Ci Private Wealth, LLC Incresed Positions in Q3 2024

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
8.95K
+ 5929.8%
$610460.0 - $715910.0 $5.47B - $6.41B
9.11K $6.29B
IVV
Ishares Core S&P 500 ETF

ETFs
1.15M
+ 86.78%
$520.18 - $576.82 $599M - $665M
2.48M $1.43B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.1M
+ 86.96%
$36.98 - $41.55 $374M - $420M
21.8M $894M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
606K
+ 51.52%
$475.2 - $527.7 $288M - $320M
1.78M $941M
VEA
Vanguard Ftse Developed Market

ETFs
4.53M
+ 35.16%
$47.6 - $53.31 $216M - $241M
17.4M $919M
ITW
Illinois Tool Works Inc

Industrials
685K
+ 109.83%
$233.14 - $263.97 $160M - $181M
1.31M $343M
UNH
Unitedhealth Group Inc

Healthcare
76.9K
+ 6.72%
$488.01 - $604.18 $37.5M - $46.5M
1.22M $714M
META
Meta Platforms, Inc.

Communication Services
100K
+ 10.77%
$453.41 - $572.44 $45.3M - $57.2M
1.03M $588M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.47M
+ 26.0%
$41.9 - $48.26 $61.5M - $70.8M
7.11M $340M
NVDA
Nvidia Corp

Technology
920K
+ 9.5%
$98.91 - $134.91 $91M - $124M
10.6M $1.29B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.26M
+ 223.45%
$57.8 - $60.8 $72.6M - $76.4M
1.82M $110M
TMO
Thermo Fisher Scientific Inc.

Healthcare
23.5K
+ 2.53%
$531.86 - $624.21 $12.5M - $14.6M
950K $588M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.01M
+ 47.87%
$57.32 - $62.65 $58.1M - $63.5M
3.13M $195M
XLK
Technology Sector Spdr

ETFs
305K
+ 110.49%
$197.34 - $237.68 $60.2M - $72.5M
581K $131M
SPY
Spdr S&P 500 ETF Trust

ETFs
59.9K
+ 5.66%
$517.38 - $573.86 $31M - $34.4M
1.12M $642M
TSLA
Tesla, Inc.

Consumer Cyclical
71.7K
+ 10.45%
$191.76 - $263.26 $13.8M - $18.9M
758K $198M
ORCL
Oracle Corp

Technology
178K
+ 16.81%
$125.9 - $170.35 $22.4M - $30.3M
1.24M $211M
JNJ
Johnson & Johnson

Healthcare
114K
+ 4.24%
$145.48 - $167.38 $16.5M - $19M
2.8M $453M
AVGO
Broadcom Inc.

Technology
3.43M
+ 915.98%
$136.27 - $1745.86 $467M - $5.98B
3.8M $655M
VTI
Vanguard Total Stock Market Et

ETFs
128K
+ 11.72%
$255.18 - $283.2 $32.6M - $36.2M
1.22M $345M
DHR
Danaher Corp

Healthcare
55.7K
+ 4.44%
$239.25 - $280.76 $13.3M - $15.6M
1.31M $364M
WMT
Walmart Inc.

Consumer Defensive
263K
+ 11.76%
$66.91 - $81.4 $17.6M - $21.4M
2.5M $202M
JPM
Jpmorgan Chase & CO

Financial Services
92.3K
+ 2.56%
$194.9 - $224.8 $18M - $20.8M
3.7M $779M
SBUX
Starbucks Corp

Consumer Cyclical
31K
+ 1.32%
$72.51 - $98.6 $2.25M - $3.06M
2.39M $233M
BND
Vanguard Bd Index Fd Inc Total

ETFs
534K
+ 18.97%
$71.45 - $75.64 $38.1M - $40.4M
3.35M $251M
NEE
Nextera Energy Inc

Utilities
183K
+ 7.9%
$69.9 - $84.97 $12.8M - $15.6M
2.5M $212M
RTX
Raytheon Technologies Corp

Industrials
66.9K
+ 3.55%
$99.55 - $123.34 $6.66M - $8.25M
1.95M $236M
VUG
Vanguard Growth ETF

ETFs
104K
+ 16.22%
$341.08 - $391.94 $35.4M - $40.7M
744K $286M
ICLR
Icon PLC

Healthcare
170K
+ 96.74%
$280.48 - $346.2 $47.6M - $58.7M
345K $99.1M
AVDE
American Centy ETF Tr Avantis

ETFs
465K
+ 18.83%
$60.09 - $67.67 $27.9M - $31.5M
2.93M $197M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
785K
+ 145.77%
$49.83 - $62.75 $39.1M - $49.3M
1.32M $76.3M
ZTS
Zoetis Inc.

Healthcare
18.8K
+ 1.07%
$172.58 - $196.48 $3.24M - $3.68M
1.77M $346M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
484K
+ 21.82%
$58.03 - $65.37 $28.1M - $31.6M
2.7M $175M
MA
Mastercard Inc

Financial Services
25.2K
+ 4.69%
$429.6 - $500.99 $10.8M - $12.6M
563K $278M
VO
Vanguard Mid Cap ETF

ETFs
128K
+ 43.6%
$237.84 - $263.83 $30.5M - $33.8M
422K $111M
LOW
Lowes Companies Inc

Consumer Cyclical
70.6K
+ 19.44%
$213.3 - $270.78 $15.1M - $19.1M
434K $117M
AMT
American Tower Corp

Real Estate
53.1K
+ 8.22%
$192.27 - $242.73 $10.2M - $12.9M
699K $163M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
425K
+ 109.28%
$81.31 - $83.29 $34.5M - $35.4M
813K $67.6M
IT
Gartner Inc

Technology
62.6K
+ 108.65%
$441.32 - $516.47 $27.6M - $32.3M
120K $60.9M
PG
Procter & Gamble CO

Consumer Defensive
70.7K
+ 2.58%
$160.76 - $177.82 $11.4M - $12.6M
2.81M $487M
MS
Morgan Stanley

Financial Services
215K
+ 12.71%
$92.07 - $106.96 $19.8M - $23M
1.9M $199M
NOC
Northrop Grumman Corp

Industrials
34.4K
+ 19.91%
$423.73 - $533.14 $14.6M - $18.3M
207K $109M
SYK
Stryker Corp

Healthcare
29.5K
+ 2.79%
$315.94 - $371.96 $9.31M - $11M
1.09M $392M
MDLZ
Mondelez International, Inc.

Consumer Defensive
159K
+ 7.41%
$64.35 - $75.71 $10.2M - $12M
2.3M $170M
PWR
Quanta Services, Inc.

Industrials
17.2K
+ 3.12%
$239.58 - $298.23 $4.12M - $5.13M
569K $170M
IBM
International Business Machines Corp

Technology
42.8K
+ 10.39%
$175.1 - $223.38 $7.5M - $9.57M
455K $101M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
167K
+ 18.49%
$105.53 - $118.34 $17.7M - $19.8M
1.07M $125M
ICE
Intercontinental Exchange, Inc.

Financial Services
59.4K
+ 7.3%
$136.93 - $162.81 $8.13M - $9.67M
873K $140M
ABT
Abbott Laboratories

Healthcare
41.6K
+ 1.79%
$100.07 - $118.13 $4.17M - $4.92M
2.37M $271M
Activity Summary
Buys All Purchases 1443 New Holdings 234 Increased Positions 1209 Sells All Sells 845 Reductions 845 Sold out 0 Options Calls 21 Puts 25
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