CIBC Private Wealth Group portfolio

What changed this quarter

2588 positions with a change (443 new, 1042 added to, 980 trimmed, 123 sold); also, 14 entered through an IPO, 28 exited through an acquisition or merger, 4 entered through a spin-off.

No moves of 0.5 points of the portfolio or more.

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• MicrosoftMSFT5.3%
• AlphabetGOOGL · GOOG5.0%
• AppleAAPL4.9%
• Amazon.comAMZN3.9%
• NVIDIANVDA3.8%
• JPMorgan ChaseJPM1.7%
• BroadcomAVGO1.6%
• Meta PlatformsMETA1.6%
• VisaV1.6%
• Eli LillyLLY1.4%
• AstrazenecaAZN1.3%
• Old Dominion Freight LineODFL1.2%
• Vanguard Index FundsVO1.1%
• BlackstoneBX1.0%
• RTXRTX1.0%
• Nextera EnergyNEE1.0%
• Vanguard S&P 500 ETFVOO1.0%
• iShares Russell 1000 Growth ETFIWF1.0%
• Abbott LaboratoriesABT0.8%
• Exxon MobilXOM0.8%
• Thermo Fisher ScientificTMO0.8%
• Barclays BankATMP0.8%
• DanaherDHR0.8%
• S&P GlobalSPGI0.8%
• Howmet AerospaceHWM0.8%
• CME GroupCME0.8%
• TJXTJX0.8%
• State Str Spdr S&P 500 ETF TSPY0.7%
• iShares 0-3 Month Treasury B ETFSGOV0.7%
• Union PacificUNP0.7%
• ASML HoldingASML0.7%
• LindeLIN0.7%
• AmphenolAPH0.6%
• Intercontinental ExchangeICE0.6%
• Monster BeverageMNST0.6%
• TE ConnectivityTEL0.6%
• Vanguard Most Sm-cap ETF-usd ETFVB0.6%
• Jack Henry & AssociatesJKHY0.6%
• McDONALD’SMCD0.6%
• QualcommQCOM0.6%
• PrologisPLD0.6%
• Vanguard Ftse Developed ETFVEA0.6%
• UnitedHealth GroupUNH0.5%
• iShares Russell Mid-cap ETFIWR0.5%
• IntuitINTU0.5%
• StrykerSYK0.5%
• MastercardMA0.5%
• Automatic Data ProcessingADP0.5%
• Martin Marietta MaterialsMLM0.5%
• Cheniere EnergyLNG0.5%
• iShares Core S&P 500 ETFIVV0.5%
• Home DepotHD0.5%
• IQVIA HoldingsIQV0.5%
• SalesforceCRM0.5%
• Enterprise Products PartnersEPD0.5%
• BlackRockBLK0.5%
• GE AerospaceGE0.5%
• AbbVieABBV0.5%
• Analog DevicesADI0.4%
• Walt DisneyDIS0.4%
• Intuitive SurgicalISRG0.4%
• TransDigm GroupTDG0.4%
• Energy TransferET0.4%
• Roper TechnologiesROP0.4%
• Otis WorldwideOTIS0.4%
• PNC Financial Services GroupPNC0.4%
• Idexx LaboratoriesIDXX0.4%
• Expand EnergyEXE0.4%
• GE VernovaGEV0.4%
• Mondelez InternationalMDLZ0.4%
• iShares Gold Trust ETFIAU0.4%
• Quanta ServicesPWR0.4%
• DexcomDXCM0.4%
• iShares Russell 1000 ETFIWB0.3%
• EatonETN0.3%
• American TowerAMT0.3%
• AdobeADBE0.3%
• Berkshire HathawayBRK/B0.3%
• T-mobile USTMUS0.3%
• Fidelity National Information ServicesFIS0.3%
• ZoetisZTS0.3%
• L3harris TechnologiesLHX0.3%
• Vanguard Mrngstr Val ETF-aui ETFVTV0.3%
• iShares Russell Mid-cap Grow ETFIWP0.3%
• Taiwan Semiconductor ManufacturingTSM0.3%
• Charles SchwabSCHW0.3%
• J P Morgan Exchange Traded FundJEPI0.3%
• Palo Alto NetworksPANW0.3%
• Global X US Infrastructure ETFPAVE0.3%
• BrookfieldBN0.3%
• iShares Russell 2000 ETFIWM0.3%
• NetflixNFLX0.3%
• VICI PropertiesVICI0.3%
• Parker-hannifinPH0.3%
• CintasCTAS0.3%
• O Reilly AutomotiveORLY0.3%
• Johnson & JohnsonJNJ0.3%
• ProgressivePGR0.3%
• Cisco SystemsCSCO0.3%