Ci Private Wealth, LLC Sells in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-308
- 3.38%
$664750.0 - $724132.5 $205M - $223M
8.8K $5.99B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-539K
- 30.26%
$521.84 - $558.82 $281M - $301M
1.24M $670M
MSFT
Microsoft Corp

Technology
-373K
- 5.68%
$406.35 - $454.46 $152M - $169M
6.19M $2.61B
ITW
Illinois Tool Works Inc

Industrials
-675K
- 51.62%
$253.56 - $278.5 $171M - $188M
633K $160M
UNH
Unitedhealth Group Inc

Healthcare
-70.4K
- 5.76%
$485.52 - $625.25 $34.2M - $44M
1.15M $582M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-54K
- 5.68%
$501.29 - $612.85 $27.1M - $33.1M
896K $466M
VEA
Vanguard Ftse Developed Market

ETFs
-538K
- 3.09%
$47.57 - $52.44 $25.6M - $28.2M
16.9M $807M
MRK
Merck & Co., Inc.

Healthcare
-583K
- 15.76%
$96.31 - $114.76 $56.2M - $66.9M
3.12M $310M
LLY
Eli Lilly & CO

Healthcare
-45.3K
- 7.29%
$727.2 - $932.06 $32.9M - $42.2M
576K $445M
IDXX
Idexx Laboratories Inc

Healthcare
-181K
- 59.05%
$406.92 - $495.42 $73.6M - $89.6M
125K $51.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-481K
- 32.35%
$26.93 - $84.95 $13M - $40.9M
1.01M $27.5M
JNJ
Johnson & Johnson

Healthcare
-341K
- 12.19%
$143.34 - $165.86 $48.9M - $56.5M
2.45M $355M
ZTS
Zoetis Inc.

Healthcare
-119K
- 6.73%
$162.24 - $194.42 $19.3M - $23.2M
1.65M $269M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.09M
- 15.33%
$44.04 - $49.49 $48M - $54M
6.02M $265M
ICLR
Icon PLC

Healthcare
-205K
- 59.37%
$187.22 - $297.57 $38.3M - $60.9M
140K $29.4M
IEMG
Ishares Inc

ETFs
-1.25M
- 37.14%
N/A
2.11M $113M
NVDA
Nvidia Corp

Technology
-1.51M
- 14.19%
$117.0 - $148.88 $176M - $224M
9.1M $1.22B
XOM
Exxon Mobil Corp

Energy
-249K
- 7.33%
$105.51 - $125.37 $26.3M - $31.2M
3.15M $339M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.22M
- 87.93%
$46.07 - $48.17 $56.2M - $58.8M
167K $7.71M
NVO
Novo Nordisk A S

Healthcare
-121K
- 8.65%
$85.0 - $120.04 $10.3M - $14.5M
1.28M $110M
IVV
Ishares Core S&P 500 ETF

ETFs
-140K
- 5.66%
$570.51 - $610.59 $80.1M - $85.8M
2.34M $1.38B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-384K
- 71.03%
$129.96 - $144.97 $49.8M - $55.6M
156K $21.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-499K
- 61.37%
$91.94 - $100.02 $45.9M - $49.9M
314K $29.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-240K
- 10.42%
$59.25 - $72.99 $14.2M - $17.5M
2.06M $123M
CE
Celanese Corp

Basic Materials
-331K
- 95.78%
$67.03 - $136.68 $22.2M - $45.2M
14.6K $1.01M
MCHP
Microchip Technology Inc

Technology
-116K
- 6.83%
$55.51 - $79.05 $6.46M - $9.2M
1.59M $91.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-726K
- 23.18%
$61.68 - $67.87 $44.8M - $49.3M
2.41M $150M
SNPS
Synopsys Inc

Technology
-77.5K
- 72.41%
$485.36 - $588.0 $37.6M - $45.6M
29.5K $14.3M
AMT
American Tower Corp

Real Estate
-28.1K
- 4.02%
$179.4 - $232.01 $5.04M - $6.52M
671K $123M
ADBE
Adobe Inc.

Technology
-26K
- 7.01%
$437.39 - $552.96 $11.4M - $14.4M
345K $153M
NEE
Nextera Energy Inc

Utilities
-88.3K
- 3.53%
$69.77 - $85.43 $6.16M - $7.54M
2.41M $173M
META
Meta Platforms, Inc.

Communication Services
-95.2K
- 9.26%
$554.08 - $632.68 $52.7M - $60.2M
933K $550M
MS
Morgan Stanley

Financial Services
-624K
- 32.75%
$104.42 - $134.99 $65.1M - $84.2M
1.28M $161M
CSL
Carlisle Companies Inc

Industrials
-3.1K
- 0.7%
$368.67 - $480.91 $1.14M - $1.49M
438K $162M
ROP
Roper Technologies Inc

Industrials
-8.17K
- 0.92%
$519.85 - $575.95 $4.25M - $4.7M
878K $457M
AMGN
Amgen Inc

Healthcare
-2.09K
- 0.37%
$258.78 - $328.31 $540K - $685K
564K $147M
ORCL
Oracle Corp

Technology
-184K
- 14.92%
$165.41 - $192.43 $30.5M - $35.5M
1.05M $175M
LMT
Lockheed Martin Corp

Industrials
-10.9K
- 3.83%
$479.66 - $614.62 $5.21M - $6.67M
273K $132M
PG
Procter & Gamble CO

Consumer Defensive
-102K
- 3.64%
$161.05 - $179.7 $16.5M - $18.4M
2.71M $454M
NOC
Northrop Grumman Corp

Industrials
-35K
- 16.92%
$466.52 - $543.88 $16.3M - $19M
172K $80.7M
VUG
Vanguard Growth ETF

ETFs
-115K
- 15.48%
$378.79 - $428.11 $43.6M - $49.3M
629K $258M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-273K
- 6.68%
$77.02 - $78.58 $21M - $21.4M
3.81M $295M
SLB
Schlumberger Limited

Energy
-498K
- 24.7%
$36.83 - $45.59 $18.3M - $22.7M
1.52M $58.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-63.3K
- 14.58%
$244.52 - $284.07 $15.5M - $18M
371K $91.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-34K
- 3.15%
$288.47 - $316.54 $9.79M - $10.7M
1.04M $303M
UNP
Union Pacific Corp

Industrials
-59K
- 8.83%
$223.15 - $249.32 $13.2M - $14.7M
609K $139M
MTD
Mettler Toledo International Inc

Healthcare
-3.15K
- 4.05%
$1160.67 - $1498.12 $3.66M - $4.72M
74.7K $91.4M
NKE
Nike, Inc.

Consumer Cyclical
-171K
- 17.7%
$73.36 - $89.13 $12.5M - $15.2M
794K $60.1M
IWS
Ishares Russell Midcap Value E

ETFs
-183K
- 61.38%
$128.08 - $140.32 $23.4M - $25.6M
115K $14.9M
Activity Summary
Buys All Purchases 898 New Holdings 136 Increased Positions 762 Sells All Sells 1334 Reductions 1334 Sold out 0 Options Calls 4 Puts 0
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