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
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
956
+ 6.85%
$21.77 - $22.56 $20.8K - $21.6K
14.9K $334K
RFG
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 21.83%
$43.07 - $51.51 $50.2K - $60K
6.5K $284K
CBU
Community Bank System, Inc.

Financial Services
1.17K
+ 13.73%
$56.08 - $67.99 $65.7K - $79.6K
9.7K $551K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.43K
+ 13.56%
$37.35 - $43.35 $90.7K - $105K
20.3K $769K
MUR
Murphy Oil Corp

Energy
4.42K
+ 8.08%
$24.02 - $33.9 $106K - $150K
59.2K $1.68M
EXR
Extra Space Storage Inc.

Real Estate
232
+ 2.23%
$143.8 - $161.28 $33.4K - $37.4K
10.6K $1.58M
ACIW
Aci Worldwide, Inc.

Technology
106
+ 1.88%
$50.38 - $57.35 $5.34K - $6.08K
5.74K $314K
IEP
Icahn Enterprises L.P.

Industrials
1.42K
+ 6.39%
$8.87 - $10.43 $12.6K - $14.8K
23.6K $213K
SDGR
Schrodinger, Inc.

Healthcare
268
+ 0.76%
$18.69 - $26.15 $5.01K - $7.01K
35.4K $699K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
41
+ 0.09%
$90.18 - $98.47 $3.7K - $4.04K
45K $4.23M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.34K
+ 10.32%
$10.61 - $16.49 $46.1K - $71.6K
46.4K $578K
QLD
Proshares Ultra Qqq

ETFs
805
+ 29.6%
$88.88 - $119.12 $71.5K - $95.9K
3.53K $313K
REI
Ring Energy, Inc.

Energy
20K
+ 84.75%
$1.09 - $1.51 $21.8K - $30.2K
43.6K $50K
MTH
Meritage Homes Corp

Consumer Cyclical
1.91K
+ 134.22%
$69.41 - $152.01 $133K - $290K
3.33K $236K
FUBO
Fubo Tv Inc.

Communication Services
47
+ 0.46%
$1.41 - $5.46 $66.3 - $257
10.2K $29K
IRBO
Ishares Robotics & Artificial

ETFs
515
+ 2.93%
N/A
18.1K $580K
OI
O I Glass, Inc.

Consumer Cyclical
486
+ 2.94%
$10.17 - $12.26 $4.94K - $5.96K
17K $195K
SID
National Steel CO

Basic Materials
3.84K
+ 9.06%
$1.3 - $1.81 $4.99K - $6.95K
46.3K $77K
BEN
Franklin Resources Inc

Financial Services
1.66K
+ 10.68%
$18.92 - $22.24 $31.5K - $37K
17.2K $331K
FDIS
Fidelity Covington Tr Msci Con

ETFs
690
+ 20.26%
$82.77 - $101.84 $57.1K - $70.3K
4.1K $346K
GGB
Gerdau S.A.

Basic Materials
5.43K
+ 26.52%
$2.72 - $3.08 $14.8K - $16.7K
25.9K $73K
ITUB
Itau Unibanco Holding S.A.

Financial Services
939
+ 5.27%
$4.87 - $6.28 $4.57K - $5.9K
18.8K $103K
DJP
Barclays Bank PLC

ETFs
459
+ 4.29%
N/A
11.2K $360K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
161
+ 1.32%
$17.61 - $18.7 $2.84K - $3.01K
12.3K $230K
AOK
Ishares Tr Core Conservative A

ETFs
51
+ 0.14%
$36.86 - $38.15 $1.88K - $1.95K
35.9K $1.35M
JBBB
Janus Detroit Str Tr Henderson

ETFs
315
+ 6.69%
$48.34 - $49.66 $15.2K - $15.6K
5.02K $244K
MAN
Manpower Group Inc.

Industrials
207
+ 3.08%
$53.77 - $62.66 $11.1K - $13K
6.92K $400K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
849
+ 4.11%
$9.83 - $10.34 $8.35K - $8.78K
21.5K $214K
PAXS
Pimco Access Income Fund

Financial Services
150
+ 1.3%
$15.31 - $16.37 $2.3K - $2.46K
11.7K $188K
KFY
Korn Ferry

Industrials
5
+ 0.02%
$62.52 - $71.6 $313 - $358
32.9K $2.23M
PHI
Pldt Inc.

Communication Services
773
+ 4.17%
$21.87 - $25.01 $16.9K - $19.3K
19.3K $422K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
1K
+ 6.65%
N/A
16K $197K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
449
+ 2.42%
$6.22 - $8.25 $2.79K - $3.7K
19K $138K
EHAB
Enhabit, Inc.

Healthcare
44
+ 0.44%
$7.64 - $9.29 $336 - $409
10.1K $89K
DVAX
Dynavax Technologies Corp

Healthcare
473
+ 2.51%
$12.39 - $14.4 $5.86K - $6.81K
19.3K $250K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
16.9K
+ 59.43%
$2.52 - $4.08 $42.6K - $68.9K
45.3K $118K
DMLP
Dorchester Minerals, L.P.

Energy
1.01K
+ 15.3%
$29.17 - $34.68 $29.4K - $34.9K
7.59K $228K
QDF
Flexshares Quality Dividend In

ETFs
628
+ 4.02%
$67.19 - $73.37 $42.2K - $46.1K
16.3K $1.11M
MFA
Mfa Financial, Inc.

Real Estate
100
+ 0.1%
$9.53 - $11.0 $953 - $1.1K
101K $1.03M
ALG
Alamo Group Inc

Industrials
130
+ 6.5%
$172.9 - $190.49 $22.5K - $24.8K
2.13K $379K
XGN
Exagen Inc.

Healthcare
3.46K
+ 31.21%
$2.74 - $5.33 $9.49K - $18.5K
14.6K $52K
IBP
Installed Building Products, Inc.

Consumer Cyclical
141
+ 3.12%
$162.22 - $206.22 $22.9K - $29.1K
4.67K $799K
UAA
Under Armour, Inc.

Consumer Cyclical
4.81K
+ 39.9%
$6.25 - $8.66 $30.1K - $41.7K
16.9K $105K
NEXT
Next Decade Corp.

Energy
326
+ 0.52%
$6.75 - $9.43 $2.2K - $3.07K
63K $489K
FFBC
First Financial Bancorp

Financial Services
992
+ 9.2%
$24.25 - $29.06 $24.1K - $28.8K
11.8K $294K
RWL
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.27%
$96.9 - $104.39 $872 - $940
3.33K $330K
RIG
Transocean Ltd.

Energy
3.74K
+ 34.93%
$2.67 - $4.28 $9.99K - $16K
14.5K $45K
GNW
Genworth Financial Inc

Financial Services
280
+ 1.59%
$6.44 - $7.42 $1.8K - $2.08K
17.9K $126K
HAYW
Hayward Holdings, Inc.

Industrials
1.49K
+ 12.18%
$13.64 - $15.26 $20.3K - $22.7K
13.7K $190K
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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