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
UNM
Unum Group

Financial Services
121K
+ 90.81%
$70.48 - $82.91 $8.55M - $10.1M
255K $20.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
40.2K
+ 3.78%
$90.56 - $109.49 $3.64M - $4.41M
1.1M $121M
MSTR
Microstrategy Inc

Technology
1.2K
+ 1.56%
$237.95 - $421.61 $286K - $508K
78.2K $31.6M
WST
West Pharmaceutical Services Inc

Healthcare
43.7K
+ 76.1%
$190.39 - $227.7 $8.32M - $9.95M
101K $22.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
199K
+ 98.21%
$34.72 - $42.74 $6.9M - $8.5M
401K $17.2M
UAL
United Airlines Holdings, Inc.

Industrials
103K
+ 129.27%
$56.15 - $84.23 $5.78M - $8.67M
182K $14.5M
HEI
Heico Corp

Industrials
2.06K
+ 1.5%
$236.44 - $328.0 $486K - $675K
139K $45.6M
UPS
United Parcel Service Inc

Industrials
116K
+ 33.41%
$91.92 - $110.2 $10.6M - $12.7M
462K $46.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
47.8K
+ 98.33%
$144.63 - $179.53 $6.92M - $8.58M
96.4K $15.9M
XLP
Consumer Staples Sector Spdr

ETFs
111K
+ 193.16%
N/A
169K $12.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
94.9K
+ 114.3%
$62.73 - $78.42 $5.95M - $7.44M
178K $13.8M
VCR
Vanguard Consumer Discretionar

ETFs
20K
+ 102.76%
$290.42 - $364.35 $5.8M - $7.28M
39.4K $14.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
238K
+ 100.44%
$22.27 - $29.21 $5.31M - $6.96M
476K $13.9M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
81.1K
+ 94.46%
$75.29 - $91.16 $6.1M - $7.39M
167K $15M
DUHP
Dimensional ETF Tr Dimensional

ETFs
24.4K
+ 0.85%
$29.36 - $35.56 $717K - $868K
2.9M $103M
XEL
Xcel Energy Inc

Utilities
119K
+ 91.83%
$65.65 - $72.39 $7.84M - $8.64M
249K $17M
STOK
Stoke Therapeutics, Inc.

Healthcare
660K
New
$5.9 - $11.84 $3.89M - $7.81M
660K $7.49M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
112K
+ 2519.91%
$50.29 - $64.29 $5.64M - $7.21M
117K $7.5M
UHS
Universal Health Services Inc

Healthcare
40.6K
+ 119.99%
$157.05 - $197.94 $6.37M - $8.03M
74.4K $13.5M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
66.7K
+ 95.0%
$83.8 - $101.39 $5.59M - $6.76M
137K $13.9M
UA
Under Armour Inc Cl C

Consumer Cyclical
1M
+ 99.82%
$4.73 - $6.59 $4.74M - $6.6M
2.01M $13M
S
Sentinel One, Inc.

Technology
383K
+ 128.48%
$16.17 - $20.34 $6.19M - $7.79M
681K $12.4M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
116K
New
$59.8 - $60.07 $6.91M - $6.94M
116K $6.92M
BX
Blackstone Inc.

Financial Services
24.4K
+ 7.44%
$120.07 - $151.11 $2.92M - $3.68M
352K $52.6M
AVLV
American Centy ETF Tr Avantis
95.9K
+ 98.02%
$56.85 - $68.21 $5.45M - $6.54M
194K $13.2M
TTWO
Take Two Interactive Software Inc

Communication Services
24.7K
+ 108.87%
$194.58 - $243.05 $4.8M - $5.99M
47.3K $11.5M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
93.1K
+ 51.4%
$49.48 - $61.22 $4.61M - $5.7M
274K $16.7M
STX
Seagate Technology Holdings PLC

Technology
38.5K
+ 212.6%
$66.54 - $144.33 $2.56M - $5.55M
56.6K $8.17M
XAR
Spdr S&P Aerospace & Defense E

ETFs
24.6K
+ 85.27%
$144.94 - $210.94 $3.56M - $5.18M
53.4K $11.3M
MSI
Motorola Solutions, Inc.

Technology
20.6K
+ 17.52%
$394.72 - $440.39 $8.13M - $9.07M
138K $58.1M
VMC
Vulcan Materials CO

Basic Materials
23K
+ 110.87%
$226.49 - $276.01 $5.22M - $6.36M
43.8K $11.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
20.7K
+ 120.99%
$216.28 - $284.39 $4.47M - $5.88M
37.7K $10.7M
ORCC
Owl Rock Capital Corp

Financial Services
484K
+ 38.77%
N/A
1.73M $23.2M
APO
Apollo Global Management, Inc.

Financial Services
38.3K
+ 19.21%
$108.68 - $145.07 $4.16M - $5.56M
238K $33.7M
VRSN
Verisign Inc

Technology
20.9K
+ 212.04%
$234.49 - $288.8 $4.89M - $6.03M
30.7K $8.87M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
73.3K
+ 124.01%
$71.28 - $83.74 $5.22M - $6.14M
132K $11.1M
SNOW
Snowflake Inc.

Technology
24.1K
+ 190.99%
$130.53 - $223.77 $3.14M - $5.38M
36.7K $8.2M
TTE
Total Energies Se

Energy
92.5K
+ 90.73%
N/A
195K $13.3M
SNX
Td Synnex Corp

Technology
35.4K
+ 74.72%
$95.81 - $137.79 $3.39M - $4.88M
82.7K $11.2M
DECK
Deckers Outdoor Corp

Consumer Cyclical
62.6K
+ 353.92%
$100.44 - $129.37 $6.29M - $8.1M
80.3K $8.28M
LSTR
Landstar System Inc

Industrials
68.7K
+ 23.53%
$131.55 - $151.93 $9.03M - $10.4M
360K $50.1M
DD
Du Pont De Nemours, Inc.

Basic Materials
109K
+ 42.85%
$55.13 - $75.25 $6.02M - $8.22M
364K $25M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
94.7K
+ 110.34%
$53.93 - $61.5 $5.11M - $5.82M
180K $11.1M
SONY
Sony Group Corp

Technology
219K
+ 87.41%
$21.24 - $26.88 $4.66M - $5.89M
470K $12.2M
VTC
Vanguard Scottsdale Fds Total

ETFs
75.6K
New
$74.71 - $77.33 $5.65M - $5.85M
75.6K $5.85M
MGM
Mgm Resorts International

Consumer Cyclical
153K
+ 131.99%
$25.79 - $34.95 $3.94M - $5.34M
269K $9.24M
ZION
Zions Bancorporation, National Association

Financial Services
106K
+ 77.88%
$41.39 - $51.94 $4.39M - $5.51M
242K $12.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.76K
+ 5.74%
$321.63 - $509.31 $566K - $896K
32.4K $16.5M
MLM
Martin Marietta Materials Inc

Basic Materials
1.15K
+ 1.63%
$452.51 - $568.19 $518K - $651K
71.4K $39.2M
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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email