Ci Private Wealth, LLC Reduced Holdings in Q2 2025

Ci Private Wealth, LLC

  • $68.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.31M
- 50.58%
$456.74 - $568.03 $1.05B - $1.31B
2.25M $1.28B
VEA
Vanguard Ftse Developed Market

ETFs
-20.1M
- 48.92%
$45.65 - $57.01 $919M - $1.15B
21M $1.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.34M
- 49.22%
$496.48 - $617.85 $664M - $826M
1.38M $852M
V
Visa Inc.

Financial Services
-1.96M
- 49.53%
$308.27 - $373.31 $604M - $731M
2M $709M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-21.3M
- 50.51%
$17.76 - $22.1 $378M - $470M
20.8M $461M
SYK
Stryker Corp

Healthcare
-1.12M
- 49.79%
$337.37 - $395.63 $377M - $442M
1.13M $446M
VTI
Vanguard Total Stock Market Et

ETFs
-1.34M
- 53.3%
$243.75 - $303.93 $327M - $408M
1.18M $358M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.27M
- 54.91%
$39.89 - $49.46 $290M - $360M
5.97M $295M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-877K
- 50.05%
$390.26 - $489.06 $342M - $429M
875K $355M
NOW
Service Now, Inc.

Technology
-337K
- 50.41%
$721.65 - $1040.18 $243M - $351M
332K $341M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.17M
- 60.55%
$219.76 - $276.94 $256M - $323M
759K $210M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.49M
- 49.67%
$119.13 - $135.03 $297M - $337M
2.52M $312M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.79M
- 50.02%
$72.02 - $73.82 $273M - $280M
3.79M $279M
SBUX
Starbucks Corp

Consumer Cyclical
-3.01M
- 49.73%
$79.69 - $99.41 $240M - $299M
3.04M $279M
TXN
Texas Instruments Inc

Technology
-1.24M
- 49.38%
N/A
1.27M $248M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.96M
- 50.01%
$77.74 - $78.78 $230M - $234M
2.96M $233M
TSLA
Tesla, Inc.

Consumer Cyclical
-660K
- 48.71%
$221.86 - $362.89 $146M - $239M
695K $221M
ZTS
Zoetis Inc.

Healthcare
-1.27M
- 49.43%
$144.41 - $170.3 $184M - $217M
1.3M $203M
WMT
Walmart Inc.

Consumer Defensive
-1.99M
- 49.2%
$81.79 - $99.98 $163M - $199M
2.06M $201M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.71M
- 50.15%
$48.13 - $49.85 $179M - $185M
3.69M $181M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.13M
- 50.13%
$77.94 - $79.5 $166M - $170M
2.12M $169M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.81M
- 50.0%
$58.63 - $59.9 $165M - $168M
2.81M $168M
VIG
Vanguard Dividend Appreciation

ETFs
-915K
- 52.28%
N/A
835K $152M
GLD
Spdr Gold Trust

ETFs
-544K
- 50.49%
$273.71 - $316.29 $149M - $172M
533K $163M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.96M
- 50.0%
$79.56 - $82.92 $156M - $162M
1.96M $162M
TT
Trane Technologies PLC

Industrials
-365K
- 49.6%
$315.21 - $437.41 $115M - $160M
371K $162M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.47M
- 51.66%
$19.6 - $24.44 $127M - $158M
6.05M $148M
UNH
Unitedhealth Group Inc

Healthcare
-450K
- 48.52%
$274.35 - $599.47 $123M - $270M
477K $149M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-245K
- 50.61%
$468.22 - $566.51 $115M - $139M
239K $136M
WFC
Wells Fargo & Company

Financial Services
-1.65M
- 48.72%
$60.98 - $80.12 $100M - $132M
1.73M $139M
VB
Vanguard Small Cap ETF

ETFs
-539K
- 53.03%
$193.73 - $237.37 $104M - $128M
478K $113M
XLK
Technology Sector Spdr

ETFs
-491K
- 49.7%
$179.73 - $253.23 $88.2M - $124M
497K $126M
UBER
Uber Technologies, Inc

Technology
-1.27M
- 48.9%
$64.62 - $93.3 $82.3M - $119M
1.33M $124M
VO
Vanguard Mid Cap ETF

ETFs
-404K
- 50.55%
$228.54 - $279.83 $92.3M - $113M
395K $111M
UNP
Union Pacific Corp

Industrials
-486K
- 49.36%
$208.27 - $238.46 $101M - $116M
498K $115M
VTV
Vanguard Value ETF

ETFs
-606K
- 49.82%
$153.67 - $176.74 $93.1M - $107M
610K $108M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.6M
- 50.0%
$32.25 - $40.02 $83.9M - $104M
2.6M $104M
TDG
Trans Digm Group Inc

Industrials
-68.2K
- 49.8%
$1231.75 - $1520.64 $84M - $104M
68.7K $105M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.48M
- 50.15%
$54.19 - $67.22 $80.1M - $99.4M
1.47M $98.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.11M
- 49.99%
$79.79 - $91.42 $88.6M - $101M
1.11M $98.9M
WM
Waste Management Inc

Industrials
-427K
- 49.19%
$216.47 - $242.1 $92.5M - $103M
441K $101M
CI
Cigna Corp

Healthcare
-283K
- 72.59%
$301.89 - $340.04 $85.4M - $96.2M
107K $35.3M
VNT
Vontier Corp

Technology
-2.4M
- 49.98%
$28.04 - $37.3 $67.2M - $89.4M
2.4M $88.5M
VGSH
Vanguard

ETFs
-1.48M
- 50.0%
$58.32 - $58.95 $86M - $87M
1.48M $86.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.89M
- 18.62%
$36.25 - $42.28 $68.5M - $79.9M
8.25M $349M
VT
Vanguard Total World Stk Index

ETFs
-608K
- 50.16%
$103.16 - $128.52 $62.8M - $78.2M
604K $77.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-343K
- 49.18%
$141.37 - $228.57 $48.5M - $78.3M
354K $80.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.51M
- 95.57%
$24.38 - $30.18 $61.3M - $75.9M
117K $3.51M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-399K
- 50.0%
$162.65 - $188.71 $64.8M - $75.2M
399K $75.2M
Activity Summary
Buys All Purchases 332 New Holdings 3 Increased Positions 329 Sells All Sells 1154 Reductions 1154 Sold out 0 Options Calls 1 Puts 3
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