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
ATGE
Adtalem Global Education Inc.

Consumer Defensive
990
+ 1.03%
$97.32 - $136.25 $96.3K - $135K
97.1K $12.4M
EXEL
Exelixis, Inc.

Healthcare
49.5K
+ 72.11%
$34.13 - $46.26 $1.69M - $2.29M
118K $5.21M
CACI
Caci International Inc

Technology
6.23K
+ 61.57%
N/A
16.3K $6.99M
PEG
Public Service Enterprise Group Inc

Utilities
27.6K
+ 15.98%
$77.13 - $84.18 $2.13M - $2.32M
200K $16.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
65.1K
New
$30.53 - $40.65 $1.99M - $2.65M
65.1K $2.65M
IYF
Ishares Tr

ETFs
21.3K
+ 252.41%
$99.23 - $120.99 $2.11M - $2.58M
29.7K $3.6M
TSN
Tyson Foods, Inc.

Consumer Defensive
56.2K
+ 83.75%
$54.33 - $63.56 $3.05M - $3.57M
123K $6.89M
SANA
Sana Biotechnology, Inc.

Healthcare
825K
+ 264.69%
$1.34 - $2.97 $1.1M - $2.45M
1.14M $3.1M
JBL
Jabil Inc

Technology
1.97K
+ 7.58%
$116.88 - $218.1 $230K - $430K
28K $6.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
937
+ 0.29%
$73.02 - $90.22 $68.4K - $84.5K
326K $29M
STLD
Steel Dynamics Inc

Basic Materials
25.6K
+ 76.05%
N/A
59.3K $5.81M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
51.7K
+ 101.46%
$37.51 - $45.52 $1.94M - $2.35M
103K $4.65M
EME
Emcor Group, Inc.

Industrials
756
+ 6.04%
$342.02 - $534.89 $259K - $404K
13.3K $7.1M
WAL
Western Alliance Bancorporation

Financial Services
30.7K
+ 60.43%
$61.0 - $79.94 $1.87M - $2.45M
81.4K $6.35M
DXCM
Dexcom Inc

Healthcare
1.75K
+ 1.45%
$59.83 - $87.57 $104K - $153K
122K $10.7M
AME
Ametek Inc

Industrials
4.71K
+ 2.61%
$151.41 - $182.75 $714K - $861K
185K $33.5M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
29K
+ 100.15%
$59.57 - $75.11 $1.73M - $2.18M
57.9K $4.35M
VRT
Vertiv Holdings CO

Industrials
28.1K
+ 84.72%
N/A
61.2K $5.31M
SEIC
Sei Investments CO

Financial Services
25.3K
+ 205.41%
$66.45 - $89.86 $1.68M - $2.28M
37.7K $3.39M
DASH
Door Dash, Inc.

Communication Services
5.52K
+ 33.03%
$163.16 - $246.51 $901K - $1.36M
22.2K $5.48M
AOS
Smith A O Corp

Industrials
36.9K
+ 109.43%
$59.63 - $70.52 $2.2M - $2.6M
70.6K $4.63M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
45.9K
+ 307.05%
$40.79 - $50.93 $1.87M - $2.34M
60.8K $3.1M
MBB
Ishares Tr

ETFs
25K
+ 6.02%
$91.41 - $94.22 $2.28M - $2.35M
439K $41.3M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
20.1K
+ 106.89%
$95.74 - $115.54 $1.92M - $2.32M
38.9K $4.44M
VOE
Vanguard Mid Cap Value Index F

ETFs
13.9K
+ 82.01%
$141.87 - $164.49 $1.97M - $2.28M
30.8K $5.07M
CWB
Spdr Bloomberg Convertible Sec

ETFs
26.1K
+ 95.7%
$71.86 - $82.66 $1.87M - $2.15M
53.3K $4.4M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
95.7K
+ 100.0%
$8.01 - $16.55 $767K - $1.58M
191K $3.17M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
167K
New
$13.55 - $16.25 $2.27M - $2.72M
167K $2.29M
HCA
Hca Healthcare, Inc.

Healthcare
2.17K
+ 5.6%
$317.61 - $387.52 $689K - $841K
40.9K $15.7M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
30.2K
+ 100.35%
$55.5 - $69.0 $1.67M - $2.08M
60.3K $4.16M
IONS
Ionis Pharmaceuticals Inc

Healthcare
798
+ 0.34%
$25.51 - $40.0 $20.4K - $31.9K
238K $9.4M
FNDB
Schwab Fundamental U S Broad M

ETFs
91.3K
+ 185.48%
$20.36 - $23.98 $1.86M - $2.19M
141K $3.37M
STAG
Stag Industrial, Inc.

Real Estate
61.4K
+ 116.76%
$30.08 - $37.02 $1.85M - $2.27M
114K $4.14M
VONV
Vanguard Russell 1000 Value Et

ETFs
25K
+ 81.63%
$73.19 - $85.21 $1.83M - $2.13M
55.6K $4.74M
VONE
Vanguard Russell 1000 ETF

ETFs
7.2K
+ 112.5%
$225.48 - $280.86 $1.62M - $2.02M
13.6K $3.82M
HSBC
Hsbc Holdings PLC

Financial Services
33.8K
+ 90.2%
$46.68 - $61.09 $1.58M - $2.07M
71.3K $4.34M
MGV
Vanguard Mega Cap Value

ETFs
16.4K
+ 299.78%
$114.87 - $131.25 $1.89M - $2.16M
21.9K $2.88M
TECK
Teck Resources LTD

Basic Materials
48.7K
+ 96.88%
$29.05 - $41.48 $1.41M - $2.02M
98.9K $3.99M
SPIB
Spdr Portfolio Intermediate Te

ETFs
63.5K
+ 96.92%
$32.62 - $33.58 $2.07M - $2.13M
129K $4.33M
GWW
W.W. Grainger, Inc.

Industrials
18
+ 0.04%
$919.93 - $1101.66 $16.6K - $19.8K
40.4K $42M
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
42.9K
+ 110.57%
$37.38 - $47.11 $1.6M - $2.02M
81.6K $3.77M
TER
Teradyne, Inc

Technology
20.4K
+ 51.87%
$67.96 - $91.05 $1.39M - $1.86M
59.8K $5.38M
ROL
Rollins Inc

Consumer Cyclical
17.9K
+ 3.85%
$50.65 - $58.58 $906K - $1.05M
483K $27.2M
IYE
Ishares Tr

ETFs
48.3K
+ 242.25%
$40.36 - $49.67 $1.95M - $2.4M
68.2K $3.09M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
41.4K
+ 111.85%
$43.28 - $50.37 $1.79M - $2.08M
78.3K $3.93M
SPSB
Spdr Portfolio Short Term Corp

ETFs
68.8K
+ 91.06%
$29.82 - $30.19 $2.05M - $2.08M
144K $4.36M
WWD
Woodward, Inc.

Industrials
6.95K
+ 118.73%
$157.29 - $247.55 $1.09M - $1.72M
12.8K $3.14M
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
111K
New
$14.71 - $18.89 $1.64M - $2.1M
111K $2.07M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
19.4K
+ 370.13%
$86.58 - $104.98 $1.68M - $2.03M
24.6K $2.58M
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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