Ci Private Wealth, LLC Incresed Positions in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
12.6K
+ 2.42%
$236.59 - $257.5 $2.99M - $3.26M
534K $129M
KO
Coca Cola CO

Consumer Defensive
458K
+ 16.92%
$61.74 - $71.71 $28.3M - $32.9M
3.17M $197M
DLR
Digital Realty Trust, Inc.

Real Estate
8.57K
+ 14.04%
$156.46 - $195.69 $1.34M - $1.68M
69.6K $12.3M
ORCC
Owl Rock Capital Corp

Financial Services
172K
+ 18.6%
N/A
1.1M $14.7M
S
Sentinel One, Inc.

Technology
111K
+ 55.94%
$22.05 - $28.68 $2.45M - $3.19M
310K $6.89M
AXON
Axon Enterprise, Inc.

Industrials
1.15K
+ 16.29%
$399.22 - $689.78 $458K - $790K
8.18K $4.86M
BRO
Brown & Brown, Inc.

Financial Services
26.1K
+ 6.75%
$100.93 - $113.42 $2.63M - $2.96M
412K $42M
ETR
Entergy Corp

Utilities
78.3K
+ 111.22%
$73.19 - $156.4 $5.73M - $12.3M
149K $11.3M
HWM
Howmet Aerospace Inc.

Industrials
14.7K
+ 34.53%
$99.72 - $120.09 $1.47M - $1.77M
57.4K $6.28M
EXPE
Expedia Group, Inc.

Consumer Cyclical
279
+ 0.56%
$146.47 - $191.01 $40.9K - $53.3K
50.2K $9.35M
PH
Parker Hannifin Corp

Industrials
1.65K
+ 0.8%
$621.74 - $709.46 $1.03M - $1.17M
208K $132M
CPRT
Copart Inc

Consumer Cyclical
11.8K
+ 4.79%
$51.36 - $63.8 $608K - $755K
259K $14.9M
LNG
Cheniere Energy, Inc.

Energy
1.21K
+ 2.58%
$181.07 - $225.92 $219K - $273K
48.1K $10.3M
ALL
Allstate Corp

Financial Services
5.65K
+ 2.38%
$181.25 - $208.2 $1.02M - $1.18M
243K $46.9M
AXS
Axis Capital Holdings LTD

Financial Services
17.5K
+ 53.7%
$78.26 - $94.05 $1.37M - $1.64M
50K $4.43M
INDA
Ishares Msci India Index Fund

ETFs
44.3K
+ 52.1%
$52.64 - $58.16 $2.33M - $2.58M
129K $6.82M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
35.8K
+ 38.82%
$46.48 - $51.32 $1.67M - $1.84M
128K $6.17M
MLPX
Global X Mlp & Energy Infrastr

ETFs
26.7K
+ 89.57%
$54.89 - $64.32 $1.46M - $1.72M
56.5K $3.41M
HEFA
Ishares Currency Hedged Msci E

ETFs
49.6K
+ 513.3%
$34.42 - $35.88 $1.71M - $1.78M
59.2K $2.06M
OKE
Oneok Inc

Energy
93
+ 0.05%
$92.28 - $117.05 $8.58K - $10.9K
182K $18.3M
RELY
Remitly Global, Inc.

Technology
48
+ 0.03%
$12.69 - $23.07 $609 - $1.11K
181K $4.09M
IGV
Ishares Expanded Tech Software

ETFs
4.67K
+ 4.23%
$87.5 - $110.17 $409K - $514K
115K $11.5M
PHYS
Sprott Physical Gold Trust

Financial Services
78.9K
+ 337.42%
$19.66 - $21.66 $1.55M - $1.71M
102K $2.06M
ATO
Atmos Energy Corp

Utilities
11K
+ 33.14%
$136.41 - $151.43 $1.5M - $1.67M
44.3K $6.17M
CBRE
Cbre Group, Inc.

Real Estate
3.72K
+ 2.4%
$119.22 - $140.71 $443K - $523K
158K $20.8M
LUV
Southwest Airlines CO

Industrials
30.8K
+ 25.18%
$28.99 - $34.84 $892K - $1.07M
153K $5.14M
CCL
Carnival Corp

Consumer Cyclical
1.16K
+ 0.51%
$17.34 - $26.8 $20.1K - $31.1K
227K $5.66M
ENB
Enbridge Inc

Energy
25.3K
+ 11.47%
$40.4 - $43.92 $1.02M - $1.11M
246K $10.4M
SNA
Snap On Inc

Industrials
783
+ 3.53%
$285.44 - $371.35 $223K - $291K
23K $7.8M
OWL
Blue Owl Capital Inc.

Financial Services
38.6K
+ 33.63%
$19.51 - $24.81 $754K - $959K
154K $3.57M
MGV
Vanguard Mega Cap Value

ETFs
10.9K
+ 166.88%
$124.06 - $133.48 $1.35M - $1.45M
17.4K $2.17M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.7K
+ 171.2%
$99.04 - $109.59 $1.35M - $1.5M
21.7K $2.16M
CME
Cme Group Inc.

Financial Services
845
+ 0.91%
$221.17 - $246.02 $187K - $208K
93.6K $21.7M
TPR
Tapestry, Inc.

Consumer Cyclical
11.8K
+ 43.31%
$43.54 - $66.18 $512K - $778K
38.9K $2.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
26K
+ 18.72%
$50.37 - $50.6 $1.31M - $1.32M
165K $8.31M
VRT
Vertiv Holdings CO

Industrials
14K
+ 94.69%
N/A
28.9K $2.5M
HBAN
Huntington Bancshares Inc

Financial Services
5.09K
+ 0.71%
$14.18 - $18.2 $72.2K - $92.7K
726K $11.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
49.8K
+ 59.29%
$33.77 - $44.09 $1.68M - $2.2M
134K $4.54M
IDEV
Ishares Core Msci Intl Develop

ETFs
19K
+ 244.14%
$64.18 - $70.42 $1.22M - $1.34M
26.8K $1.73M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.13K
+ 70.96%
$316.94 - $357.88 $992K - $1.12M
7.54K $2.59M
BKR
Baker Hughes CO

Energy
4.97K
+ 2.55%
$35.98 - $44.88 $179K - $223K
200K $8.2M
SPMD
Spdr Portfolio

ETFs
20.8K
+ 5.69%
$54.13 - $59.56 $1.13M - $1.24M
386K $21.1M
BSX
Boston Scientific Corp

Healthcare
2.1K
+ 1.24%
$83.62 - $91.5 $175K - $192K
171K $15.2M
AVSC
American Centy ETF Tr Avantis
18K
+ 7.96%
$52.7 - $59.57 $946K - $1.07M
243K $13.2M
FDX
Fedex Corp

Industrials
404
+ 0.34%
$260.5 - $305.15 $105K - $123K
121K $33.9M
TRNO
Terreno Realty Corp

Real Estate
17.6K
+ 327.55%
$58.62 - $66.94 $1.03M - $1.18M
23K $1.36M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
80.5K
+ 130.3%
$10.4 - $12.75 $837K - $1.03M
142K $1.67M
AEM
Agnico Eagle Mines LTD

Basic Materials
12.8K
+ 117.8%
$75.99 - $88.85 $971K - $1.14M
23.6K $1.85M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.21K
+ 7.27%
$152.04 - $211.12 $183K - $255K
17.8K $3.61M
Activity Summary
Buys All Purchases 898 New Holdings 136 Increased Positions 762 Sells All Sells 1334 Reductions 1334 Sold out 0 Options Calls 4 Puts 0
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