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
SOXL
Direxion Daily Semiconductor B

ETFs
770
+ 2.54%
$15.95 - $35.15 $12.3K - $27.1K
31.1K $496K
SPXC
Spx Corp

Industrials
577
+ 2.15%
$128.78 - $154.37 $74.3K - $89.1K
27.4K $3.53M
KEY
Keycorp

Financial Services
7.43K
+ 1.71%
$15.15 - $18.3 $113K - $136K
443K $7.08M
BIIB
Biogen Inc.

Healthcare
407
+ 1.39%
$133.43 - $153.27 $54.3K - $62.4K
29.8K $4.08M
WDC
Western Digital Corp

Technology
2.42K
+ 8.12%
$40.43 - $72.03 $97.7K - $174K
32.2K $1.3M
EL
Estee Lauder Companies Inc

Consumer Defensive
857
+ 1.44%
$64.26 - $85.48 $55.1K - $73.3K
60.3K $3.98M
FITB
Fifth Third Bancorp

Financial Services
3.1K
+ 1.41%
$37.48 - $44.96 $116K - $139K
222K $8.71M
EVR
Evercore Inc.

Financial Services
355
+ 3.95%
$190.28 - $291.27 $67.5K - $103K
9.34K $1.86M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.69K
+ 1.36%
$120.24 - $134.3 $204K - $228K
127K $15.4M
WRBY
Warby Parker Inc.

Healthcare
1.54K
+ 1.29%
$17.82 - $28.42 $27.4K - $43.7K
121K $2.21M
HBAN
Huntington Bancshares Inc

Financial Services
2.14K
+ 0.29%
$14.28 - $17.39 $30.6K - $37.2K
729K $10.9M
FOUR
Shift4 Payments, Inc.

Technology
11.3K
+ 13.15%
$81.71 - $125.66 $924K - $1.42M
97.3K $7.95M
VCYT
Veracyte, Inc.

Healthcare
6.59K
+ 5.44%
$29.65 - $46.14 $196K - $304K
128K $3.79M
IWV
Ishares Russell 3000 ETF

ETFs
9.38K
+ 3.81%
$313.1 - $349.83 $2.94M - $3.28M
255K $81.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
37.8K
+ 5.93%
$58.81 - $68.2 $2.22M - $2.58M
675K $40.3M
SPMD
Spdr Portfolio

ETFs
2.44K
+ 0.63%
$50.21 - $57.73 $122K - $141K
389K $19.9M
UAL
United Airlines Holdings, Inc.

Industrials
9.6K
+ 13.72%
$69.05 - $110.52 $663K - $1.06M
79.6K $5.49M
TQQQ
Proshares Ultrapro Qqq

ETFs
728
+ 1.13%
$57.3 - $90.39 $41.7K - $65.8K
64.9K $3.72M
IYW
Ishares Dj Us Tech ETF

ETFs
917
+ 1.14%
$140.44 - $166.79 $129K - $153K
81.4K $11.4M
ON
On Semiconductor Corp

Technology
3.49K
+ 4.56%
$40.69 - $64.51 $142K - $225K
80K $3.26M
INTU
Intuit Inc

Technology
182
+ 0.14%
$555.63 - $630.23 $101K - $115K
126K $77.2M
MSCI
Msci Inc.

Financial Services
767
+ 1.04%
$541.46 - $628.34 $415K - $482K
74.5K $42.2M
VST
Vistra Corp.

Utilities
4.82K
+ 3.54%
$108.49 - $191.89 $523K - $925K
141K $16.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.2K
+ 1.21%
$23.16 - $27.04 $328K - $383K
1.18M $27.7M
IRM
Iron Mountain Inc

Real Estate
7.63K
+ 3.53%
$82.79 - $111.31 $632K - $849K
224K $19.3M
AVUV
American Centy ETF Tr Avantis

ETFs
1.06K
+ 0.26%
$84.95 - $100.62 $90K - $107K
402K $35M
TT
Trane Technologies PLC

Industrials
16.8K
+ 5.67%
$332.0 - $400.86 $5.56M - $6.72M
312K $105M
KKR
Kkr & Co. Inc.

Financial Services
6.71K
+ 4.32%
$108.17 - $167.07 $726K - $1.12M
162K $18.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
31K
+ 3.46%
$497.6 - $606.74 $15.4M - $18.8M
927K $461M
ASML
Asml Holding Nv

Technology
1.75K
+ 0.81%
$662.63 - $776.99 $1.16M - $1.36M
219K $145M
NVR
Nvr Inc

Consumer Cyclical
396
+ 4.41%
$7062.02 - $8382.63 $2.8M - $3.32M
9.38K $68M
VNT
Vontier Corp

Technology
62.5K
+ 2.74%
$32.1 - $40.32 $2M - $2.52M
2.34M $77M
DFAT
Dimensional ETF Tr U S Target

ETFs
88.3K
+ 3.2%
$50.44 - $58.1 $4.45M - $5.13M
2.85M $147M
CALM
Cal Maine Foods Inc

Consumer Defensive
28.2K
+ 3.4%
$80.87 - $115.8 $2.28M - $3.27M
858K $78M
CMI
Cummins Inc

Industrials
3.39K
+ 1.05%
$312.92 - $386.07 $1.06M - $1.31M
328K $103M
EMR
Emerson Electric CO

Industrials
13.4K
+ 1.39%
$108.64 - $131.17 $1.45M - $1.75M
977K $107M
PANW
Palo Alto Networks Inc

Technology
19.3K
+ 1.28%
$167.82 - $208.28 $3.23M - $4.01M
1.52M $259M
ORCL
Oracle Corp

Technology
92.2K
+ 8.76%
$139.81 - $186.47 $12.9M - $17.2M
1.14M $160M
VBK
Vanguard Small Cap Growth ETF

ETFs
7.09K
+ 0.75%
$247.97 - $296.33 $1.76M - $2.1M
958K $241M
ACN
Accenture PLC

Technology
15
+ 0.0%
$300.91 - $398.25 $4.51K - $5.97K
1.05M $329M
NOW
Service Now, Inc.

Technology
29.9K
+ 10.1%
$783.83 - $1170.39 $23.4M - $35M
326K $260M
NVDA
Nvidia Corp

Technology
98K
+ 1.08%
$106.98 - $149.43 $10.5M - $14.6M
9.2M $997M
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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