Ci Private Wealth, LLC Purchases in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
7.48K
+ 11.94%
$94.32 - $110.46 $706K - $827K
70.2K $6.77M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.39K
+ 2.65%
$14.13 - $16.72 $33.7K - $39.9K
92.6K $1.43M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.15K
+ 6.49%
$106.46 - $114.75 $122K - $131K
18.8K $2.07M
IDCC
Inter Digital, Inc.

Communication Services
184
+ 2.84%
$171.68 - $225.72 $31.6K - $41.5K
6.67K $1.38M
MEDP
Medpace Holdings, Inc.

Healthcare
614
+ 25.8%
$304.69 - $360.97 $187K - $222K
2.99K $912K
HIMX
Himax Technologies, Inc.

Technology
16.5K
New
$7.2 - $12.85 $119K - $212K
16.5K $121K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.9K
+ 17.88%
$18.61 - $21.28 $184K - $211K
65.2K $1.24M
UWMC
Uwm Holdings Corp

Financial Services
22.2K
New
$5.43 - $6.63 $121K - $147K
22.2K $121K
CRUS
Cirrus Logic, Inc.

Technology
1.2K
+ 50.68%
$97.89 - $111.4 $118K - $134K
3.57K $355K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.35K
+ 4.65%
$29.82 - $30.1 $100K - $101K
75.5K $2.27M
SSO
Proshares Ultra S&P 500

ETFs
2.08K
+ 36.69%
$80.57 - $100.21 $167K - $208K
7.73K $639K
MLI
Mueller Industries Inc

Industrials
2.14K
+ 14.95%
$76.14 - $82.67 $163K - $177K
16.4K $1.25M
HIW
Highwoods Properties, Inc.

Real Estate
4.57K
+ 20.32%
$27.69 - $30.78 $127K - $141K
27.1K $802K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.78K
+ 9.5%
N/A
20.5K $1.33M
NOK
Nokia Corp

Technology
3.95K
+ 3.6%
$4.43 - $5.42 $17.5K - $21.4K
114K $598K
JJSF
J&J Snack Foods Corp

Consumer Defensive
1.27K
+ 53.19%
$122.15 - $153.79 $156K - $196K
3.67K $483K
DT
Dynatrace, Inc.

Technology
3.09K
+ 64.96%
$47.15 - $62.42 $145K - $193K
7.83K $369K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
3.44K
+ 4.17%
$58.09 - $67.05 $200K - $230K
85.8K $5.15M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
10.1K
+ 63.57%
$10.44 - $10.89 $106K - $110K
26.1K $275K
EPAC
Enerpac Tool Group Corp

Industrials
1.8K
+ 22.93%
$40.26 - $47.26 $72.3K - $84.9K
9.63K $431K
FMC
Fmc Corp

Basic Materials
4.63K
+ 34.76%
$34.54 - $56.38 $160K - $261K
17.9K $756K
CERT
Certara, Inc.

Healthcare
11.1K
New
$9.9 - $14.25 $110K - $158K
11.1K $109K
NFG
National Fuel Gas CO

Energy
44
+ 0.77%
$60.71 - $79.19 $2.67K - $3.48K
5.73K $453K
AER
Aer Cap Holdings N.V.

Industrials
615
+ 8.94%
$94.11 - $105.78 $57.9K - $65.1K
7.5K $766K
CDE
Coeur Mining, Inc.

Basic Materials
15.7K
+ 22.74%
$5.02 - $7.29 $78.8K - $114K
84.7K $501K
ADMA
Adma Biologics, Inc.

Healthcare
564
+ 1.58%
$15.44 - $20.61 $8.71K - $11.6K
36.2K $717K
FNDB
Schwab Fundamental U S Broad M

ETFs
5.1K
+ 11.56%
$22.52 - $24.48 $115K - $125K
49.2K $1.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 18.84%
$192.82 - $222.1 $202K - $233K
6.62K $1.28M
ESE
Esco Technologies Inc

Technology
162
+ 5.33%
$128.92 - $169.65 $20.9K - $27.5K
3.2K $509K
LGFA
Lions Gate Entmt Corp Cl A Vtg
12.1K
New
N/A
12.1K $105K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.24K
+ 10.91%
$92.51 - $102.81 $207K - $231K
22.8K $2.11M
FDN
First Tr Fd Dow Jones

ETFs
652
+ 33.01%
$221.38 - $266.86 $144K - $174K
2.63K $583K
MFG
Mizuho Financial Group Inc

Financial Services
2.08K
+ 1.42%
$4.83 - $6.04 $10K - $12.5K
148K $817K
MAIN
Main Street Capital Corp

Financial Services
2.28K
+ 16.73%
$54.71 - $63.1 $125K - $144K
15.9K $901K
SRLN
Ssga Active Trust

ETFs
3.74K
+ 4.33%
$41.02 - $41.99 $154K - $157K
90.2K $3.71M
PLTK
Playtika Holding Corp.

Communication Services
19.8K
New
$4.01 - $7.45 $79.3K - $147K
19.8K $102K
HTGC
Hercules Capital, Inc.

Financial Services
6.06K
+ 30.46%
$18.01 - $22.0 $109K - $133K
26K $498K
RF
Regions Financial Corp

Financial Services
11.6K
+ 13.64%
$20.84 - $24.77 $241K - $287K
96.4K $2.09M
IDA
Idacorp Inc

Utilities
582
+ 12.64%
$105.58 - $119.04 $61.4K - $69.3K
5.19K $602K
PICK
Ishares Inc Msci Global Select

ETFs
567
+ 0.65%
$34.93 - $38.35 $19.8K - $21.7K
88.1K $3.16M
GOGL
Golden Ocean Group LTD

Industrials
12.3K
New
$7.66 - $10.06 $94.5K - $124K
12.3K $98K
RL
Ralph Lauren Corp

Consumer Cyclical
610
+ 16.31%
$215.68 - $286.74 $132K - $175K
4.35K $960K
COLB
Columbia Banking System, Inc.

Financial Services
5.81K
+ 24.12%
$23.89 - $28.84 $139K - $168K
29.9K $745K
AVSF
American Centy ETF Tr Avantis

ETFs
750
+ 0.77%
$45.96 - $46.74 $34.5K - $35.1K
98.4K $4.6M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.81K
+ 11.65%
$24.07 - $24.5 $91.6K - $93.2K
36.5K $884K
GMRE
Global Medical Reit Inc.

Real Estate
9.21K
+ 79.08%
$7.52 - $9.08 $69.2K - $83.6K
20.8K $182K
AWRE
Aware Inc

Technology
59.1K
New
$1.47 - $1.75 $86.9K - $104K
59.1K $93K
REG
Regency Centers Corp

Real Estate
1.22K
+ 23.74%
$68.83 - $77.74 $84.2K - $95.1K
6.37K $470K
HAIN
Hain Celestial Group Inc

Consumer Defensive
21.5K
New
$3.58 - $6.19 $77K - $133K
21.5K $89K
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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