Ci Private Wealth, LLC Reduced Holdings in Q2 2025

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBP
Installed Building Products, Inc.

Consumer Cyclical
-54
- 1.16%
$153.99 - $182.0 $8.32K - $9.83K
4.61K $831K
W
Wayfair Inc.

Consumer Cyclical
-1.95K
- 28.24%
$24.14 - $51.22 $47K - $99.7K
4.94K $252K
MT
Arcelor Mittal

Basic Materials
-1
- 0.01%
$23.47 - $31.65 $23.5 - $31.7
11.7K $370K
SKYY
First Trust Cloud Computing Et

ETFs
-609
- 10.87%
$89.46 - $121.64 $54.5K - $74.1K
5K $607K
NPO
Enpro Industries, Inc

Industrials
-57
- 3.58%
$137.27 - $193.1 $7.82K - $11K
1.54K $294K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-292
- 2.46%
$89.4 - $99.04 $26.1K - $28.9K
11.6K $1.12M
HLI
Houlihan Lokey, Inc.

Financial Services
-1.24K
- 8.77%
$141.59 - $182.75 $175K - $226K
12.9K $2.32M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-78
- 0.12%
$7.19 - $8.75 $561 - $683
64.1K $560K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-728
- 6.57%
$63.36 - $80.23 $46.1K - $58.4K
10.4K $831K
VLUE
Ishares Msci Usa Value Factor

ETFs
-389
- 3.02%
$93.5 - $113.21 $36.4K - $44K
12.5K $1.41M
ABCB
Ameris Bancorp

Financial Services
-629
- 5.38%
$50.69 - $64.92 $31.9K - $40.8K
11.1K $715K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-107
- 1.45%
$45.13 - $56.88 $4.83K - $6.09K
7.28K $414K
JNPR
Juniper Networks Inc

Technology
-1.19K
- 4.88%
$33.93 - $39.93 $40.3K - $47.4K
23.2K $925K
GSL
Global Ship Lease, Inc.

Industrials
-178
- 1.19%
$18.25 - $26.77 $3.25K - $4.77K
14.8K $389K
ARMK
Aramark

Industrials
-459
- 5.06%
$30.39 - $42.1 $13.9K - $19.3K
8.61K $360K
CMC
Commercial Metals CO

Basic Materials
-302
- 1.34%
$39.2 - $50.67 $11.8K - $15.3K
22.3K $1.09M
RDN
Radian Group Inc

Financial Services
-267
- 1.31%
$30.48 - $36.53 $8.14K - $9.75K
20.1K $724K
MFC
Manulife Financial Corp

Financial Services
-1.22K
- 1.11%
$26.93 - $32.44 $33K - $39.7K
109K $3.5M
BSX
Boston Scientific Corp

Healthcare
-10.9K
- 5.82%
$89.7 - $107.41 $980K - $1.17M
177K $19M
OI
O I Glass, Inc.

Consumer Cyclical
-30
- 0.18%
$9.62 - $15.51 $289 - $465
17K $250K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-100
- 1.03%
$55.73 - $68.72 $5.57K - $6.87K
9.64K $662K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-2.5K
- 4.98%
$16.45 - $20.92 $41.1K - $52.3K
47.7K $997K
GIB
Cgi Inc

Technology
-1.74K
- 3.59%
$96.47 - $109.59 $168K - $191K
46.8K $4.91M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-494
- 2.9%
$43.17 - $53.94 $21.3K - $26.6K
16.5K $891K
NEXT
Next Decade Corp.

Energy
-326
- 0.52%
$5.68 - $9.2 $1.85K - $3K
62.7K $558K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-2.24K
- 5.62%
$18.53 - $24.21 $41.6K - $54.3K
37.7K $913K
GVA
Granite Construction Inc

Industrials
-30
- 0.72%
$71.89 - $93.51 $2.16K - $2.81K
4.14K $387K
ESAB
Esab Corp

Industrials
-36
- 0.18%
$104.48 - $130.25 $3.76K - $4.69K
19.8K $2.39M
ALG
Alamo Group Inc

Industrials
-20
- 0.94%
$158.47 - $219.45 $3.17K - $4.39K
2.11K $460K
CNM
Core & Main, Inc.

Industrials
-27
- 0.36%
$44.53 - $60.36 $1.2K - $1.63K
7.39K $445K
IFRA
Ishares Tr

ETFs
-60
- 0.26%
$40.97 - $49.19 $2.46K - $2.95K
23.2K $1.14M
HAS
Hasbro, Inc.

Consumer Cyclical
-964
- 7.11%
$50.71 - $73.82 $48.9K - $71.2K
12.6K $929K
FHN
First Horizon Corp

Financial Services
-6.02K
- 4.72%
$16.21 - $21.2 $97.6K - $128K
122K $2.58M
ARES
Ares Management Corp

Financial Services
-162K
- 15.3%
$118.04 - $175.83 $19.1M - $28.5M
896K $155M
QRVO
Qorvo, Inc.

Technology
-395
- 3.6%
$50.81 - $84.91 $20.1K - $33.5K
10.6K $898K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.81K
- 14.05%
$139.8 - $197.22 $253K - $357K
11.1K $2.18M
INCY
Incyte Corp

Healthcare
-1.52K
- 5.48%
$55.17 - $71.22 $84K - $108K
26.2K $1.79M
MNDY
Monday.Com Ltd.

Technology
-4
- 0.27%
$217.77 - $314.48 $871 - $1.26K
1.49K $469K
BCH
Bank Of Chile

Financial Services
-852
- 2.52%
$24.36 - $31.69 $20.8K - $27K
32.9K $1M
AER
Aer Cap Holdings N.V.

Industrials
-1
- 0.01%
$88.97 - $117.24 $89 - $117
7.5K $877K
LMB
Limbach Holdings, Inc.

Industrials
-525
- 17.87%
$69.3 - $142.14 $36.4K - $74.6K
2.41K $338K
TMC
Tmc The Metals CO Inc.

Basic Materials
-35
- 0.13%
$1.62 - $7.49 $56.7 - $262
26K $171K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.49K
- 3.16%
$33.46 - $41.33 $83.2K - $103K
76.2K $3.15M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-275
- 1.1%
$19.5 - $30.4 $5.36K - $8.36K
24.7K $724K
JOBY
Joby Aviation, Inc.

Industrials
-176
- 0.57%
$5.33 - $10.55 $938 - $1.86K
30.5K $321K
NTR
Nutrien Ltd.

Basic Materials
-2.4K
- 7.43%
$46.88 - $62.89 $113K - $151K
29.9K $1.74M
HUBB
Hubbell Inc

Industrials
-962
- 13.95%
$315.94 - $408.41 $304K - $393K
5.94K $2.42M
HDB
Hdfc Bank LTD

Financial Services
-2.12K
- 7.01%
$63.78 - $77.48 $135K - $164K
28.1K $2.15M
AOA
Ishares Tr Core Aggressive All

ETFs
-45
- 0.2%
$69.46 - $83.4 $3.13K - $3.75K
21.9K $1.83M
Activity Summary
Buys All Purchases 1648 New Holdings 368 Increased Positions 1280 Sells All Sells 773 Reductions 773 Sold out 0 Options Calls 11 Puts 10
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