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
IAU
Ishares Gold Trust

ETFs
-9
- -0.0%
$56.1 - $64.74 $505 - $583
602K $37.6M
HYG
Ishares Tr

ETFs
-11
- 0.01%
$75.75 - $80.65 $833 - $887
120K $9.67M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-4
- 0.03%
$101.97 - $126.75 $408 - $507
14.1K $1.79M
KMI
Kinder Morgan, Inc.

Energy
-16
- -0.0%
$25.21 - $29.4 $403 - $470
761K $22.4M
OKE
Oneok Inc

Energy
-6
- -0.0%
$78.71 - $100.37 $472 - $602
193K $15.8M
OTIS
Otis Worldwide Corp

Industrials
-10
- 0.01%
$90.88 - $104.3 $909 - $1.04K
167K $16.5M
PSX
Phillips 66

Energy
-5
- -0.0%
$92.87 - $125.73 $464 - $629
767K $91.6M
PLTK
Playtika Holding Corp.

Communication Services
-180
- 0.73%
$4.51 - $5.44 $812 - $979
24.4K $115K
QCOM
Qualcomm Inc

Technology
-6
- -0.0%
$124.66 - $159.48 $748 - $957
612K $97.5M
RNG
Ring Central, Inc.

Technology
-8
- 0.09%
$21.51 - $28.36 $172 - $227
9.27K $262K
CRM
Salesforce, Inc.

Technology
-2
- -0.0%
$236.26 - $291.15 $473 - $582
451K $123M
STKL
Sun Opta Inc.

Consumer Defensive
-70
- 0.64%
$3.71 - $6.44 $260 - $451
10.8K $62K
2023 ETF Series Trust Ii
-8.38K
- 10.86%
N/A
68.8K $0
ALKS
Alkermes Plc.

Healthcare
-2
- -0.0%
$26.59 - $32.65 $53.2 - $65.3
41.5K $1.19M
Amentum Holdings Inc
-11
- 0.02%
N/A
48.4K $0
AWR
American States Water CO

Utilities
-5
- 0.07%
$75.1 - $81.3 $376 - $407
7.01K $537K
Anglogold Ashanti PLC
-364
- 2.13%
N/A
16.7K $0
Annaly Capital Management In
-254
- 0.38%
N/A
67.4K $0
Aptiv PLC
-75.6K
- 80.64%
N/A
18.2K $0
MT
Arcelor Mittal

Basic Materials
-16
- 0.14%
$23.47 - $31.65 $376 - $506
11.7K $370K
Arista Networks Inc
-2.65K
- 0.66%
N/A
396K $0
Arm Holdings PLC
-2.02K
- 27.05%
N/A
5.45K $0
Astera Labs Inc
-80
- 1.32%
N/A
6K $0
Atlassian Corporation
-559
- 4.49%
N/A
11.9K $0
Barrick Mng Corp
-1.08K
- 3.8%
N/A
27.2K $0
Blackrock ETF Trust Ii
-98
- 0.11%
N/A
85.5K $0
Blackrock Inc
-520
- 0.48%
N/A
107K $0
Brookfield Asset Managmt LTD
-1.17K
- 0.11%
N/A
1.09M $0
Brookfield Corp
-4.35K
- 0.13%
N/A
3.23M $0
BFB
Brown Forman Corp Cl B
-501
- 1.34%
N/A
36.9K $0
BMBL
Bumble Inc.

Technology
-13
- 0.01%
$3.65 - $6.59 $47.4 - $85.7
141K $929K
Bunge Global Sa
-9.32K
- 27.92%
N/A
24.1K $0
Canadian Pacific Kansas City
-253
- 0.03%
N/A
814K $0
CTLP
Cantaloupe, Inc.

Technology
-38
- 0.05%
$7.24 - $11.01 $275 - $418
78.6K $864K
Cava Group Inc
-25
- 0.41%
N/A
6.12K $0
Celestica Inc
-335
- 2.17%
N/A
15.1K $0
Cineverse Corp
-100
- 0.02%
N/A
476K $0
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-8
- 0.16%
$81.84 - $93.53 $655 - $748
5.01K $464K
Cooper Cos Inc
-147
- 0.3%
N/A
49.3K $0
Coreweave Inc
-4.58K
- 61.86%
N/A
2.82K $0
CRH.L
Crh PLC

Basic Materials
-832
- 3.57%
N/A
22.5K $0
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
-16
- 0.01%
$18.92 - $22.87 $303 - $366
160K $3.66M
Dimensional ETF Trust
-11K
- 0.2%
N/A
5.62M $0
DFIV
Dimensional ETF Tr

ETFs
-5
- -0.0%
$34.67 - $43.21 $173 - $216
3.91M $168M
DEI
Douglas Emmett Inc

Real Estate
-19
- 0.18%
$13.09 - $16.29 $249 - $310
10.4K $157K
Everus Constr Group
-10
- 0.21%
N/A
4.73K $0
Flutter Entmt PLC
-26
- 0.47%
N/A
5.51K $0
Fortrea Hldgs Inc
-295
- 1.38%
N/A
21.1K $0
Galaxy Digital Inc.
-8.71K
- 44.01%
N/A
11.1K $0
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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