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
MOD
Modine Manufacturing CO

Consumer Cyclical
4.12K
+ 42.55%
$69.3 - $105.57 $286K - $435K
13.8K $1.36M
TMDX
Trans Medics Group, Inc.

Healthcare
4.58K
New
$67.67 - $143.04 $310K - $655K
4.58K $614K
DHI
Horton D R Inc

Consumer Cyclical
3.15K
+ 2.73%
$115.1 - $129.63 $363K - $408K
119K $15.3M
ALGN
Align Technology Inc

Healthcare
1.54K
+ 14.58%
$144.32 - $190.42 $222K - $292K
12.1K $2.29M
HST
Host Hotels & Resorts, Inc.

Real Estate
34.6K
+ 49.62%
$12.7 - $16.07 $439K - $556K
104K $1.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.47K
+ 20.16%
$61.79 - $76.67 $338K - $419K
32.6K $2.48M
HOLX
Hologic Inc

Healthcare
6.82K
+ 14.74%
$52.73 - $65.22 $360K - $445K
53.1K $3.46M
TXG
10x Genomics, Inc.

Healthcare
51.5K
New
$7.14 - $11.73 $368K - $604K
51.5K $596K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
15.7K
New
$35.3 - $37.51 $555K - $589K
15.7K $589K
CLW
Clearwater Paper Corp

Basic Materials
21.6K
New
$23.84 - $30.3 $515K - $655K
21.6K $588K
ELAN
Elanco Animal Health Inc

Healthcare
31K
+ 82.94%
$8.1 - $14.3 $251K - $443K
68.4K $976K
F
Ford Motor CO

Consumer Cyclical
7.24K
+ 1.18%
$8.69 - $10.85 $62.9K - $78.5K
619K $6.71M
YOU
Clear Secure, Inc.

Technology
20.8K
New
$23.96 - $27.76 $499K - $578K
20.8K $577K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
7.02K
+ 63.03%
$25.35 - $64.65 $178K - $454K
18.1K $904K
FNF
Fidelity National Financial, Inc.

Financial Services
26.6K
+ 26.14%
$53.62 - $66.59 $1.42M - $1.77M
128K $7.19M
INSM
Insmed Inc

Healthcare
2.71K
+ 21.96%
$64.81 - $105.9 $175K - $286K
15K $1.51M
SNEX
Stone X Group Inc.

Financial Services
6.28K
New
$69.59 - $94.15 $437K - $591K
6.28K $572K
XRX
Xerox Holdings Corp

Technology
108K
New
$3.64 - $5.95 $394K - $644K
108K $570K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.82K
+ 2.82%
$33.86 - $45.77 $61.6K - $83.3K
66.4K $3.04M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
3.7K
+ 108.77%
$139.81 - $165.8 $517K - $613K
7.09K $1.1M
FDLO
Fidelity Covington Tr Low Vola

ETFs
682
+ 0.29%
$54.44 - $62.8 $37.1K - $42.8K
236K $14.8M
FIS
Fidelity National Information Services, Inc.

Technology
2.09K
+ 3.65%
$68.14 - $82.13 $142K - $172K
59.4K $4.83M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
30.1K
+ 194.04%
$14.87 - $23.57 $447K - $709K
45.6K $844K
OWL
Blue Owl Capital Inc.

Financial Services
33.9K
+ 27.85%
$15.9 - $21.16 $540K - $718K
156K $2.99M
SGOL
Abrdn Gold ETF Trust

ETFs
16.6K
+ 109.43%
$28.39 - $32.75 $472K - $544K
31.8K $1M
FIVE
Five Below, Inc

Consumer Cyclical
4.19K
New
$55.75 - $131.18 $234K - $550K
4.19K $549K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
16K
New
$26.03 - $35.66 $417K - $572K
16K $549K
SNAP
Snap Inc

Communication Services
63.2K
+ 304.58%
$7.23 - $9.21 $457K - $582K
83.9K $729K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
4.91K
New
$100.45 - $111.8 $493K - $549K
4.91K $548K
URA
Global X Uranium ETF

ETFs
8.24K
+ 58.53%
$20.26 - $38.81 $167K - $320K
22.3K $866K
EWX
Spdr S&P Emerging Markets Smal

ETFs
8.04K
+ 102.81%
$49.89 - $62.13 $401K - $500K
15.9K $984K
HII
Huntington Ingalls Industries, Inc.

Industrials
297
+ 2.38%
$183.31 - $241.46 $54.4K - $71.7K
12.8K $3.08M
DGRO
Ishares Core Dividend Growth E

ETFs
7.21K
+ 21.26%
$55.22 - $63.94 $398K - $461K
41.1K $2.63M
WBS
Webster Financial Corp

Financial Services
8.66K
+ 43.58%
$41.76 - $54.91 $362K - $476K
28.5K $1.56M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
23.1K
+ 154.82%
$21.85 - $22.76 $504K - $525K
38K $864K
CMF
Ishares California Muni Bond E

ETFs
9.49K
+ 246.4%
$54.52 - $56.7 $517K - $538K
13.3K $743K
HQY
Healthequity, Inc.

Healthcare
4.98K
New
$76.77 - $113.06 $382K - $563K
4.98K $521K
CFG
Citizens Financial Group Inc

Financial Services
4.01K
+ 4.47%
$34.27 - $44.75 $138K - $180K
93.9K $4.2M
XPO
Xpo Logistics, Inc.

Industrials
3.82K
+ 203.03%
$91.46 - $128.1 $349K - $489K
5.7K $719K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
6.41K
+ 60.74%
$58.52 - $71.7 $375K - $460K
17K $1.17M
CHTR
Charter Communications, Inc.

Communication Services
99
+ 0.84%
$321.68 - $427.25 $31.8K - $42.3K
11.9K $4.86M
SPSC
Sps Commerce Inc

Technology
3.69K
+ 101.32%
$121.61 - $152.67 $449K - $564K
7.34K $998K
HTGC
Hercules Capital, Inc.

Financial Services
29.3K
+ 112.89%
$16.24 - $19.1 $476K - $560K
55.3K $1.01M
BSM
Black Stone Minerals, L.P.

Energy
58.3K
+ 50.15%
$12.78 - $15.36 $745K - $895K
174K $2.28M
USPH
U S Physical Therapy Inc

Healthcare
6.14K
+ 163.61%
$65.08 - $79.84 $400K - $490K
9.9K $773K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
85.8K
+ 80.74%
$5.61 - $6.49 $482K - $557K
192K $1.16M
EWC
Ishares Msci Canada ETF

ETFs
2.23K
+ 3.06%
$37.17 - $46.2 $82.9K - $103K
75.1K $3.47M
XPEV
Xpeng Inc.

Consumer Cyclical
33.5K
+ 94.66%
$16.42 - $22.25 $551K - $746K
69K $1.23M
WHR
Whirlpool Corp

Consumer Cyclical
4.27K
+ 74.49%
$75.71 - $101.42 $324K - $433K
10K $1.02M
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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email