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
META
Meta Platforms, Inc.

Communication Services
49.1K
+ 5.26%
$576.36 - $736.67 $28.3M - $36.1M
982K $566M
DFUS
Dimensional ETF Tr U S Equity

ETFs
344K
+ 21.7%
$59.61 - $66.71 $20.5M - $22.9M
1.93M $117M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
301K
+ 49.94%
$49.78 - $53.19 $15M - $16M
903K $46.1M
AVDV
American Centy ETF Tr Avantis

ETFs
154K
+ 15.98%
$63.74 - $71.96 $9.84M - $11.1M
1.12M $78.1M
OEF
Ishares S&P 100 ETF

ETFs
56.7K
+ 307.14%
N/A
75.2K $20M
EEM
Ishares Msci Emerging Markets

ETFs
295K
+ 38.56%
$40.81 - $45.34 $12M - $13.4M
1.06M $46.3M
SYK
Stryker Corp

Healthcare
1.81K
+ 0.16%
$355.18 - $399.9 $641K - $722K
1.1M $409M
VBR
Vanguard Small Cap Value ETF

ETFs
80.1K
+ 56.81%
$183.02 - $207.75 $14.7M - $16.6M
221K $41.2M
DVY
Ishares Tr

ETFs
95.6K
+ 94.67%
$128.58 - $138.1 $12.3M - $13.2M
196K $26.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
205K
+ 36.83%
$53.99 - $58.43 $11.1M - $12M
763K $44M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
317K
+ 107.56%
$32.74 - $36.2 $10.4M - $11.5M
612K $21.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
369
+ 0.1%
$208.48 - $244.03 $76.9K - $90K
361K $88.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
223K
+ 32.02%
$50.72 - $50.92 $11.3M - $11.3M
919K $46.7M
MSI
Motorola Solutions, Inc.

Technology
30.9K
+ 35.61%
$411.73 - $482.1 $12.7M - $14.9M
118K $51.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
116K
+ 93.99%
$85.29 - $92.57 $9.9M - $10.7M
240K $21.8M
PH
Parker Hannifin Corp

Industrials
27.6K
+ 13.26%
$591.65 - $707.05 $16.3M - $19.5M
235K $143M
BRO
Brown & Brown, Inc.

Financial Services
12.2K
+ 2.95%
$100.54 - $124.4 $1.22M - $1.51M
424K $52.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
69.1K
+ 10.12%
$196.12 - $229.48 $13.6M - $15.9M
753K $152M
SLB
Schlumberger Limited

Energy
120K
+ 7.91%
$38.4 - $43.74 $4.61M - $5.25M
1.64M $68.5M
SPGI
S&P Global Inc.

Financial Services
6.97K
+ 1.09%
$478.26 - $543.77 $3.33M - $3.79M
644K $327M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
196K
+ 2126.21%
$49.42 - $50.43 $9.68M - $9.88M
205K $10.3M
BRP
Brp Group, Inc.

Financial Services
234K
+ 661.25%
N/A
270K $10.8M
IGV
Ishares Expanded Tech Software

ETFs
120K
+ 104.04%
$88.3 - $107.83 $10.6M - $12.9M
235K $20.9M
APH
Amphenol Corp

Technology
155K
+ 40.26%
$61.62 - $78.55 $9.57M - $12.2M
541K $35.5M
IWN
Ishares Russell2000 Val ETF

ETFs
68.4K
+ 50.57%
$149.27 - $169.4 $10.2M - $11.6M
204K $30.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
77K
+ 100.46%
$105.1 - $109.61 $8.09M - $8.44M
154K $16.7M
VB
Vanguard Small Cap ETF

ETFs
69.8K
+ 17.85%
$217.89 - $252.64 $15.2M - $17.6M
461K $102M
ICF
Ishares Tr

ETFs
128K
+ 103.97%
$57.98 - $63.8 $7.42M - $8.16M
251K $15.4M
VNQI
Vanguard Global Ex U.S. Real

ETFs
183K
+ 28.84%
$38.22 - $41.19 $6.99M - $7.54M
817K $33.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
98K
+ 381.35%
$73.78 - $76.59 $7.23M - $7.5M
124K $9.47M
IEF
Ishares Barclays

ETFs
76.2K
+ 107.36%
$91.17 - $95.39 $6.95M - $7.27M
147K $14M
ILCB
Ishares Morningstar U.S. Equit

ETFs
98.7K
+ 105.51%
$76.17 - $85.05 $7.52M - $8.4M
192K $14.9M
VO
Vanguard Mid Cap ETF

ETFs
34K
+ 9.49%
$251.87 - $277.95 $8.57M - $9.46M
392K $101M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
163K
+ 47.88%
$33.84 - $37.77 $5.51M - $6.15M
503K $18.3M
ELV
Elevance Health, Inc.

Healthcare
3.93K
+ 5.5%
$365.9 - $436.25 $1.44M - $1.72M
75.4K $32.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
74.8K
+ 679.33%
$78.97 - $85.82 $5.91M - $6.42M
85.8K $7.12M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
132K
+ 47.14%
$38.99 - $40.37 $5.13M - $5.32M
411K $16.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
47.2K
+ 91.43%
$106.22 - $111.09 $5.01M - $5.24M
98.8K $11M
VICI
Vici Properties Inc.

Real Estate
146K
+ 71.22%
$28.21 - $32.68 $4.11M - $4.76M
350K $11.4M
IBB
Ishares Biotechnology ETF

ETFs
45K
+ 59.75%
$127.9 - $140.56 $5.76M - $6.33M
120K $15.4M
EWJ
Ishares Msci Japan ETF

ETFs
72.9K
+ 32.68%
$65.24 - $71.7 $4.76M - $5.23M
296K $20.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
97.5K
+ 46.33%
$54.25 - $57.64 $5.29M - $5.62M
308K $17M
CTAS
Cintas Corp

Industrials
7.05K
+ 4.27%
$182.09 - $208.14 $1.28M - $1.47M
172K $35.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
139K
+ 3.65%
$49.25 - $50.66 $6.85M - $7.05M
3.95M $196M
DUK
Duke Energy Corp

Utilities
685
+ 0.21%
$105.87 - $121.97 $72.5K - $83.5K
320K $39.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
92.9K
+ 55.5%
$45.56 - $47.23 $4.23M - $4.39M
260K $12.2M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
41.7K
+ 6.46%
$59.28 - $66.1 $2.47M - $2.75M
687K $43.6M
SU
Suncor Energy Inc

Energy
52.2K
+ 6.97%
$34.27 - $40.63 $1.79M - $2.12M
801K $31M
CME
Cme Group Inc.

Financial Services
3.95K
+ 4.22%
$225.82 - $266.54 $892K - $1.05M
97.5K $25.9M
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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