Ci Private Wealth, LLC Incresed Positions in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
59.2K
+ 1.56%
$159.67 - $250.0 $9.45M - $14.8M
3.86M $894M
AAPL
Apple Inc.

Technology
7.77K
+ 0.06%
$221.69 - $259.02 $1.72M - $2.01M
12.2M $3.04B
GOOGL
Alphabet Inc.

Communication Services
421K
+ 8.4%
$161.86 - $196.66 $68.1M - $82.7M
5.43M $1.03B
BKNG
Booking Holdings Inc.

Consumer Cyclical
21.2K
+ 198.92%
$4100.99 - $5300.34 $86.9M - $112M
31.9K $158M
MA
Mastercard Inc

Financial Services
155K
+ 27.56%
$491.3 - $536.15 $76.2M - $83.2M
718K $378M
NFLX
Netflix Inc

Communication Services
72.3K
+ 39.98%
$687.65 - $936.56 $49.7M - $67.7M
253K $226M
BR
Broadridge Financial Solutions, Inc.

Technology
393K
+ 882.94%
$209.64 - $236.44 $82.3M - $92.8M
437K $98.8M
NOW
Service Now, Inc.

Technology
32.9K
+ 12.51%
$867.18 - $1148.42 $28.6M - $37.8M
296K $314M
NVR
Nvr Inc

Consumer Cyclical
8.66K
+ 2599.1%
$8101.21 - $9940.51 $70.1M - $86M
8.99K $73.5M
PAYX
Paychex Inc

Industrials
479K
+ 107.0%
$135.86 - $148.73 $65.1M - $71.3M
928K $130M
VTI
Vanguard Total Stock Market Et

ETFs
196K
+ 16.1%
$280.04 - $302.45 $54.9M - $59.3M
1.41M $410M
HD
Home Depot, Inc.

Consumer Cyclical
206K
+ 18.45%
$385.02 - $431.37 $79.4M - $88.9M
1.32M $515M
MASI
Masimo Corp

Healthcare
344K
+ 8847.07%
$132.43 - $177.7 $45.5M - $61.1M
348K $57.5M
FAF
First American Financial Corp

Financial Services
843K
+ 13222.02%
$61.55 - $70.63 $51.9M - $59.5M
849K $53M
SPY
Spdr S&P 500 ETF Trust

ETFs
65.7K
+ 5.87%
$567.81 - $607.81 $37.3M - $39.9M
1.18M $694M
RACE
Ferrari N.V.

Consumer Cyclical
123K
+ 1226.41%
$422.83 - $490.34 $51.9M - $60.2M
133K $56.4M
LSTR
Landstar System Inc

Industrials
271K
+ 1207.26%
$171.86 - $192.81 $46.6M - $52.3M
294K $50.5M
IEX
Idex Corp

Industrials
181K
+ 237.11%
$202.75 - $236.06 $36.6M - $42.6M
257K $53.7M
VEEV
Veeva Systems Inc

Healthcare
175K
+ 1281.11%
$201.81 - $250.45 $35.3M - $43.8M
189K $39.7M
TDG
Trans Digm Group Inc

Industrials
28K
+ 180.86%
$1239.0 - $1442.53 $34.7M - $40.4M
43.5K $55.1M
CRM
Salesforce, Inc.

Technology
2.66K
+ 0.55%
$270.87 - $367.87 $719K - $977K
487K $163M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
412K
+ 476.99%
$65.67 - $69.79 $27.1M - $28.8M
498K $33.4M
ILMN
Illumina, Inc.

Healthcare
195K
+ 302.35%
$128.99 - $155.15 $25.2M - $30.3M
260K $34.7M
WFC
Wells Fargo & Company

Financial Services
3.51K
+ 0.19%
$54.98 - $77.35 $193K - $271K
1.86M $130M
PANW
Palo Alto Networks Inc

Technology
774K
+ 106.36%
$181.96 - $405.9 $141M - $314M
1.5M $273M
SCHW
Schwab Charles Corp

Financial Services
202K
+ 31.74%
$63.31 - $82.85 $12.8M - $16.7M
837K $62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
846
+ 0.11%
$370.24 - $418.94 $313K - $354K
774K $311M
FAST
Fastenal CO

Industrials
275K
+ 242.05%
$69.99 - $84.35 $19.2M - $23.2M
389K $27.9M
SPGI
S&P Global Inc.

Financial Services
60.7K
+ 10.54%
$480.36 - $529.17 $29.2M - $32.1M
637K $317M
MNST
Monster Beverage Corp

Consumer Defensive
365K
+ 192.35%
$49.24 - $56.38 $18M - $20.6M
555K $29.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
587K
+ 27.1%
$33.62 - $35.69 $19.7M - $20.9M
2.75M $93M
HON
Honeywell International Inc

Industrials
3.02K
+ 0.32%
$202.84 - $236.0 $612K - $712K
941K $212M
BND
Vanguard Bd Index Fd Inc Total

ETFs
401K
+ 11.99%
$71.75 - $75.11 $28.8M - $30.1M
3.75M $269M
ECL
Ecolab Inc.

Basic Materials
137K
+ 19.45%
$234.32 - $261.43 $32M - $35.7M
840K $197M
DFSV
Dimensional ETF Tr Dimensional

ETFs
545K
+ 15.9%
$30.18 - $33.87 $16.5M - $18.5M
3.98M $122M
KKR
Kkr & Co. Inc.

Financial Services
95.3K
+ 159.06%
$129.87 - $162.87 $12.4M - $15.5M
155K $23M
EMR
Emerson Electric CO

Industrials
5.22K
+ 0.54%
$108.13 - $134.33 $565K - $702K
964K $119M
VBK
Vanguard Small Cap Growth ETF

ETFs
8.71K
+ 0.92%
$264.18 - $304.19 $2.3M - $2.65M
951K $266M
PGR
Progressive Corp

Financial Services
98.5K
+ 13.44%
$239.6 - $268.88 $23.6M - $26.5M
832K $199M
GS
Goldman Sachs Group Inc

Financial Services
1.18K
+ 0.78%
$486.1 - $608.57 $572K - $716K
152K $87.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
145K
+ 10.95%
$55.73 - $66.16 $8.08M - $9.59M
1.47M $88.6M
CASY
Caseys General Stores Inc

Consumer Cyclical
24.9K
+ 30.14%
$366.65 - $427.88 $9.14M - $10.7M
108K $42.6M
BAC
Bank Of America Corp

Financial Services
27K
+ 1.13%
$39.22 - $47.77 $1.06M - $1.29M
2.4M $106M
AVDE
American Centy ETF Tr Avantis

ETFs
451K
+ 15.36%
$60.9 - $66.69 $27.4M - $30.1M
3.38M $208M
MSTR
Microstrategy Inc

Technology
7.74K
+ 11.2%
$162.69 - $473.83 $1.26M - $3.67M
76.8K $22.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
300K
+ 26.29%
$44.03 - $46.65 $13.2M - $14M
1.44M $63.7M
SU
Suncor Energy Inc

Energy
307K
+ 69.66%
$34.5 - $41.53 $10.6M - $12.8M
749K $26.7M
DHI
Horton D R Inc

Consumer Cyclical
102K
+ 106.96%
$137.24 - $194.56 $14M - $19.9M
198K $27.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
132K
+ 16.43%
$96.64 - $101.23 $12.7M - $13.3M
933K $90.4M
Activity Summary
Buys All Purchases 898 New Holdings 136 Increased Positions 762 Sells All Sells 1334 Reductions 1334 Sold out 0 Options Calls 4 Puts 0
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