Ci Private Wealth, LLC Sells in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-8.59K
- 97.59%
$663000.0 - $801950.0 $5.69B - $6.88B
212 $169M
AAPL
Apple Inc.

Technology
-734K
- 6.04%
$209.68 - $247.1 $154M - $181M
11.4M $2.54B
MSFT
Microsoft Corp

Technology
-433K
- 7.0%
$375.39 - $447.2 $163M - $194M
5.75M $2.16B
AMZN
Amazon Com Inc

Consumer Cyclical
-296K
- 4.07%
$190.26 - $242.06 $56.4M - $71.8M
6.99M $1.33B
AVGO
Broadcom Inc.

Technology
-89.4K
- 2.32%
$167.43 - $244.7 $15M - $21.9M
3.77M $631M
GOOG
Alphabet Inc.

Communication Services
-418K
- 7.54%
$156.06 - $207.71 $65.3M - $86.9M
5.13M $801M
GOOGL
Alphabet Inc.

Communication Services
-250K
- 4.61%
$154.33 - $206.19 $38.6M - $51.6M
5.18M $801M
PCAR
Paccar Inc

Industrials
-904K
- 39.6%
$96.91 - $112.51 $87.6M - $102M
1.38M $134M
TSLA
Tesla, Inc.

Consumer Cyclical
-41.9K
- 6.7%
$222.15 - $428.22 $9.3M - $17.9M
583K $151M
VTI
Vanguard Total Stock Market Et

ETFs
-281K
- 19.89%
$271.18 - $303.12 $76.2M - $85.2M
1.13M $311M
MRVL
Marvell Technology, Inc.

Technology
-114K
- 8.3%
$61.57 - $126.06 $7.01M - $14.4M
1.26M $77.5M
MRK
Merck & Co., Inc.

Healthcare
-455K
- 14.6%
$83.01 - $101.02 $37.8M - $46M
2.66M $239M
AXP
American Express CO

Financial Services
-113K
- 10.71%
$255.39 - $325.87 $28.8M - $36.7M
939K $253M
HD
Home Depot, Inc.

Consumer Cyclical
-79.7K
- 6.02%
$347.25 - $424.87 $27.7M - $33.8M
1.24M $456M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-236K
- 84.68%
$233.07 - $290.7 $55M - $68.6M
42.7K $11.5M
ADI
Analog Devices Inc

Technology
-197K
- 20.37%
$201.56 - $243.82 $39.7M - $48M
770K $155M
ARES
Ares Management Corp

Financial Services
-101K
- 8.7%
$140.19 - $198.28 $14.1M - $20M
1.06M $155M
DHR
Danaher Corp

Healthcare
-80.2K
- 6.08%
$201.62 - $250.59 $16.2M - $20.1M
1.24M $254M
CAT
Caterpillar Inc

Industrials
-69.9K
- 9.94%
$326.75 - $407.63 $22.8M - $28.5M
633K $209M
PWR
Quanta Services, Inc.

Industrials
-48.6K
- 9.13%
$236.71 - $358.03 $11.5M - $17.4M
484K $123M
TROW
Price T Rowe Group Inc

Financial Services
-385K
- 90.97%
$91.57 - $116.93 $35.2M - $45M
38.2K $3.51M
SPYG
Spdr Portfolio

ETFs
-422K
- 31.47%
$80.05 - $92.39 $33.8M - $39M
920K $73.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-557K
- 37.91%
$47.79 - $59.89 $26.6M - $33.4M
912K $45.8M
ZTS
Zoetis Inc.

Healthcare
-263K
- 15.95%
$156.48 - $175.67 $41.2M - $46.2M
1.39M $228M
TTEK
Tetra Tech Inc

Industrials
-439K
- 16.78%
$28.26 - $42.58 $12.4M - $18.7M
2.17M $63.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-56.3K
- 17.39%
$468.34 - $539.52 $26.4M - $30.4M
267K $125M
XLK
Technology Sector Spdr

ETFs
-113K
- 19.13%
$206.38 - $242.18 $23.4M - $27.5M
479K $99M
LMT
Lockheed Martin Corp

Industrials
-62.9K
- 23.07%
$423.19 - $506.29 $26.6M - $31.8M
210K $93.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5.71K
- 17.92%
$4295.4 - $5141.88 $24.5M - $29.4M
26.1K $120M
WM
Waste Management Inc

Industrials
-223K
- 47.17%
$200.54 - $233.78 $44.8M - $52.2M
250K $57.9M
DIS
Walt Disney CO

Communication Services
-153K
- 9.1%
$96.87 - $114.0 $14.8M - $17.4M
1.53M $151M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-511K
- 13.4%
$76.94 - $78.28 $39.3M - $40M
3.3M $259M
CNQ
Canadian Natural Resources LTD

Energy
-1.13M
- 69.41%
$26.72 - $32.74 $30.2M - $37M
498K $15.4M
ZBRA
Zebra Technologies Corp

Technology
-54.9K
- 29.74%
$271.72 - $421.11 $14.9M - $23.1M
130K $36.6M
CRM
Salesforce, Inc.

Technology
-9.3K
- 1.91%
$268.36 - $359.95 $2.5M - $3.35M
478K $128M
MCHP
Microchip Technology Inc

Technology
-415K
- 26.14%
$48.41 - $64.3 $20.1M - $26.7M
1.17M $56.8M
IT
Gartner Inc

Technology
-59.6K
- 48.97%
$418.25 - $548.38 $24.9M - $32.7M
62.1K $26.1M
ILMN
Illumina, Inc.

Healthcare
-237K
- 91.21%
$79.34 - $144.22 $18.8M - $34.1M
22.8K $1.81M
ADBE
Adobe Inc.

Technology
-30.4K
- 8.82%
$377.84 - $464.11 $11.5M - $14.1M
315K $121M
NEE
Nextera Energy Inc

Utilities
-429K
- 17.77%
$66.96 - $76.16 $28.7M - $32.7M
1.99M $141M
NVO
Novo Nordisk A S

Healthcare
-152K
- 11.93%
$69.3 - $90.95 $10.6M - $13.9M
1.12M $78.1M
IAU
Ishares Gold Trust

ETFs
-699K
- 67.07%
$49.74 - $58.96 $34.7M - $41.2M
343K $20.2M
VUG
Vanguard Growth ETF

ETFs
-7.42K
- 1.18%
$369.1 - $427.61 $2.74M - $3.17M
622K $230M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-549K
- 68.1%
$50.44 - $50.7 $27.7M - $27.9M
257K $13M
HON
Honeywell International Inc

Industrials
-65.4K
- 6.95%
$202.75 - $226.52 $13.3M - $14.8M
875K $185M
JPM
Jpmorgan Chase & CO

Financial Services
-181K
- 5.14%
$225.19 - $279.95 $40.8M - $50.8M
3.35M $821M
BDX
Becton Dickinson & CO

Healthcare
-110K
- 44.91%
$222.79 - $249.08 $24.5M - $27.4M
135K $30.9M
WMT
Walmart Inc.

Consumer Defensive
-207K
- 9.1%
$84.5 - $105.05 $17.5M - $21.7M
2.07M $182M
CDNS
Cadence Design Systems Inc

Technology
-63.6K
- 37.99%
$233.96 - $324.52 $14.9M - $20.6M
104K $26.4M
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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