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
WDAY
Workday, Inc.

Technology
15.2K
+ 56.66%
$210.47 - $274.71 $3.21M - $4.19M
42.2K $10.1M
SJM
J M Smucker CO

Consumer Defensive
50.1K
+ 90.1%
$94.41 - $118.52 $4.73M - $5.93M
106K $10.4M
VTR
Ventas, Inc.

Real Estate
68K
+ 74.5%
$62.45 - $70.08 $4.25M - $4.77M
159K $10.1M
TENB
Tenable Holdings, Inc.

Technology
112K
+ 192.7%
$30.45 - $35.17 $3.41M - $3.94M
170K $5.74M
SRLN
Ssga Active Trust

ETFs
88.2K
+ 97.82%
$39.47 - $41.59 $3.48M - $3.67M
178K $7.42M
NTES
Net Ease, Inc.

Communication Services
117
+ 0.1%
$91.37 - $134.58 $10.7K - $15.7K
117K $15.7M
PHYS
Sprott Physical Gold Trust

Financial Services
138K
+ 98.54%
$22.82 - $26.29 $3.15M - $3.63M
278K $7.05M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
39.8K
+ 99.1%
$65.04 - $82.18 $2.59M - $3.27M
80.1K $6.58M
XYL
Xylem Inc.

Industrials
25.4K
+ 76.02%
$102.86 - $129.5 $2.61M - $3.29M
58.8K $7.61M
PAA
Plains All American Pipeline LP

Energy
219K
+ 90.32%
$16.03 - $20.28 $3.5M - $4.43M
461K $8.44M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
84.6K
New
$35.95 - $42.85 $3.04M - $3.63M
84.6K $3.57M
SSIC
Silver Spike Investment Corp.

Healthcare
269K
New
N/A
269K $3.48M
JMBS
Janus Detroit Str Tr Henderson

ETFs
81.6K
+ 5.89%
$43.89 - $45.45 $3.58M - $3.71M
1.47M $66.1M
AVIV
American Centy ETF Tr Avantis
55.1K
+ 1517.74%
$50.27 - $62.84 $2.77M - $3.46M
58.7K $3.65M
SJNK
Spdr Bloomberg Short Term High

ETFs
135K
+ 988.21%
$24.12 - $25.48 $3.25M - $3.43M
148K $3.78M
SCHV
Schwab Strategic Tr Us Large C

ETFs
120K
+ 158.37%
$23.55 - $27.67 $2.83M - $3.33M
196K $5.43M
TM
Toyota Motor Corp

Consumer Cyclical
20.4K
+ 85.71%
$158.63 - $195.39 $3.23M - $3.98M
44.1K $7.6M
VTRS
Viatris Inc

Healthcare
364K
+ 77.69%
$7.26 - $9.12 $2.64M - $3.32M
832K $7.43M
STWD
Starwood Property Trust, Inc.

Real Estate
165K
+ 111.21%
$17.28 - $20.41 $2.85M - $3.36M
313K $6.28M
APP
App Lovin Corp

Technology
6.31K
+ 47.82%
$219.37 - $417.89 $1.39M - $2.64M
19.5K $6.83M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
75.3K
+ 98.85%
$32.02 - $39.74 $2.41M - $2.99M
151K $6M
RMD
Resmed Inc

Healthcare
1.33K
+ 1.55%
$204.54 - $258.0 $272K - $343K
86.8K $22.4M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
146K
New
$20.93 - $22.32 $3.06M - $3.27M
146K $3.26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
57.3K
+ 127.43%
$51.14 - $57.0 $2.93M - $3.27M
102K $5.82M
COIN
Coinbase Global, Inc.

Technology
4.11K
+ 41.33%
$151.47 - $375.07 $622K - $1.54M
14.1K $4.93M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
33.3K
+ 203.61%
$60.61 - $87.72 $2.02M - $2.92M
49.7K $4.21M
VCYT
Veracyte, Inc.

Healthcare
128K
+ 100.23%
$26.39 - $32.62 $3.38M - $4.18M
256K $6.92M
AXON
Axon Enterprise, Inc.

Industrials
1.23K
+ 17.5%
$497.13 - $827.94 $609K - $1.01M
8.23K $6.81M
WRBY
Warby Parker Inc.

Healthcare
121K
+ 99.99%
$14.0 - $22.6 $1.7M - $2.74M
242K $5.32M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.54K
+ 1.88%
$31.67 - $42.89 $176K - $238K
301K $12.9M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
37.6K
+ 100.0%
$68.45 - $79.52 $2.57M - $2.99M
75.1K $5.97M
SWKS
Skyworks Solutions, Inc.

Technology
35.3K
+ 102.69%
$49.2 - $74.95 $1.73M - $2.64M
69.6K $5.19M
UGI
Ugi Corp

Utilities
78.5K
+ 261.45%
$30.18 - $36.59 $2.37M - $2.87M
109K $3.95M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
46.3K
+ 78.82%
$90.21 - $112.66 $4.18M - $5.22M
105K $9.58M
NET
Cloudflare, Inc.

Technology
7.3K
+ 40.69%
$97.08 - $195.83 $709K - $1.43M
25.2K $4.94M
KR
Kroger CO

Consumer Defensive
20.6K
+ 5.75%
$64.62 - $74.0 $1.33M - $1.52M
378K $27.1M
TXT
Textron Inc

Industrials
32.9K
+ 96.09%
$60.72 - $80.34 $1.99M - $2.64M
67K $5.38M
WY
Weyerhaeuser CO

Real Estate
142K
+ 68.07%
$24.69 - $29.48 $3.51M - $4.19M
351K $9.01M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
13.6K
+ 83.79%
$153.22 - $199.8 $2.09M - $2.73M
29.9K $5.61M
BLD
Top Build Corp

Industrials
8.45K
+ 114.24%
$275.93 - $326.59 $2.33M - $2.76M
15.9K $5.13M
HZO
Marinemax Inc

Consumer Cyclical
110K
New
$17.66 - $26.12 $1.95M - $2.88M
110K $2.78M
HOOD
Robinhood Markets, Inc.

Technology
12.6K
+ 41.22%
$34.17 - $93.63 $429K - $1.18M
43K $4.03M
SAP
Sap Se

Technology
4.73K
+ 12.91%
$237.53 - $309.8 $1.12M - $1.47M
41.4K $12.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
31.8K
+ 55.26%
$69.8 - $85.28 $2.22M - $2.71M
89.4K $7.41M
FXH
First Tr Exchange Trd Fd Healt

ETFs
26.4K
+ 570.78%
$93.63 - $103.68 $2.47M - $2.73M
31K $3.21M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.71K
+ 142.81%
$273.67 - $366.17 $1.84M - $2.46M
11.4K $4.18M
JCPB
J P Morgan Exchange Traded Fd

ETFs
57.7K
+ 22.15%
$45.9 - $47.2 $2.65M - $2.72M
318K $15M
OLED
Universal Display Corp Pa

Technology
16.2K
+ 110.72%
$106.6 - $161.02 $1.72M - $2.6M
30.8K $4.75M
WPC
W. P. Carey Inc.

Real Estate
43.8K
+ 87.19%
$56.12 - $64.53 $2.46M - $2.83M
94.1K $5.87M
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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