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
THO
Thor Industries Inc

Consumer Cyclical
-17.5K
- 46.05%
$64.83 - $89.72 $1.14M - $1.57M
20.5K $1.82M
WSBC
Wesbanco Inc

Financial Services
-49.1K
- 50.0%
$26.79 - $32.33 $1.31M - $1.59M
49.1K $1.55M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-47.4K
- 50.0%
$26.38 - $32.66 $1.25M - $1.55M
47.4K $1.55M
WIT
Wipro LTD

Technology
-508K
- 46.11%
$2.7 - $3.09 $1.37M - $1.57M
594K $1.79M
WTW
Willis Towers Watson PLC

Financial Services
-4.99K
- 44.73%
$295.96 - $337.43 $1.48M - $1.69M
6.17K $1.89M
EFG
Msci Eafe Growth ETF

ETFs
-13.6K
- 4.33%
$89.8 - $112.0 $1.22M - $1.53M
301K $33.7M
WTM
White Mountains Insurance Group LTD

Financial Services
-849
- 50.0%
$1699.35 - $1901.99 $1.44M - $1.61M
849 $1.52M
SPXC
Spx Corp

Industrials
-9.07K
- 62.73%
$120.66 - $167.68 $1.09M - $1.52M
5.39K $903K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-50.2K
- 50.0%
$26.18 - $30.91 $1.31M - $1.55M
50.2K $1.51M
MGV
Vanguard Mega Cap Value

ETFs
-11.5K
- 52.49%
$114.87 - $131.25 $1.32M - $1.51M
10.4K $1.37M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-33.4K
- 50.0%
$42.51 - $43.7 $1.42M - $1.46M
33.4K $1.46M
TGTX
Tg Therapeutics, Inc.

Healthcare
-40.4K
- 50.0%
$33.37 - $45.51 $1.35M - $1.84M
40.4K $1.45M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-13.8K
- 55.92%
$86.58 - $104.98 $1.19M - $1.44M
10.8K $1.14M
SE
Sea LTD

Consumer Cyclical
-9K
- 50.2%
$105.57 - $170.4 $950K - $1.53M
8.93K $1.43M
WWD
Woodward, Inc.

Industrials
-5.88K
- 45.91%
$157.29 - $247.55 $924K - $1.45M
6.92K $1.7M
TRMB
Trimble Inc.

Technology
-18.9K
- 50.09%
$55.12 - $75.98 $1.04M - $1.44M
18.9K $1.43M
STM
St Microelectronics N.V.

Technology
-47.1K
- 50.01%
$17.78 - $30.41 $838K - $1.43M
47.1K $1.43M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-5.05K
- 50.69%
$179.95 - $278.88 $908K - $1.41M
4.91K $1.37M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-17.3K
- 50.79%
$78.47 - $92.25 $1.36M - $1.6M
16.8K $1.36M
INDA
Ishares Msci India Index Fund

ETFs
-25.2K
- 24.22%
$49.13 - $55.86 $1.24M - $1.41M
78.7K $4.38M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-35.6K
- 11.57%
$30.87 - $39.17 $1.1M - $1.4M
272K $10.7M
TWLO
Twilio Inc

Communication Services
-11.1K
- 45.06%
$81.34 - $124.36 $904K - $1.38M
13.5K $1.68M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-88.5K
- 51.55%
$13.71 - $15.46 $1.21M - $1.37M
83.2K $1.29M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-56.6K
- 50.0%
$19.16 - $23.81 $1.08M - $1.35M
56.6K $1.35M
VMI
Valmont Industries Inc

Industrials
-4.09K
- 50.44%
$263.86 - $333.86 $1.08M - $1.37M
4.02K $1.31M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-27.7K
- 50.0%
$41.9 - $50.31 $1.16M - $1.39M
27.7K $1.33M
VIR
Vir Biotechnology, Inc.

Healthcare
-259K
- 50.0%
$4.5 - $6.48 $1.17M - $1.68M
259K $1.31M
XOM
Exxon Mobil Corp

Energy
-12.1K
- 0.38%
$99.93 - $119.04 $1.21M - $1.44M
3.2M $344M
WEX
Wex Inc.

Technology
-8.71K
- 50.58%
$113.47 - $161.8 $988K - $1.41M
8.51K $1.25M
UNF
Unifirst Corp

Industrials
-6.77K
- 50.0%
$161.86 - $189.64 $1.1M - $1.28M
6.77K $1.27M
CEG
Constellation Energy Corp

Utilities
-3.94K
- 2.33%
$170.96 - $322.76 $674K - $1.27M
165K $53.4M
TRNO
Terreno Realty Corp

Real Estate
-22.6K
- 50.0%
$51.18 - $63.89 $1.16M - $1.44M
22.6K $1.27M
FNDA
Schwab Fundamental U S Small C

ETFs
-44.1K
- 50.0%
$23.85 - $28.69 $1.05M - $1.26M
44.1K $1.26M
VNO
Vornado Realty Trust

Real Estate
-32.5K
- 45.06%
$31.74 - $41.27 $1.03M - $1.34M
39.6K $1.52M
TRP
Tc Energy Corp

Energy
-25.4K
- 44.48%
$44.48 - $51.4 $1.13M - $1.31M
31.7K $1.55M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-18.4K
- 50.0%
$48.48 - $67.3 $893K - $1.24M
18.4K $1.24M
TDY
Teledyne Technologies Inc

Technology
-2.41K
- 41.21%
$435.54 - $512.31 $1.05M - $1.23M
3.44K $1.76M
TTD
Trade Desk, Inc.

Technology
-17K
- 37.84%
$45.27 - $79.4 $772K - $1.35M
28K $2.02M
MTN
Vail Resorts Inc

Consumer Cyclical
-7.64K
- 55.15%
$131.42 - $164.64 $1M - $1.26M
6.21K $976K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-37.6K
- 50.36%
$26.94 - $34.72 $1.01M - $1.3M
37K $1.17M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-21.2K
- 50.0%
$43.34 - $55.24 $918K - $1.17M
21.2K $1.17M
SITE
Site One Landscape Supply, Inc.

Industrials
-9.5K
- 50.2%
$104.79 - $127.3 $995K - $1.21M
9.42K $1.14M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-12.8K
- 45.14%
$70.56 - $92.75 $901K - $1.18M
15.5K $1.39M
TNET
Trinet Group, Inc.

Industrials
-15.7K
- 50.04%
$72.67 - $86.45 $1.14M - $1.35M
15.6K $1.14M
SF
Stifel Financial Corp

Financial Services
-10.9K
- 50.34%
$76.49 - $103.78 $831K - $1.13M
10.7K $1.11M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-53.2K
- 50.24%
$18.94 - $21.67 $1.01M - $1.15M
52.7K $1.11M
HD
Home Depot, Inc.

Consumer Cyclical
-3K
- 0.25%
$335.24 - $380.78 $1.01M - $1.14M
1.22M $446M
TGNA
Tegna Inc

Communication Services
-65K
- 50.0%
$15.42 - $18.98 $1M - $1.23M
65K $1.09M
DVY
Ishares Tr

ETFs
-8.17K
- 8.35%
$118.37 - $134.86 $966K - $1.1M
89.6K $11.9M
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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