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
SOFI
So Fi Technologies, Inc.

Financial Services
15.6K
+ 17.81%
$11.18 - $18.03 $174K - $281K
103K $1.2M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
11
+ 0.34%
$200.77 - $270.08 $2.21K - $2.97K
3.24K $649K
NUSC
Nuveen Esg Small Cap ETF

ETFs
15.2K
+ 7.33%
$37.9 - $43.9 $576K - $668K
223K $8.53M
CE
Celanese Corp

Basic Materials
291
+ 2.0%
$47.02 - $74.12 $13.7K - $21.6K
14.9K $843K
NEO
Neogenomics Inc

Healthcare
102
+ 0.43%
$9.09 - $18.61 $927 - $1.9K
24K $227K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
138
+ 0.06%
$14.7 - $16.24 $2.03K - $2.24K
240K $3.53M
SPG
Simon Property Group Inc

Real Estate
1.68K
+ 2.26%
$159.48 - $187.78 $268K - $315K
76K $12.6M
WIX
Wix.Com Ltd.

Technology
255
+ 5.9%
$163.38 - $246.76 $41.7K - $62.9K
4.57K $747K
VKTX
Viking Therapeutics, Inc.

Healthcare
797
+ 6.42%
$24.15 - $42.89 $19.2K - $34.2K
13.2K $319K
TNET
Trinet Group, Inc.

Industrials
3
+ 0.02%
$66.51 - $95.72 $200 - $287
15.7K $1.24M
IIPR
Innovative Industrial Properties Inc

Real Estate
128
+ 0.84%
$54.09 - $74.56 $6.92K - $9.54K
15.4K $833K
RC
Ready Capital Corp

Real Estate
27.5K
+ 13.99%
$4.9 - $7.05 $135K - $194K
224K $1.14M
SERA
Sera Prognostics, Inc.

Healthcare
10K
+ 21.05%
$3.54 - $8.33 $35.4K - $83.3K
57.5K $211K
HUBS
Hubspot Inc

Technology
215
+ 8.35%
$571.29 - $819.71 $123K - $176K
2.79K $1.59M
CSWI
Csw Industrials, Inc.

Industrials
1.13K
+ 12.99%
$283.77 - $396.86 $319K - $446K
9.78K $2.85M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
12
+ 0.12%
$59.37 - $95.63 $712 - $1.15K
9.82K $629K
IQV
Iqvia Holdings Inc.

Healthcare
304
+ 2.3%
$176.3 - $209.96 $53.6K - $63.8K
13.5K $2.39M
VIR
Vir Biotechnology, Inc.

Healthcare
856
+ 0.33%
$6.48 - $12.48 $5.55K - $10.7K
258K $1.67M
ZM
Zoom Video Communications, Inc.

Technology
3.3K
+ 5.44%
$72.23 - $88.64 $239K - $293K
64.1K $4.73M
FLR
Fluor Corp

Industrials
139
+ 0.78%
$34.29 - $55.28 $4.77K - $7.68K
18K $644K
LFUS
Littelfuse Inc

Technology
278
+ 3.62%
$196.74 - $255.16 $54.7K - $70.9K
7.96K $1.57M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.83K
+ 13.31%
$314.47 - $431.35 $575K - $789K
15.6K $5.71M
GTES
Gates Industrial Corp PLC

Industrials
3.92K
+ 2.43%
$18.41 - $23.51 $72.2K - $92.2K
165K $3.04M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
136
+ 1.07%
$161.27 - $192.3 $21.9K - $26.2K
12.9K $2.08M
SNX
Td Synnex Corp

Technology
2.94K
+ 6.62%
$103.96 - $144.69 $306K - $426K
47.4K $4.92M
AAON
Aaon, Inc.

Industrials
813
+ 9.05%
$73.52 - $136.95 $59.8K - $111K
9.8K $765K
JHG
Janus Henderson Group PLC

Financial Services
6.97K
+ 7.96%
$35.98 - $45.94 $251K - $320K
94.5K $3.42M
CATH
Global X Fds Global X S&P 500

ETFs
1.68K
+ 1.32%
$66.14 - $74.2 $111K - $125K
129K $8.74M
AZTA
Azenta, Inc.

Healthcare
3.73K
+ 13.1%
$34.61 - $54.75 $129K - $204K
32.2K $1.12M
AYI
Acuity Brands Inc

Industrials
84
+ 0.7%
$257.8 - $337.07 $21.7K - $28.3K
12.2K $3.2M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
691
+ 10.68%
$63.82 - $127.89 $44.1K - $88.4K
7.16K $456K
SOXL
Direxion Daily Semiconductor B

ETFs
770
+ 2.54%
$15.95 - $35.15 $12.3K - $27.1K
31.1K $496K
SPXC
Spx Corp

Industrials
577
+ 2.15%
$128.78 - $154.37 $74.3K - $89.1K
27.4K $3.53M
KEY
Keycorp

Financial Services
7.43K
+ 1.71%
$15.15 - $18.3 $113K - $136K
443K $7.08M
BIIB
Biogen Inc.

Healthcare
407
+ 1.39%
$133.43 - $153.27 $54.3K - $62.4K
29.8K $4.08M
WDC
Western Digital Corp

Technology
2.42K
+ 8.12%
$40.43 - $72.03 $97.7K - $174K
32.2K $1.3M
EL
Estee Lauder Companies Inc

Consumer Defensive
857
+ 1.44%
$64.26 - $85.48 $55.1K - $73.3K
60.3K $3.98M
FITB
Fifth Third Bancorp

Financial Services
3.1K
+ 1.41%
$37.48 - $44.96 $116K - $139K
222K $8.71M
EVR
Evercore Inc.

Financial Services
355
+ 3.95%
$190.28 - $291.27 $67.5K - $103K
9.34K $1.86M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.69K
+ 1.36%
$120.24 - $134.3 $204K - $228K
127K $15.4M
WRBY
Warby Parker Inc.

Healthcare
1.54K
+ 1.29%
$17.82 - $28.42 $27.4K - $43.7K
121K $2.21M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
84
+ 0.02%
$31.63 - $35.22 $2.66K - $2.96K
339K $10.8M
HBAN
Huntington Bancshares Inc

Financial Services
2.14K
+ 0.29%
$14.28 - $17.39 $30.6K - $37.2K
729K $10.9M
FOUR
Shift4 Payments, Inc.

Technology
11.3K
+ 13.15%
$81.71 - $125.66 $924K - $1.42M
97.3K $7.95M
VCYT
Veracyte, Inc.

Healthcare
6.59K
+ 5.44%
$29.65 - $46.14 $196K - $304K
128K $3.79M
IWV
Ishares Russell 3000 ETF

ETFs
9.38K
+ 3.81%
$313.1 - $349.83 $2.94M - $3.28M
255K $81.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
37.8K
+ 5.93%
$58.81 - $68.2 $2.22M - $2.58M
675K $40.3M
SPMD
Spdr Portfolio

ETFs
2.44K
+ 0.63%
$50.21 - $57.73 $122K - $141K
389K $19.9M
UAL
United Airlines Holdings, Inc.

Industrials
9.6K
+ 13.72%
$69.05 - $110.52 $663K - $1.06M
79.6K $5.49M
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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