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
MKTX
Marketaxess Holdings Inc

Financial Services
2.21K
New
$203.19 - $231.09 $450K - $512K
2.21K $494K
MDB
Mongo Db, Inc.

Technology
2.08K
+ 123.05%
$145.85 - $225.38 $303K - $468K
3.77K $790K
FIX
Comfort Systems Usa Inc

Industrials
417
+ 33.1%
$296.51 - $536.21 $124K - $224K
1.68K $899K
RDVY
First Trust Rising Dividend Ac

ETFs
7.84K
New
$51.6 - $62.74 $405K - $492K
7.84K $492K
GWRE
Guidewire Software, Inc.

Technology
472
+ 5.96%
$172.73 - $257.37 $81.5K - $121K
8.39K $1.98M
XRAY
Dentsply Sirona Inc.

Healthcare
31K
New
$12.55 - $16.75 $389K - $519K
31K $491K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
6.77K
+ 35.58%
$28.07 - $43.66 $190K - $296K
25.8K $1.13M
FLAX
Franklin Templeton ETF Tr Fran

ETFs
16.4K
+ 70.1%
$20.6 - $26.1 $337K - $427K
39.7K $1.03M
TCOM
Trip.Com Group LTD

Consumer Cyclical
8.94K
+ 108.29%
$52.21 - $67.1 $467K - $600K
17.2K $1.01M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.52K
+ 179.72%
$60.22 - $80.1 $332K - $442K
8.59K $688K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.44K
+ 82.69%
$65.84 - $80.81 $358K - $439K
12K $961K
OPCH
Option Care Health, Inc.

Healthcare
15.5K
+ 130.81%
$30.69 - $34.95 $475K - $541K
27.3K $886K
VCTR
Victory Capital Holdings, Inc.

Financial Services
7.39K
New
$51.28 - $64.94 $379K - $480K
7.39K $470K
EPC
Edgewell Personal Care CO

Consumer Defensive
20.1K
New
$22.79 - $31.7 $457K - $636K
20.1K $469K
EXC
Exelon Corp

Utilities
24K
+ 11.1%
$42.2 - $47.37 $1.01M - $1.14M
240K $10.4M
RJF
Raymond James Financial Inc

Financial Services
662
+ 2.62%
$123.65 - $153.88 $81.9K - $102K
25.9K $3.98M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
20.1K
New
$22.68 - $23.28 $455K - $467K
20.1K $466K
MARA
Marathon Digital Holdings, Inc.

Financial Services
20.6K
New
N/A
20.6K $465K
ZWS
Zurn Water Solutions Corp

Industrials
11.5K
+ 89.8%
$28.5 - $37.54 $327K - $430K
24.2K $886K
UTG
Reaves Utility Income Fund

Financial Services
12.8K
New
$29.08 - $36.18 $373K - $465K
12.8K $464K
TDW
Tidewater Inc

Energy
10.1K
New
$32.27 - $48.26 $325K - $486K
10.1K $464K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
5.77K
+ 93.15%
$60.21 - $75.37 $347K - $435K
12K $880K
WD
Walker & Dunlop, Inc.

Financial Services
9.29K
+ 71.13%
$66.0 - $85.06 $613K - $791K
22.4K $1.58M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
8.65K
New
$51.73 - $71.41 $448K - $618K
8.65K $458K
DY
Dycom Industries Inc

Industrials
176
+ 3.93%
$138.96 - $245.71 $24.5K - $43.2K
4.65K $1.14M
SAIC
Science Applications International Corp

Technology
4.03K
+ 71.26%
$100.22 - $123.41 $404K - $497K
9.68K $1.09M
WLDN
Willdan Group, Inc.

Industrials
7.23K
New
$36.9 - $62.51 $267K - $452K
7.23K $452K
ESLT
Elbit Systems LTD

Industrials
608
+ 22.63%
$364.73 - $454.9 $222K - $277K
3.3K $1.48M
SKYW
Skywest Inc

Industrials
4.37K
New
$79.41 - $103.84 $347K - $454K
4.37K $449K
BC
Brunswick Corp

Consumer Cyclical
8.12K
New
$41.93 - $58.37 $340K - $474K
8.12K $448K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
52.5K
New
$6.18 - $9.06 $324K - $476K
52.5K $448K
BYD
Boyd Gaming Corp

Consumer Cyclical
4.87K
+ 91.58%
$60.8 - $79.02 $296K - $385K
10.2K $797K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.58K
+ 101.02%
$164.46 - $237.28 $260K - $375K
3.15K $746K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
27.7K
+ 251.53%
$13.96 - $16.51 $387K - $458K
38.7K $630K
SHG
Shinhan Financial Group CO LTD

Financial Services
12.8K
+ 64.68%
N/A
32.7K $1.13M
MGA
Magna International Inc

Consumer Cyclical
8.69K
+ 38.81%
$30.82 - $38.61 $268K - $336K
31.1K $1.2M
CHWY
Chewy, Inc.

Consumer Cyclical
10.3K
New
$31.21 - $48.21 $321K - $495K
10.3K $438K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
6.98K
New
$51.36 - $62.5 $359K - $436K
6.98K $436K
KEX
Kirby Corp

Industrials
434
+ 1.39%
$87.32 - $114.99 $37.9K - $49.9K
31.7K $3.59M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
8.67K
+ 23.22%
$25.97 - $33.21 $225K - $288K
46K $1.53M
CUZ
Cousins Properties Inc

Real Estate
14.3K
+ 145.58%
$25.15 - $30.53 $358K - $435K
24K $722K
AVAV
Aero Vironment Inc

Industrials
1.52K
New
$111.65 - $284.95 $170K - $433K
1.52K $433K
ABNB
Airbnb, Inc.

Consumer Cyclical
150
+ 0.47%
$105.69 - $140.64 $15.9K - $21.1K
32.1K $4.25M
CM
Canadian Imperial Bank Of Commerce

Financial Services
4.02K
+ 39.97%
$54.6 - $70.83 $219K - $285K
14.1K $996K
FBP
First Bancorp

Financial Services
19.7K
+ 173.56%
$16.84 - $21.1 $332K - $416K
31.1K $647K
SMPL
Simply Good Foods CO

Consumer Defensive
14.9K
+ 100.51%
$31.59 - $38.0 $471K - $566K
29.7K $939K
TTMI
Ttm Technologies Inc

Technology
10.4K
New
$17.57 - $40.82 $184K - $426K
10.4K $426K
ATUS
Altice Usa, Inc.

Communication Services
201K
+ 1989.98%
$1.99 - $2.83 $400K - $569K
211K $451K
LRN
Stride, Inc.

Consumer Defensive
2.92K
New
$124.45 - $160.72 $363K - $469K
2.92K $423K
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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