CIBC Private Wealth Group LLC

Q1 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
3,084
Total value ($000)
$47,351,600
Net value change ($000)
-7,804,800 (-14.2%)
New positions
359
Sold out positions
248
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/12/2025 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 324,138 3870.3%
BLK 216,411 NEW
ELV 213,447 77.3%
ETN 146,896 1301.0%
RTX 129,769 34.6%
CSGP 110,314 469.9%
BSX 106,213 6168.0%
AVGO 103,156 90.6%
PWR 94,126 3747.1%
GE 88,619 564.0%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -800,114 -29.9%
NVDA -646,308 -34.2%
FTAI -621,687 -98.9%
AMZN -552,846 -23.3%
MSFT -441,753 -15.2%
GOOGL -423,240 -26.8%
BX -356,076 -42.3%
GOOGL -278,195 -33.3%
ODFL -272,914 -17.5%
USB -238,468 -96.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type