CIBC Private Wealth Group LLC

Q2 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
3,075
Total value ($000)
$55,983,098
Net value change ($000)
+8,631,498 (18.2%)
New positions
275
Sold out positions
288
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2025 Next filing: 11/24/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
MSFT 877,530 35.7%
NVDA 709,177 57.1%
AMZN 510,338 28.0%
AAPL 341,231 18.2%
META 275,283 45.9%
AVGO 272,120 125.4%
JPM 236,790 33.6%
ASML 199,463 530.1%
HWM 164,564 61.1%
IDXX 163,605 437.6%
Top Reduces (Value $000, Stocks/ETFs)
ODFL -704,168 -54.7%
UNH -468,341 -59.0%
SGOV -174,266 -52.4%
COP -162,352 -93.3%
FISV -114,670 -24.5%
ELV -97,511 -19.9%
IT -61,965 -86.2%
MRK -47,676 -59.6%
FICO -41,510 -40.8%
TJX -28,423 -7.1%
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