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
BR
Broadridge Financial Solutions, Inc.

Technology
22.1K
+ 5.41%
$217.22 - $246.25 $4.8M - $5.44M
431K $105M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
229K
New
$22.02 - $25.06 $5.04M - $5.74M
229K $5.54M
WELL
Welltower Inc.

Real Estate
35.7K
+ 78.95%
$136.49 - $155.22 $4.87M - $5.54M
80.9K $12.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.88K
+ 4.13%
$177.93 - $313.14 $335K - $589K
47.4K $14.9M
T
At&T Inc.

Communication Services
132K
+ 5.62%
$26.33 - $28.94 $3.46M - $3.81M
2.47M $71.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
62K
+ 62.63%
N/A
161K $13.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
40.5K
+ 3.89%
$25.93 - $32.91 $1.05M - $1.33M
1.08M $35.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
164K
+ 116.03%
$32.56 - $35.71 $5.34M - $5.85M
305K $10.1M
USAC
Usa Compression Partners, LP

Energy
235K
+ 131.74%
$22.12 - $27.69 $5.19M - $6.5M
413K $10M
ZM
Zoom Video Communications, Inc.

Technology
63.4K
+ 99.02%
$66.7 - $84.62 $4.23M - $5.37M
127K $9.94M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7.7K
+ 49.44%
$328.01 - $475.68 $2.53M - $3.66M
23.3K $10.9M
TQQQ
Proshares Ultrapro Qqq

ETFs
42.1K
+ 64.77%
$38.9 - $83.0 $1.64M - $3.49M
107K $8.88M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
70.7K
+ 51.47%
$47.63 - $60.01 $3.37M - $4.24M
208K $12.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.7K
+ 6.25%
$152.93 - $181.74 $2.41M - $2.86M
268K $48.6M
SYF
Synchrony Financial

Financial Services
61.6K
+ 98.97%
$43.81 - $66.74 $2.7M - $4.11M
124K $8.27M
KMI
Kinder Morgan, Inc.

Energy
150K
+ 24.45%
$25.21 - $29.4 $3.77M - $4.4M
761K $22.4M
TPR
Tapestry, Inc.

Consumer Cyclical
45.5K
+ 91.34%
$60.6 - $87.81 $2.76M - $3.99M
95.3K $8.36M
WDC
Western Digital Corp

Technology
64K
+ 198.92%
$30.54 - $63.99 $1.95M - $4.09M
96.1K $6.15M
MMM
3 M CO

Industrials
24.6K
+ 11.98%
$126.09 - $154.15 $3.1M - $3.79M
230K $35M
SBAC
Sba Communications Corp

Real Estate
19.1K
+ 113.82%
$208.57 - $243.4 $3.98M - $4.64M
35.8K $8.42M
UTHR
United Therapeutics Corp

Healthcare
17.6K
+ 102.1%
$276.47 - $328.4 $4.87M - $5.79M
34.9K $10M
CMI
Cummins Inc

Industrials
222
+ 0.07%
$267.12 - $336.65 $59.3K - $74.7K
328K $107M
CTAS
Cintas Corp

Industrials
7.53K
+ 4.37%
$190.11 - $227.66 $1.43M - $1.71M
180K $40.1M
SCCO
Southern Copper Corp

Basic Materials
42K
+ 91.27%
$75.63 - $104.64 $3.18M - $4.39M
88K $8.9M
TRGP
Targa Resources Corp.

Energy
30.4K
+ 106.27%
$157.32 - $205.72 $4.78M - $6.25M
59K $10.3M
SCI
Service Corp International

Consumer Cyclical
54.4K
+ 69.43%
$73.58 - $81.65 $4M - $4.44M
133K $10.8M
MNST
Monster Beverage Corp

Consumer Defensive
21K
+ 2.71%
$55.01 - $64.24 $1.16M - $1.35M
798K $50M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
70.9K
+ 136.68%
$48.22 - $60.41 $3.42M - $4.29M
123K $7.34M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
55.3K
+ 84.69%
$67.03 - $80.35 $3.71M - $4.45M
121K $9.62M
CGXU
Capital Group Intl Focus Equit

ETFs
164K
New
$21.44 - $27.35 $3.52M - $4.5M
164K $4.46M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
24.2K
+ 336.72%
$96.11 - $173.53 $2.33M - $4.2M
31.4K $5.45M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
150K
+ 1866.15%
$28.49 - $33.82 $4.28M - $5.08M
158K $4.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
53.3K
+ 85.9%
$60.34 - $74.89 $3.22M - $3.99M
115K $8.64M
WDIV
Spdr S&P Global Dividend ETF

ETFs
57.9K
+ 99.07%
$59.84 - $71.44 $3.47M - $4.14M
116K $8.21M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
62K
+ 152.34%
$52.84 - $65.52 $3.27M - $4.06M
103K $6.72M
MSCI
Msci Inc.

Financial Services
5.8K
+ 7.78%
$506.56 - $576.74 $2.94M - $3.35M
80.3K $46.3M
CLDX
Celldex Therapeutics, Inc.

Healthcare
202K
New
$15.13 - $21.65 $3.05M - $4.37M
202K $4.1M
SCM
Stellus Capital Investment Corp

Financial Services
295K
+ 138.88%
$11.69 - $14.03 $3.45M - $4.14M
508K $7.07M
USFD
Us Foods Holding Corp.

Consumer Defensive
45.6K
+ 89.99%
$60.47 - $79.12 $2.76M - $3.61M
96.3K $7.41M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
100K
+ 103.05%
$38.81 - $44.28 $3.9M - $4.45M
198K $8.4M
SOFI
So Fi Technologies, Inc.

Financial Services
186K
+ 179.78%
$9.5 - $18.21 $1.76M - $3.38M
289K $5.26M
DELL
Dell Technologies Inc.

Technology
4.82K
+ 4.41%
$71.63 - $125.98 $345K - $607K
114K $14M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
70.2K
+ 116.03%
$41.45 - $54.46 $2.91M - $3.82M
131K $6.8M
UBS
Ubs Group Ag

Financial Services
110K
+ 149.16%
$26.12 - $33.82 $2.88M - $3.73M
184K $6.22M
TD
Toronto Dominion Bank

Financial Services
40.1K
+ 53.74%
$55.71 - $73.45 $2.24M - $2.95M
115K $8.44M
AKRO
Akero Therapeutics, Inc.

Healthcare
73.6K
New
$34.04 - $56.28 $2.5M - $4.14M
73.6K $3.92M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
85.1K
+ 29.66%
$44.68 - $45.96 $3.8M - $3.91M
372K $17M
WBD
Warner Bros. Discovery, Inc.

Communication Services
323K
+ 125.61%
$7.69 - $11.46 $2.49M - $3.7M
580K $6.65M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
30.9K
+ 496.66%
$101.91 - $134.83 $3.15M - $4.17M
37.1K $4.67M
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