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
URE
Proshares Ultra Real Estate

ETFs
1.5K
+ 6.94%
$50.99 - $66.16 $76.3K - $99K
23.1K $1.45M
BBD
Bank Bradesco

Financial Services
3.4K
+ 8.81%
$2.02 - $3.09 $6.87K - $10.5K
42K $129K
HTZ
Hertz Global Holdings, Inc

Industrials
3
+ 0.02%
$3.65 - $8.65 $11 - $26
14.9K $101K
PCOR
Procore Technologies, Inc.

Technology
470
+ 10.17%
$56.26 - $72.4 $26.4K - $34K
5.09K $348K
ASB
Associated Banc Corp

Financial Services
352
+ 1.93%
$18.91 - $24.56 $6.66K - $8.65K
18.6K $453K
KNSL
Kinsale Capital Group, Inc.

Financial Services
95
+ 8.25%
$419.99 - $501.97 $39.9K - $47.7K
1.25K $602K
NAVI
Navient Corp

Financial Services
1.17K
+ 6.79%
$10.76 - $14.33 $12.6K - $16.7K
18.4K $259K
DJP
Barclays Bank PLC

ETFs
1.28K
+ 11.42%
N/A
12.4K $401K
CADE
Cadence Bank

Financial Services
15
+ 0.06%
$26.42 - $32.41 $396 - $486
24.9K $796K
GIL
Gildan Activewear Inc.

Consumer Cyclical
25
+ 0.31%
$37.68 - $50.22 $942 - $1.26K
8.01K $394K
NMR
Nomura Holdings Inc

Financial Services
2.7K
+ 4.87%
$4.95 - $6.6 $13.3K - $17.8K
58K $381K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
70
+ 1.75%
$70.34 - $87.93 $4.92K - $6.16K
4.08K $358K
RNW
Re New Energy Global PLC

Utilities
1.85K
+ 6.9%
$5.61 - $7.06 $10.4K - $13.1K
28.6K $197K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.64K
+ 25.18%
$8.45 - $9.78 $30.8K - $35.6K
18.1K $176K
EXPE
Expedia Group, Inc.

Consumer Cyclical
60
+ 0.12%
$136.63 - $176.62 $8.2K - $10.6K
48.7K $8.22M
ENOV
Enovis Corp

Industrials
2.85K
+ 37.33%
$29.65 - $37.35 $84.4K - $106K
10.5K $328K
FCN
Fti Consulting, Inc

Industrials
289
+ 7.44%
$152.87 - $168.51 $44.2K - $48.7K
4.17K $674K
CERT
Certara, Inc.

Healthcare
1.3K
+ 11.7%
$9.05 - $14.47 $11.7K - $18.7K
12.4K $144K
MNTK
Montauk Renewables, Inc.

Utilities
16K
New
$1.74 - $2.41 $27.8K - $38.6K
16K $35K
PUK
Prudential PLC

Financial Services
58
+ 0.61%
$18.03 - $25.49 $1.05K - $1.48K
9.63K $240K
ENIC
Enel Chile S.A.

Utilities
1.52K
+ 1.9%
$2.89 - $3.97 $4.4K - $6.04K
81.8K $296K
DHT
Dht Holdings, Inc.

Energy
2.48K
+ 13.5%
$9.45 - $12.15 $23.5K - $30.2K
20.9K $225K
QS
Quantum Scape Corp

Consumer Cyclical
470
+ 4.06%
$3.47 - $7.65 $1.63K - $3.6K
12.1K $80K
NXST
Nexstar Media Group, Inc.

Communication Services
359
+ 7.24%
$144.68 - $181.86 $51.9K - $65.3K
5.32K $919K
O
Realty Income Corp

Real Estate
1.54K
+ 1.06%
$52.27 - $58.52 $80.3K - $89.9K
147K $8.44M
TLRY
Tilray Brands, Inc.

Healthcare
194K
+ 100.19%
$0.36 - $0.65 $70K - $126K
388K $159K
SLDP
Solid Power, Inc.

Industrials
14K
New
$0.93 - $2.28 $13K - $31.9K
14K $30K
VTWV
Vanguard Russell 2000 Value Et

ETFs
52
+ 1.39%
$116.09 - $139.09 $6.04K - $7.23K
3.81K $529K
EVRG
Evergy, Inc.

Utilities
440
+ 0.9%
$64.06 - $69.64 $28.2K - $30.6K
49.5K $3.41M
LEGR
First Tr ETF Indxx Innovation

ETFs
45
+ 0.84%
$42.95 - $53.81 $1.93K - $2.42K
5.41K $290K
EPAM
Epam Systems, Inc.

Technology
137
+ 8.13%
N/A
1.82K $338K
HUBG
Hub Group, Inc.

Industrials
1.41K
+ 25.06%
$31.29 - $38.01 $44.2K - $53.7K
7.06K $235K
VDC
Vanguard Consumer Staples ETF

ETFs
105
+ 0.58%
$204.89 - $224.73 $21.5K - $23.6K
18.3K $4M
BILI
Bilibili Inc.

Communication Services
70
+ 0.7%
$14.88 - $21.45 $1.04K - $1.5K
10.1K $216K
MDU
Mdu Resources Group Inc

Industrials
1.82K
+ 8.59%
$15.6 - $17.76 $28.4K - $32.3K
23K $383K
NWL
Newell Brands Inc.

Consumer Defensive
6.25K
+ 56.45%
$4.48 - $6.27 $28K - $39.2K
17.3K $93K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
50
+ 2.62%
$120.49 - $141.16 $6.02K - $7.06K
1.96K $270K
VALE
Vale S.A.

Basic Materials
3.98K
+ 7.32%
$8.26 - $10.1 $32.9K - $40.2K
58.4K $566K
ONL
Orion Office Reit Inc.

Real Estate
11K
New
$1.52 - $2.43 $16.7K - $26.7K
11K $23K
EBR
Brazilian Electric Power CO

Utilities
352
+ 0.59%
$6.8 - $7.75 $2.39K - $2.73K
59.6K $442K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
24.5K
+ 57.07%
$0.54 - $0.87 $13.2K - $21.3K
67.3K $47K
IBOC
International Bancshares Corp

Financial Services
2
+ 0.03%
$56.4 - $66.7 $113 - $133
6.26K $416K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.71K
+ 36.12%
$54.08 - $68.32 $92.5K - $117K
6.44K $354K
CFFN
Capitol Federal Financial, Inc.

Financial Services
1.23K
+ 4.84%
$5.03 - $6.1 $6.2K - $7.52K
26.7K $162K
DORM
Dorman Products, Inc.

Consumer Cyclical
99
+ 2.64%
$108.29 - $132.03 $10.7K - $13.1K
3.84K $471K
HOPE
Hope Bancorp Inc

Financial Services
1.34K
+ 6.88%
$9.11 - $10.84 $12.2K - $14.5K
20.8K $223K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
520
+ 1.43%
$23.32 - $24.45 $12.1K - $12.7K
37K $904K
VSH
Vishay Intertechnology Inc

Technology
1.29K
+ 7.44%
$10.57 - $15.97 $13.6K - $20.6K
18.6K $295K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.01K
+ 0.98%
N/A
104K $1.97M
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