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
FDN
First Tr Fd Dow Jones

ETFs
652
+ 33.01%
$221.38 - $266.86 $144K - $174K
2.63K $583K
SRLN
Ssga Active Trust

ETFs
3.74K
+ 4.33%
$41.02 - $41.99 $154K - $157K
90.2K $3.71M
MAIN
Main Street Capital Corp

Financial Services
2.28K
+ 16.73%
$54.71 - $63.1 $125K - $144K
15.9K $901K
MFG
Mizuho Financial Group Inc

Financial Services
2.08K
+ 1.42%
$4.83 - $6.04 $10K - $12.5K
148K $817K
IDA
Idacorp Inc

Utilities
582
+ 12.64%
$105.58 - $119.04 $61.4K - $69.3K
5.19K $602K
HTGC
Hercules Capital, Inc.

Financial Services
6.06K
+ 30.46%
$18.01 - $22.0 $109K - $133K
26K $498K
RF
Regions Financial Corp

Financial Services
11.6K
+ 13.64%
$20.84 - $24.77 $241K - $287K
96.4K $2.09M
PICK
Ishares Inc Msci Global Select

ETFs
567
+ 0.65%
$34.93 - $38.35 $19.8K - $21.7K
88.1K $3.16M
RL
Ralph Lauren Corp

Consumer Cyclical
610
+ 16.31%
$215.68 - $286.74 $132K - $175K
4.35K $960K
COLB
Columbia Banking System, Inc.

Financial Services
5.81K
+ 24.12%
$23.89 - $28.84 $139K - $168K
29.9K $745K
AVSF
American Centy ETF Tr Avantis

ETFs
750
+ 0.77%
$45.96 - $46.74 $34.5K - $35.1K
98.4K $4.6M
GMRE
Global Medical Reit Inc.

Real Estate
9.21K
+ 79.08%
$7.52 - $9.08 $69.2K - $83.6K
20.8K $182K
REG
Regency Centers Corp

Real Estate
1.22K
+ 23.74%
$68.83 - $77.74 $84.2K - $95.1K
6.37K $470K
JOBY
Joby Aviation, Inc.

Industrials
18.9K
+ 160.34%
$5.99 - $10.27 $113K - $194K
30.7K $184K
NEU
Newmarket Corp

Basic Materials
114
+ 19.32%
$482.93 - $570.11 $55.1K - $65K
704 $398K
CHX
Champion X Corp

Energy
331
+ 1.13%
$27.3 - $31.27 $9.04K - $10.4K
29.7K $884K
CUZ
Cousins Properties Inc

Real Estate
3.22K
+ 49.09%
$28.06 - $31.21 $90.5K - $101K
9.79K $288K
SGOL
Abrdn Gold ETF Trust

ETFs
482
+ 3.28%
$25.14 - $29.82 $12.1K - $14.4K
15.2K $453K
UGP
Ultrapar Holdings Inc

Energy
21.9K
+ 55.35%
$2.56 - $3.2 $56K - $69.9K
61.3K $188K
SWK
Stanley Black & Decker, Inc.

Industrials
1.81K
+ 11.36%
$76.43 - $90.41 $138K - $163K
17.7K $1.36M
VSH
Vishay Intertechnology Inc

Technology
6K
+ 53.05%
$15.9 - $19.1 $95.4K - $115K
17.3K $275K
JNK
Spdr Bloomberg High Yield Bond

ETFs
868
+ 32.09%
$94.86 - $97.12 $82.3K - $84.3K
3.57K $340K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.71K
+ 5.66%
$63.38 - $72.02 $172K - $195K
50.7K $3.32M
DNP
Dnp Select Income Fund Inc

Financial Services
4.48K
+ 12.66%
$8.93 - $9.92 $40K - $44.4K
39.8K $393K
POST
Post Holdings, Inc.

Consumer Defensive
365
+ 1.81%
$104.57 - $116.92 $38.2K - $42.7K
20.5K $2.38M
BRX
Brixmor Property Group Inc.

Real Estate
3.47K
+ 20.82%
N/A
20.1K $457K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
1.7K
+ 4.43%
$20.96 - $23.51 $35.7K - $40K
40.2K $898K
EPR
Epr Properties

Real Estate
169
+ 2.03%
$43.98 - $53.81 $7.43K - $9.09K
8.48K $446K
ASND
Ascendis Pharma A/S

Healthcare
123
+ 3.76%
$119.49 - $168.84 $14.7K - $20.8K
3.39K $528K
SF
Stifel Financial Corp

Financial Services
1.74K
+ 23.41%
$91.62 - $117.6 $160K - $205K
9.19K $866K
PATH
Ui Path, Inc.

Technology
11.4K
+ 66.58%
$9.97 - $15.19 $114K - $173K
28.5K $293K
DBX
Dropbox, Inc.

Technology
6.17K
+ 23.19%
$24.55 - $33.27 $151K - $205K
32.8K $874K
REXR
Rexford Industrial Realty, Inc.

Real Estate
1.84K
+ 29.29%
$37.17 - $41.44 $68.4K - $76.2K
8.12K $317K
ADC
Agree Realty Corp

Real Estate
462
+ 8.32%
$68.36 - $77.19 $31.6K - $35.7K
6.01K $464K
EEFT
Euronet Worldwide, Inc.

Technology
567
+ 19.92%
$94.42 - $110.06 $53.5K - $62.4K
3.41K $364K
JWN
Nordstrom Inc

Consumer Cyclical
2.61K
+ 11.04%
$24.01 - $24.46 $62.6K - $63.8K
26.2K $641K
NWS
News Corp New Cl B Com Stk (De

Communication Services
2.34K
+ 24.25%
$29.66 - $35.0 $69.3K - $81.8K
12K $363K
HESM
Hess Midstream LP

Energy
462
+ 5.04%
$37.59 - $43.88 $17.4K - $20.3K
9.62K $406K
WTM
White Mountains Insurance Group LTD

Financial Services
41
+ 6.42%
$1818.58 - $1983.07 $74.6K - $81.3K
680 $1.31M
TRIN
Trinity Capital Inc.

Financial Services
718
+ 0.9%
$14.26 - $16.56 $10.2K - $11.9K
80.8K $1.23M
SAM
Boston Beer CO Inc

Consumer Defensive
487
+ 59.46%
$219.16 - $301.26 $107K - $147K
1.31K $311K
FVD
First Tr Value Line Divid Inde

ETFs
1.31K
+ 19.88%
$42.61 - $45.51 $56K - $59.8K
7.93K $353K
MLPA
Global X Mlp ETF

ETFs
252
+ 1.96%
$49.83 - $54.53 $12.6K - $13.7K
13.1K $697K
APG
A Pi Group Corp

Industrials
2.11K
+ 3.35%
$35.67 - $40.88 $75.3K - $86.3K
65.1K $2.33M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.85K
+ 25.48%
$51.45 - $58.51 $95.2K - $108K
9.12K $471K
PCOR
Procore Technologies, Inc.

Technology
1.38K
+ 42.4%
$65.21 - $88.33 $89.7K - $122K
4.62K $305K
FTI
Technip Fmc PLC

Energy
963
+ 10.34%
$25.3 - $32.57 $24.4K - $31.4K
10.3K $325K
FSTA
Fidelity Covington Tr Msci Con

ETFs
785
+ 10.79%
$48.3 - $52.85 $37.9K - $41.5K
8.06K $412K
PII
Polaris Inc.

Consumer Cyclical
2.94K
+ 71.59%
$40.9 - $58.36 $120K - $172K
7.05K $288K
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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