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
AME
Ametek Inc

Industrials
31K
+ 20.72%
$170.39 - $190.43 $5.27M - $5.89M
180K $31M
PLTR
Palantir Technologies Inc.

Technology
16.5K
+ 5.48%
$64.98 - $124.62 $1.07M - $2.05M
317K $26.7M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
44.5K
+ 38.41%
$68.32 - $75.06 $3.04M - $3.34M
160K $12M
AVUS
American Centy ETF Tr Avantis

ETFs
88.8K
+ 9.33%
$90.7 - $101.57 $8.05M - $9.02M
1.04M $96.1M
BSX
Boston Scientific Corp

Healthcare
17.1K
+ 10.03%
$89.38 - $106.18 $1.53M - $1.82M
188K $18.9M
SHW
Sherwin Williams CO

Basic Materials
7.01K
+ 5.27%
$330.16 - $365.55 $2.31M - $2.56M
140K $48.9M
ED
Consolidated Edison Inc

Utilities
7.08K
+ 5.38%
$88.0 - $110.59 $623K - $783K
139K $15.3M
ITW
Illinois Tool Works Inc

Industrials
27.1K
+ 4.28%
$244.9 - $274.48 $6.63M - $7.43M
660K $164M
VRSK
Verisk Analytics, Inc.

Industrials
1.08K
+ 0.87%
$268.63 - $301.33 $290K - $325K
125K $37.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
71.8K
+ 54.93%
$37.07 - $40.63 $2.66M - $2.92M
202K $7.97M
HIG
Hartford Financial Services Group, Inc.

Financial Services
12.8K
+ 14.55%
$106.31 - $123.73 $1.36M - $1.59M
101K $12.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
51.8K
+ 11.63%
$44.72 - $46.25 $2.32M - $2.39M
497K $22.9M
BK
Bank Of New York Mellon Corp

Financial Services
4.56K
+ 1.36%
$75.42 - $88.95 $344K - $406K
340K $28.5M
AXS
Axis Capital Holdings LTD

Financial Services
21.5K
+ 43.1%
$85.54 - $100.24 $1.84M - $2.16M
71.5K $7.17M
ZS
Zscaler, Inc.

Technology
12.1K
+ 63.46%
$181.66 - $216.87 $2.19M - $2.61M
31K $6.16M
VTWO
Vanguard Russell 2000 ETF

ETFs
37.5K
+ 84.34%
$80.08 - $92.93 $3M - $3.48M
82K $6.61M
NTRS
Northern Trust Corp

Financial Services
41.2K
+ 11.06%
$96.09 - $113.81 $3.96M - $4.69M
414K $40.8M
AVEM
American Centy ETF Tr Avantis

ETFs
21.7K
+ 2.46%
$57.11 - $62.4 $1.24M - $1.35M
903K $54.3M
BOTZ
Global X Fds

ETFs
86.2K
+ 590.4%
$28.46 - $34.53 $2.45M - $2.98M
101K $2.87M
KLAC
Kla Corp

Technology
1.13K
+ 3.59%
$636.62 - $777.63 $721K - $880K
32.7K $22.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
45.9K
+ 19.03%
$44.41 - $45.98 $2.04M - $2.11M
287K $13.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.52K
+ 9.25%
$80.53 - $147.57 $283K - $519K
41.6K $5.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
122K
+ 4.44%
$32.57 - $35.82 $3.98M - $4.38M
2.88M $95.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
50.7K
+ 5.63%
$25.81 - $28.52 $1.31M - $1.45M
952K $26.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
32.2K
+ 53.6%
$81.62 - $96.63 $2.63M - $3.11M
92.2K $7.68M
ETR
Entergy Corp

Utilities
8.19K
+ 5.51%
$75.26 - $87.89 $617K - $720K
157K $13.4M
EXC
Exelon Corp

Utilities
6.34K
+ 3.02%
$37.3 - $46.08 $237K - $292K
216K $9.97M
ORCC
Owl Rock Capital Corp

Financial Services
151K
+ 13.72%
N/A
1.25M $16.7M
HEES
H&E Equipment Services, Inc.

Industrials
1.15K
+ 2.83%
$43.93 - $100.57 $50.4K - $115K
41.6K $3.95M
FNF
Fidelity National Financial, Inc.

Financial Services
17.2K
+ 20.39%
$54.25 - $65.27 $934K - $1.12M
102K $6.62M
CBRE
Cbre Group, Inc.

Real Estate
14.9K
+ 9.42%
$121.79 - $147.13 $1.81M - $2.19M
173K $22.6M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
564
+ 0.09%
$24.1 - $27.73 $13.6K - $15.6K
595K $16.2M
ATO
Atmos Energy Corp

Utilities
6.48K
+ 14.63%
$136.51 - $154.58 $885K - $1M
50.8K $7.85M
DASH
Door Dash, Inc.

Communication Services
8.45K
+ 102.18%
$168.37 - $213.38 $1.42M - $1.8M
16.7K $3.05M
MBB
Ishares Tr

ETFs
8.56K
+ 2.11%
$90.37 - $94.08 $773K - $805K
414K $38.9M
VPU
Vanguard Utilities ETF

ETFs
4.64K
+ 4.03%
$161.24 - $173.33 $748K - $804K
120K $20.4M
WELL
Welltower Inc.

Real Estate
2.61K
+ 6.14%
$124.05 - $156.86 $324K - $410K
45.2K $6.93M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.43K
+ 5.27%
$132.75 - $177.12 $323K - $431K
48.6K $7.42M
DFS
Discover Financial Services

Financial Services
17K
+ 3.17%
$152.99 - $203.25 $2.61M - $3.46M
554K $94.6M
HES
Hess Corp

Energy
511
+ 0.94%
$135.42 - $160.52 $69.2K - $82K
55K $8.79M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4.56K
+ 13.05%
$308.87 - $383.33 $1.41M - $1.75M
39.5K $12.9M
NEM
Newmont Corp

Basic Materials
16.4K
+ 25.17%
$37.79 - $48.39 $618K - $792K
81.4K $3.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
111K
+ 11.63%
$102.49 - $119.96 $11.4M - $13.3M
1.06M $111M
EPP
Ishares Inc

ETFs
31.2K
+ 57.94%
$43.24 - $46.56 $1.35M - $1.45M
85K $3.75M
AEM
Agnico Eagle Mines LTD

Basic Materials
6.16K
+ 26.08%
$79.66 - $108.41 $491K - $668K
29.8K $3.23M
IXC
Ishares Tr Global Energy ETF

ETFs
30.2K
+ 116.21%
$38.48 - $42.16 $1.16M - $1.27M
56.3K $2.37M
TSN
Tyson Foods, Inc.

Consumer Defensive
15.6K
+ 30.24%
$54.27 - $63.81 $845K - $994K
67.1K $4.28M
PHYS
Sprott Physical Gold Trust

Financial Services
37.8K
+ 36.97%
$20.25 - $24.06 $765K - $909K
140K $3.37M
ADM
Archer Daniels Midland CO

Consumer Defensive
34.9K
+ 21.18%
$45.22 - $52.17 $1.58M - $1.82M
200K $9.59M
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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