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
TRU
Trans Union

Industrials
-2.09K
- 31.17%
$69.26 - $91.89 $145K - $192K
4.61K $405K
CDW
Cdw Corp

Technology
-1.02K
- 2.48%
$144.49 - $190.68 $148K - $195K
40.2K $7.18M
STNE
Stone Co Ltd.

Technology
-11.3K
- 50.0%
$10.43 - $16.04 $118K - $181K
11.3K $180K
AON
Aon PLC

Financial Services
-505
- 0.62%
$335.85 - $398.81 $170K - $201K
80.5K $28.7M
F
Ford Motor CO

Consumer Cyclical
-16.6K
- 2.68%
$8.69 - $10.85 $144K - $180K
602K $6.53M
AFL
Aflac Inc

Financial Services
-1.64K
- 0.31%
$99.77 - $112.45 $164K - $185K
532K $56.1M
SLQT
Select Quote, Inc.

Financial Services
-72.9K
- 50.0%
$2.12 - $3.52 $155K - $257K
72.9K $173K
COP
Conocophillips

Energy
-1.93K
- 0.33%
$82.66 - $106.1 $160K - $205K
589K $52.9M
TDS
Telephone & Data Systems Inc

Communication Services
-4.86K
- 27.66%
$31.74 - $39.52 $154K - $192K
12.7K $452K
APP
App Lovin Corp

Technology
-489
- 2.51%
$219.37 - $417.89 $107K - $204K
19K $6.66M
DKNG
Draft Kings Inc.

Consumer Cyclical
-3.97K
- 1.32%
$31.67 - $42.89 $126K - $170K
297K $12.7M
SONO
Sonos Inc

Technology
-15.4K
- 50.0%
$7.7 - $11.25 $119K - $174K
15.4K $166K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.67K
- 2.83%
$83.54 - $100.04 $139K - $167K
57.3K $5.7M
CTAS
Cintas Corp

Industrials
-733
- 0.41%
$190.11 - $227.66 $139K - $167K
179K $39.9M
FISV
Fiserv Inc

Technology
-1.29K
- 0.22%
N/A
591K $74M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-5.42K
- 0.08%
$23.4 - $29.68 $127K - $161K
6.58M $195M
GD
General Dynamics Corp

Industrials
-538
- 0.49%
$247.68 - $291.66 $133K - $157K
109K $31.9M
STLA
Stellantis N.V.

Consumer Cyclical
-15.7K
- 33.02%
$8.53 - $11.27 $134K - $177K
31.8K $318K
VUZI
Vuzix Corp

Technology
-53.2K
- 28.95%
$1.59 - $3.36 $84.7K - $179K
131K $381K
BXSL
Blackstone Secured Lending Fund

Financial Services
-5.03K
- 9.92%
$26.88 - $32.74 $135K - $165K
45.6K $1.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
-542
- 0.17%
$248.61 - $294.96 $135K - $160K
312K $87.9M
HPE
Hewlett Packard Enterprise CO

Technology
-7.4K
- 1.74%
$12.51 - $20.45 $92.5K - $151K
418K $8.55M
IBN
Icici Bank LTD

Financial Services
-4.45K
- 5.57%
$30.16 - $34.39 $134K - $153K
75.4K $2.54M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-4.99K
- 0.15%
$23.2 - $29.84 $116K - $149K
3.34M $99.8M
HSIC
Henry Schein Inc

Healthcare
-2.05K
- 5.21%
$62.7 - $73.66 $128K - $151K
37.2K $2.72M
QURE
Uni Qure N.V.

Healthcare
-10.6K
- 50.0%
$8.34 - $17.27 $88.7K - $184K
10.6K $148K
CSX
Csx Corp

Industrials
-4.49K
- 0.68%
$26.69 - $32.91 $120K - $148K
658K $21.5M
ZI
Zoom Info Technologies Inc.

Technology
-14.3K
- 50.16%
$7.41 - $10.31 $106K - $148K
14.2K $144K
TFSL
Tfs Financial Corp

Financial Services
-11.2K
- 50.41%
$11.62 - $13.54 $130K - $152K
11K $142K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-10K
- 32.85%
$13.25 - $14.85 $133K - $149K
20.4K $291K
EXPO
Exponent Inc

Industrials
-1.91K
- 39.91%
$72.88 - $81.75 $139K - $156K
2.88K $215K
CAH
Cardinal Health Inc

Healthcare
-849
- 1.03%
$125.0 - $168.0 $106K - $143K
81.4K $13.7M
FDN
First Tr Fd Dow Jones

ETFs
-528
- 14.78%
$200.29 - $269.33 $106K - $142K
3.05K $820K
CRWD
Crowd Strike Holdings, Inc.

Technology
-273
- 0.84%
$321.63 - $509.31 $87.8K - $139K
32.2K $16.4M
CARR
Carrier Global Corp

Industrials
-1.89K
- 0.41%
$55.55 - $75.83 $105K - $143K
458K $33.5M
ZIMV
Zim Vie Inc.

Healthcare
-14.7K
- 50.0%
$8.28 - $10.56 $122K - $156K
14.7K $137K
INTC
Intel Corp

Technology
-6.09K
- 0.53%
$18.13 - $22.69 $110K - $138K
1.15M $25.7M
WSR
Whitestone Reit

Real Estate
-10.9K
- 50.0%
$12.06 - $14.62 $131K - $159K
10.9K $135K
SAN
Banco Santander, S.A.

Financial Services
-16K
- 5.21%
$5.72 - $8.32 $91.3K - $133K
290K $2.41M
ACGL
Arch Capital Group Ltd.

Financial Services
-1.45K
- 3.2%
$84.99 - $96.82 $123K - $140K
43.7K $3.98M
DASH
Door Dash, Inc.

Communication Services
-537
- 2.42%
$163.16 - $246.51 $87.6K - $132K
21.7K $5.35M
SSTI
Shotspotter, Inc

Technology
-10.1K
- 50.0%
$13.06 - $17.2 $132K - $174K
10.1K $131K
CDNS
Cadence Design Systems Inc

Technology
-421
- 0.46%
$231.64 - $323.08 $97.5K - $136K
90.5K $27.9M
CME
Cme Group Inc.

Financial Services
-466
- 0.5%
$252.37 - $290.71 $118K - $135K
93.1K $25.7M
DOV
Dover Corp

Industrials
-686
- 0.08%
$151.14 - $186.7 $104K - $128K
857K $157M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.79K
- 2.19%
$29.15 - $44.46 $81.2K - $124K
124K $5.39M
HCA
Hca Healthcare, Inc.

Healthcare
-313
- 0.77%
$317.61 - $387.52 $99.4K - $121K
40.6K $15.5M
GTLS
Chart Industries Inc

Industrials
-727
- 2.78%
$115.08 - $175.5 $83.7K - $128K
25.4K $4.19M
GWRE
Guidewire Software, Inc.

Technology
-495
- 5.9%
$172.73 - $257.37 $85.5K - $127K
7.9K $1.86M
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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