Ci Private Wealth, LLC Reduced Holdings in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CIVI
Civitas Resources, Inc.

Energy
-24K
- 27.46%
$32.05 - $54.79 $771K - $1.32M
63.5K $2.22M
DOW
Dow Inc.

Basic Materials
-21.3K
- 10.59%
$34.36 - $41.92 $733K - $894K
180K $6.29M
BNS
Bank Of Nova Scotia

Financial Services
-12.3K
- 6.48%
$47.21 - $53.7 $581K - $661K
178K $8.43M
IXP
Ishares Global Comm Services E

ETFs
-18.3K
- 51.76%
$95.48 - $106.93 $1.75M - $1.96M
17.1K $1.66M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-73.3K
- 54.81%
$34.58 - $45.97 $2.54M - $3.37M
60.5K $2.78M
D
Dominion Energy, Inc

Utilities
-43.3K
- 14.19%
$52.85 - $57.43 $2.29M - $2.49M
262K $14.7M
CCL
Carnival Corp

Consumer Cyclical
-26.9K
- 11.82%
$19.08 - $28.49 $513K - $766K
200K $3.91M
VOX
Vanguard Communication Service

ETFs
-8K
- 9.48%
$147.73 - $169.24 $1.18M - $1.35M
76.4K $11.3M
ALGN
Align Technology Inc

Healthcare
-5.68K
- 35.03%
$158.86 - $234.89 $902K - $1.33M
10.5K $1.67M
DXCM
Dexcom Inc

Healthcare
-6.69K
- 5.25%
$67.74 - $90.75 $453K - $607K
121K $8.24M
TFC
Truist Financial Corp

Financial Services
-9.47K
- 1.67%
$39.48 - $48.15 $374K - $456K
558K $22.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2.13K
- 4.47%
$203.38 - $274.79 $434K - $586K
45.6K $9.36M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-96
- 0.54%
$111.56 - $223.11 $10.7K - $21.4K
17.7K $1.98M
IWY
Ishares Tr Russell 200 Growth

ETFs
-6.31K
- 50.9%
$210.19 - $243.33 $1.33M - $1.54M
6.09K $1.28M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-18.9K
- 16.03%
N/A
99K $8.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-35.6K
- 5.04%
$21.23 - $23.75 $757K - $847K
671K $14.5M
GKOS
Glaukos Corp

Healthcare
-344
- 1.14%
$96.6 - $161.22 $33.2K - $55.5K
29.9K $2.94M
EQIX
Equinix Inc

Real Estate
-766
- 10.35%
$803.0 - $959.97 $615K - $735K
6.64K $5.41M
DVA
Davita Inc.

Healthcare
-10.9K
- 31.42%
$140.0 - $177.35 $1.53M - $1.94M
23.9K $3.66M
LEN
Lennar Corp

Consumer Cyclical
-1.95K
- 3.19%
$113.93 - $141.54 $222K - $276K
59.1K $6.78M
UA
Under Armour Inc Cl C

Consumer Cyclical
-882
- 0.09%
$5.95 - $7.79 $5.25K - $6.87K
1M $5.97M
KIM
Kimco Realty Corp

Real Estate
-61.2K
- 63.68%
$20.15 - $23.42 $1.23M - $1.43M
34.9K $740K
SWKS
Skyworks Solutions, Inc.

Technology
-7.69K
- 18.29%
$64.12 - $93.96 $493K - $722K
34.3K $2.22M
FNDX
Schwab Fundamental U S Large C

ETFs
-60.7K
- 6.06%
$23.03 - $25.01 $1.4M - $1.52M
940K $22.2M
AVSC
American Centy ETF Tr Avantis
-439
- 0.18%
$48.08 - $56.12 $21.1K - $24.6K
243K $11.8M
S
Sentinel One, Inc.

Technology
-12.3K
- 3.96%
$18.17 - $24.97 $223K - $307K
298K $5.42M
MGV
Vanguard Mega Cap Value

ETFs
-11.9K
- 68.44%
$123.61 - $133.01 $1.47M - $1.58M
5.48K $706K
MMM
3 M CO

Industrials
-39.5K
- 16.16%
$129.7 - $155.12 $5.12M - $6.13M
205K $30.1M
MPC
Marathon Petroleum Corp

Energy
-17.2K
- 10.16%
$134.72 - $159.03 $2.31M - $2.73M
152K $22.1M
EME
Emcor Group, Inc.

Industrials
-836
- 6.26%
$361.16 - $535.99 $302K - $448K
12.5K $4.63M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-16.5K
- 16.72%
$97.38 - $104.52 $1.61M - $1.72M
82.2K $8.4M
SANA
Sana Biotechnology, Inc.

Healthcare
-871K
- 73.66%
$1.65 - $4.3 $1.44M - $3.75M
311K $523K
WY
Weyerhaeuser CO

Real Estate
-58.2K
- 21.81%
$27.29 - $31.39 $1.59M - $1.83M
209K $6.11M
OKE
Oneok Inc

Energy
-11.9K
- 6.55%
$89.57 - $109.85 $1.07M - $1.31M
170K $16.9M
TM
Toyota Motor Corp

Consumer Cyclical
-4.87K
- 17.02%
$176.53 - $195.35 $860K - $952K
23.8K $4.2M
VXF
Vanguard Extended Market ETF

ETFs
-1.98K
- 3.4%
$170.36 - $201.04 $337K - $398K
56.3K $9.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-11.6K
- 6.17%
$64.88 - $72.1 $753K - $836K
176K $11.6M
VCR
Vanguard Consumer Discretionar

ETFs
-1.01K
- 4.91%
$318.51 - $391.75 $320K - $394K
19.5K $6.33M
INDA
Ishares Msci India Index Fund

ETFs
-23.1K
- 17.86%
$47.8 - $53.4 $1.11M - $1.23M
106K $5.47M
OMER
Omeros Corp

Healthcare
-13K
- 1.78%
$7.04 - $11.21 $91.7K - $146K
720K $5.92M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-11.7K
- 1.76%
$25.58 - $29.24 $299K - $341K
652K $17.1M
CYBR
Cyber Ark Software Ltd.

Technology
-3.97K
- 55.18%
$312.8 - $414.31 $1.24M - $1.64M
3.22K $1.09M
LHX
L3 Harris Technologies, Inc.

Industrials
-5.79K
- 6.04%
$194.65 - $222.86 $1.13M - $1.29M
90.1K $18.8M
PPG
Ppg Industries Inc

Basic Materials
-5.73K
- 8.56%
$107.44 - $124.29 $616K - $713K
61.2K $6.7M
AMP
Ameriprise Financial Inc

Financial Services
-266
- 1.1%
$472.29 - $575.13 $126K - $153K
23.9K $11.6M
CNI
Canadian National Railway CO

Industrials
-12K
- 38.1%
$95.46 - $106.79 $1.15M - $1.28M
19.5K $1.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-14.4K
- 2.88%
$65.27 - $71.18 $938K - $1.02M
484K $32.1M
UTHR
United Therapeutics Corp

Healthcare
-1.43K
- 7.67%
$304.42 - $380.78 $436K - $546K
17.3K $5.32M
IYE
Ishares Tr

ETFs
-29.4K
- 59.59%
$45.23 - $49.95 $1.33M - $1.47M
19.9K $983K
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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