-2%
- Thermo Fisher ScientificTMO0.8% of the fund-3%
- S&P GlobalSPGI0.8% of the fund-2%
- Howmet AerospaceHWM0.8% of the fund-3%
- AmphenolAPH0.6% of the fund-2%
- TE ConnectivityTEL0.6% of the fund-24%
- QualcommQCOM0.6% of the fund-27%
- PrologisPLD0.6% of the fund-2%
- UnitedHealth GroupUNH0.5% of the fund-6%
- StrykerSYK0.5% of the fund-3%
- MastercardMA0.5% of the fund-3%
- Automatic Data ProcessingADP0.5% of the fund-3%
- Cheniere EnergyLNG0.5% of the fund-5%
- SalesforceCRM0.5% of the fund-3%
- Enterprise Products Partners L.P.EPD0.5% of the fund-3%
- Roper TechnologiesROP0.4% of the fund-5%
- Idexx LaboratoriesIDXX0.4% of the fund-2%
- GE VernovaGEV0.4% of the fund-2%
- Mondelez InternationalMDLZ0.4% of the fund-11%
- American TowerAMT0.3% of the fund-18%
- AdobeADBE0.3% of the fund-6%
Sold out
Sold their entire stake.
- Cheniere Energy Partners L PCQP-100%
- BKVBKV-100%
- Unilever-100%
- Liberty Latin AmericaLILAK-100%
- Light & WonderLNWO-100%
- Kellogg-100%
- Natural Health TrendsNHTC-100%
- Distribution Solutions GroupDSGR-100%
- Ishares TR-100%
- TotalEnergies SETTE-100%
- Heritage Distilling Hldg-100%
- Ishares TR-100%
- Liberty Media Corp DEL-100%
- Cushman Wakefield-100%
- Interpublic Group COS-100%
- Innovator Etfs TrustIJUL-100%
- Innovator Etfs TrustEJUL-100%
- Hertz Global HldgsHTZWW-100%
- Fidelity Covington TrustFREL-100%
- Ishares TRIGRO-100%
- Kayne Anderson BDCKBDC-100%
- Direxion Shares ETF TrustNAIL-100%
- AmerescoAMRC-100%
- Pacer FDS TRICOW-100%
- Liberty Media Corp DEL-100%
Holdings
- Vanguard Index FDSVO
- Share
- 1.1%
- Value
- $634m
- Shares
- 2,185,156
+18%
- Vanguard Index FDSVOO
- Share
- 1.0%
- Value
- $590m
- Shares
- 941,501
+14%
- Ishares TRIWF
- Share
- 1.0%
- Value
- $564m
- Shares
- 1,190,695
+26%
- Barclays BankATMP
- Share
- 0.8%
- Value
- $466m
- Shares
- 16,193,057
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.7%
- Value
- $439m
- Shares
- 644,146
+184%
- Ishares TRSGOV
- Share
- 0.7%
- Value
- $416m
- Shares
- 4,141,877
+129%
- Vanguard Index FDSVB
- Share
- 0.6%
- Value
- $360m
- Shares
- 1,397,042
+10%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.6%
- Value
- $332m
- Shares
- 5,308,961
+13%
- Ishares TRIWR
- Share
- 0.5%
- Value
- $303m
- Shares
- 3,149,600
+6%
- Ishares TRIVV
- Share
- 0.5%
- Value
- $295m
- Shares
- 430,620
Held
- Energy Transfer L PET
- Share
- 0.4%
- Value
- $253m
- Shares
- 15,366,720
Held
- Ishares Gold TRIAU
- Share
- 0.4%
- Value
- $222m
- Shares
- 2,735,976
+3%
- Ishares TRIWB
- Share
- 0.3%
- Value
- $206m
- Shares
- 552,047
+52%
- Vanguard Index FDSVTV
- Share
- 0.3%
- Value
- $186m
- Shares
- 972,047
+2%
- Ishares TRIWP
- Share
- 0.3%
- Value
- $179m
- Shares
- 1,309,901
+104%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.3%
- Value
- $176m
- Shares
- 3,079,471
-5%
- Global X FDSPAVE
- Share
- 0.3%
- Value
- $175m
- Shares
- 3,652,125
+7%
- BrookfieldBN
- Share
- 0.3%
- Value
- $171m
- Shares
- 3,735,465
Held
- Ishares TRIWM
- Share
- 0.3%
- Value
- $170m
- Shares
- 689,771
+8%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MicrosoftMSFT | 5.3% | $3.2bn | 6,533,586 | Held |
| AppleAAPL | 4.9% | $2.9bn | 10,564,205 | Held |
| Amazon.comAMZN | 3.9% | $2.3bn | 9,945,180 | -6% |
| NvidiaNVDA | 3.8% | $2.3bn | 12,103,232 | Held |
| AlphabetGOOGL | 3.4% | $2.0bn | 6,443,532 | -2% |
| JPMorgan ChaseJPM | 1.7% | $1.0bn | 3,155,380 | Held |
| BroadcomAVGO | 1.6% | $966m | 2,790,816 | +11% |
| Meta PlatformsMETA | 1.6% | $960m | 1,454,564 | +7% |
| VisaV | 1.6% | $957m | 2,727,513 | Held |
| AlphabetGOOG | 1.6% | $943m | 3,004,241 | -4% |
| Eli LillyLLY | 1.4% | $819m | 762,246 | +38% |
| AstrazenecaAZN | 1.3% | $743m | 8,081,817 | Held |
| Old Dominion Freight LineODFL | 1.2% | $683m | 4,355,518 | Held |
| Vanguard Index FDSVO | 1.1% | $634m | 2,185,156 | +18% |
| BlackstoneBX | 1.0% | $617m | 4,004,273 | Held |
| RTXRTX | 1.0% | $614m | 3,346,888 | -20% |
| NextEra EnergyNEE | 1.0% | $605m | 7,537,722 | Held |
| Vanguard Index FDSVOO | 1.0% | $590m | 941,501 | +14% |
| Ishares TRIWF | 1.0% | $564m | 1,190,695 | +26% |
| Abbott LaboratoriesABT | 0.8% | $493m | 3,932,281 | -2% |
| ExxonMobil HoldingsXOM | 0.8% | $483m | 4,014,113 | Held |
| Thermo Fisher ScientificTMO | 0.8% | $468m | 806,898 | -3% |
| Barclays BankATMP | 0.8% | $466m | 16,193,057 | Held |
| DanaherDHR | 0.8% | $466m | 2,034,341 | Held |
| S&P GlobalSPGI | 0.8% | $464m | 887,275 | -2% |
| Howmet AerospaceHWM | 0.8% | $460m | 2,243,038 | -3% |
| CME GroupCME | 0.8% | $457m | 1,674,637 | Held |
| TJX CompaniesTJX | 0.8% | $454m | 2,958,602 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.7% | $439m | 644,146 | +184% |
| Ishares TRSGOV | 0.7% | $416m | 4,141,877 | +129% |
| Union PacificUNP | 0.7% | $409m | 1,769,776 | Held |
| ASML Holding NVASML | 0.7% | $399m | 373,119 | Held |
| LindeLIN | 0.7% | $385m | 901,838 | +11% |
| AmphenolAPH | 0.6% | $383m | 2,831,577 | -2% |
| Intercontinental ExchangeICE | 0.6% | $380m | 2,348,579 | Held |
| Monster BeverageMNST | 0.6% | $379m | 4,942,687 | Held |
| TE ConnectivityTEL | 0.6% | $364m | 1,597,847 | -24% |
| Vanguard Index FDSVB | 0.6% | $360m | 1,397,042 | +10% |
| Jack Henry & AssociatesJKHY | 0.6% | $344m | 1,887,305 | Held |
| McDonald'sMCD | 0.6% | $341m | 1,114,425 | Held |
| QualcommQCOM | 0.6% | $337m | 1,968,164 | -27% |
| PrologisPLD | 0.6% | $335m | 2,626,891 | -2% |
| Vanguard Tax-Managed FDSVEA | 0.6% | $332m | 5,308,961 | +13% |
| UnitedHealth GroupUNH | 0.5% | $315m | 955,375 | -6% |
| Ishares TRIWR | 0.5% | $303m | 3,149,600 | +6% |
| IntuitINTU | 0.5% | $303m | 457,562 | +812% |
| StrykerSYK | 0.5% | $300m | 853,873 | -3% |
| MastercardMA | 0.5% | $296m | 518,980 | -3% |
| Automatic Data ProcessingADP | 0.5% | $296m | 1,150,563 | -3% |
| Martin Marietta MaterialsMLM | 0.5% | $296m | 475,138 | Held |
| Cheniere EnergyLNG | 0.5% | $296m | 1,520,843 | -5% |
| Ishares TRIVV | 0.5% | $295m | 430,620 | Held |
| Home DepotHD | 0.5% | $294m | 854,449 | Held |
| Iqvia HoldingsIQV | 0.5% | $293m | 1,299,272 | Held |
| SalesforceCRM | 0.5% | $291m | 1,100,057 | -3% |
| Enterprise Products Partners L.P.EPD | 0.5% | $288m | 8,977,239 | -3% |
| BlackRockBLK | 0.5% | $277m | 258,817 | Held |
| General ElectricGE | 0.5% | $276m | 897,608 | Held |
| AbbVieABBV | 0.5% | $267m | 1,168,845 | Held |
| Analog DevicesADI | 0.4% | $266m | 979,203 | Held |
| Walt DisneyDIS | 0.4% | $264m | 2,317,095 | Held |
| Intuitive SurgicalISRG | 0.4% | $260m | 459,184 | Held |
| TransDigm GroupTDG | 0.4% | $255m | 191,421 | +10% |
| Energy Transfer L PET | 0.4% | $253m | 15,366,720 | Held |
| Roper TechnologiesROP | 0.4% | $250m | 560,607 | -5% |
| Otis WorldwideOTIS | 0.4% | $249m | 2,850,031 | Held |
| PNC Financial Services GroupPNC | 0.4% | $249m | 1,191,022 | Held |
| Idexx LaboratoriesIDXX | 0.4% | $245m | 362,871 | -2% |
| Expand EnergyEXE | 0.4% | $228m | 2,063,440 | +64% |
| GE VernovaGEV | 0.4% | $228m | 348,386 | -2% |
| Mondelez InternationalMDLZ | 0.4% | $227m | 4,218,418 | -11% |
| Ishares Gold TRIAU | 0.4% | $222m | 2,735,976 | +3% |
| Quanta ServicesPWR | 0.4% | $215m | 508,475 | Held |
| DexcomDXCM | 0.4% | $208m | 3,128,114 | +8% |
| Ishares TRIWB | 0.3% | $206m | 552,047 | +52% |
| EatonETN | 0.3% | $206m | 645,558 | Held |
| American TowerAMT | 0.3% | $205m | 1,166,450 | -18% |
| AdobeADBE | 0.3% | $198m | 566,316 | -6% |
| Berkshire HathawayBRK-B | 0.3% | $198m | 394,127 | Held |
| T-Mobile USTMUS | 0.3% | $194m | 953,411 | +43% |
| Fidelity National Information ServicesFIS | 0.3% | $193m | 2,899,998 | -7% |
| ZoetisZTS | 0.3% | $187m | 1,484,832 | -12% |
| L3harris TechnologiesLHX | 0.3% | $186m | 634,731 | +35% |
| Vanguard Index FDSVTV | 0.3% | $186m | 972,047 | +2% |
| Ishares TRIWP | 0.3% | $179m | 1,309,901 | +104% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $178m | 584,987 | +4% |
| Charles SchwabSCHW | 0.3% | $177m | 1,770,342 | -2% |
| J P Morgan Exchange Traded FJEPI | 0.3% | $176m | 3,079,471 | -5% |
| Palo Alto NetworksPANW | 0.3% | $176m | 955,998 | -2% |
| Global X FDSPAVE | 0.3% | $175m | 3,652,125 | +7% |
| BrookfieldBN | 0.3% | $171m | 3,735,465 | Held |
| Ishares TRIWM | 0.3% | $170m | 689,771 | +8% |
| NetflixNFLX | 0.3% | $169m | 1,806,902 | -22% |
| Vici PropertiesVICI | 0.3% | $166m | 5,901,406 | -11% |
| Parker-HannifinPH | 0.3% | $163m | 185,791 | Held |
| CintasCTAS | 0.3% | $160m | 849,177 | -4% |
| O'Reilly AutomotiveORLY | 0.3% | $158m | 1,733,821 | -3% |
| Johnson & JohnsonJNJ | 0.3% | $158m | 762,539 | Held |
| ProgressivePGR | 0.3% | $158m | 692,032 | -10% |
| Cisco SystemsCSCO | 0.3% | $156m | 2,030,814 | -3% |
Showing the largest 100 of 3,395.
Over time and by industry
Value over time
Jun '25
Dec '25
Value is up 5.7% since 30 June 2025.
Where the money is
Technology24.0%
Financial services12.1%
Health care11.0%
Industrials10.3%
Media & telecom7.9%
Retail & consumer7.6%
Energy3.2%
Utilities2.7%
Everyday goods2.1%
Real estate1.9%
Materials1.3%
Other15.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.