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
DFSV
Dimensional ETF Tr Dimensional

ETFs
770K
+ 15.27%
$24.21 - $29.47 $18.7M - $22.7M
5.82M $171M
XLF
Financial Sector Spdr

ETFs
519K
+ 146.98%
$43.92 - $52.37 $22.8M - $27.2M
872K $45.7M
WMB
Williams Companies, Inc.

Energy
421K
+ 79.27%
$54.33 - $62.87 $22.9M - $26.5M
952K $59.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
506K
+ 61.87%
$37.77 - $46.15 $19.1M - $23.3M
1.32M $61.1M
INTU
Intuit Inc

Technology
6.73K
+ 5.35%
$544.07 - $787.63 $3.66M - $5.3M
132K $104M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
606K
+ 107.62%
$35.35 - $42.68 $21.4M - $25.9M
1.17M $49.8M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
656K
+ 159.52%
$39.34 - $40.41 $25.8M - $26.5M
1.07M $42.8M
SPMD
Spdr Portfolio

ETFs
458K
+ 117.82%
$44.89 - $54.38 $20.6M - $24.9M
847K $46.1M
VLO
Valero Energy Corp

Energy
189K
+ 75.13%
$104.69 - $141.77 $19.8M - $26.8M
441K $59.2M
SHEL
Shell PLC

Energy
380K
+ 91.4%
$59.75 - $73.05 $22.7M - $27.7M
795K $56M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
325K
+ 184.54%
$58.41 - $72.69 $19M - $23.6M
502K $36.5M
GS
Goldman Sachs Group Inc

Financial Services
1.58K
+ 1.08%
$462.22 - $707.75 $729K - $1.12M
148K $105M
AMD
Advanced Micro Devices Inc

Technology
45.9K
+ 10.11%
$78.21 - $143.81 $3.59M - $6.6M
500K $70.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
22.7K
+ 13.89%
$415.82 - $510.91 $9.46M - $11.6M
187K $95.2M
IDXX
Idexx Laboratories Inc

Healthcare
18.6K
+ 15.4%
$361.04 - $536.34 $6.7M - $9.95M
139K $74.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
102K
+ 1.57%
$23.4 - $29.68 $2.39M - $3.03M
6.59M $196M
SU
Suncor Energy Inc

Energy
661K
+ 82.51%
$31.54 - $41.04 $20.8M - $27.1M
1.46M $54.7M
APH
Amphenol Corp

Technology
54.5K
+ 10.08%
$59.09 - $98.75 $3.22M - $5.38M
595K $58.8M
EMR
Emerson Electric CO

Industrials
1.21K
+ 0.12%
$94.15 - $133.33 $114K - $161K
978K $130M
XLY
Select Sector Spdr Consumer Di

ETFs
101K
+ 168.29%
$176.34 - $218.59 $17.8M - $22M
161K $34.9M
FNDX
Schwab Fundamental U S Large C

ETFs
880K
+ 93.55%
$20.84 - $24.54 $18.3M - $21.6M
1.82M $44.7M
XLV
Select Sector Spdr Fund Health

ETFs
176K
+ 125.81%
$128.77 - $144.3 $22.7M - $25.4M
316K $42.6M
XLI
Industrial Sector Spdr

ETFs
141K
+ 199.79%
$116.42 - $147.52 $16.4M - $20.8M
212K $31.2M
SO
Southern CO

Utilities
239K
+ 120.04%
$84.91 - $92.56 $20.3M - $22.1M
438K $40.2M
YUM
Yum Brands Inc

Consumer Cyclical
159K
+ 83.14%
$138.36 - $161.45 $22M - $25.7M
350K $51.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
479K
+ 95.33%
$32.66 - $40.75 $15.7M - $19.5M
982K $39.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16K
+ 6.71%
$299.15 - $396.54 $4.79M - $6.35M
255K $101M
OMFL
Invesco Exchange Traded Self I

ETFs
366K
New
$48.43 - $57.78 $17.7M - $21.2M
366K $21.2M
IEFA
Ishares Tr

ETFs
122K
+ 8.75%
$67.83 - $84.09 $8.26M - $10.2M
1.51M $126M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
825K
+ 32.18%
N/A
3.39M $86.4M
CEG
Constellation Energy Corp

Utilities
2.27K
+ 1.36%
$170.96 - $322.76 $388K - $733K
169K $54.7M
ET
Energy Transfer LP

Energy
1.17M
+ 223.7%
$15.65 - $18.93 $18.3M - $22.1M
1.69M $30.7M
WEC
Wec Energy Group, Inc.

Utilities
210K
+ 92.23%
$102.24 - $109.76 $21.5M - $23.1M
438K $45.6M
STT
State Street Corp

Financial Services
165K
+ 96.55%
$75.33 - $106.34 $12.4M - $17.6M
336K $35.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
805K
+ 90.84%
$24.32 - $27.87 $19.6M - $22.4M
1.69M $44.8M
VPU
Vanguard Utilities ETF

ETFs
108K
+ 90.62%
$158.36 - $178.82 $17.2M - $19.4M
228K $40.3M
PLTR
Palantir Technologies Inc.

Technology
23.6K
+ 7.46%
$74.01 - $144.25 $1.75M - $3.41M
340K $46.4M
SCHC
Schwab Strategic Tr Intl Small

ETFs
278K
+ 23.89%
$32.41 - $42.59 $9M - $11.8M
1.44M $61.3M
CSCO
Cisco Systems, Inc.

Technology
15.3K
+ 0.64%
$53.19 - $69.38 $813K - $1.06M
2.42M $168M
WSM
Williams Sonoma Inc

Consumer Cyclical
116K
+ 102.65%
$137.62 - $174.44 $15.9M - $20.1M
228K $37.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
638K
+ 97.8%
$22.92 - $28.05 $14.6M - $17.9M
1.29M $36.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
715K
+ 106.5%
$19.1 - $23.83 $13.7M - $17M
1.39M $33M
IBM
International Business Machines Corp

Technology
2.33K
+ 0.6%
$221.03 - $294.78 $515K - $686K
390K $115M
USB
Us Bancorp \De\

Financial Services
374K
+ 68.39%
$36.4 - $45.76 $13.6M - $17.1M
921K $41.7M
VFH
Vanguard Financial ETF

ETFs
136K
+ 108.99%
$104.87 - $127.3 $14.2M - $17.3M
260K $33.1M
PVAL
Putnam ETF Tr Putnam Focused L
448K
+ 544.76%
$33.6 - $40.23 $15M - $18M
530K $21.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
535K
+ 226.94%
$24.94 - $31.15 $13.3M - $16.7M
771K $24M
IAU
Ishares Gold Trust

ETFs
259K
+ 75.55%
$56.1 - $64.74 $14.5M - $16.8M
602K $37.6M
AVEM
American Centy ETF Tr Avantis

ETFs
142K
+ 15.69%
$53.08 - $68.54 $7.52M - $9.72M
1.04M $71.6M
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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