Ci Private Wealth, LLC Incresed Positions in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EGP
Eastgroup Properties Inc

Real Estate
314
+ 2.6%
$158.74 - $185.14 $49.8K - $58.1K
12.4K $1.99M
SCHO
Schwab Short Term Us Treasury

ETFs
29.4K
+ 72.91%
$24.06 - $48.88 $708K - $1.44M
69.8K $1.68M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
458
+ 3.87%
$27.45 - $55.56 $12.6K - $25.4K
12.3K $347K
NTAP
Net App, Inc.

Technology
1.07K
+ 1.69%
$115.31 - $131.11 $123K - $140K
64.2K $7.46M
HOLX
Hologic Inc

Healthcare
1.52K
+ 2.93%
$70.76 - $83.72 $107K - $127K
53.3K $3.84M
EIX
Edison International

Utilities
351
+ 0.63%
$77.93 - $88.36 $27.4K - $31K
56.3K $4.49M
DG
Dollar General Corp

Consumer Defensive
95
+ 0.19%
$73.27 - $84.47 $6.96K - $8.02K
48.8K $3.7M
AOS
Smith A O Corp

Industrials
5.97K
+ 14.77%
$68.02 - $88.94 $406K - $531K
46.4K $3.17M
SCHV
Schwab Strategic Tr Us Large C

ETFs
35.1K
+ 136.22%
$25.79 - $80.4 $904K - $2.82M
60.8K $1.59M
NTES
Net Ease, Inc.

Communication Services
169
+ 0.14%
$76.28 - $104.26 $12.9K - $17.6K
117K $10.4M
KEX
Kirby Corp

Industrials
140
+ 0.45%
$104.14 - $130.55 $14.6K - $18.3K
30.9K $3.27M
DFIC
Dimensional ETF Tr Dimensional

ETFs
9
+ 0.0%
$25.61 - $28.0 $230 - $252
231K $5.96M
GUNR
Flexshares Tr Morningstar Glob

ETFs
374
+ 0.32%
$36.15 - $41.9 $13.5K - $15.7K
117K $4.27M
DVN
Devon Energy Corp

Energy
1.36K
+ 1.44%
$30.52 - $42.96 $41.5K - $58.4K
95.7K $3.13M
AVSD
American Centy ETF Tr Avantis

ETFs
4.69K
+ 2.66%
$55.57 - $59.89 $260K - $281K
181K $10.1M
ES
Eversource Energy

Utilities
3.5K
+ 4.55%
$55.9 - $67.73 $195K - $237K
80.3K $4.61M
AVSE
American Centy ETF Tr Avantis

ETFs
1.32K
+ 0.89%
$50.47 - $56.52 $66.6K - $74.5K
150K $7.59M
XLB
Select Sector Spdr Fd Material

ETFs
12.3K
+ 8.76%
$83.8 - $97.58 $1.03M - $1.2M
153K $12.9M
PKX
Posco Holdings Inc.

Basic Materials
1.7K
+ 5.92%
$43.3 - $69.98 $73.6K - $119K
30.4K $1.32M
SCHG
Schwab Strategic Tr Us Large C

ETFs
131K
+ 230.18%
$25.93 - $105.3 $3.39M - $13.8M
188K $5.23M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
607
+ 0.74%
$59.24 - $74.8 $36K - $45.4K
82.4K $5.04M
BAH
Booz Allen Hamilton Holding Corp

Industrials
5.66K
+ 12.51%
$128.36 - $186.0 $726K - $1.05M
50.9K $6.55M
IONS
Ionis Pharmaceuticals Inc

Healthcare
2.09K
+ 0.88%
$33.73 - $40.36 $70.4K - $84.2K
239K $8.36M
EFV
Msci Eafe Value ETF

ETFs
88
+ 0.04%
$51.78 - $57.15 $4.56K - $5.03K
248K $13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
444K
+ 169.06%
$22.01 - $66.82 $9.78M - $29.7M
707K $16M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
528
+ 0.09%
$24.04 - $26.75 $12.7K - $14.1K
595K $14.4M
CSX
Csx Corp

Industrials
9.45K
+ 1.15%
$31.58 - $36.88 $298K - $348K
832K $26.8M
ABEV
Ambev S.A.

Consumer Defensive
84.9K
+ 2.79%
$1.85 - $2.56 $157K - $217K
3.13M $5.8M
SOXX
Ishares Semiconductor ETF

ETFs
86
+ 0.08%
$211.27 - $239.8 $18.2K - $20.6K
112K $24.2M
AZN
Astrazeneca PLC

Healthcare
8.89K
+ 4.72%
$63.2 - $79.58 $562K - $708K
197K $12.9M
IT
Gartner Inc

Technology
1.56K
+ 1.3%
$481.22 - $551.8 $750K - $860K
122K $59M
HEI
Heico Corp

Industrials
5.03K
+ 3.73%
$237.06 - $279.02 $1.19M - $1.4M
140K $33.2M
CL
Colgate Palmolive CO

Consumer Defensive
52.4K
+ 9.59%
$90.22 - $102.31 $4.73M - $5.36M
598K $54.4M
GNL
Global Net Lease, Inc.

Real Estate
21.8K
+ 0.94%
$7.02 - $8.61 $153K - $188K
2.34M $17.1M
GD
General Dynamics Corp

Industrials
5.77K
+ 5.29%
$260.28 - $314.03 $1.5M - $1.81M
115K $30.2M
GIS
General Mills Inc

Consumer Defensive
830
+ 0.3%
$62.78 - $74.62 $52.1K - $61.9K
275K $17.5M
TTEK
Tetra Tech Inc

Industrials
340K
+ 14.95%
$39.8 - $50.52 $13.5M - $17.2M
2.61M $104M
DD
Du Pont De Nemours, Inc.

Basic Materials
4.42K
+ 1.62%
$75.95 - $88.05 $336K - $389K
278K $21.2M
CVX
Chevron Corp

Energy
19.2K
+ 0.76%
$141.15 - $162.53 $2.7M - $3.11M
2.53M $366M
DIHP
Dimensional ETF Tr Dimensional

ETFs
15.9K
+ 1.07%
$25.15 - $27.57 $400K - $438K
1.5M $38M
A
Agilent Technologies, Inc.

Healthcare
1.67K
+ 0.65%
$125.69 - $146.56 $209K - $244K
259K $34.7M
DFAE
Dimensional ETF Tr

ETFs
35.1K
+ 1.64%
$25.36 - $28.15 $889K - $987K
2.18M $55.2M
GE
General Electric CO

Industrials
6.2K
+ 2.71%
$159.95 - $194.23 $992K - $1.2M
235K $39.2M
TSCO
Tractor Supply CO

Consumer Cyclical
695K
+ 404.97%
$52.59 - $303.74 $36.5M - $211M
867K $46M
HCA
Hca Healthcare, Inc.

Healthcare
381
+ 0.98%
$297.52 - $415.61 $113K - $158K
39.1K $11.7M
COP
Conocophillips

Energy
3.08K
+ 0.43%
$95.12 - $114.72 $293K - $353K
726K $72M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
388K
+ 140.44%
$27.54 - $83.04 $10.7M - $32.2M
664K $18.4M
SCHC
Schwab Strategic Tr Intl Small

ETFs
13.1K
+ 1.07%
$33.93 - $38.37 $444K - $502K
1.23M $42.4M
CARR
Carrier Global Corp

Industrials
12.9K
+ 2.79%
$66.69 - $82.65 $860K - $1.07M
475K $32.4M
Activity Summary
Buys All Purchases 898 New Holdings 136 Increased Positions 762 Sells All Sells 1334 Reductions 1334 Sold out 0 Options Calls 4 Puts 0
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