Ci Private Wealth, LLC Incresed Positions in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.06K
+ 6.47%
$96.93 - $109.51 $200K - $226K
34K $3.33M
UHAL
Amerco

Industrials
257
+ 2.64%
$62.22 - $74.71 $16K - $19.2K
9.99K $652K
QDEL
Quidel Ortho Corp

Healthcare
1.29K
+ 18.74%
$34.78 - $47.61 $44.8K - $61.3K
8.16K $285K
ABCB
Ameris Bancorp

Financial Services
571
+ 5.13%
$55.56 - $68.47 $31.7K - $39.1K
11.7K $673K
BPOP
Popular, Inc.

Financial Services
8
+ 0.06%
$87.14 - $106.33 $697 - $851
13.3K $1.22M
SFNC
Simmons First National Corp

Financial Services
20
+ 0.15%
$19.68 - $23.3 $394 - $466
13.5K $277K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
33
+ 0.24%
$25.31 - $30.02 $835 - $991
13.5K $348K
KURA
Kura Oncology, Inc.

Healthcare
538
+ 4.31%
$6.6 - $9.05 $3.55K - $4.87K
13K $85K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
600
+ 1.65%
$48.02 - $53.02 $28.8K - $31.8K
37K $1.83M
ITGR
Integer Holdings Corp

Healthcare
41
+ 2.08%
$115.16 - $144.36 $4.72K - $5.92K
2.01K $237K
PTC
Ptc Inc.

Technology
814
+ 15.65%
$153.3 - $193.48 $125K - $157K
6.02K $932K
INGR
Ingredion Inc

Consumer Defensive
292
+ 1.09%
$125.6 - $137.36 $36.7K - $40.1K
27.1K $3.67M
VMEO
Vimeo, Inc.

Technology
148
+ 0.65%
$5.26 - $6.93 $778 - $1.03K
22.9K $120K
CCCC
C4 Therapeutics, Inc.

Healthcare
50
+ 0.39%
$1.6 - $4.09 $80 - $205
12.7K $20K
GPI
Group 1 Automotive Inc

Consumer Cyclical
46
+ 4.33%
$375.96 - $484.08 $17.3K - $22.3K
1.11K $423K
IYY
Ishares Tr

ETFs
5
+ 0.12%
$134.05 - $149.75 $670 - $749
4.15K $564K
TREX
Trex CO Inc

Industrials
216
+ 5.54%
$54.0 - $74.44 $11.7K - $16.1K
4.11K $238K
BYD
Boyd Gaming Corp

Consumer Cyclical
63
+ 1.2%
$65.83 - $79.52 $4.15K - $5.01K
5.32K $350K
ICUI
Icu Medical Inc

Healthcare
40
+ 1.79%
$130.05 - $172.3 $5.2K - $6.89K
2.27K $315K
LMB
Limbach Holdings, Inc.

Industrials
39
+ 1.35%
$68.92 - $104.65 $2.69K - $4.08K
2.94K $218K
IOSP
Innospec Inc.

Basic Materials
9
+ 0.4%
$94.75 - $116.61 $853 - $1.05K
2.28K $215K
GBCI
Glacier Bancorp, Inc.

Financial Services
407
+ 4.66%
$43.81 - $52.23 $17.8K - $21.3K
9.14K $403K
SAH
Sonic Automotive Inc

Consumer Cyclical
47
+ 0.77%
$55.11 - $75.24 $2.59K - $3.54K
6.19K $352K
BCC
Boise Cascade CO

Basic Materials
21
+ 1.1%
$96.38 - $129.12 $2.02K - $2.71K
1.94K $189K
FNB
Fnb Corp

Financial Services
539
+ 1.58%
$13.08 - $15.95 $7.05K - $8.6K
34.7K $467K
IX
Orix Corp

Financial Services
16.4K
+ 366.64%
$20.44 - $107.42 $336K - $1.77M
20.9K $437K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
305
+ 3.05%
$141.31 - $175.89 $43.1K - $53.6K
10.3K $1.49M
HUBG
Hub Group, Inc.

Industrials
26
+ 0.46%
$36.53 - $46.48 $950 - $1.21K
5.64K $209K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
106
+ 0.71%
$17.74 - $22.07 $1.88K - $2.34K
15K $266K
WLK
Westlake Corp

Basic Materials
1.12K
+ 10.63%
$99.12 - $119.16 $111K - $134K
11.7K $1.17M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
283
+ 4.91%
$43.49 - $58.8 $12.3K - $16.6K
6.05K $262K
MSTR
Microstrategy Inc

Technology
200
+ 0.26%
$239.27 - $396.5 $47.9K - $79.3K
77K $22.2M
LUMN
Lumen Technologies, Inc.

Communication Services
695
+ 1.9%
$3.92 - $5.92 $2.72K - $4.11K
37.3K $146K
GVA
Granite Construction Inc

Industrials
16
+ 0.38%
$70.98 - $94.81 $1.14K - $1.52K
4.17K $314K
LEG
Leggett & Platt Inc

Consumer Cyclical
4.18K
+ 8.55%
$7.91 - $11.06 $33.1K - $46.3K
53.1K $419K
NHC
National Healthcare Corp

Healthcare
3
+ 0.08%
$90.37 - $106.8 $271 - $320
3.59K $332K
LAD
Lithia Motors Inc

Consumer Cyclical
51
+ 4.54%
$285.59 - $385.71 $14.6K - $19.7K
1.18K $344K
URI
United Rentals, Inc.

Industrials
1.77K
+ 11.79%
$594.17 - $789.56 $1.05M - $1.4M
16.8K $10.5M
CFG
Citizens Financial Group Inc

Financial Services
4.33K
+ 5.06%
$39.73 - $48.36 $172K - $209K
89.9K $3.68M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
685
+ 3.77%
$81.58 - $109.72 $55.9K - $75.2K
18.8K $1.66M
FANG
Diamondback Energy, Inc.

Energy
119
+ 0.56%
$139.9 - $180.18 $16.6K - $21.4K
21.3K $3.4M
TNDM
Tandem Diabetes Care Inc

Healthcare
3.43K
+ 43.66%
$17.89 - $37.53 $61.3K - $129K
11.3K $215K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.41K
+ 3.65%
$21.0 - $24.67 $29.5K - $34.7K
40K $843K
EWBC
East West Bancorp Inc

Financial Services
96
+ 0.64%
$84.35 - $103.91 $8.1K - $9.98K
15K $1.35M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
817
+ 7.15%
$28.17 - $45.41 $23K - $37.1K
12.2K $371K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
39
+ 0.32%
$131.8 - $147.86 $5.14K - $5.77K
12.1K $1.61M
R
Ryder System Inc

Industrials
42
+ 0.6%
$136.38 - $170.92 $5.73K - $7.18K
7.04K $1.01M
RDNT
Rad Net, Inc.

Healthcare
48
+ 1.05%
$45.92 - $72.75 $2.2K - $3.49K
4.63K $230K
CADE
Cadence Bank

Financial Services
321
+ 1.31%
$29.1 - $35.93 $9.34K - $11.5K
24.9K $755K
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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