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
UHS
Universal Health Services Inc

Healthcare
5.37K
+ 18.89%
$163.99 - $193.27 $881K - $1.04M
33.8K $6.36M
RPRX
Royalty Pharma PLC

Healthcare
30.7K
+ 66.3%
$25.75 - $33.86 $790K - $1.04M
76.9K $2.39M
KHC
Kraft Heinz CO

Consumer Defensive
40.8K
+ 21.22%
$28.51 - $32.22 $1.16M - $1.31M
233K $7.09M
C
Citigroup Inc

Financial Services
12.4K
+ 2.65%
$67.23 - $84.63 $833K - $1.05M
480K $34.1M
IYC
Ishares U.S. Consumer Discreti

ETFs
14.1K
+ 107.74%
$85.71 - $101.2 $1.21M - $1.43M
27.2K $2.4M
TXN
Texas Instruments Inc

Technology
5.48K
+ 0.43%
N/A
1.29M $251M
MU
Micron Technology Inc

Technology
2.8K
+ 0.95%
$86.89 - $109.38 $243K - $306K
296K $25.7M
EXEL
Exelixis, Inc.

Healthcare
22.9K
+ 50.02%
$32.38 - $39.16 $742K - $897K
68.7K $2.54M
AAP
Advance Auto Parts Inc

Consumer Cyclical
26.3K
+ 358.72%
$33.63 - $49.79 $886K - $1.31M
33.7K $1.32M
TPR
Tapestry, Inc.

Consumer Cyclical
10.9K
+ 28.0%
$65.63 - $89.21 $715K - $972K
49.8K $3.51M
IOO
Ishares Tr Global 100 ETF

ETFs
10.3K
+ 161.78%
$96.2 - $105.12 $992K - $1.08M
16.7K $1.61M
SBAC
Sba Communications Corp

Real Estate
3.38K
+ 25.26%
$192.76 - $224.91 $652K - $760K
16.8K $3.69M
VONE
Vanguard Russell 1000 ETF

ETFs
3.89K
+ 155.0%
$250.16 - $278.79 $973K - $1.08M
6.4K $1.62M
PPC
Pilgrims Pride Corp

Consumer Defensive
15.6K
+ 135.55%
$44.52 - $55.93 $693K - $870K
27K $1.47M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
73
+ 0.08%
$89.88 - $110.11 $6.56K - $8.04K
96.2K $9.68M
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.21K
+ 70.55%
$161.03 - $235.53 $1M - $1.46M
15K $2.49M
CPRT
Copart Inc

Consumer Cyclical
19.6K
+ 7.57%
$52.3 - $59.83 $1.02M - $1.17M
279K $15.8M
USAC
Usa Compression Partners, LP

Energy
12.3K
+ 7.4%
$23.75 - $29.24 $292K - $359K
178K $4.81M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
33.3K
+ 28.83%
$24.6 - $24.99 $820K - $833K
149K $3.72M
EXPD
Expeditors International Of Washington Inc

Industrials
5.01K
+ 18.47%
$109.09 - $126.48 $546K - $633K
32.1K $3.86M
AVRE
American Centy ETF Tr Avantis
14.2K
+ 6.62%
$40.62 - $44.31 $576K - $629K
228K $9.83M
JD
Jd.Com, Inc.

Consumer Cyclical
18.9K
+ 181.92%
$33.1 - $45.21 $625K - $853K
29.3K $1.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.73K
+ 4.48%
$408.78 - $448.82 $1.12M - $1.23M
63.8K $26.8M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
26.7K
+ 248.98%
$28.11 - $30.42 $749K - $811K
37.4K $1.09M
HRB
H&R Block Inc

Consumer Cyclical
8.23K
+ 5.19%
$49.96 - $55.97 $411K - $461K
167K $9.15M
WSBC
Wesbanco Inc

Financial Services
25.6K
+ 115.39%
$30.36 - $37.08 $776K - $948K
47.7K $1.48M
GFI
Gold Fields LTD

Basic Materials
26K
+ 128.57%
$13.84 - $22.09 $360K - $575K
46.3K $1.02M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
26.9K
+ 4.05%
$25.44 - $25.58 $684K - $688K
690K $17.6M
DVN
Devon Energy Corp

Energy
7.86K
+ 8.21%
$33.15 - $38.55 $260K - $303K
104K $3.87M
TRGP
Targa Resources Corp.

Energy
628
+ 2.24%
$178.44 - $217.22 $112K - $136K
28.6K $5.73M
ILF
Ishares Latin America 40 ETF

ETFs
27.1K
+ 73.69%
$20.87 - $24.43 $566K - $662K
63.9K $1.5M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
7.38K
+ 93.27%
$94.87 - $96.11 $701K - $710K
15.3K $1.47M
SCHG
Schwab Strategic Tr Us Large C

ETFs
49.6K
+ 26.42%
$24.91 - $29.02 $1.24M - $1.44M
237K $5.94M
IONQ
Ion Q, Inc.

Technology
38K
+ 567.47%
$18.27 - $51.07 $694K - $1.94M
44.7K $985K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
13.9K
+ 10.98%
$38.89 - $41.6 $539K - $577K
140K $5.67M
CBOE
Cboe Global Markets, Inc.

Financial Services
861
+ 5.36%
$190.84 - $226.29 $164K - $195K
16.9K $3.83M
FOXA
Fox Corp

Communication Services
9.28K
+ 47.49%
$47.9 - $58.0 $445K - $538K
28.8K $1.63M
JLL
Jones Lang Lasalle Inc

Real Estate
3.49K
+ 9.86%
$238.0 - $284.76 $830K - $993K
38.8K $9.63M
WPC
W. P. Carey Inc.

Real Estate
4.35K
+ 9.47%
$53.5 - $65.05 $233K - $283K
50.3K $3.17M
GLDM
World Gold Trust

ETFs
9.33K
+ 99.4%
$52.19 - $61.89 $487K - $578K
18.7K $1.16M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.41K
+ 1.72%
$63.07 - $73.5 $88.7K - $103K
83K $5.83M
TALK
Talkspace, Inc.

Healthcare
262K
+ 588.51%
$2.56 - $4.17 $670K - $1.09M
306K $784K
EWL
Ishares Inc Msci Switzerlnd

ETFs
11.2K
+ 98.25%
$45.85 - $53.59 $514K - $601K
22.6K $1.17M
FTNT
Fortinet, Inc.

Technology
4.14K
+ 3.09%
$92.49 - $114.57 $383K - $475K
138K $13.3M
L
Loews Corp

Financial Services
2.48K
+ 4.4%
$81.13 - $91.91 $201K - $227K
58.8K $5.4M
GEF
Greif, Inc

Consumer Cyclical
19.4K
+ 27.14%
$54.57 - $62.45 $1.06M - $1.21M
90.8K $4.99M
EVRG
Evergy, Inc.

Utilities
4.1K
+ 9.12%
$59.9 - $69.52 $245K - $285K
49K $3.38M
SCM
Stellus Capital Investment Corp

Financial Services
41K
+ 23.91%
$13.64 - $15.5 $559K - $635K
212K $2.97M
MTB
M&T Bank Corp

Financial Services
4.51K
+ 21.72%
$170.47 - $201.98 $769K - $911K
25.3K $4.52M
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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