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
BHF
Brighthouse Financial, Inc.

Financial Services
8.29K
+ 69.7%
$45.74 - $62.97 $379K - $522K
20.2K $1.17M
ILCV
Ishares Morningstar Value ETF

ETFs
6.75K
+ 6.45%
$79.37 - $85.24 $535K - $575K
111K $9.06M
GRMN
Garmin LTD

Technology
1.84K
+ 10.1%
$204.55 - $241.93 $377K - $445K
20.1K $4.36M
EGP
Eastgroup Properties Inc

Real Estate
2.27K
+ 18.28%
$155.63 - $187.46 $353K - $425K
14.7K $2.58M
HUM
Humana Inc

Healthcare
1.13K
+ 4.23%
$249.11 - $303.11 $282K - $343K
27.9K $7.39M
HDB
Hdfc Bank LTD

Financial Services
8.02K
+ 36.24%
$58.06 - $66.85 $466K - $536K
30.2K $2M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
96K
+ 608.84%
$6.04 - $6.31 $580K - $606K
112K $684K
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.11K
+ 2.22%
$25.54 - $28.79 $130K - $147K
236K $6.55M
PRI
Primerica, Inc.

Financial Services
1.64K
+ 18.92%
$271.41 - $296.43 $444K - $485K
10.3K $2.93M
PINS
Pinterest, Inc.

Communication Services
13.7K
+ 18.54%
$29.79 - $40.0 $408K - $548K
87.6K $2.71M
SUI
Sun Communities Inc

Real Estate
201
+ 0.22%
$120.53 - $136.43 $24.2K - $27.4K
92.8K $11.9M
AEE
Ameren Corp

Utilities
837
+ 2.04%
$86.87 - $103.67 $72.7K - $86.8K
41.9K $4.2M
SSB
South State Corp

Financial Services
6.51K
+ 57.61%
$89.4 - $108.33 $582K - $705K
17.8K $1.65M
ACI
Albertsons Companies, Inc.

Consumer Defensive
7.94K
+ 5.29%
$19.58 - $22.02 $155K - $175K
158K $3.47M
CVLT
Commvault Systems Inc

Technology
3.2K
+ 110.14%
$146.82 - $187.9 $470K - $602K
6.11K $964K
PNW
Pinnacle West Capital Corp

Utilities
3.8K
+ 24.3%
$81.76 - $95.25 $311K - $362K
19.4K $1.85M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
17.4K
+ 15.97%
$25.83 - $27.09 $450K - $472K
127K $3.38M
MKL
Markel Corp

Financial Services
47
+ 1.55%
$1660.14 - $2059.83 $78K - $96.8K
3.07K $5.74M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.72K
+ 1.03%
$40.79 - $42.32 $192K - $200K
461K $19.4M
USRT
Ishares Core U.S. Reit ETF

ETFs
5.57K
+ 0.84%
$55.14 - $60.29 $307K - $336K
669K $38.5M
MASI
Masimo Corp

Healthcare
355
+ 0.1%
$163.55 - $190.63 $58.1K - $67.7K
348K $58M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
5.5K
+ 238.95%
$91.45 - $100.11 $503K - $551K
7.81K $730K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
8.84K
+ 36.58%
$77.67 - $90.15 $686K - $797K
33K $2.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
551
+ 1.83%
$308.86 - $455.36 $170K - $251K
30.7K $10.8M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.01K
+ 44.08%
$55.75 - $77.63 $224K - $311K
13.1K $1.02M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.47K
+ 29.47%
$73.82 - $89.02 $330K - $398K
19.6K $1.69M
MOH
Molina Healthcare, Inc.

Healthcare
891
+ 16.39%
$266.57 - $333.27 $238K - $297K
6.33K $2.08M
PFG
Principal Financial Group Inc

Financial Services
2.84K
+ 8.27%
$76.34 - $89.04 $217K - $253K
37.1K $3.13M
OKTA
Okta, Inc.

Technology
1.96K
+ 19.28%
$78.83 - $116.72 $154K - $228K
12.1K $1.27M
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.49K
+ 3.82%
$36.6 - $39.56 $164K - $178K
122K $4.73M
UGI
Ugi Corp

Utilities
11K
+ 58.02%
$28.0 - $34.16 $309K - $377K
30K $993K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
15.8K
+ 198.38%
$27.52 - $33.6 $435K - $531K
23.8K $708K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
6.34K
+ 30.97%
$60.44 - $69.57 $383K - $441K
26.8K $1.79M
CHRD
Oasis Petroleum Inc.

Energy
4.55K
+ 24.14%
$101.34 - $127.78 $461K - $581K
23.4K $2.64M
MELI
Mercadolibre Inc

Consumer Cyclical
52
+ 3.86%
$1739.0 - $2260.0 $90.4K - $118K
1.4K $2.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.2K
+ 24.93%
$25.77 - $27.6 $391K - $418K
76K $2.02M
NTNX
Nutanix, Inc.

Technology
5.34K
+ 81.69%
$61.28 - $77.44 $327K - $414K
11.9K $829K
ORI
Old Republic International Corp

Financial Services
5.23K
+ 7.27%
$33.46 - $39.22 $175K - $205K
77.2K $3.03M
CHTR
Charter Communications, Inc.

Communication Services
342
+ 2.99%
$334.89 - $384.77 $115K - $132K
11.8K $4.35M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
11.4K
+ 8.86%
$25.44 - $27.95 $290K - $318K
140K $3.78M
EFX
Equifax Inc

Industrials
2.54K
+ 12.32%
$235.63 - $278.34 $599K - $707K
23.2K $5.64M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.85K
+ 13.14%
$97.25 - $104.79 $277K - $298K
24.5K $2.54M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
3.37K
+ 26.12%
$166.63 - $185.86 $562K - $627K
16.3K $2.71M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.08K
+ 140.37%
$89.27 - $92.9 $364K - $379K
6.99K $646K
PGEN
Precigen, Inc.

Healthcare
101K
+ 16.4%
$1.07 - $2.03 $108K - $204K
715K $1.06M
VRT
Vertiv Holdings CO

Industrials
4.28K
+ 14.83%
N/A
33.2K $2.87M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
6.26K
+ 6.86%
$42.18 - $45.16 $264K - $283K
97.5K $4.32M
NRG
Nrg Energy, Inc.

Utilities
101
+ 0.15%
$84.82 - $113.33 $8.57K - $11.4K
68.6K $6.55M
CNP
Centerpoint Energy Inc

Utilities
3.77K
+ 7.38%
$30.87 - $36.25 $116K - $137K
54.8K $1.98M
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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