Ci Private Wealth, LLC Incresed Positions in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.81M
+ 120.04%
$554.06 - $615.85 $1.56B - $1.73B
5.15M $2.89B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.15M
+ 92.12%
$507.05 - $563.67 $581M - $645M
2.39M $1.23B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
5.59M
+ 22482.12%
$41.61 - $44.72 $233M - $250M
5.62M $243M
IWF
Ishares Russell 1000 Gr ETF

ETFs
739K
+ 95.39%
$360.07 - $417.26 $266M - $308M
1.51M $546M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.1M
+ 227.12%
$182.82 - $196.21 $202M - $217M
1.59M $299M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.96M
+ 105.4%
$74.85 - $84.89 $147M - $167M
3.83M $313M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.51M
+ 104.35%
$57.21 - $65.8 $144M - $165M
4.92M $287M
VEA
Vanguard Ftse Developed Market

ETFs
1.6M
+ 9.46%
$47.4 - $52.99 $75.6M - $84.6M
18.5M $939M
IWM
Ishares Russell 2000 ETF

ETFs
653K
+ 194.2%
$198.1 - $229.79 $129M - $150M
990K $197M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.05M
+ 112.59%
$95.85 - $99.25 $101M - $104M
1.98M $196M
ROP
Roper Technologies Inc

Industrials
3.04K
+ 0.35%
$502.71 - $593.81 $1.53M - $1.81M
881K $520M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
258K
+ 185.08%
$254.58 - $302.92 $65.6M - $78.1M
397K $101M
JBHT
Hunt J B Transport Services Inc

Industrials
411K
+ 7439.35%
$146.12 - $186.55 $60M - $76.6M
416K $61.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
163K
+ 13.76%
$551.42 - $612.93 $89.9M - $99.9M
1.35M $754M
LLY
Eli Lilly & CO

Healthcare
23.2K
+ 4.03%
$725.72 - $929.72 $16.9M - $21.6M
599K $495M
AVDE
American Centy ETF Tr Avantis

ETFs
502K
+ 14.83%
$60.63 - $68.55 $30.4M - $34.4M
3.89M $258M
VGSH
Vanguard

ETFs
820K
+ 276.8%
$58.07 - $58.69 $47.6M - $48.2M
1.12M $65.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
539K
+ 88.73%
$81.83 - $82.73 $44.1M - $44.6M
1.15M $94.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
489K
+ 155.59%
$90.0 - $96.32 $44M - $47.1M
803K $74.1M
TDG
Trans Digm Group Inc

Industrials
26.9K
+ 61.87%
$1251.32 - $1394.11 $33.6M - $37.5M
70.3K $97.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
138K
+ 95.45%
$302.31 - $337.54 $41.8M - $46.7M
283K $86.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
448K
+ 102.87%
$82.81 - $92.93 $37.1M - $41.7M
884K $75.2M
DFIV
Dimensional ETF Tr

ETFs
617K
+ 20.52%
$35.33 - $40.77 $21.8M - $25.2M
3.62M $143M
MDLZ
Mondelez International, Inc.

Consumer Defensive
231K
+ 11.21%
$56.12 - $68.15 $13M - $15.7M
2.29M $156M
ITOT
Ishares Core S&P Total U.S. St

ETFs
278K
+ 104.81%
$120.29 - $134.6 $33.4M - $37.4M
543K $66.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
496K
+ 27.5%
$57.44 - $59.4 $28.5M - $29.4M
2.3M $136M
BNDX
Vanguard Total International B

ETFs
655K
+ 444.01%
$48.33 - $49.5 $31.7M - $32.4M
803K $39.2M
VTV
Vanguard Value ETF

ETFs
159K
+ 40.72%
$167.73 - $179.21 $26.7M - $28.5M
551K $95.1M
CASY
Caseys General Stores Inc

Consumer Cyclical
56.1K
+ 52.17%
$378.71 - $442.54 $21.3M - $24.8M
164K $71.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
450K
+ 7.48%
$42.5 - $46.71 $19.1M - $21M
6.47M $293M
UBER
Uber Technologies, Inc

Technology
319K
+ 112.99%
$63.17 - $81.49 $20.1M - $26M
601K $43.8M
GBIL
Goldman Sachs Access Treasury

ETFs
238K
+ 30.47%
$99.85 - $100.19 $23.7M - $23.8M
1.02M $102M
PEP
Pepsico Inc

Consumer Defensive
190K
+ 8.1%
$142.64 - $156.42 $27.2M - $29.8M
2.54M $381M
IVE
Ishares S&P 500 Value ETF

ETFs
114K
+ 108.62%
$185.78 - $198.58 $21.2M - $22.7M
220K $41.8M
SBUX
Starbucks Corp

Consumer Cyclical
48.7K
+ 2.03%
$91.75 - $115.81 $4.47M - $5.64M
2.45M $241M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
180K
+ 240.35%
$110.75 - $119.78 $19.9M - $21.6M
255K $29.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
7.49K
+ 0.91%
$142.8 - $176.36 $1.07M - $1.32M
834K $144M
PRF
Invesco Exchange Traded Fd Tr

ETFs
505K
+ 186.76%
$39.4 - $42.61 $19.9M - $21.5M
775K $31.3M
AVIG
American Centy ETF Tr Avantis

ETFs
451K
+ 27.25%
$40.06 - $41.55 $18.1M - $18.8M
2.11M $87.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
117K
+ 86.75%
$169.43 - $182.84 $19.8M - $21.4M
252K $43.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
241K
+ 89.37%
$92.45 - $106.69 $22.2M - $25.7M
510K $47.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.07M
+ 26.92%
$27.56 - $32.1 $29.5M - $34.4M
5.05M $142M
GE
General Electric CO

Industrials
54.5K
+ 23.18%
$168.59 - $212.13 $9.18M - $11.6M
289K $57.9M
FISV
Fiserv Inc

Technology
147K
+ 30.93%
N/A
621K $77.7M
SOXX
Ishares Semiconductor ETF

ETFs
107K
+ 94.97%
$188.17 - $235.81 $20.1M - $25.2M
219K $41.2M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
648K
+ 33.83%
N/A
2.56M $65.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
564K
+ 9.52%
$25.35 - $27.46 $14.3M - $15.5M
6.49M $172M
MNST
Monster Beverage Corp

Consumer Defensive
222K
+ 39.99%
$46.16 - $58.58 $10.2M - $13M
776K $45.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
148K
+ 86.88%
$114.9 - $139.6 $17M - $20.6M
318K $37.3M
Activity Summary
Buys All Purchases 925 New Holdings 132 Increased Positions 793 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 1 Puts 4
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