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
VGIT
Vanguard Intermediate Term Tre

ETFs
42.6K
+ 8.19%
$57.14 - $58.53 $2.43M - $2.49M
562K $32.7M
BSX
Boston Scientific Corp

Healthcare
12.1K
+ 7.61%
$67.33 - $77.71 $814K - $939K
171K $13.2M
HUM
Humana Inc

Healthcare
3.99K
+ 14.32%
$302.09 - $373.65 $1.2M - $1.49M
31.8K $11.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
2K
+ 8.55%
$282.64 - $390.43 $565K - $780K
25.4K $9.72M
HPQ
Hp Inc

Technology
23.2K
+ 8.01%
$27.62 - $38.36 $642K - $891K
313K $11M
UTHR
United Therapeutics Corp

Healthcare
2.78K
+ 18.77%
$228.26 - $319.04 $634K - $886K
17.6K $5.59M
IAU
Ishares Gold Trust

ETFs
5.24K
+ 0.52%
$42.46 - $45.89 $222K - $240K
1.02M $44.7M
AYI
Acuity Brands Inc

Industrials
9.23K
+ 316.24%
$237.53 - $271.89 $2.19M - $2.51M
12.1K $2.93M
VFH
Vanguard Financial ETF

ETFs
23.9K
+ 21.62%
$95.9 - $103.0 $2.29M - $2.46M
135K $13.4M
LHX
L3 Harris Technologies, Inc.

Industrials
4.43K
+ 4.83%
$200.34 - $226.69 $887K - $1M
96K $21.6M
PLTR
Palantir Technologies Inc.

Technology
65K
+ 41.22%
$20.47 - $25.82 $1.33M - $1.68M
223K $5.64M
JMBS
Janus Detroit Str Tr Henderson

ETFs
55.2K
+ 5.3%
$43.55 - $45.05 $2.41M - $2.49M
1.1M $49M
SLB
Schlumberger Limited

Energy
214K
+ 20.12%
$43.0 - $55.22 $9.2M - $11.8M
1.28M $60.3M
TMUS
T Mobile Us, Inc.

Communication Services
489
+ 0.34%
$159.79 - $180.69 $78.1K - $88.4K
146K $25.7M
INGR
Ingredion Inc

Consumer Defensive
17.2K
+ 178.04%
$110.13 - $121.37 $1.89M - $2.08M
26.8K $3.08M
IWS
Ishares Russell Midcap Value E

ETFs
26.9K
+ 9.17%
$117.31 - $125.13 $3.16M - $3.37M
320K $38.7M
CROX
Crocs, Inc.

Consumer Cyclical
12.9K
+ 199.58%
$119.33 - $159.68 $1.53M - $2.05M
19.3K $2.82M
EXPE
Expedia Group, Inc.

Consumer Cyclical
17.6K
+ 56.89%
$109.48 - $136.66 $1.92M - $2.4M
48.4K $6.1M
EPD
Enterprise Products Partners L.P.

Energy
73.1K
+ 5.11%
$27.74 - $29.88 $2.03M - $2.18M
1.51M $43.6M
JEF
Jefferies Financial Group Inc.

Financial Services
27.2K
+ 34.8%
$41.04 - $49.76 $1.12M - $1.35M
105K $5.25M
CDNS
Cadence Design Systems Inc

Technology
7K
+ 6.89%
$274.55 - $326.5 $1.92M - $2.29M
109K $33.5M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.66K
+ 3.1%
$49.48 - $76.9 $181K - $282K
122K $8.99M
AON
Aon PLC

Financial Services
17.2K
+ 20.71%
$275.82 - $329.64 $4.74M - $5.66M
100K $29.4M
IYW
Ishares Dj Us Tech ETF

ETFs
3.74K
+ 5.05%
$124.75 - $153.46 $467K - $574K
77.8K $11.7M
ABEV
Ambev S.A.

Consumer Defensive
1.26M
+ 61.59%
$2.05 - $2.46 $2.58M - $3.1M
3.31M $6.78M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.17K
+ 2.22%
$108.78 - $119.23 $671K - $736K
284K $33.7M
INTU
Intuit Inc

Technology
1.17K
+ 0.92%
$562.97 - $670.27 $656K - $781K
128K $84.1M
APO
Apollo Global Management, Inc.

Financial Services
4.76K
+ 2.44%
$107.3 - $118.77 $511K - $566K
200K $23.7M
JLL
Jones Lang Lasalle Inc

Real Estate
6.92K
+ 29.35%
$173.39 - $211.6 $1.2M - $1.46M
30.5K $6.26M
TTE
Total Energies Se

Energy
28.6K
+ 24.56%
$65.76 - $74.56 $1.88M - $2.13M
145K $9.68M
VOOV
Vanguard S&P 500 Value ETF

ETFs
19.5K
+ 5.03%
$170.84 - $180.49 $3.33M - $3.51M
406K $71.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
106
+ 0.06%
$272.21 - $298.72 $28.9K - $31.7K
166K $49.3M
GM
General Motors CO

Consumer Cyclical
27.5K
+ 9.44%
$42.37 - $48.86 $1.17M - $1.34M
319K $14.8M
DIHP
Dimensional ETF Tr Dimensional

ETFs
93.4K
+ 6.7%
$25.66 - $27.34 $2.4M - $2.55M
1.49M $39.1M
OKE
Oneok Inc

Energy
16.8K
+ 10.82%
$76.92 - $83.01 $1.29M - $1.39M
172K $14M
DFIV
Dimensional ETF Tr

ETFs
95.8K
+ 4.15%
$35.5 - $38.02 $3.4M - $3.64M
2.4M $86.4M
ACGL
Arch Capital Group Ltd.

Financial Services
13K
+ 43.16%
$89.76 - $103.36 $1.17M - $1.34M
43.1K $4.35M
SO
Southern CO

Utilities
513
+ 0.2%
$67.77 - $80.71 $34.8K - $41.4K
261K $20.2M
BK
Bank Of New York Mellon Corp

Financial Services
15K
+ 5.3%
$54.0 - $60.74 $811K - $912K
299K $17.9M
HPE
Hewlett Packard Enterprise CO

Technology
12.6K
+ 3.46%
$16.44 - $21.84 $207K - $275K
376K $7.96M
TPL
Texas Pacific Land Corp

Energy
207
+ 2.44%
$558.56 - $777.27 $116K - $161K
8.68K $6.37M
TEL
Te Connectivity Ltd.

Technology
6.96K
+ 8.93%
$139.45 - $152.0 $970K - $1.06M
84.8K $12.8M
ORI
Old Republic International Corp

Financial Services
46.1K
+ 219.66%
$28.64 - $32.21 $1.32M - $1.49M
67.1K $2.07M
VTR
Ventas, Inc.

Real Estate
6.23K
+ 4.34%
$41.68 - $51.26 $260K - $319K
150K $7.68M
ET
Energy Transfer LP

Energy
37K
+ 2.22%
$15.1 - $16.25 $558K - $601K
1.7M $27.6M
CAG
Conagra Brands Inc.

Consumer Defensive
54.3K
+ 49.55%
$28.34 - $31.57 $1.54M - $1.71M
164K $4.66M
OUT
Outfront Media Inc.

Real Estate
119K
+ 99.59%
$13.48 - $16.44 $1.61M - $1.96M
239K $3.41M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.64K
+ 0.74%
$24.67 - $27.2 $164K - $181K
902K $24M
VDC
Vanguard Consumer Staples ETF

ETFs
6.6K
+ 43.92%
$194.57 - $209.07 $1.28M - $1.38M
21.6K $4.39M
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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email