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
PCT
Pure Cycle Technologies, Inc.

Industrials
15K
+ 25.3%
$6.92 - $10.9 $104K - $164K
74.3K $514K
PFF
Ishares Trust Ishares Pfd And

ETFs
12.4K
+ 1.82%
$30.73 - $32.26 $380K - $399K
692K $21.3M
TWLO
Twilio Inc

Communication Services
804
+ 4.5%
$94.9 - $148.35 $76.3K - $119K
18.7K $1.83M
AFRM
Affirm Holdings, Inc.

Technology
463
+ 5.83%
$43.7 - $80.98 $20.2K - $37.5K
8.4K $379K
STRA
Strategic Education, Inc.

Consumer Defensive
22
+ 0.19%
$79.14 - $103.46 $1.74K - $2.28K
11.4K $954K
PNFP
Pinnacle Financial Partners Inc

Financial Services
46
+ 0.33%
$99.42 - $126.15 $4.57K - $5.8K
14K $1.49M
CAL
Caleres Inc

Consumer Cyclical
533
+ 2.57%
$15.27 - $22.49 $8.14K - $12K
21.3K $367K
HST
Host Hotels & Resorts, Inc.

Real Estate
6.66K
+ 10.57%
$14.21 - $17.45 $94.7K - $116K
69.7K $990K
KEX
Kirby Corp

Industrials
312
+ 1.01%
$95.1 - $112.81 $29.7K - $35.2K
31.2K $3.15M
PRCT
Procept Bio Robotics Corp

Healthcare
137
+ 2.35%
$56.03 - $88.57 $7.68K - $12.1K
5.97K $347K
SPSC
Sps Commerce Inc

Technology
327
+ 9.85%
$123.05 - $197.4 $40.2K - $64.5K
3.65K $483K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
538
+ 2.06%
$27.8 - $39.18 $15K - $21.1K
26.7K $742K
KRC
Kilroy Realty Corp

Real Estate
1.18K
+ 5.32%
$32.02 - $40.63 $37.8K - $48K
23.4K $765K
PI
Impinj Inc

Technology
81
+ 3.05%
$87.73 - $152.24 $7.11K - $12.3K
2.73K $247K
UPRO
Proshares Trust Proshares Ultr

ETFs
1.6K
+ 9.17%
$71.19 - $99.29 $114K - $158K
19K $1.4M
MRNA
Moderna, Inc.

Healthcare
3.51K
+ 18.92%
$28.35 - $47.53 $99.5K - $167K
22K $625K
MTN
Vail Resorts Inc

Consumer Cyclical
112
+ 1.85%
$153.58 - $184.72 $17.2K - $20.7K
6.17K $987K
SOFI
So Fi Technologies, Inc.

Financial Services
15.6K
+ 17.81%
$11.18 - $18.03 $174K - $281K
103K $1.2M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
11
+ 0.34%
$200.77 - $270.08 $2.21K - $2.97K
3.24K $649K
NUSC
Nuveen Esg Small Cap ETF

ETFs
15.2K
+ 7.33%
$37.9 - $43.9 $576K - $668K
223K $8.53M
CE
Celanese Corp

Basic Materials
291
+ 2.0%
$47.02 - $74.12 $13.7K - $21.6K
14.9K $843K
NEO
Neogenomics Inc

Healthcare
102
+ 0.43%
$9.09 - $18.61 $927 - $1.9K
24K $227K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
138
+ 0.06%
$14.7 - $16.24 $2.03K - $2.24K
240K $3.53M
SPG
Simon Property Group Inc

Real Estate
1.68K
+ 2.26%
$159.48 - $187.78 $268K - $315K
76K $12.6M
WIX
Wix.Com Ltd.

Technology
255
+ 5.9%
$163.38 - $246.76 $41.7K - $62.9K
4.57K $747K
VKTX
Viking Therapeutics, Inc.

Healthcare
797
+ 6.42%
$24.15 - $42.89 $19.2K - $34.2K
13.2K $319K
TNET
Trinet Group, Inc.

Industrials
3
+ 0.02%
$66.51 - $95.72 $200 - $287
15.7K $1.24M
ENVX
Enovix Corp

Industrials
623
+ 1.17%
$7.21 - $14.33 $4.49K - $8.93K
54K $396K
IIPR
Innovative Industrial Properties Inc

Real Estate
128
+ 0.84%
$54.09 - $74.56 $6.92K - $9.54K
15.4K $833K
HUBS
Hubspot Inc

Technology
215
+ 8.35%
$571.29 - $819.71 $123K - $176K
2.79K $1.59M
RC
Ready Capital Corp

Real Estate
27.5K
+ 13.99%
$4.9 - $7.05 $135K - $194K
224K $1.14M
SERA
Sera Prognostics, Inc.

Healthcare
10K
+ 21.05%
$3.54 - $8.33 $35.4K - $83.3K
57.5K $211K
CSWI
Csw Industrials, Inc.

Industrials
1.13K
+ 12.99%
$283.77 - $396.86 $319K - $446K
9.78K $2.85M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
12
+ 0.12%
$59.37 - $95.63 $712 - $1.15K
9.82K $629K
IQV
Iqvia Holdings Inc.

Healthcare
304
+ 2.3%
$176.3 - $209.96 $53.6K - $63.8K
13.5K $2.39M
VIR
Vir Biotechnology, Inc.

Healthcare
856
+ 0.33%
$6.48 - $12.48 $5.55K - $10.7K
258K $1.67M
ZM
Zoom Video Communications, Inc.

Technology
3.3K
+ 5.44%
$72.23 - $88.64 $239K - $293K
64.1K $4.73M
FLR
Fluor Corp

Industrials
139
+ 0.78%
$34.29 - $55.28 $4.77K - $7.68K
18K $644K
LFUS
Littelfuse Inc

Technology
278
+ 3.62%
$196.74 - $255.16 $54.7K - $70.9K
7.96K $1.57M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.83K
+ 13.31%
$314.47 - $431.35 $575K - $789K
15.6K $5.71M
GTES
Gates Industrial Corp PLC

Industrials
3.92K
+ 2.43%
$18.41 - $23.51 $72.2K - $92.2K
165K $3.04M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
136
+ 1.07%
$161.27 - $192.3 $21.9K - $26.2K
12.9K $2.08M
SNX
Td Synnex Corp

Technology
2.94K
+ 6.62%
$103.96 - $144.69 $306K - $426K
47.4K $4.92M
AAON
Aaon, Inc.

Industrials
813
+ 9.05%
$73.52 - $136.95 $59.8K - $111K
9.8K $765K
JHG
Janus Henderson Group PLC

Financial Services
6.97K
+ 7.96%
$35.98 - $45.94 $251K - $320K
94.5K $3.42M
CATH
Global X Fds Global X S&P 500

ETFs
1.68K
+ 1.32%
$66.14 - $74.2 $111K - $125K
129K $8.74M
AZTA
Azenta, Inc.

Healthcare
3.73K
+ 13.1%
$34.61 - $54.75 $129K - $204K
32.2K $1.12M
AYI
Acuity Brands Inc

Industrials
84
+ 0.7%
$257.8 - $337.07 $21.7K - $28.3K
12.2K $3.2M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
691
+ 10.68%
$63.82 - $127.89 $44.1K - $88.4K
7.16K $456K
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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