CIBC Private Wealth Group LLC

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
11/24/2025
Form type
13F-HR
Num holdings
3,087
Total value ($000)
$58,410,766
Net value change ($000)
+2,427,668 (4.3%)
New positions
302
Sold out positions
288
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/12/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 503,896 22.7%
AVGO 342,821 70.1%
GOOGL 338,661 26.7%
NVDA 323,992 16.6%
GOOGL 180,459 31.0%
PGR 179,848 1854.5%
TMO 167,459 70.5%
DXCM 142,149 265.6%
META 126,364 14.4%
GEV 125,148 132.4%
Top Reduces (Value $000, Stocks/ETFs)
CSCO -321,805 -69.2%
ELV -268,157 -68.4%
CRM -249,749 -48.2%
PEP -209,733 -69.8%
CMG -153,314 -80.4%
BRO -151,785 -96.3%
ADBE -124,964 -36.9%
MNDY -100,141 -72.6%
HQY -97,846 -82.9%
FISV -93,372 -26.5%
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