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
WPM
Wheaton Precious Metals Corp.

Basic Materials
15.2K
+ 115.79%
$70.56 - $92.75 $1.07M - $1.41M
28.3K $2.54M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
570
+ 0.62%
$106.81 - $136.49 $60.9K - $77.8K
93.2K $12.7M
TTD
Trade Desk, Inc.

Technology
13.3K
+ 41.92%
$45.27 - $79.4 $602K - $1.06M
45.1K $3.24M
IBKR
Interactive Brokers Group, Inc.

Financial Services
57K
+ 379.85%
$50.53 - $212.53 $2.88M - $12.1M
72K $3.99M
EW
Edwards Lifesciences Corp

Healthcare
12.9K
+ 14.81%
$67.07 - $78.22 $863K - $1.01M
99.7K $7.8M
LDOS
Leidos Holdings, Inc.

Technology
200
+ 0.31%
$132.9 - $160.3 $26.6K - $32.1K
64.6K $10.2M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
34.1K
+ 103.93%
$42.51 - $43.7 $1.45M - $1.49M
66.8K $2.92M
TOST
Toast, Inc.

Technology
30.5K
+ 303.07%
$30.03 - $45.23 $917K - $1.38M
40.6K $1.8M
SUN
Sunoco LP

Energy
26.2K
New
$50.38 - $59.13 $1.32M - $1.55M
26.2K $1.41M
DHS
Wisdomtree Tr U.S

ETFs
15.1K
+ 83.43%
$87.71 - $98.37 $1.33M - $1.49M
33.2K $3.19M
BHF
Brighthouse Financial, Inc.

Financial Services
27.3K
+ 135.01%
$47.29 - $61.15 $1.29M - $1.67M
47.4K $2.55M
SF
Stifel Financial Corp

Financial Services
12.4K
+ 134.94%
$76.49 - $103.78 $949K - $1.29M
21.6K $2.24M
EBAY
Ebay Inc

Consumer Cyclical
1.48K
+ 0.79%
$59.52 - $79.36 $87.9K - $117K
188K $14M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
34.4K
+ 32.4%
$45.07 - $52.57 $1.55M - $1.81M
141K $6.87M
INTC
Intel Corp

Technology
75K
+ 6.95%
$18.13 - $22.69 $1.36M - $1.7M
1.15M $25.9M
ZUMZ
Zumiez Inc

Consumer Cyclical
100K
New
$11.58 - $15.3 $1.16M - $1.53M
100K $1.33M
CSTM
Constellium Se

Basic Materials
99.7K
New
$7.7 - $13.96 $767K - $1.39M
99.7K $1.33M
UNF
Unifirst Corp

Industrials
6.5K
+ 92.35%
$161.86 - $189.64 $1.05M - $1.23M
13.5K $2.55M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
30.8K
+ 82.47%
$33.19 - $40.78 $1.02M - $1.26M
68.2K $2.71M
VVV
Valvoline Inc

Energy
28.2K
+ 37.53%
$31.48 - $38.2 $889K - $1.08M
104K $3.92M
TGTX
Tg Therapeutics, Inc.

Healthcare
40K
+ 98.21%
$33.37 - $45.51 $1.33M - $1.82M
80.7K $2.9M
CATH
Global X Fds Global X S&P 500

ETFs
3.58K
+ 2.76%
$59.85 - $75.45 $214K - $270K
133K $10M
FNDA
Schwab Fundamental U S Small C

ETFs
42.9K
+ 94.94%
$23.85 - $28.69 $1.02M - $1.23M
88.1K $2.53M
TDY
Teledyne Technologies Inc

Technology
2.4K
+ 69.4%
$435.54 - $512.31 $1.04M - $1.23M
5.85K $2.99M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
17.6K
+ 106.52%
$78.47 - $92.25 $1.38M - $1.62M
34.1K $2.77M
ON
On Semiconductor Corp

Technology
6.39K
+ 7.99%
$31.95 - $54.21 $204K - $347K
86.4K $4.53M
VNO
Vornado Realty Trust

Real Estate
31.6K
+ 77.76%
$31.74 - $41.27 $1M - $1.3M
72.1K $2.76M
BRBR
Bellring Brands, Inc.

Consumer Defensive
21.5K
New
$57.26 - $78.92 $1.23M - $1.7M
21.5K $1.25M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
34.2K
+ 88.96%
$41.37 - $53.28 $1.41M - $1.82M
72.6K $3.25M
TWLO
Twilio Inc

Communication Services
5.98K
+ 31.99%
$81.34 - $124.36 $486K - $743K
24.7K $3.07M
UI
Ubiquiti Inc.

Technology
2.84K
+ 422.47%
$273.45 - $456.69 $776K - $1.3M
3.51K $1.45M
TNC
Tennant CO

Industrials
15.7K
New
$68.18 - $81.07 $1.07M - $1.27M
15.7K $1.21M
HRI
Herc Holdings Inc

Industrials
9.15K
New
$102.34 - $142.19 $936K - $1.3M
9.15K $1.2M
WTW
Willis Towers Watson PLC

Financial Services
4.6K
+ 70.16%
$295.96 - $337.43 $1.36M - $1.55M
11.2K $3.42M
HYG
Ishares Tr

ETFs
12.6K
+ 11.71%
$75.75 - $80.65 $952K - $1.01M
120K $9.68M
UMC
United Microelectronics Corp

Technology
146K
+ 83.51%
$6.12 - $8.32 $892K - $1.21M
320K $2.45M
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
127K
New
$4.13 - $10.54 $527K - $1.34M
127K $1.2M
EFV
Msci Eafe Value ETF

ETFs
2.04K
+ 0.87%
$52.4 - $64.65 $107K - $132K
236K $15M
MTN
Vail Resorts Inc

Consumer Cyclical
7.68K
+ 124.51%
$131.42 - $164.64 $1.01M - $1.26M
13.9K $2.18M
KD
Kyndryl Holdings, Inc.

Technology
24.3K
+ 193.97%
$27.77 - $41.96 $674K - $1.02M
36.8K $1.54M
FFIV
F5, Inc.

Technology
3.49K
+ 85.71%
$239.25 - $295.9 $834K - $1.03M
7.55K $2.22M
TRNO
Terreno Realty Corp

Real Estate
23K
+ 104.05%
$51.18 - $63.89 $1.18M - $1.47M
45.2K $2.53M
VLY
Valley National Bancorp

Financial Services
126K
+ 235.86%
$7.87 - $9.2 $992K - $1.16M
180K $1.6M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
54K
+ 104.38%
$18.94 - $21.67 $1.02M - $1.17M
106K $2.24M
WEX
Wex Inc.

Technology
8.27K
+ 92.38%
$113.47 - $161.8 $938K - $1.34M
17.2K $2.53M
OSK
Oshkosh Corp

Industrials
2.14K
+ 4.79%
$79.17 - $113.62 $169K - $243K
46.8K $5.32M
MTG
Mgic Investment Corp

Financial Services
22.1K
+ 14.18%
$22.43 - $28.1 $497K - $622K
178K $4.96M
EGP
Eastgroup Properties Inc

Real Estate
7.32K
+ 49.94%
$145.28 - $176.09 $1.06M - $1.29M
22K $3.68M
SNDR
Schneider National, Inc.

Industrials
42.7K
+ 105.68%
$21.06 - $24.75 $900K - $1.06M
83.2K $2.01M
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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