Filed: 11/24/2025ACC: 0001298088-25-000031
๐ What this filing means
CIBC PRIVATE WEALTH GROUP LLC filed this quarterly 13FโHR report disclosing 3087 equity positions with a total reported market value of $58.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3087
Positions
$58.41B
Total AUM (reported)
459.54M
Total Shares
Allocation by class
COM$37.85B64.8%
CL A$2.95B5.1%
CAP STK CL A$1.60B2.7%
COM CL A$1.33B2.3%
SHS$1.14B2.0%
COM NEW$1.06B1.8%
SPONSORED ADR$887.50M1.5%
Portfolio Concentration
Top 3$8.46B14.5%
4โ10$8.43B14.4%
11โ25$7.97B13.7%
Rest$33.55B57.4%
Top 3 weight
14.5%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 459.54M
Sole
Full voting authority
447.62M
shares
% of voting shares97.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.93M
shares
% of voting shares2.6%
Investment Discretion (by position count)
Sole2700
Shared0
Other387
Dominant voting typeSole ยท 97.4% of voting shares
Institutional Holdings3087
Rows:
MICROSOFT CORP
DFNDShares6.60M
TypeSH
Market value$3.42B
5.85%
Sole
6.54M
Shared
0.00
None
56.93K
APPLE INC
DFNDShares10.70M
TypeSH
Market value$2.72B
4.66%
Sole
10.61M
Shared
0.00
None
91.42K
AMAZON COM INC
DFNDShares10.57M
TypeSH
Market value$2.32B
3.97%
Sole
10.48M
Shared
0.00
None
92.84K
NVIDIA CORPORATION
DFNDShares12.19M
TypeSH
Market value$2.27B
3.89%
Sole
12.08M
Shared
0.00
None
112.42K
ALPHABET INC
DFNDShares6.60M
TypeSH
Market value$1.60B
2.75%
Sole
6.54M
Shared
0.00
None
65K
JPMORGAN CHASE & CO.
DFNDShares3.19M
TypeSH
Market value$1.01B
1.72%
Sole
3.18M
Shared
0.00
None
15.54K
META PLATFORMS INC
DFNDShares1.36M
TypeSH
Market value$1.00B
1.71%
Sole
1.35M
Shared
0.00
None
8.72K
VISA INC
DFNDShares2.76M
TypeSH
Market value$943.31M
1.61%
Sole
2.73M
Shared
0.00
None
35.99K
BROADCOM INC
DFNDShares2.52M
TypeSH
Market value$831.98M
1.42%
Sole
2.50M
Shared
0.00
None
22.86K
ALPHABET INC
DFNDShares3.13M
TypeSH
Market value$763.39M
1.31%
Sole
3.09M
Shared
0.00
None
45.98K
RTX CORPORATION
DFNDShares4.18M
TypeSH
Market value$698.96M
1.20%
Sole
4.16M
Shared
0.00
None
21.92K
BLACKSTONE INC
DFNDShares4.06M
TypeSH
Market value$694.33M
1.19%
Sole
4.04M
Shared
0.00
None
25.20K
ASTRAZENECA PLC
DFNDShares8.15M
TypeSH
Market value$625.59M
1.07%
Sole
8.10M
Shared
0.00
None
49.45K
OLD DOMINION FREIGHT LINE IN
DFNDShares4.37M
TypeSH
Market value$614.76M
1.05%
Sole
748.76K
Shared
0.00
None
3.62M
NEXTERA ENERGY INC
DFNDShares7.59M
TypeSH
Market value$572.64M
0.98%
Sole
7.55M
Shared
0.00
None
39.30K
VANGUARD INDEX FDS
DFNDShares1.85M
TypeSH
Market value$543.44M
0.93%
Sole
1.83M
Shared
0.00
None
24.65K
ABBOTT LABS
DFNDShares4.02M
TypeSH
Market value$537.92M
0.92%
Sole
3.99M
Shared
0.00
None
23.21K
VANGUARD INDEX FDS
DFNDShares822.69K
TypeSH
Market value$503.80M
0.86%
Sole
782.55K
Shared
0.00
None
40.14K
TE CONNECTIVITY PLC
DFNDShares2.09M
TypeSH
Market value$459.87M
0.79%
Sole
2.08M
Shared
0.00
None
15.05K
CME GROUP INC
DFNDShares1.70M
TypeSH
Market value$459.84M
0.79%
Sole
1.69M
Shared
0.00
None
8.55K
BARCLAYS BANK PLC
DFNDShares15.93M
TypeSH
Market value$458.83M
0.79%
Sole
15.88M
Shared
0.00
None
54.71K
EXXON MOBIL CORP
DFNDShares4.07M
TypeSH
Market value$458.70M
0.79%
Sole
4.04M
Shared
0.00
None
29.68K
HOWMET AEROSPACE INC
DFNDShares2.32M
TypeSH
Market value$454.71M
0.78%
Sole
2.31M
Shared
0.00
None
3.82K
QUALCOMM INC
DFNDShares2.70M
TypeSH
Market value$448.71M
0.77%
Sole
2.68M
Shared
0.00
None
14.63K
ISHARES TR
SOLEShares942.20K
TypeSH
Market value$441.33M
0.76%
Sole
923.61K
Shared
0.00
None
18.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 6.60M | SH | $3.42B 5.85% | 6.54M | 0.00 | 56.93K |
APPLE INCDFND | COM | 10.70M | SH | $2.72B 4.66% | 10.61M | 0.00 | 91.42K |
AMAZON COM INCDFND | COM | 10.57M | SH | $2.32B 3.97% | 10.48M | 0.00 | 92.84K |
NVIDIA CORPORATIONDFND | COM | 12.19M | SH | $2.27B 3.89% | 12.08M | 0.00 | 112.42K |
ALPHABET INCDFND | CAP STK CL A | 6.60M | SH | $1.60B 2.75% | 6.54M | 0.00 | 65K |
JPMORGAN CHASE & CO.DFND | COM | 3.19M | SH | $1.01B 1.72% | 3.18M | 0.00 | 15.54K |
META PLATFORMS INCDFND | CL A | 1.36M | SH | $1.00B 1.71% | 1.35M | 0.00 | 8.72K |
VISA INCDFND | COM CL A | 2.76M | SH | $943.31M 1.61% | 2.73M | 0.00 | 35.99K |
BROADCOM INCDFND | COM | 2.52M | SH | $831.98M 1.42% | 2.50M | 0.00 | 22.86K |
ALPHABET INCDFND | CAP STK CL C | 3.13M | SH | $763.39M 1.31% | 3.09M | 0.00 | 45.98K |
RTX CORPORATIONDFND | COM | 4.18M | SH | $698.96M 1.20% | 4.16M | 0.00 | 21.92K |
BLACKSTONE INCDFND | COM | 4.06M | SH | $694.33M 1.19% | 4.04M | 0.00 | 25.20K |
ASTRAZENECA PLCDFND | SPONSORED ADR | 8.15M | SH | $625.59M 1.07% | 8.10M | 0.00 | 49.45K |
OLD DOMINION FREIGHT LINE INDFND | COM | 4.37M | SH | $614.76M 1.05% | 748.76K | 0.00 | 3.62M |
NEXTERA ENERGY INCDFND | COM | 7.59M | SH | $572.64M 0.98% | 7.55M | 0.00 | 39.30K |
VANGUARD INDEX FDSDFND | MID CAP ETF | 1.85M | SH | $543.44M 0.93% | 1.83M | 0.00 | 24.65K |
ABBOTT LABSDFND | COM | 4.02M | SH | $537.92M 0.92% | 3.99M | 0.00 | 23.21K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 822.69K | SH | $503.80M 0.86% | 782.55K | 0.00 | 40.14K |
TE CONNECTIVITY PLCDFND | ORD SHS | 2.09M | SH | $459.87M 0.79% | 2.08M | 0.00 | 15.05K |
CME GROUP INCDFND | COM | 1.70M | SH | $459.84M 0.79% | 1.69M | 0.00 | 8.55K |
BARCLAYS BANK PLCDFND | IPATH SELCT MLP | 15.93M | SH | $458.83M 0.79% | 15.88M | 0.00 | 54.71K |
EXXON MOBIL CORPDFND | COM | 4.07M | SH | $458.70M 0.79% | 4.04M | 0.00 | 29.68K |
HOWMET AEROSPACE INCDFND | COM | 2.32M | SH | $454.71M 0.78% | 2.31M | 0.00 | 3.82K |
QUALCOMM INCDFND | COM | 2.70M | SH | $448.71M 0.77% | 2.68M | 0.00 | 14.63K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 942.20K | SH | $441.33M 0.76% | 923.61K | 0.00 | 18.59K |
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