CIBC Private Wealth Group, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 10, 2024
Value $
$51.1B
Signature - Title
Mary Antunes - Executive Director, Compliance
Location
3290 Northside Parkway, 7 Th Floor, Atlanta, Georgia
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 3,010 $51.1B +$3.39B -$2.71B +$681M MSFT, AMZN, AAPL, ODFL, GOOGL, NVDA 13F-HR 5/10/2024, 10:30 AM
Q4 2023 1,134 $46.9B +$2.35B -$2.34B +$12.3M MSFT, AAPL, AMZN, GOOGL, V, ODFL 13F-HR 2/13/2024, 11:52 AM
Q3 2023 1,076 $42.3B +$1.53B -$3.13B -$1.6B MSFT, AAPL, AMZN, GOOGL, ODFL, V 13F-HR 11/13/2023, 10:30 AM
Q2 2023 877 $45.7B MSFT, AAPL, AMZN, GOOGL, V, UNH NEW HOLDINGS 11/21/2023, 12:30 PM
Q2 2023 878 $45.7B MSFT, AAPL, AMZN, GOOGL, V, UNH 13F-HR 8/10/2023, 01:41 PM
Q1 2023 530 $18.5B AAPL, AMZN, GOOGL, AZN, GOOG, BX NEW HOLDINGS 11/21/2023, 11:20 AM
Q1 2023 530 $18.5B AAPL, AMZN, GOOGL, AZN, GOOG, BX 13F-HR 5/11/2023, 06:35 PM
Q4 2022 449 $20.8B MSFT, UNH, V, GOOGL, NEE, HD RESTATEMENT 6/1/2023, 04:23 PM
Q3 2022 906 $37.1B +$3.12B -$1.17B +$1.95B MSFT, AAPL, AMZN, GOOGL, UNH, V 13F-HR 11/14/2022, 07:01 PM
Q2 2022 1,178 $38.5B +$3.22B -$1.98B +$1.23B MSFT, AAPL, AMZN, GOOGL, UNH, V 13F-HR 8/3/2022, 12:24 PM
Q1 2022 1,232 $45.7B +$2.8B -$2.49B +$314M MSFT, AAPL, AMZN, GOOGL, BX, V 13F-HR 5/16/2022, 12:14 PM
Q4 2021 1,005 $48.1B +$2.76B -$1.24B +$1.53B MSFT, AAPL, AMZN, GOOGL, BX, GOOG RESTATEMENT 4/4/2022, 09:18 AM
Q3 2021 924 $42.9B +$2.03B -$2.25B -$212M MSFT, AMZN, AAPL, GOOGL, BX, V 13F-HR 11/12/2021, 01:07 PM
Q2 2021 1,018 $43.5B +$2.99B -$2.24B +$754M MSFT, AMZN, AAPL, BX, GOOGL, V 13F-HR 8/16/2021, 09:00 AM
Q1 2021 1,018 $39.7B +$3.52B -$2.79B +$729M MSFT, AMZN, AAPL, GOOGL, BX, V 13F-HR 5/12/2021, 09:25 AM
Q4 2020 968 $37.8B +$3.16B -$1.75B +$1.4B AMZN, AAPL, MSFT, V, BX, JPM 13F-HR 2/12/2021, 07:46 AM
Q3 2020 861 $30.9B +$10.6B -$424M +$10.2B AMZN, MSFT, V, DHR, UNH, TMO RESTATEMENT 11/2/2020, 06:41 PM
Q2 2020 588 $20.6B +$1.23B -$7.51B -$6.29B MSFT, AMZN, AAPL, V, GOOG, UNH 13F-HR 8/13/2020, 02:38 PM
Q1 2020 832 $23.3B +$1.74B -$2.07B -$329M MSFT, AMZN, AAPL, V, DHR, JPM 13F-HR 5/15/2020, 09:39 AM
Q4 2019 892 $30.7B +$1.68B -$1.39B +$293M MSFT, AAPL, AMZN, JPM, V, EPD 13F-HR 1/30/2020, 12:08 PM
Q3 2019 884 $28.4B +$1.57B -$1.35B +$219M MSFT, AAPL, AMZN, ET, EPD, V 13F-HR 10/16/2019, 02:07 PM
Q2 2019 912 $28.3B +$2.82B -$991M +$1.83B MSFT, AMZN, AAPL, ET, V, JPM 13F-HR 7/31/2019, 10:12 AM
Q1 2019 916 $25.7B +$1.76B -$1.16B +$602M AMZN, MSFT, AAPL, ET, EPD, GOOG 13F-HR 5/10/2019, 10:52 AM
Q4 2018 861 $22.4B +$2.61B -$1.43B +$1.18B AMZN, MSFT, AAPL, ET, EPD, JPM 13F-HR 2/5/2019, 10:04 AM
Q3 2018 957 $26.4B +$1.92B -$1.15B +$763M AMZN, AAPL, MSFT, EPD, JPM, GOOG 13F-HR 11/14/2018, 10:40 AM
Q2 2018 1,894 $24.5B +$1.72B -$1.27B +$446M AMZN, AAPL, MSFT, EPD, JPM, GOOG 13F-HR 8/2/2018, 10:22 AM
Q1 2018 1,854 $23B +$1.61B -$1.65B -$46.4M AMZN, AAPL, MSFT, JPM, EPD, GOOG 13F-HR 5/17/2018, 10:42 AM
Q4 2017 1,858 $23.6B +$2.05B -$1.32B +$733M AMZN, AAPL, MSFT, EPD, JPM, ETP 13F-HR 2/12/2018, 11:25 AM
Q3 2017 919 $21.9B +$6.42B -$455M +$5.97B AAPL, AMZN, EPD, MSFT, JPM, ETP RESTATEMENT 12/21/2017, 09:02 AM
Q2 2017 591 $15.9B +$1.12B -$596M +$520M EPD, AAPL, ETP, AMZN, GOOG, MSFT 13F-HR 8/9/2017, 12:17 PM
Q1 2017 575 $15.9B +$968M -$606M +$362M EPD, ETPXXXX, AAPL, AMZN, MSFT, GOOG 13F-HR 5/10/2017, 11:41 AM
Q4 2016 574 $15.1B +$954M -$484M +$469M EPD, ETPXXXX, AAPL, MSFT, GOOG, AMZN 13F-HR 2/13/2017, 02:08 PM
Q3 2016 577 $14.4B +$957M -$425M +$533M EPD, ETPXXXX, AAPL, GOOG, MSFT, AMZN 13F-HR 11/9/2016, 10:58 AM
Q2 2016 581 $13.7B +$817M -$583M +$234M ETPXXXX, EPD, AAPL, MSFT, KMI, AMZN 13F-HR 8/11/2016, 10:53 AM
Q1 2016 578 $12.9B +$1.27B -$754M +$516M AAPL, EPD, ETPXXXX, AR, MSFT, GOOG 13F-HR 5/11/2016, 09:32 AM
Q4 2015 584 $12.8B +$1.65B -$509M +$1.14B AAPL, EPD, ETPXXXX, MSFT, GOOG, AMZN 13F-HR 2/10/2016, 08:16 AM
Q3 2015 598 $12.2B +$976M -$555M +$421M AAPL, EPD, WMB, ETPXXXX, BPL, ET 13F-HR 11/12/2015, 02:55 PM
Q2 2015 609 $13.7B +$1.18B -$566M +$618M EPD, AAPL, ET, WMB, BPL, ETPXXXX 13F-HR 8/13/2015, 11:04 AM
Q1 2015 613 $13.5B +$1.55B -$511M +$1.04B EPD, AAPL, WMB, ET, BPL, MMP 13F-HR 5/11/2015, 11:56 AM
Q4 2014 603 $13.1B +$1.3B -$511M +$791M EPD, AAPL, WMB, ET, MMP, ATMP 13F-HR 2/12/2015, 10:39 AM
Q3 2014 602 $12.7B +$1.22B -$569M +$649M EPD, ET, AAPL, WMB, MMP, NTCT 13F-HR 11/12/2014, 10:45 AM
Q2 2014 596 $12.3B +$1.1B -$804M +$294M EPD, AAPL, WMB, ET, MMP, NTCT 13F-HR 8/13/2014, 09:27 AM
Q1 2014 577 $11.8B EPD, AAPL, ET, MMP, ETPXXXX, PAA 13F-HR 5/14/2014, 01:26 PM