Ci Private Wealth, LLC New Holdings in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
163K
New
$19.12 - $20.71 $3.12M - $3.38M
163K $3.32M
PVAL
Putnam ETF Tr Putnam Focused L
82.2K
New
$36.8 - $39.59 $3.03M - $3.25M
82.2K $3.13M
USFR
Wisdomtree Floating Rate Treas

ETFs
30.7K
New
$50.29 - $50.5 $1.55M - $1.55M
30.7K $1.55M
IGM
Ishares Expanded Tech Sector E

ETFs
15.5K
New
$90.67 - $108.46 $1.41M - $1.68M
15.5K $1.41M
CHY
Calamos Convertible & High Income Fund

Financial Services
131K
New
$10.1 - $12.0 $1.33M - $1.57M
131K $1.33M
RMNI
Rimini Street, Inc.

Technology
272K
New
$2.53 - $4.07 $687K - $1.11M
272K $944K
IIIN
Insteel Industries Inc

Industrials
32.8K
New
$24.04 - $31.45 $788K - $1.03M
32.8K $862K
HYGV
Flexshares Tr High Yield Value

ETFs
21.3K
New
$40.21 - $41.29 $855K - $878K
21.3K $859K
BWXT
Bwx Technologies, Inc.

Industrials
5.81K
New
$96.59 - $128.46 $561K - $746K
5.81K $573K
FXI
Ishares Tr

ETFs
15.1K
New
$28.65 - $38.55 $433K - $583K
15.1K $542K
BFK
Blackrock Municipal Income Trust

Financial Services
39.4K
New
$9.89 - $10.29 $390K - $406K
39.4K $390K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2.86K
New
$81.78 - $131.92 $234K - $378K
2.86K $377K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
16.2K
New
$22.11 - $22.43 $359K - $364K
16.2K $364K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.8K
New
$22.77 - $22.94 $361K - $364K
15.8K $363K
ALGM
Allegro Microsystems, Inc.

Technology
13.6K
New
$21.77 - $28.31 $295K - $384K
13.6K $340K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4.73K
New
$61.25 - $72.83 $290K - $345K
4.73K $334K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
11.1K
New
$25.2 - $68.74 $281K - $765K
11.1K $328K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
14K
New
$23.32 - $23.84 $328K - $335K
14K $328K
CWEN
Clearway Energy, Inc.

Utilities
10.8K
New
$24.63 - $30.42 $266K - $329K
10.8K $327K
VUZI
Vuzix Corp

Technology
160K
New
$2.04 - $5.26 $327K - $843K
160K $327K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
3.49K
New
$91.44 - $106.54 $319K - $371K
3.49K $318K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5.41K
New
$54.94 - $69.15 $297K - $374K
5.41K $311K
ESTC
Elastic N.V.

Technology
3.45K
New
$89.1 - $117.76 $307K - $406K
3.45K $307K
EPOL
Ishares Tr Msci Poland ETF

ETFs
10.9K
New
$20.91 - $29.15 $228K - $318K
10.9K $305K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
24.1K
New
$12.53 - $13.05 $302K - $314K
24.1K $303K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
7.55K
New
$39.97 - $48.7 $302K - $367K
7.55K $301K
ENOV
Enovis Corp

Industrials
7.63K
New
$35.51 - $47.99 $271K - $366K
7.63K $291K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
11.9K
New
$23.61 - $24.38 $281K - $290K
11.9K $290K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
4.21K
New
$67.41 - $69.37 $284K - $292K
4.21K $289K
WFRD
Weatherford International PLC

Energy
5.31K
New
$51.89 - $74.8 $275K - $397K
5.31K $284K
CELH
Celsius Holdings, Inc.

Consumer Defensive
7.96K
New
$21.28 - $35.62 $169K - $284K
7.96K $283K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.09K
New
$65.44 - $70.64 $267K - $289K
4.09K $279K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
8.05K
New
$32.86 - $38.05 $265K - $306K
8.05K $267K
FRPT
Freshpet, Inc.

Consumer Defensive
3.21K
New
$83.17 - $162.59 $267K - $521K
3.21K $266K
UBSI
United Bankshares Inc

Financial Services
7.58K
New
$34.03 - $39.27 $258K - $298K
7.58K $262K
TNL
Travel & Leisure Co.

Consumer Cyclical
5.66K
New
$46.29 - $57.86 $262K - $327K
5.66K $261K
FSK
Fs Kkr Capital Corp

Financial Services
12.4K
New
$20.47 - $24.06 $253K - $297K
12.4K $258K
CYTK
Cytokinetics Inc

Healthcare
6.42K
New
$40.19 - $51.12 $258K - $328K
6.42K $257K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
4.45K
New
$55.12 - $62.6 $245K - $279K
4.45K $250K
EQAL
Invesco ETF

ETFs
5.18K
New
$46.28 - $50.51 $240K - $262K
5.18K $244K
HE
Hawaiian Electric Industries Inc

Utilities
22.1K
New
$8.18 - $11.46 $181K - $254K
22.1K $242K
COOP
Mr. Cooper Group Inc.

Financial Services
2K
New
$91.4 - $119.6 $183K - $239K
2K $239K
NCR
Ncr Corp

Technology
15.2K
New
N/A
15.2K $239K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
5.42K
New
$41.78 - $50.35 $226K - $273K
5.42K $232K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
6.77K
New
$33.28 - $36.41 $225K - $246K
6.77K $231K
VIAV
Viavi Solutions Inc.

Technology
20.7K
New
$9.71 - $12.8 $201K - $265K
20.7K $231K
PCTY
Paylocity Holding Corp

Technology
1.23K
New
$183.21 - $217.86 $226K - $269K
1.23K $230K
CSQ
Calamos Strategic Total Return Fund

Financial Services
14.2K
New
$15.97 - $18.5 $227K - $263K
14.2K $229K
UIHC
United Insurance Holdings Corp.

Financial Services
30K
New
N/A
30K $225K
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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