Ci Private Wealth, LLC Incresed Positions in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
932K
+ 196.98%
$433.97 - $484.08 $405M - $451M
1.41M $674M
IVV
Ishares Core S&P 500 ETF

ETFs
461K
+ 15.26%
$620.67 - $670.08 $286M - $309M
3.48M $2.33B
GOOGL
Alphabet Inc.

Communication Services
4.3K
+ 0.08%
$174.36 - $254.72 $750K - $1.1M
5.12M $1.25B
VEA
Vanguard Ftse Developed Market

ETFs
3.37M
+ 16.04%
$56.02 - $60.3 $189M - $203M
24.4M $1.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
215K
+ 9.56%
$567.77 - $614.76 $122M - $132M
2.47M $1.51B
VTI
Vanguard Total Stock Market Et

ETFs
552K
+ 46.92%
$303.93 - $329.86 $168M - $182M
1.73M $567M
QQQ
Invesco Qqq Trust, Series 1

ETFs
303K
+ 107.6%
$546.99 - $602.2 $166M - $183M
585K $351M
SPY
Spdr S&P 500 ETF Trust

ETFs
123K
+ 8.93%
$617.65 - $666.84 $76M - $82.1M
1.5M $1B
JNJ
Johnson & Johnson

Healthcare
360K
+ 16.07%
$155.17 - $185.42 $55.8M - $66.7M
2.6M $482M
IEFA
Ishares Tr

ETFs
1.52M
+ 100.64%
$81.7 - $87.53 $124M - $133M
3.03M $265M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.8M
+ 30.21%
$49.43 - $54.52 $89.2M - $98.4M
7.78M $421M
DGRO
Ishares Core Dividend Growth E

ETFs
1.5M
+ 4220.09%
$64.12 - $68.08 $96.1M - $102M
1.53M $104M
RTX
Raytheon Technologies Corp

Industrials
445K
+ 42.22%
$144.19 - $167.33 $64.2M - $74.5M
1.5M $251M
VONG
Vanguard Russell 1000 Growth E

ETFs
771K
+ 302.47%
$108.08 - $121.73 $83.4M - $93.9M
1.03M $124M
VTV
Vanguard Value ETF

ETFs
468K
+ 76.72%
$175.51 - $186.57 $82.2M - $87.4M
1.08M $201M
APP
App Lovin Corp

Technology
111K
+ 584.75%
$335.1 - $718.54 $37.3M - $80M
130K $93.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
635K
+ 57.8%
$108.46 - $120.63 $68.9M - $76.6M
1.73M $206M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.19M
+ 6983.47%
$26.07 - $32.55 $83.1M - $104M
3.23M $84.3M
RDVY
First Trust Rising Dividend Ac

ETFs
1.21M
+ 28801.24%
$62.38 - $67.29 $75.6M - $81.6M
1.22M $81.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
475K
+ 223.71%
$132.9 - $142.03 $63.2M - $67.5M
688K $97M
MTN
Vail Resorts Inc

Consumer Cyclical
421K
+ 6781.39%
$143.33 - $169.63 $60.4M - $71.5M
427K $63.9M
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.56M
+ 297.83%
$13.69 - $15.48 $62.4M - $70.5M
6.09M $83.3M
CDNS
Cadence Design Systems Inc

Technology
150K
+ 165.3%
$309.46 - $373.37 $46.3M - $55.8M
240K $84.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
135K
+ 17.77%
$276.51 - $305.12 $37.3M - $41.2M
894K $266M
GLD
Spdr Gold Trust

ETFs
54.9K
+ 10.29%
$300.96 - $355.47 $16.5M - $19.5M
588K $209M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.36M
+ 1164.75%
$30.13 - $33.37 $40.9M - $45.3M
1.47M $49.2M
ACWI
Ishares Msci Acwi ETF

ETFs
291K
+ 60.9%
$128.32 - $138.41 $37.3M - $40.2M
768K $106M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
932K
+ 464.57%
$42.67 - $46.91 $39.8M - $43.7M
1.13M $53M
ASML
Asml Holding Nv

Technology
7.6K
+ 3.41%
$689.63 - $968.09 $5.24M - $7.35M
230K $223M
VOE
Vanguard Mid Cap Value Index F

ETFs
248K
+ 1677.49%
$164.63 - $174.58 $40.8M - $43.3M
263K $45.9M
AVTR
Avantor, Inc.

Basic Materials
3.47M
+ 8507.37%
$11.18 - $14.21 $38.7M - $49.2M
3.51M $43.8M
FDN
First Tr Fd Dow Jones

ETFs
150K
+ 4924.7%
$264.06 - $287.34 $39.6M - $43.1M
153K $42.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
249K
+ 30.11%
$89.32 - $107.82 $22.3M - $26.9M
1.08M $116M
IWF
Ishares Russell 1000 Gr ETF

ETFs
21.6K
+ 3.12%
$420.11 - $472.68 $9.07M - $10.2M
714K $334M
TMUS
T Mobile Us, Inc.

Communication Services
164K
+ 86.73%
$226.02 - $259.01 $37M - $42.4M
352K $84.4M
IGV
Ishares Expanded Tech Software

ETFs
322K
+ 273.36%
$105.96 - $117.79 $34.1M - $37.9M
440K $50.6M
GE
General Electric CO

Industrials
32.5K
+ 5.98%
$244.75 - $305.63 $7.94M - $9.92M
576K $173M
XLK
Technology Sector Spdr

ETFs
64.4K
+ 12.97%
$250.97 - $282.66 $16.2M - $18.2M
561K $158M
ECL
Ecolab Inc.

Basic Materials
101K
+ 12.69%
$259.39 - $285.47 $26.1M - $28.8M
895K $245M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.07M
+ 359.67%
$25.29 - $28.33 $27M - $30.2M
1.36M $38.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
502K
+ 1153.32%
$55.15 - $58.11 $27.7M - $29.2M
546K $31.4M
VBR
Vanguard Small Cap Value ETF

ETFs
124K
+ 62.13%
$195.41 - $212.37 $24.2M - $26.3M
323K $67.3M
MS
Morgan Stanley

Financial Services
33K
+ 2.63%
$139.09 - $161.16 $4.6M - $5.32M
1.29M $205M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
590K
+ 161.47%
$45.26 - $46.63 $26.7M - $27.5M
955K $44.2M
WRB
Berkley W R Corp

Financial Services
344K
+ 219.07%
$67.78 - $76.62 $23.3M - $26.3M
501K $38.4M
PFE
Pfizer Inc

Healthcare
860K
+ 41.85%
$23.29 - $25.88 $20M - $22.3M
2.91M $74.3M
NEE
Nextera Energy Inc

Utilities
155K
+ 8.02%
$69.77 - $77.54 $10.8M - $12M
2.09M $157M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14K
+ 3.95%
$224.68 - $282.71 $3.14M - $3.95M
368K $103M
BX
Blackstone Inc.

Financial Services
80.3K
+ 23.04%
$152.77 - $188.68 $12.3M - $15.2M
429K $73.3M
Activity Summary
Buys All Purchases 1367 New Holdings 266 Increased Positions 1101 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 11 Puts 14
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