Ci Private Wealth, LLC Reduced Holdings in Q2 2025

Ci Private Wealth, LLC

  • $68.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
-686
- 0.94%
$372.27 - $452.69 $255K - $311K
72.2K $28.1M
AEP
American Electric Power CO Inc

Utilities
-2.55K
- 1.71%
$98.59 - $109.11 $251K - $278K
146K $15.2M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-1.9K
- 50.0%
$116.09 - $139.09 $221K - $265K
1.9K $264K
VOD
Vodafone Group Public LTD CO

Communication Services
-24.7K
- 26.24%
$8.19 - $10.66 $203K - $264K
69.6K $741K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-4.55K
- 51.27%
N/A
4.33K $249K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-7.43K
- 50.0%
$27.26 - $34.48 $202K - $256K
7.43K $256K
SFNC
Simmons First National Corp

Financial Services
-13.4K
- 50.0%
$17.39 - $20.55 $233K - $275K
13.4K $253K
GNR
Spdr S&P Global Natural Resour

ETFs
-4.69K
- 49.99%
$45.66 - $55.03 $214K - $258K
4.69K $254K
WTRG
Essential Utilities, Inc.

Utilities
-6.6K
- 16.23%
$36.92 - $41.39 $244K - $273K
34.1K $1.27M
VIV
Telefonica Brasil S.A.

Communication Services
-21.5K
- 50.0%
$8.28 - $11.4 $178K - $245K
21.5K $245K
AMT
American Tower Corp

Real Estate
-1.09K
- 0.17%
$203.96 - $228.19 $222K - $248K
645K $143M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.5K
- 1.11%
$131.84 - $157.76 $197K - $236K
133K $21.1M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-3.7K
- 50.0%
$52.66 - $64.01 $195K - $237K
3.7K $236K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-3.69K
- 50.0%
$51.28 - $64.94 $189K - $240K
3.69K $235K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-4.41K
- 51.02%
$51.73 - $71.41 $228K - $315K
4.24K $224K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-10K
- 50.0%
$22.68 - $23.28 $228K - $234K
10K $233K
TDW
Tidewater Inc

Energy
-5.04K
- 50.0%
$32.27 - $48.26 $163K - $243K
5.04K $232K
CW
Curtiss Wright Corp

Industrials
-466
- 13.02%
$283.18 - $488.55 $132K - $228K
3.11K $1.52M
RDVY
First Trust Rising Dividend Ac

ETFs
-3.63K
- 46.32%
$51.6 - $62.74 $187K - $228K
4.21K $264K
WLDN
Willdan Group, Inc.

Industrials
-3.62K
- 50.0%
$36.9 - $62.51 $133K - $226K
3.62K $226K
SKYW
Skywest Inc

Industrials
-2.19K
- 50.0%
$79.41 - $103.84 $174K - $227K
2.19K $224K
XRX
Xerox Holdings Corp

Technology
-42.4K
- 39.13%
$3.64 - $5.95 $154K - $252K
65.9K $347K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.21K
- 0.14%
$151.62 - $183.47 $183K - $221K
856K $157M
IEFA
Ishares Tr

ETFs
-2.64K
- 0.17%
$67.83 - $84.09 $179K - $222K
1.51M $126M
TNDM
Tandem Diabetes Care Inc

Healthcare
-11.8K
- 50.0%
$16.35 - $23.52 $193K - $278K
11.8K $219K
AWK
American Water Works Company, Inc.

Utilities
-1.54K
- 1.66%
$133.82 - $151.96 $207K - $235K
91.4K $12.7M
TTMI
Ttm Technologies Inc

Technology
-5.22K
- 50.0%
$17.57 - $40.82 $91.8K - $213K
5.22K $213K
LRN
Stride, Inc.

Consumer Defensive
-1.46K
- 50.0%
$124.45 - $160.72 $182K - $234K
1.46K $211K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.52K
- 0.96%
$104.34 - $138.68 $159K - $211K
157K $21.8M
FNDC
Schwab Fundamental Intl Small

ETFs
-5.01K
- 50.27%
$32.97 - $42.05 $165K - $211K
4.95K $208K
TEF
Telefonica S A

Communication Services
-40.2K
- 46.62%
$4.37 - $5.39 $176K - $217K
46K $240K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-7.76K
- 50.0%
$25.48 - $27.78 $198K - $216K
7.76K $206K
ADSK
Autodesk, Inc.

Technology
-835
- 1.61%
N/A
50.9K $12.5M
SSRM
Ssr Mining Inc.

Basic Materials
-16.1K
- 29.73%
$9.09 - $13.07 $147K - $211K
38.1K $485K
ALC
Alcon Inc

Healthcare
-2.31K
- 0.84%
$82.88 - $98.3 $192K - $227K
272K $24M
WU
Western Union CO

Financial Services
-24.2K
- 53.2%
$8.37 - $10.63 $203K - $258K
21.3K $179K
TBLA
Taboola.Com Ltd.

Communication Services
-55.3K
- 50.0%
$2.54 - $3.7 $141K - $205K
55.3K $202K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-16.1K
- 50.0%
$9.22 - $12.79 $149K - $206K
16.1K $202K
EPD
Enterprise Products Partners L.P.

Energy
-6.49K
- 0.27%
$28.95 - $34.22 $188K - $222K
2.41M $74.7M
HEI
Heico Corp

Industrials
-612
- 0.44%
$236.44 - $328.0 $145K - $201K
139K $45.4M
SFBS
Servis First Bancshares, Inc.

Financial Services
-2.6K
- 50.0%
$68.48 - $82.21 $178K - $213K
2.6K $201K
ERIC
Ericsson Lm Telephone CO

Technology
-23.4K
- 34.24%
$6.77 - $8.86 $159K - $207K
45K $381K
EMR
Emerson Electric CO

Industrials
-1.47K
- 0.15%
$94.15 - $133.33 $138K - $196K
977K $130M
CC
Chemours CO

Basic Materials
-16.9K
- 42.62%
$9.4 - $13.06 $158K - $220K
22.7K $259K
CMI
Cummins Inc

Industrials
-576
- 0.18%
$267.12 - $336.65 $154K - $194K
327K $107M
ADI
Analog Devices Inc

Technology
-789
- 0.17%
$164.6 - $238.02 $130K - $188K
451K $107M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.96K
- 1.87%
$50.08 - $63.14 $148K - $187K
156K $9.84M
UNIT
Uniti Group Inc.

Real Estate
-42.9K
- 43.38%
$4.06 - $5.24 $174K - $225K
56K $241K
HAL
Halliburton CO

Energy
-9.05K
- 6.86%
$19.26 - $25.7 $174K - $233K
123K $2.5M
Activity Summary
Buys All Purchases 332 New Holdings 3 Increased Positions 329 Sells All Sells 1154 Reductions 1154 Sold out 0 Options Calls 1 Puts 3
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