Ci Private Wealth, LLC Incresed Positions in Q2 2024

Ci Private Wealth, LLC

  • $56.4 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10.4K
+ 4.08%
$286.24 - $337.0 $2.98M - $3.5M
265K $88.5M
KKR
Kkr & Co. Inc.

Financial Services
96.5K
+ 203.08%
$92.62 - $111.49 $8.93M - $10.8M
144K $15.1M
APP
App Lovin Corp

Technology
101K
+ 100.04%
$66.8 - $86.43 $6.77M - $8.75M
203K $16.9M
NOC
Northrop Grumman Corp

Industrials
35.8K
+ 26.19%
$423.42 - $488.06 $15.2M - $17.5M
173K $75.3M
BRO
Brown & Brown, Inc.

Financial Services
99.7K
+ 32.34%
$80.62 - $93.34 $8.04M - $9.31M
408K $36.5M
AVSC
American Centy ETF Tr Avantis
185K
+ 2668.09%
$47.89 - $52.25 $8.88M - $9.69M
192K $9.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.28K
+ 1.5%
$392.81 - $485.53 $896K - $1.11M
155K $72.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
84.7K
+ 5.62%
$58.7 - $64.78 $4.97M - $5.49M
1.59M $102M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
112K
+ 351.73%
$77.8 - $104.98 $8.69M - $11.7M
143K $12.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
31.4K
+ 6.96%
$109.98 - $128.59 $3.46M - $4.04M
483K $61.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
182K
+ 21.52%
$45.27 - $46.67 $8.26M - $8.51M
1.03M $47.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
106K
+ 4.9%
$76.35 - $77.35 $8.07M - $8.17M
2.26M $175M
RTX
Raytheon Technologies Corp

Industrials
22.7K
+ 1.22%
$97.55 - $108.44 $2.22M - $2.47M
1.88M $189M
AVSU
American Centy ETF Tr Avantis

ETFs
122K
+ 324.11%
$57.39 - $62.24 $7M - $7.59M
160K $9.86M
GLD
Spdr Gold Trust

ETFs
13.5K
+ 2.84%
$207.82 - $224.56 $2.81M - $3.03M
488K $105M
UL
Unilever PLC

Consumer Defensive
17.9K
+ 1.37%
$46.47 - $56.38 $832K - $1.01M
1.33M $73M
ETN
Eaton Corp PLC

Industrials
22.1K
+ 12.17%
$303.02 - $340.89 $6.71M - $7.55M
204K $64M
AVSD
American Centy ETF Tr Avantis

ETFs
128K
+ 271.76%
$54.31 - $58.32 $6.98M - $7.49M
176K $9.76M
VV
Vanguard Large Cap ETF

ETFs
23.8K
+ 22.98%
$227.27 - $251.65 $5.42M - $6M
128K $31.8M
CSL
Carlisle Companies Inc

Industrials
2.31K
+ 0.52%
$367.41 - $427.92 $850K - $990K
447K $181M
SCI
Service Corp International

Consumer Cyclical
104K
+ 48.34%
$67.59 - $73.35 $7.06M - $7.66M
320K $22.8M
VT
Vanguard Total World Stk Index

ETFs
48.9K
+ 8.9%
$104.94 - $113.51 $5.13M - $5.55M
599K $67.4M
PM
Philip Morris International Inc.

Consumer Defensive
18.1K
+ 3.71%
$88.6 - $104.24 $1.61M - $1.89M
507K $51.3M
CASY
Caseys General Stores Inc

Consumer Cyclical
5.45K
+ 7.81%
$309.17 - $382.87 $1.69M - $2.09M
75.2K $28.7M
IWV
Ishares Russell 3000 ETF

ETFs
15.2K
+ 7.81%
$283.16 - $309.9 $4.32M - $4.72M
210K $64.9M
MKSI
Mks Instruments Inc

Technology
50.2K
+ 70.43%
$108.17 - $137.16 $5.43M - $6.88M
121K $15.9M
DFAI
Dimensional ETF Tr

ETFs
286K
+ 7.43%
$28.93 - $30.91 $8.28M - $8.84M
4.14M $123M
T
At&T Inc.

Communication Services
156K
+ 6.93%
$16.09 - $19.11 $2.5M - $2.97M
2.4M $45.9M
AVRE
American Centy ETF Tr Avantis
151K
+ 228.09%
$38.89 - $42.05 $5.89M - $6.37M
218K $8.98M
DFAE
Dimensional ETF Tr

ETFs
150K
+ 7.75%
$24.03 - $26.3 $3.6M - $3.93M
2.08M $53.8M
AZN
Astrazeneca PLC

Healthcare
57.8K
+ 39.15%
$66.81 - $80.83 $3.86M - $4.67M
205K $16M
MCO
Moodys Corp

Financial Services
7.68K
+ 7.7%
$370.33 - $427.53 $2.84M - $3.28M
107K $45.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
58K
+ 17.88%
$100.29 - $100.75 $5.82M - $5.85M
383K $38.5M
ODFL
Old Dominion Freight Line, Inc.

Industrials
76.2K
+ 42.53%
$168.53 - $224.69 $12.8M - $17.1M
255K $45.1M
MTD
Mettler Toledo International Inc

Healthcare
470
+ 0.61%
$1188.54 - $1530.55 $559K - $719K
78K $109M
HRB
H&R Block Inc

Consumer Cyclical
91.2K
+ 58.58%
$46.26 - $54.23 $4.22M - $4.95M
247K $13.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.74K
+ 0.57%
$173.58 - $198.8 $649K - $744K
659K $128M
ABNB
Airbnb, Inc.

Consumer Cyclical
40.4K
+ 111.54%
$141.04 - $165.42 $5.7M - $6.69M
76.7K $11.6M
MU
Micron Technology Inc

Technology
13.2K
+ 4.73%
$106.77 - $153.45 $1.41M - $2.03M
293K $38.5M
FICO
Fair Isaac Corp

Technology
1.36K
+ 9.27%
$1110.85 - $1488.66 $1.51M - $2.03M
16K $23.9M
KRYS
Krystal Biotech, Inc.

Healthcare
29K
+ 80.7%
$153.12 - $183.64 $4.44M - $5.33M
65K $11.9M
ACWI
Ishares Msci Acwi ETF

ETFs
38.4K
+ 7.62%
$104.54 - $112.83 $4.02M - $4.34M
543K $61M
IT
Gartner Inc

Technology
14.2K
+ 32.85%
$412.59 - $477.44 $5.88M - $6.8M
57.6K $25.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
48K
+ 34.83%
$105.7 - $113.43 $5.07M - $5.44M
186K $20.5M
SHEL
Shell PLC

Energy
34.1K
+ 7.63%
$67.92 - $74.17 $2.32M - $2.53M
481K $34.7M
VGT
Vanguard Information Technolog

ETFs
2.45K
+ 3.94%
$479.9 - $588.82 $1.18M - $1.44M
64.7K $37.3M
CL
Colgate Palmolive CO

Consumer Defensive
8.32K
+ 1.52%
$85.85 - $98.99 $714K - $824K
554K $53.8M
VHT
Vanguard Health Care ETF

ETFs
17.9K
+ 50.72%
$252.83 - $269.37 $4.54M - $4.83M
53.3K $14.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
77K
+ 6.31%
$47.74 - $48.54 $3.68M - $3.74M
1.3M $63M
Activity Summary
Buys All Purchases 1210 New Holdings 140 Increased Positions 1070 Sells All Sells 926 Reductions 926 Sold out 0 Options Calls 0 Puts 4
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