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CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
2,970
−143 vs. Q3 2024
Portfolio value
$55.2B
−$646.7M (−1.2%) vs. Q3 2024
Filed
Feb 12, 2025
SEC
Holdings of CIBC Private Wealth Group, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock6,834,135$2.90B5.3%−30,280−0.4%ReducedHistory
AAPLApple Inc.Stock11,038,856$2.68B4.9%−346,510−3.0%ReducedHistory
AMZNAmazon Com IncStock10,695,476$2.38B4.3%−337,815−3.1%ReducedHistory
NVDANVIDIA CorpStock13,470,218$1.89B3.4%−565,161−4.0%ReducedHistory
GOOGLAlphabet Inc.Stock8,130,382$1.58B2.9%+390,206+5.0%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM8,686,237$1.56B2.8%−119,392−1.4%ReducedHistory
VVisa Inc.Stock3,159,796$987.8M1.8%−75,577−2.3%ReducedHistory
BXBlackstone Inc.COM4,837,549$841.6M1.5%−143,912−2.9%ReducedHistory
GOOGAlphabet Inc.Stock4,271,333$834.6M1.5%−170,479−3.8%ReducedHistory
JPMJPMorgan Chase & CoStock3,242,788$788.4M1.4%−69,766−2.1%ReducedHistory
UNHUnitedHealth Group IncStock1,438,738$754.6M1.4%−43,985−3.0%ReducedHistory
FTAIFTAI Aviation Ltd.SHS3,724,591$628.6M1.1%−76,072−2.0%ReducedHistory
CRMSalesforce, Inc.Stock1,865,635$609.9M1.1%−67,751−3.5%ReducedHistory
METAMeta Platforms, Inc.Stock989,825$604.5M1.1%+8,767+0.9%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR8,105,996$539.7M1.0%−984,362−10.8%ReducedHistory
ABTAbbott LaboratoriesStock4,667,557$533.3M1.0%−119,519−2.5%ReducedHistory
CSCOCisco Systems, Inc.Stock8,452,485$500.4M0.9%−266,075−3.1%ReducedHistory
LLYEli Lilly & CoStock628,733$495.0M0.9%−1140.0%ReducedHistory
HDHome Depot, Inc.Stock1,222,842$473.5M0.9%−310,246−20.2%ReducedHistory
NEENextera Energy IncStock6,626,486$468.2M0.8%+459,596+7.5%AddedHistory
SPGIS&P Global Inc.Stock925,446$458.9M0.8%−22,356−2.4%ReducedHistory
ATMPBarclays Bank PLCIPATH SELCT MLP15,099,522$445.1M0.8%+134,580+0.9%AddedHistory
XOMExxonMobil Holdings CorpCOM4,122,822$440.9M0.8%−93,621−2.2%ReducedHistory
QCOMQualcomm IncStock2,709,569$431.0M0.8%−52,722−1.9%ReducedHistory
FISVFiserv IncStock2,075,563$426.0M0.8%−55,403−2.6%ReducedHistory
Vanguard S&P 500 ETF922908363ETF740,112$401.2M0.7%+19,659+2.7%Added–
CMECME Group Inc.COM1,722,095$394.9M0.7%−62,699−3.5%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF946,838$382.9M0.7%+29,612+3.2%Added–
ADBEAdobe Inc.Stock900,294$377.7M0.7%−17,122−1.9%ReducedHistory
DHRDanaher CorpStock1,575,076$375.0M0.7%−52,526−3.2%ReducedHistory
RTXRTX CorpStock3,234,563$375.0M0.7%−64,002−1.9%ReducedHistory
TJXTJX Companies IncStock3,035,844$369.3M0.7%−75,457−2.4%ReducedHistory
UNPUnion Pacific CorpStock1,567,936$363.5M0.7%−53,651−3.3%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock2,405,596$352.6M0.6%−69,534−2.8%ReducedHistory
DISWalt Disney CoStock3,204,881$351.8M0.6%−124,901−3.8%ReducedHistory
MAMastercard IncStock674,905$348.5M0.6%−26,077−3.7%ReducedHistory
LINLinde PLCStock823,220$345.8M0.6%−18,991−2.3%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF1,276,174$340.0M0.6%+37,343+3.0%Added–
TELTE Connectivity plcStock2,357,118$338.7M0.6%−56,983−2.4%ReducedHistory
JKHYJack Henry & Associates IncStock1,941,924$336.8M0.6%+6640.0%AddedHistory
ARESAres Management CorpCL A COM STK1,846,243$336.6M0.6%−18,362−1.0%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF1,384,485$335.0M0.6%−75,246−5.2%Reduced–
PEPPepsiCo IncStock2,285,181$334.9M0.6%−84,017−3.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock602,729$328.4M0.6%−18,187−2.9%ReducedHistory
MCDMcDonalds CorpStock1,130,160$324.2M0.6%−28,416−2.5%ReducedHistory
ROPRoper Technologies IncStock620,396$316.6M0.6%−18,294−2.9%ReducedHistory
EPDEnterprise Products Partners L.P.Stock9,507,036$308.4M0.6%−47,772−0.5%ReducedHistory
AMTAmerican Tower CorpREIT1,676,210$300.4M0.5%−101,795−5.7%ReducedHistory
WDAYWorkday, Inc.CL A1,158,549$295.1M0.5%+745,435+180.4%AddedHistory
LNGCheniere Energy, Inc.COM NEW1,271,644$286.4M0.5%−165,562−11.5%ReducedHistory
iShares Core S&P 500 ETF464287200ETF477,366$282.7M0.5%−6,280−1.3%Reduced–
OTISOtis Worldwide CorpStock3,066,278$281.5M0.5%−82,600−2.6%ReducedHistory
ELVElevance Health, Inc.Stock720,367$276.1M0.5%+326,543+82.9%AddedHistory
SYKStryker CorpStock752,832$274.1M0.5%−19,887−2.6%ReducedHistory
PLDPrologis, Inc.REIT2,584,288$272.6M0.5%+964,454+59.5%AddedHistory
ADPAutomatic Data Processing IncStock913,968$266.8M0.5%−23,895−2.5%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN13,518,334$266.7M0.5%+20,096+0.1%AddedHistory
HONHoneywell International IncCOM1,198,006$263.8M0.5%−607,278−33.6%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW482,830$262.7M0.5%−14,943−3.0%ReducedHistory
CVXChevron CorpStock1,731,893$260.3M0.5%−42,439−2.4%ReducedHistory
TDGTransDigm Group INCCOM200,469$257.1M0.5%+26,939+15.5%AddedHistory
MNSTMonster Beverage CorpCOM4,872,972$251.4M0.5%+4,231,063+659.1%AddedHistory
FISFidelity National Information Services, Inc.Stock3,138,767$249.1M0.5%−93,366−2.9%ReducedHistory
USBUS Bancorp DECOM NEW5,072,059$246.1M0.4%−124,455−2.4%ReducedHistory
MLMMartin Marietta Materials IncCOM473,612$245.0M0.4%−12,542−2.6%ReducedHistory
HWMHowmet Aerospace Inc.Stock2,112,734$243.1M0.4%−45,799−2.1%ReducedHistory
IQVIQVIA Holdings Inc.Stock1,186,464$242.4M0.4%−212,537−15.2%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock1,220,278$237.6M0.4%−31,228−2.5%ReducedHistory
TMUST-Mobile US, Inc.Stock1,069,742$230.6M0.4%−345,987−24.4%ReducedHistory
ADIAnalog Devices IncStock1,014,766$223.7M0.4%−24,750−2.4%ReducedHistory
OKEONEOK IncCOM2,163,969$222.6M0.4%−88,422−3.9%ReducedHistory
VICIVici Properties Inc.COM7,310,275$210.8M0.4%−1,981,938−21.3%ReducedHistory
COPConocoPhillipsStock2,068,845$210.2M0.4%−110,810−5.1%ReducedHistory
iShares Russell Midcap ETF464287499ETF2,351,713$209.2M0.4%+78,741+3.5%Added–
APHAmphenol CorpCL A2,866,213$205.9M0.4%−54,204−1.9%ReducedHistory
CMGChipotle Mexican Grill IncCOM3,510,992$203.4M0.4%−95,635−2.7%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF344,180$202.9M0.4%+104,627+43.7%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,440,098$199.1M0.4%+22,924+0.7%Added–
BRK.BBerkshire Hathaway IncStock431,918$195.2M0.4%−12,626−2.8%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF4,410,231$192.2M0.3%+619,465+16.3%Added–
ABBVAbbVie Inc.Stock1,054,103$188.2M0.3%−23,714−2.2%ReducedHistory
CTASCintas CorpStock958,386$184.6M0.3%−27,438−2.8%ReducedHistory
PANWPalo Alto Networks IncStock1,046,899$180.9M0.3%−418,295−28.5%ReducedConverted for a 2-for-1 splitHistory
AMPAmeriprise Financial IncCOM337,965$180.8M0.3%−4,132−1.2%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF3,676,943$177.4M0.3%+71,296+2.0%Added–
MRVLMarvell Technology, Inc.COM1,494,622$176.7M0.3%+897,839+150.4%AddedHistory
Vanguard Morningstar Value ETF922908744ETF1,020,025$173.6M0.3%+19,176+1.9%Added–
MDLZMondelez International, Inc.Stock2,885,587$168.2M0.3%−119,082−4.0%ReducedHistory
TRGPTarga Resources Corp.COM875,189$168.0M0.3%+30,904+3.7%AddedHistory
NFLXNetflix IncStock183,685$160.7M0.3%−5,146−2.7%ReducedHistory
iShares Tr464287622RUS 1000 ETF493,563$160.1M0.3%+101,904+26.0%Added–
ZTSZoetis Inc.Stock949,714$156.7M0.3%−25,376−2.6%ReducedHistory
PHParker-Hannifin CorpStock227,317$145.8M0.3%+1,870+0.8%AddedHistory
ORLYO Reilly Automotive IncStock119,181$143.7M0.3%−3,948−3.2%ReducedHistory
BROBrown & Brown, Inc.Stock1,391,002$142.6M0.3%−21,676−1.5%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD2,907,006$140.9M0.3%+20,941+0.7%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH2,409,411$140.7M0.3%−17,061−0.7%ReducedHistory
EQIXEquinix IncCOM143,231$136.2M0.2%−1,880−1.3%ReducedHistory
MELIMercadolibre IncCOM76,880$133.7M0.2%−38,953−33.6%ReducedHistory
SCHWSchwab Charles CorpStock1,795,392$131.1M0.2%−39,233−2.1%ReducedHistory

Sold out since Q3 2024 (287)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 287 by value last quarter.

Positions of CIBC Private Wealth Group, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
BLKBlackRock, Inc.COM274,066$260.2M0.5%History
APTVAptiv PLCSHS247,549$17.8M<0.1%History
ANETArista Networks, Inc.COM17,431$6.69M<0.1%History
SWNSouthwestern Energy CoCOM895,709$6.37M<0.1%History
MURMurphy Oil CorpCOM167,560$5.65M<0.1%History
LRCXLam Research CorpCOM4,580$3.74M<0.1%History
ENLTEnlight Renewable Energy Ltd.SHS95,950$1.62M<0.1%History
CXMSprinklr, Inc.CL A144,810$1.12M<0.1%History
ETF Ser Solutions26922A719US GBL GLD PRE35,524$757.0K<0.1%–
LEUCentrus Energy CorpStock13,195$723.7K<0.1%History
JMSBJohn Marshall Bancorp, Inc.COM32,859$650.0K<0.1%History
Cambria ETF Tr132061862TAIL RISK48,882$589.0K<0.1%–
TMDXTransMedics Group, Inc.COM3,429$538.4K<0.1%History
iShares Tr46436E874IBONDS 24 TRM TS18,935$454.4K<0.1%–
MROMarathon Oil CorpCOM16,865$449.1K<0.1%History
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X10,350$382.2K<0.1%–
SRCLStericycle IncCOM4,244$258.9K<0.1%History
BTCGrayscale Bitcoin Mini Trust ETFSHS44,017$247.8K<0.1%History
QXOQXO, Inc.COM NEW14,744$232.5K<0.1%History
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW1,093$226.5K<0.1%–
ProShares Tr74347R131SHRT HGH YIELD13,570$219.7K<0.1%–
MNROMonro, Inc.COM7,610$219.6K<0.1%History
NZFNuveen Municipal Credit Income FundCOM SH BEN INT15,970$209.2K<0.1%History
ProShares Tr74347B425SHORT S&P 500 NE19,180$208.1K<0.1%–
iShares Tr46434VBG4IBONDS DEC24 ETF8,064$203.3K<0.1%–
AZA2Z CUST2MATE Solutions Corp.COM236,000$188.8K<0.1%History
Legg Mason ETF Invt52468L505FRANKLIN INTL LW6,000$186.5K<0.1%–
Direxion Shs ETF Tr25490K596DALY HOM B&S BUL1,000$169.0K<0.1%–
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF7,230$168.5K<0.1%–
RGTRoyce Global Trust, Inc.COM12,811$148.6K<0.1%History
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF12,762$147.0K<0.1%History
ETHGrayscale Ethereum Staking Mini ETFCOM UNIT59,496$145.2K<0.1%History
RMTRoyce Micro-Cap Trust, Inc.COM15,044$144.6K<0.1%History
TPZTortoise Power & Energy Infrastructure Fund IncCOM7,963$144.2K<0.1%History
BTZBlackRock Credit Allocation Income TrustCOM12,660$142.8K<0.1%History
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL2,665$135.8K<0.1%–
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN4,328$122.0K<0.1%–
NSANational Storage Affiliates TrustCOM SHS BEN IN2,432$117.2K<0.1%History
SCLStepan CoCOM1,500$115.9K<0.1%History
ENVEnvestnet, Inc.COM1,794$112.3K<0.1%History
MUABlackRock Muniassets Fund, Inc.COM8,959$111.1K<0.1%History
ACTEnact Holdings, Inc.COM3,000$109.0K<0.1%History
BYDBoyd Gaming CorpCOM1,670$108.0K<0.1%History
PRAAPra Group IncCOM4,740$106.0K<0.1%History
TWITitan International IncCOM12,600$102.4K<0.1%History
FTCIFTC Solar, Inc.COM150,000$102.1K<0.1%History
SPDR Series Trust78464A672ST INTER ETF3,374$98.0K<0.1%–
SIISprott Inc.COM NEW2,259$97.8K<0.1%History
VRNTVerint Systems IncCOM3,485$88.3K<0.1%History
VGMInvesco Trust for Investment Grade MunicipalsCOM8,236$87.0K<0.1%History
OESXOrion Energy Systems, Inc.COM100,000$85.7K<0.1%History
WisdomTree Tr97717W281EMG MKTS SMCAP1,545$83.0K<0.1%–
EVNEaton Vance Municipal Income TrustSH BEN INT7,560$82.9K<0.1%History
MVBFMVB Financial CorpCOM4,165$80.6K<0.1%History
LXRXLexicon Pharmaceuticals, Inc.COM NEW50,010$78.5K<0.1%History
Sprott ETF Trust85210B201JR GOLD MINERS E2,102$77.7K<0.1%–
GUTGabelli Utility TrustCOM14,910$77.5K<0.1%History
MYDBlackRock Muniyield Fund, Inc.COM6,735$77.0K<0.1%History
IBTXIndependent Bank Group, Inc.COM1,285$74.1K<0.1%History
CORNTeucrium Commodity TrustCORN FD SHS4,000$74.0K<0.1%History
EADAllspring Income Opportunities FundINC OPPTY FD10,147$72.3K<0.1%History
SNTSenstar Technologies CorpCOM43,914$69.8K<0.1%History
ASTHAstrana Health, Inc.COM NEW1,180$68.4K<0.1%History
iShares Tr464287325GLOB HLTHCRE ETF685$67.2K<0.1%–
ESGREnstar Group LTDSHS200$64.3K<0.1%History
BXMXNuveen S&P 500 BuyWrite Income FundCOM4,594$63.0K<0.1%History
OPRAOpera LtdSPONSORED ADS3,820$59.0K<0.1%History
PIMCO ETF Tr72201R593COMMODITY STRAT2,128$56.9K<0.1%–
EOTEaton Vance National Municipal Opportunities TrustCOM SHS3,136$56.3K<0.1%History
iShares Inc464286475EM MKT SM-CP ETF880$56.1K<0.1%–
SPDR Series Trust78464A144ST STR CORPO ETF1,866$56.0K<0.1%–
TXTernium S.A.SPONSORED ADS1,500$55.4K<0.1%History
WPRTWestport Fuel Systems Inc.COM12,042$55.3K<0.1%History
OUTOUTFRONT Media Inc.COM3,000$55.1K<0.1%History
PLABPhotronics IncCOM2,200$54.5K<0.1%History
ZVIAZevia PBCCL A50,000$54.0K<0.1%History
IGAVoya Global Advantage & Premium Opportunity FundCOM5,513$52.4K<0.1%History
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN2,449$49.0K<0.1%–
Global X FDS37954Y830GLOBAL X COPPER1,000$47.3K<0.1%–
SOYBTeucrium Commodity TrustSOYBEAN FD2,000$46.1K<0.1%History
AXNXAxonics, Inc.COM655$45.6K<0.1%History
Investment Managers Ser Tr I46144X628AXS SHORT INNOV1,650$43.0K<0.1%–
NARIInari Medical, Inc.Stock1,000$41.2K<0.1%History
iShares Inc464286178US INTL HGH YLD900$41.2K<0.1%–
Golden Ocean Group LtdG39637205SHS NEW3,040$40.7K<0.1%–
CANETeucrium Commodity TrustSUGAR FD3,000$39.6K<0.1%History
ARCHArch Resources, Inc.CL A274$37.9K<0.1%History
MQMarqeta, Inc.CLASS A COM7,499$36.9K<0.1%History
JRSNuveen Real Estate Income FundCOM3,961$36.8K<0.1%History
HOLOMicroCloud Hologram Inc.ORD SHS NEW100,000$36.0K<0.1%History
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD1,000$35.2K<0.1%History
CTLTCatalent, Inc.COM560$33.9K<0.1%History
PHRPhreesia, Inc.COM1,485$33.8K<0.1%History
First Tr Exchange-Traded FD33738D309SENIOR LN FD720$33.0K<0.1%–
VBTXVeritex Holdings, Inc.COM1,250$32.9K<0.1%History
LEVILevi Strauss & CoCL A COM STK1,500$32.7K<0.1%History
TFPMTriple Flag Precious Metals Corp.Stock2,000$32.4K<0.1%History
RVMDRevolution Medicines, Inc.COM700$31.7K<0.1%History
iShares JPM BRD Usd Em B ETF46436E262FUND575$31.1K<0.1%–
WisdomTree Tr97717X701EUROPE HEDGED EQ690$31.0K<0.1%–