Ci Private Wealth, LLC Sells in Q2 2025

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-2.12M
- 41.11%
$498.8 - $620.9 $1.06B - $1.31B
3.03M $1.88B
AAPL
Apple Inc.

Technology
-1.01M
- 8.8%
$172.42 - $223.89 $173M - $225M
10.4M $2.14B
COST
Costco Wholesale Corp

Consumer Defensive
-379K
- 30.87%
$908.13 - $1056.85 $344M - $400M
848K $840M
UNH
Unitedhealth Group Inc

Healthcare
-190K
- 17.05%
$274.35 - $599.47 $52.2M - $114M
927K $289M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-817K
- 53.98%
$320.42 - $424.58 $262M - $347M
696K $296M
IWD
Ishares Russell 1000 Val ETF

ETFs
-804K
- 50.49%
$166.82 - $194.23 $134M - $156M
788K $153M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.86M
- 48.67%
$72.96 - $90.39 $136M - $168M
1.97M $176M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.24M
- 45.59%
$51.16 - $62.02 $115M - $139M
2.68M $166M
IEMG
Ishares Inc

ETFs
-2.02M
- 50.42%
N/A
1.99M $107M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.06M
- 53.22%
$96.84 - $99.46 $102M - $105M
928K $92M
AVIG
American Centy ETF Tr Avantis

ETFs
-1.7M
- 80.59%
$40.41 - $41.62 $68.6M - $70.7M
409K $17M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-766K
- 66.81%
$82.21 - $83.12 $63M - $63.7M
381K $31.5M
PEP
Pepsico Inc

Consumer Defensive
-42K
- 1.65%
$128.02 - $151.37 $5.37M - $6.35M
2.5M $330M
DHR
Danaher Corp

Healthcare
-202K
- 16.27%
$174.64 - $205.16 $35.2M - $41.4M
1.04M $205M
RTX
Raytheon Technologies Corp

Industrials
-472K
- 30.91%
$113.75 - $148.48 $53.7M - $70.1M
1.05M $154M
ADI
Analog Devices Inc

Technology
-318K
- 41.27%
$164.6 - $238.02 $52.3M - $75.6M
452K $108M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-146K
- 51.73%
$272.36 - $339.57 $39.9M - $49.7M
137K $46.4M
MRK
Merck & Co., Inc.

Healthcare
-122K
- 4.58%
$73.47 - $87.12 $8.95M - $10.6M
2.54M $201M
NOC
Northrop Grumman Corp

Industrials
-69.7K
- 49.93%
$456.3 - $540.39 $31.8M - $37.6M
69.8K $34.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
-462K
- 52.28%
$74.88 - $91.97 $34.6M - $42.5M
422K $38.8M
PG
Procter & Gamble CO

Consumer Defensive
-40.4K
- 1.55%
$157.66 - $172.39 $6.37M - $6.97M
2.57M $409M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-154K
- 38.77%
$224.16 - $285.86 $34.5M - $44M
243K $69.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-164K
- 74.79%
$168.34 - $195.42 $27.6M - $32.1M
55.3K $10.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-347K
- 43.21%
$81.46 - $94.63 $28.3M - $32.8M
456K $43.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-273K
- 50.35%
$108.12 - $135.04 $29.5M - $36.9M
269K $36.4M
ROP
Roper Technologies Inc

Industrials
-16.5K
- 1.87%
$519.19 - $590.78 $8.58M - $9.76M
865K $490M
MCD
Mcdonalds Corp

Consumer Cyclical
-31.3K
- 3.34%
$285.55 - $321.23 $8.95M - $10.1M
906K $265M
KMX
Carmax Inc

Consumer Cyclical
-218K
- 20.17%
$62.27 - $82.77 $13.6M - $18.1M
865K $58.1M
DOV
Dover Corp

Industrials
-163K
- 15.98%
$151.14 - $186.7 $24.6M - $30.4M
857K $157M
ACN
Accenture PLC

Technology
-24.6K
- 2.33%
$279.23 - $323.21 $6.87M - $7.95M
1.03M $308M
EEM
Ishares Msci Emerging Markets

ETFs
-506K
- 47.8%
$38.52 - $48.28 $19.5M - $24.4M
553K $26.7M
AMGN
Amgen Inc

Healthcare
-8.64K
- 1.63%
$262.28 - $309.85 $2.26M - $2.68M
522K $146M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-439K
- 48.1%
$45.98 - $56.15 $20.2M - $24.6M
473K $26.6M
PSX
Phillips 66

Energy
-130K
- 14.44%
$92.87 - $125.73 $12M - $16.3M
767K $91.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-59.5K
- 16.89%
$210.83 - $235.28 $12.5M - $14M
293K $64.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-327K
- 98.06%
$49.79 - $50.75 $16.3M - $16.6M
6.48K $328K
IVW
Ishares S&P 500 Growth ETF

ETFs
-227K
- 44.47%
$82.96 - $110.1 $18.8M - $25M
283K $31.2M
SOXX
Ishares Semiconductor ETF

ETFs
-111K
- 50.6%
$154.86 - $239.07 $17.2M - $26.5M
108K $25.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
-159K
- 50.01%
$104.34 - $138.68 $16.6M - $22M
159K $22M
BRO
Brown & Brown, Inc.

Financial Services
-80.4K
- 18.95%
$104.48 - $124.43 $8.4M - $10M
344K $38.1M
DVY
Ishares Tr

ETFs
-98.7K
- 50.24%
$118.37 - $134.86 $11.7M - $13.3M
97.8K $13M
IWS
Ishares Russell Midcap Value E

ETFs
-110K
- 49.39%
$110.58 - $132.14 $12.1M - $14.5M
112K $14.8M
PAYX
Paychex Inc

Industrials
-37.1K
- 4.31%
$137.01 - $159.78 $5.09M - $5.93M
824K $120M
BDX
Becton Dickinson & CO

Healthcare
-30.6K
- 22.73%
$165.15 - $226.42 $5.06M - $6.93M
104K $17.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
-24.5K
- 7.27%
$248.61 - $294.96 $6.08M - $7.22M
312K $88.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-116K
- 48.22%
$83.97 - $92.85 $9.7M - $10.7M
124K $10.9M
MDT
Medtronic PLC

Healthcare
-104K
- 17.08%
$80.68 - $88.86 $8.43M - $9.28M
507K $44.2M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-552K
- 13.13%
$13.03 - $15.28 $7.19M - $8.43M
3.65M $53.5M
IWN
Ishares Russell2000 Val ETF

ETFs
-68.6K
- 33.7%
$131.84 - $157.76 $9.04M - $10.8M
135K $21.3M
Activity Summary
Buys All Purchases 1648 New Holdings 368 Increased Positions 1280 Sells All Sells 773 Reductions 773 Sold out 0 Options Calls 11 Puts 10
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