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
AZZ
Azz Inc

Industrials
573
+ 19.56%
$82.13 - $99.01 $47.1K - $56.7K
3.5K $292K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
7.8K
+ 6.79%
$11.22 - $11.8 $87.5K - $92.1K
123K $1.38M
GNK
Genco Shipping & Trading LTD

Industrials
4.5K
+ 25.0%
$13.16 - $14.85 $59.2K - $66.8K
22.5K $300K
MDU
Mdu Resources Group Inc

Industrials
4.05K
+ 23.63%
$16.45 - $18.61 $66.6K - $75.4K
21.2K $358K
PDI
Pimco Dynamic Income Fund

Financial Services
1.67K
+ 15.13%
$18.51 - $20.05 $30.9K - $33.5K
12.7K $251K
BTG
B2 Gold Corp

Basic Materials
5K
+ 5.91%
$2.3 - $3.3 $11.5K - $16.5K
89.6K $255K
ST
Sensata Technologies Holding PLC

Technology
3.06K
+ 37.71%
$24.27 - $30.0 $74.3K - $91.8K
11.2K $271K
VOD
Vodafone Group Public LTD CO

Communication Services
1.84K
+ 5.34%
$8.05 - $9.86 $14.8K - $18.1K
36.3K $339K
HYG
Ishares Tr

ETFs
263
+ 0.25%
$78.51 - $80.11 $20.6K - $21.1K
107K $8.47M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2.34K
+ 19.06%
$26.53 - $29.63 $62.1K - $69.4K
14.6K $393K
OGS
One Gas, Inc.

Utilities
113
+ 2.02%
$67.77 - $76.05 $7.66K - $8.59K
5.71K $431K
JOE
St Joe CO

Real Estate
524
+ 5.25%
$43.61 - $49.45 $22.9K - $25.9K
10.5K $492K
FRME
First Merchants Corp

Financial Services
11
+ 0.01%
$37.99 - $45.25 $418 - $498
78.6K $3.18M
UNIT
Uniti Group Inc.

Real Estate
13.4K
+ 24.04%
$4.75 - $5.98 $63.6K - $80.1K
69.1K $348K
DHT
Dht Holdings, Inc.

Energy
1.93K
+ 11.7%
$9.33 - $11.85 $18K - $22.8K
18.4K $193K
UBS
Ubs Group Ag

Financial Services
562
+ 0.77%
$30.28 - $35.78 $17K - $20.1K
73.9K $2.26M
SWX
Southwest Gas Holdings, Inc.

Utilities
514
+ 15.98%
$68.42 - $78.18 $35.2K - $40.2K
3.73K $267K
ACHR
Archer Aviation Inc.

Industrials
13.6K
+ 63.62%
$6.8 - $11.51 $92.2K - $156K
34.9K $247K
WYNN
Wynn Resorts LTD

Consumer Cyclical
653
+ 12.41%
$77.0 - $93.47 $50.3K - $61K
5.92K $493K
PEAK
Healthpeak Properties, Inc.

Real Estate
2.14K
+ 2.12%
N/A
103K $1.96M
GSL
Global Ship Lease, Inc.

Industrials
1.03K
+ 7.37%
$21.1 - $23.88 $21.7K - $24.6K
15K $342K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
961
+ 3.27%
$42.38 - $43.28 $40.7K - $41.6K
30.3K $1.29M
COLD
Americold Realty Trust

Real Estate
1.72K
+ 12.18%
$20.74 - $23.05 $35.6K - $39.6K
15.8K $339K
FUL
Fuller H B CO

Basic Materials
4.51K
+ 23.73%
$52.88 - $64.28 $239K - $290K
23.5K $1.32M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.28K
+ 5.77%
$22.42 - $23.22 $28.7K - $29.7K
23.4K $540K
CBSH
Commerce Bancshares Inc

Financial Services
611
+ 4.43%
$58.85 - $68.59 $36K - $41.9K
14.4K $896K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.98K
+ 13.32%
$13.05 - $13.97 $25.8K - $27.6K
16.8K $229K
ENIC
Enel Chile S.A.

Utilities
1.14K
+ 1.44%
$2.85 - $3.47 $3.24K - $3.94K
80.2K $262K
CC
Chemours CO

Basic Materials
5.91K
+ 43.98%
$13.41 - $19.99 $79.2K - $118K
19.3K $261K
RDN
Radian Group Inc

Financial Services
212
+ 1.05%
$30.6 - $34.58 $6.49K - $7.33K
20.4K $674K
UNF
Unifirst Corp

Industrials
77
+ 1.11%
$169.33 - $230.5 $13K - $17.7K
7.04K $1.22M
AVLV
American Centy ETF Tr Avantis
2.77K
+ 2.91%
$63.51 - $70.42 $176K - $195K
97.9K $6.38M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.15K
+ 11.67%
$26.64 - $27.14 $30.6K - $31.2K
11K $294K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.4K
+ 3.98%
$22.25 - $23.0 $31.2K - $32.2K
36.6K $841K
THC
Tenet Healthcare Corp

Healthcare
76
+ 2.9%
$119.51 - $144.98 $9.08K - $11K
2.69K $362K
PATK
Patrick Industries Inc

Consumer Cyclical
337
+ 13.45%
$82.13 - $97.92 $27.7K - $33K
2.84K $240K
SII
Sprott Inc.

Financial Services
255
+ 3.34%
$39.75 - $45.18 $10.1K - $11.5K
7.9K $354K
LCID
Lucid Group, Inc.

Consumer Cyclical
27.2K
+ 47.22%
$2.03 - $3.48 $55.3K - $94.8K
84.9K $205K
AGNC
Agnc Investment Corp.

Real Estate
939
+ 1.55%
$9.12 - $10.54 $8.56K - $9.9K
61.3K $587K
CNHI
Cnh Industrial N.V.

Industrials
2.85K
+ 11.59%
N/A
27.4K $285K
ESGR
Enstar Group LTD

Financial Services
55
+ 5.01%
$324.4 - $333.99 $17.8K - $18.4K
1.15K $383K
TV
Grupo Televisa, S.A.B.

Communication Services
8.56K
+ 3.85%
$1.68 - $2.17 $14.4K - $18.6K
231K $403K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
226
+ 3.18%
$76.77 - $82.22 $17.4K - $18.6K
7.33K $581K
RPM
Rpm International Inc

Basic Materials
1.04K
+ 8.38%
$114.03 - $128.31 $119K - $134K
13.5K $1.56M
VIV
Telefonica Brasil S.A.

Communication Services
344
+ 1.63%
$7.5 - $9.4 $2.58K - $3.23K
21.4K $186K
PK
Park Hotels & Resorts Inc.

Real Estate
8.85K
+ 44.52%
$10.68 - $14.19 $94.5K - $126K
28.7K $306K
POR
Portland General Electric CO

Utilities
400
+ 4.38%
$40.56 - $45.24 $16.2K - $18.1K
9.52K $424K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.15K
+ 17.91%
$7.89 - $8.07 $24.8K - $25.4K
20.7K $165K
SPTS
Spdr Portfolio Short Term Trea

ETFs
469
+ 0.81%
$28.92 - $29.24 $13.6K - $13.7K
58.3K $1.7M
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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