Ci Private Wealth, LLC Purchases in Q2 2025

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
22.7M
+ 122.92%
$45.65 - $57.01 $1.04B - $1.29B
41.2M $2.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.17M
+ 90.84%
$456.74 - $568.03 $991M - $1.23B
4.56M $2.59B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.37M
+ 101.59%
$496.48 - $617.85 $680M - $846M
2.72M $1.68B
V
Visa Inc.

Financial Services
2.08M
+ 110.41%
$308.27 - $373.31 $640M - $775M
3.95M $1.4B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.5M
+ 94.7%
$17.76 - $22.1 $364M - $453M
42.1M $931M
SYK
Stryker Corp

Healthcare
1.15M
+ 104.38%
$337.37 - $395.63 $387M - $454M
2.25M $889M
NVDA
Nvidia Corp

Technology
47.1K
+ 0.51%
$94.31 - $157.99 $4.44M - $7.44M
9.25M $1.46B
VTI
Vanguard Total Stock Market Et

ETFs
1.39M
+ 122.53%
$243.75 - $303.93 $338M - $422M
2.52M $766M
AVGO
Broadcom Inc.

Technology
108K
+ 2.87%
$146.29 - $275.65 $15.8M - $29.8M
3.88M $1.07B
NOW
Service Now, Inc.

Technology
343K
+ 105.09%
$721.65 - $1040.18 $247M - $356M
669K $687M
TJX
Tjx Companies Inc

Consumer Cyclical
2.74M
+ 120.7%
$119.13 - $135.03 $327M - $370M
5.02M $620M
SBUX
Starbucks Corp

Consumer Cyclical
3.6M
+ 146.59%
$79.69 - $99.41 $287M - $357M
6.05M $554M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.22M
+ 125.57%
$72.02 - $73.82 $304M - $311M
7.58M $558M
VUG
Vanguard Growth ETF

ETFs
607K
+ 97.74%
$329.49 - $438.4 $200M - $266M
1.23M $539M
VBK
Vanguard Small Cap Growth ETF

ETFs
966K
+ 100.83%
$219.76 - $276.94 $212M - $268M
1.92M $533M
TSLA
Tesla, Inc.

Consumer Cyclical
771K
+ 132.27%
$221.86 - $362.89 $171M - $280M
1.35M $430M
TMO
Thermo Fisher Scientific Inc.

Healthcare
826K
+ 89.07%
$390.26 - $489.06 $322M - $404M
1.75M $711M
TXN
Texas Instruments Inc

Technology
1.23M
+ 94.86%
N/A
2.52M $490M
TT
Trane Technologies PLC

Industrials
423K
+ 135.39%
$315.21 - $437.41 $133M - $185M
736K $322M
WMT
Walmart Inc.

Consumer Defensive
1.98M
+ 95.87%
$81.79 - $99.98 $162M - $198M
4.05M $396M
AMZN
Amazon Com Inc

Consumer Cyclical
44.1K
+ 0.63%
$167.32 - $223.3 $7.37M - $9.84M
7.03M $1.54B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.62M
+ 79.46%
$77.74 - $78.78 $204M - $207M
5.93M $467M
META
Meta Platforms, Inc.

Communication Services
60.8K
+ 6.19%
$484.66 - $738.09 $29.5M - $44.9M
1.04M $770M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.78M
+ 163.93%
$19.6 - $24.44 $152M - $190M
12.5M $306M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.32M
+ 144.59%
$58.63 - $59.9 $195M - $199M
5.62M $336M
UBER
Uber Technologies, Inc

Technology
2M
+ 333.32%
$64.62 - $93.3 $129M - $187M
2.6M $243M
GLD
Spdr Gold Trust

ETFs
560K
+ 108.07%
$273.71 - $316.29 $153M - $177M
1.08M $328M
ZTS
Zoetis Inc.

Healthcare
1.19M
+ 85.94%
$144.41 - $170.3 $172M - $203M
2.58M $402M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.13M
+ 100.03%
$77.94 - $79.5 $166M - $169M
4.25M $338M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.46M
+ 87.65%
$48.13 - $49.85 $166M - $172M
7.4M $363M
VIG
Vanguard Dividend Appreciation

ETFs
887K
+ 102.77%
N/A
1.75M $319M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.07M
+ 79.38%
$55.54 - $69.09 $115M - $143M
4.68M $323M
JPM
Jpmorgan Chase & CO

Financial Services
39.9K
+ 1.19%
$210.28 - $289.91 $8.39M - $11.6M
3.39M $981M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.9M
+ 93.8%
$79.56 - $82.92 $151M - $157M
3.92M $325M
XLK
Technology Sector Spdr

ETFs
508K
+ 106.04%
$179.73 - $253.23 $91.4M - $129M
988K $250M
WFC
Wells Fargo & Company

Financial Services
1.66M
+ 96.27%
$60.98 - $80.12 $101M - $133M
3.38M $271M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
240K
+ 98.31%
$468.22 - $566.51 $113M - $136M
485K $275M
WM
Waste Management Inc

Industrials
619K
+ 247.53%
$216.47 - $242.1 $134M - $150M
869K $199M
VB
Vanguard Small Cap ETF

ETFs
556K
+ 120.75%
$193.73 - $237.37 $108M - $132M
1.02M $241M
NFLX
Netflix Inc

Communication Services
23.3K
+ 9.67%
$855.86 - $1339.13 $19.9M - $31.2M
264K $354M
COF
Capital One Financial Corp

Financial Services
572K
+ 736.24%
$150.57 - $212.76 $86.2M - $122M
650K $138M
VO
Vanguard Mid Cap ETF

ETFs
407K
+ 103.66%
$228.54 - $279.83 $93M - $114M
799K $224M
VTV
Vanguard Value ETF

ETFs
666K
+ 120.94%
$153.67 - $176.74 $102M - $118M
1.22M $215M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.55M
+ 111.32%
$54.19 - $67.22 $84.1M - $104M
2.95M $198M
TDG
Trans Digm Group Inc

Industrials
66.6K
+ 94.63%
$1231.75 - $1520.64 $82M - $101M
137K $208M
VGSH
Vanguard

ETFs
1.83M
+ 164.17%
$58.32 - $58.95 $107M - $108M
2.95M $173M
FNDF
Schwab Fundamental Intl Large

ETFs
2.34M
+ 81.4%
$32.25 - $40.02 $75.3M - $93.5M
5.2M $208M
VNT
Vontier Corp

Technology
2.45M
+ 104.59%
$28.04 - $37.3 $68.7M - $91.4M
4.79M $177M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
338K
+ 94.26%
$141.37 - $228.57 $47.8M - $77.3M
697K $158M
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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