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
Knife River Corp
976
+ 28.35%
N/A
4.42K $0
ILCG
Ishares Morningstar Growth ETF
131K
+ 109.15%
N/A
250K $0
HEIA
Heico Crp Cl A
1.55K
+ 18.55%
N/A
9.91K $0
Manager Directed Portfolios
173
+ 0.42%
N/A
41.3K $0
Masterbrand Inc
1.57K
+ 12.83%
N/A
13.8K $0
Msp Recovery Inc
18K
+ 21.93%
N/A
100K $0
Perimeter Solutions Inc
155K
+ 4.74%
N/A
3.42M $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
356
+ 1.52%
N/A
23.7K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
1.91K
+ 7.68%
N/A
26.7K $0
Net Lease Office Properties
73
+ 0.82%
N/A
8.95K $0
IBOC
International Bancshares Corp

Financial Services
14
+ 0.22%
$60.62 - $67.91 $849 - $951
6.26K $394K
Fidelity Covington Trust
330
+ 3.71%
N/A
9.22K $0
Nextracker Inc
4.09K
+ 59.66%
N/A
11K $0
Linde PLC
122K
+ 23.91%
N/A
633K $0
Flutter Entmt PLC
263
+ 6.34%
N/A
4.41K $0
Kayne Anderson Bdc Inc
336K
+ 127.0%
N/A
601K $0
KKS.F
Joint Stock Company Kaspi.Kz

Technology
30
+ 1.18%
N/A
2.58K $0
Kenvue Inc
68.6K
+ 20.18%
N/A
408K $0
Gohealth Inc
61.9K
+ 112.31%
N/A
117K $0
Fortrea Hldgs Inc
5.78K
+ 32.2%
N/A
23.7K $0
GEFB
Greif, Inc. Cl B
39
+ 0.17%
N/A
23.6K $0
Reddit Inc
3.87K
+ 181.98%
N/A
6K $0
FELE
Franklin Electric CO Inc

Industrials
135
+ 3.47%
$93.38 - $106.03 $12.6K - $14.3K
4.03K $378K
MCO
Moodys Corp

Financial Services
1.73K
+ 1.65%
$437.8 - $527.48 $759K - $914K
107K $49.8M
SFBS
Servis First Bancshares, Inc.

Financial Services
52
+ 2.02%
$80.8 - $93.58 $4.2K - $4.87K
2.63K $217K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
2.59K
+ 5.29%
$5.3 - $5.75 $13.7K - $14.9K
51.5K $277K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11
+ 0.28%
$55.41 - $60.74 $610 - $668
3.88K $218K
BCAT
Black Rock Capital Allocation Trust

ETFs
560
+ 3.91%
$14.35 - $15.88 $8.04K - $8.89K
14.9K $214K
SEER
Seer, Inc.

Healthcare
10K
+ 30.12%
$1.69 - $2.47 $16.9K - $24.7K
43.2K $73K
FXO
First Tr Exchange Traded Fd Fi

ETFs
20
+ 0.48%
$50.93 - $57.24 $1.02K - $1.14K
4.21K $222K
WTTR
Select Energy Services, Inc.

Energy
58.8K
+ 25.91%
$9.37 - $14.56 $551K - $856K
286K $3M
CNM
Core & Main, Inc.

Industrials
299
+ 4.2%
$46.27 - $57.26 $13.8K - $17.1K
7.42K $358K
RMBS
Rambus Inc

Technology
2
+ 0.04%
$51.55 - $68.59 $103 - $137
5.1K $264K
SKYY
First Trust Cloud Computing Et

ETFs
747
+ 15.38%
$102.23 - $131.18 $76.4K - $98K
5.61K $572K
KRNY
Kearny Financial Corp.

Financial Services
315
+ 2.93%
$6.18 - $7.55 $1.95K - $2.38K
11.1K $69K
NPO
Enpro Industries, Inc

Industrials
55
+ 3.58%
$161.21 - $207.46 $8.87K - $11.4K
1.59K $257K
BLFY
Blue Foundry Bancorp

Financial Services
25
+ 0.2%
$8.87 - $10.12 $222 - $253
12.6K $115K
CNS
Cohen & Steers, Inc.

Financial Services
331
+ 11.52%
$75.52 - $92.6 $25K - $30.7K
3.2K $257K
FRT
Federal Realty Investment Trust

Real Estate
612
+ 12.61%
$94.7 - $111.82 $58K - $68.4K
5.47K $534K
RGEN
Repligen Corp

Healthcare
339
+ 10.33%
$127.24 - $174.24 $43.1K - $59.1K
3.62K $460K
TRU
Trans Union

Industrials
322
+ 7.93%
$80.45 - $100.25 $25.9K - $32.3K
4.38K $363K
SABR
Sabre Corp

Consumer Cyclical
77
+ 0.48%
$2.81 - $4.52 $216 - $348
16K $44K
RNW
Re New Energy Global PLC

Utilities
1.49K
+ 5.88%
$5.82 - $6.95 $8.66K - $10.3K
26.8K $157K
HAL
Halliburton CO

Energy
6.82K
+ 6.52%
$24.15 - $29.9 $165K - $204K
111K $2.83M
CRDO
Credo Technology Group Holding LTD

Technology
1.82K
+ 54.79%
$39.45 - $85.5 $71.7K - $155K
5.14K $206K
GPRE
Green Plains Inc.

Basic Materials
11.9K
+ 72.78%
$4.85 - $10.26 $57.5K - $122K
28.1K $136K
KSS
Kohls Corp

Consumer Cyclical
6.5K
+ 53.57%
$8.06 - $14.12 $52.4K - $91.8K
18.6K $152K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
95
+ 0.31%
$53.81 - $62.59 $5.11K - $5.95K
30.8K $1.72M
AVTR
Avantor, Inc.

Basic Materials
6.62K
+ 25.35%
$15.5 - $22.57 $103K - $149K
32.7K $530K
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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