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
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.74K
+ 50.03%
$96.85 - $111.39 $169K - $194K
5.23K $516K
SAIC
Science Applications International Corp

Technology
1.3K
+ 29.73%
$95.77 - $119.82 $124K - $155K
5.65K $634K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.31K
+ 12.06%
$175.5 - $209.86 $230K - $274K
12.2K $2.2M
GGG
Graco Inc

Industrials
2.01K
+ 7.84%
$80.53 - $87.54 $162K - $176K
27.7K $2.31M
WEN
Wendy'S CO

Consumer Cyclical
13.4K
+ 45.87%
$14.17 - $16.17 $189K - $216K
42.5K $622K
RMD
Resmed Inc

Healthcare
2.45K
+ 2.95%
$219.7 - $257.65 $538K - $631K
85.4K $19.1M
OGN
Organon & Co.

Healthcare
9.98K
+ 14.4%
$14.29 - $16.41 $143K - $164K
79.2K $1.18M
PEB
Pebblebrook Hotel Trust

Real Estate
21.5K
+ 98.98%
$10.13 - $14.01 $218K - $302K
43.3K $438K
IVZ
Invesco Ltd.

Financial Services
12.8K
+ 58.22%
$14.82 - $19.34 $190K - $248K
34.9K $529K
JBT
John Bean Technologies Corp

Industrials
1.39K
+ 5.66%
$121.81 - $131.22 $169K - $183K
26K $3.27M
IDEV
Ishares Core Msci Intl Develop

ETFs
357
+ 1.33%
$63.77 - $71.36 $22.8K - $25.5K
27.1K $1.87M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2K
+ 20.79%
$74.34 - $81.0 $149K - $162K
11.6K $883K
IYJ
Ishares Tr

ETFs
1.14K
+ 50.29%
$127.48 - $142.0 $145K - $162K
3.4K $442K
LAMR
Lamar Advertising CO

Real Estate
1.93K
+ 19.23%
$110.65 - $132.9 $213K - $256K
12K $1.36M
TFX
Teleflex Inc

Healthcare
1.71K
+ 69.59%
$130.79 - $183.66 $223K - $313K
4.16K $574K
CHK
Chesapeake Energy Corp

Energy
1.57K
+ 16.28%
N/A
11.2K $962K
DFSD
Dimensional ETF Tr Short Durat

ETFs
829
+ 0.56%
$46.74 - $47.55 $38.7K - $39.4K
148K $7.03M
MOD
Modine Manufacturing CO

Consumer Cyclical
4.39K
+ 82.69%
$76.06 - $142.68 $334K - $626K
9.69K $743K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.06K
+ 13.74%
$53.6 - $58.97 $164K - $181K
25.3K $1.39M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
11.6K
+ 24.6%
$11.4 - $11.96 $133K - $139K
58.9K $678K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.29K
+ 3.32%
$17.15 - $21.07 $22.2K - $27.2K
40.2K $803K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.39K
+ 2.65%
$14.13 - $16.72 $33.7K - $39.9K
92.6K $1.43M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
7.48K
+ 11.94%
$94.32 - $110.46 $706K - $827K
70.2K $6.77M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.15K
+ 6.49%
$106.46 - $114.75 $122K - $131K
18.8K $2.07M
MEDP
Medpace Holdings, Inc.

Healthcare
614
+ 25.8%
$304.69 - $360.97 $187K - $222K
2.99K $912K
IDCC
Inter Digital, Inc.

Communication Services
184
+ 2.84%
$171.68 - $225.72 $31.6K - $41.5K
6.67K $1.38M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.9K
+ 17.88%
$18.61 - $21.28 $184K - $211K
65.2K $1.24M
CRUS
Cirrus Logic, Inc.

Technology
1.2K
+ 50.68%
$97.89 - $111.4 $118K - $134K
3.57K $355K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.35K
+ 4.65%
$29.82 - $30.1 $100K - $101K
75.5K $2.27M
SSO
Proshares Ultra S&P 500

ETFs
2.08K
+ 36.69%
$80.57 - $100.21 $167K - $208K
7.73K $639K
IBRX
Immunity Bio, Inc.

Healthcare
5.29K
+ 2.38%
$2.32 - $3.9 $12.3K - $20.6K
228K $685K
MLI
Mueller Industries Inc

Industrials
2.14K
+ 14.95%
$76.14 - $82.67 $163K - $177K
16.4K $1.25M
HIW
Highwoods Properties, Inc.

Real Estate
4.57K
+ 20.32%
$27.69 - $30.78 $127K - $141K
27.1K $802K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.78K
+ 9.5%
N/A
20.5K $1.33M
NOK
Nokia Corp

Technology
3.95K
+ 3.6%
$4.43 - $5.42 $17.5K - $21.4K
114K $598K
JJSF
J&J Snack Foods Corp

Consumer Defensive
1.27K
+ 53.19%
$122.15 - $153.79 $156K - $196K
3.67K $483K
DT
Dynatrace, Inc.

Technology
3.09K
+ 64.96%
$47.15 - $62.42 $145K - $193K
7.83K $369K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
3.44K
+ 4.17%
$58.09 - $67.05 $200K - $230K
85.8K $5.15M
EPAC
Enerpac Tool Group Corp

Industrials
1.8K
+ 22.93%
$40.26 - $47.26 $72.3K - $84.9K
9.63K $431K
FMC
Fmc Corp

Basic Materials
4.63K
+ 34.76%
$34.54 - $56.38 $160K - $261K
17.9K $756K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
10.1K
+ 63.57%
$10.44 - $10.89 $106K - $110K
26.1K $275K
NFG
National Fuel Gas CO

Energy
44
+ 0.77%
$60.71 - $79.19 $2.67K - $3.48K
5.73K $453K
AER
Aer Cap Holdings N.V.

Industrials
615
+ 8.94%
$94.11 - $105.78 $57.9K - $65.1K
7.5K $766K
CDE
Coeur Mining, Inc.

Basic Materials
15.7K
+ 22.74%
$5.02 - $7.29 $78.8K - $114K
84.7K $501K
ADMA
Adma Biologics, Inc.

Healthcare
564
+ 1.58%
$15.44 - $20.61 $8.71K - $11.6K
36.2K $717K
FNDB
Schwab Fundamental U S Broad M

ETFs
5.1K
+ 11.56%
$22.52 - $24.48 $115K - $125K
49.2K $1.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 18.84%
$192.82 - $222.1 $202K - $233K
6.62K $1.28M
ESE
Esco Technologies Inc

Technology
162
+ 5.33%
$128.92 - $169.65 $20.9K - $27.5K
3.2K $509K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.24K
+ 10.91%
$92.51 - $102.81 $207K - $231K
22.8K $2.11M
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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