Ci Private Wealth, LLC Purchases in Q2 2025

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
433K
+ 78.68%
$208.27 - $238.46 $90.2M - $103M
984K $226M
VNQ
Vanguard Specialized Funds Van

ETFs
1.09M
+ 97.23%
$79.79 - $91.42 $87.3M - $100M
2.22M $198M
CI
Cigna Corp

Healthcare
281K
+ 257.4%
$301.89 - $340.04 $84.7M - $95.4M
390K $129M
VT
Vanguard Total World Stk Index

ETFs
649K
+ 115.3%
$103.16 - $128.52 $67M - $83.5M
1.21M $156M
GE
General Electric CO

Industrials
256K
+ 88.37%
$166.81 - $257.39 $42.7M - $65.8M
545K $140M
TTEK
Tetra Tech Inc

Industrials
1.85M
+ 84.94%
$28.01 - $36.25 $51.7M - $67M
4.02M $145M
ISRG
Intuitive Surgical Inc

Healthcare
130K
+ 72.18%
$451.58 - $565.94 $58.6M - $73.5M
310K $168M
VOOV
Vanguard S&P 500 Value ETF

ETFs
394K
+ 97.71%
$162.65 - $188.71 $64.1M - $74.3M
797K $150M
SCHW
Schwab Charles Corp

Financial Services
670K
+ 83.0%
$69.06 - $91.24 $46.3M - $61.1M
1.48M $135M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.29M
+ 168.4%
$53.66 - $58.71 $69M - $75.5M
2.05M $115M
PWR
Quanta Services, Inc.

Industrials
5.11K
+ 1.06%
$239.47 - $381.26 $1.22M - $1.95M
489K $185M
BRK-A
Berkshire Hathaway Inc

Financial Services
103
+ 48.58%
$725400.0 - $809350.0 $74.7M - $83.4M
315 $230M
NRP
Natural Resource Partners LP

Energy
616K
+ 12329.56%
$89.14 - $105.48 $55M - $65M
621K $59.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
66.2K
+ 24.77%
$416.06 - $551.64 $27.6M - $36.5M
334K $184M
VGT
Vanguard Information Technolog

ETFs
75.2K
+ 112.24%
$470.37 - $663.28 $35.4M - $49.8M
142K $94.3M
WSO
Watsco Inc

Industrials
153K
+ 106.38%
$421.84 - $520.66 $64.4M - $79.5M
296K $131M
VBR
Vanguard Small Cap Value ETF

ETFs
285K
+ 128.82%
$162.76 - $195.77 $46.3M - $55.7M
506K $98.6M
VEEV
Veeva Systems Inc

Healthcare
156K
+ 91.91%
$209.39 - $289.94 $32.6M - $45.2M
326K $93.8M
UL
Unilever PLC

Consumer Defensive
852K
+ 78.8%
$57.9 - $65.43 $49.3M - $55.8M
1.93M $118M
VZ
Verizon Communications Inc

Communication Services
1.3M
+ 96.17%
$41.67 - $45.62 $54.1M - $59.3M
2.65M $115M
TMUS
T Mobile Us, Inc.

Communication Services
239K
+ 183.43%
$220.99 - $268.54 $52.9M - $64.3M
370K $88.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.68M
+ 176.37%
$24.38 - $30.18 $40.9M - $50.7M
2.63M $79.3M
PANW
Palo Alto Networks Inc

Technology
989
+ 0.07%
$152.44 - $204.64 $151K - $202K
1.52M $311M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
936K
+ 103.59%
$45.11 - $52.34 $42.2M - $49M
1.84M $96.2M
DE
Deere & CO

Industrials
69.8K
+ 20.1%
$412.99 - $531.48 $28.8M - $37.1M
417K $212M
AVTR
Avantor, Inc.

Basic Materials
3.51M
+ 10725.36%
$11.94 - $16.29 $41.9M - $57.1M
3.54M $47.7M
VV
Vanguard Large Cap ETF

ETFs
142K
+ 114.3%
$228.25 - $285.3 $32.5M - $40.6M
267K $76.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
63.3K
+ 8.41%
$180.84 - $240.32 $11.5M - $15.2M
816K $196M
AVDE
American Centy ETF Tr Avantis

ETFs
161K
+ 4.13%
$59.32 - $74.36 $9.53M - $11.9M
4.05M $300M
TSCO
Tractor Supply CO

Consumer Cyclical
829K
+ 98.0%
$47.86 - $55.77 $39.7M - $46.2M
1.68M $88.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
275K
+ 107.89%
$104.23 - $134.39 $28.7M - $37M
530K $71.2M
TRV
Travelers Companies, Inc.

Financial Services
151K
+ 107.67%
$233.83 - $276.34 $35.2M - $41.6M
291K $77.8M
SHW
Sherwin Williams CO

Basic Materials
121K
+ 86.26%
$313.51 - $363.51 $37.9M - $43.9M
261K $89.5M
GLDM
World Gold Trust

ETFs
619K
+ 3304.26%
$58.96 - $67.97 $36.5M - $42.1M
637K $41.8M
VRSK
Verisk Analytics, Inc.

Industrials
124K
+ 98.77%
$277.03 - $321.33 $34.2M - $39.7M
249K $77.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
756K
+ 77.49%
$49.57 - $50.27 $37.5M - $38M
1.73M $87.1M
SRE
Sempra Energy

Utilities
472K
+ 81.1%
$63.78 - $78.91 $30.1M - $37.3M
1.05M $79.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
95.1K
+ 89.3%
$421.16 - $509.5 $40.1M - $48.5M
202K $89.8M
EPD
Enterprise Products Partners L.P.

Energy
1.31M
+ 119.45%
$28.95 - $34.22 $38M - $45M
2.41M $74.9M
BNDX
Vanguard Total International B

ETFs
700K
+ 87.15%
$48.77 - $49.55 $34.1M - $34.7M
1.5M $74.4M
ABT
Abbott Laboratories

Healthcare
209K
+ 10.72%
$123.95 - $138.08 $25.9M - $28.8M
2.16M $294M
XLE
Energy Sector Spdr

ETFs
466K
+ 83.39%
$76.44 - $94.13 $35.6M - $43.8M
1.02M $86.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.24M
+ 105.07%
$20.42 - $25.3 $25.4M - $31.5M
2.43M $61.4M
ZBRA
Zebra Technologies Corp

Technology
98.3K
+ 75.79%
$213.54 - $309.26 $21M - $30.4M
228K $70.3M
VST
Vistra Corp.

Utilities
118K
+ 83.36%
$98.07 - $195.04 $11.5M - $23M
259K $50.2M
ASML
Asml Holding Nv

Technology
3.84K
+ 1.76%
$595.37 - $815.24 $2.29M - $3.13M
222K $178M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
67.4K
+ 105.71%
$376.48 - $440.65 $25.4M - $29.7M
131K $57.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
221K
+ 92.79%
$114.78 - $133.31 $25.4M - $29.5M
459K $61.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
229K
+ 81.06%
$82.51 - $109.2 $18.9M - $25M
511K $55.8M
Activity Summary
Buys All Purchases 1648 New Holdings 368 Increased Positions 1280 Sells All Sells 773 Reductions 773 Sold out 0 Options Calls 11 Puts 10
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