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
ROAD
Construction Partners, Inc.

Industrials
-885
- 3.23%
$68.75 - $110.36 $60.8K - $97.7K
26.5K $2.82M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-12K
- 1.55%
$35.77 - $42.27 $430K - $509K
763K $32.2M
CBRE
Cbre Group, Inc.

Real Estate
-4.7K
- 2.72%
$113.94 - $140.12 $536K - $659K
168K $23.6M
BK
Bank Of New York Mellon Corp

Financial Services
-16K
- 4.69%
$73.31 - $91.62 $1.17M - $1.46M
324K $29.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-18.5K
- 6.39%
$97.68 - $121.38 $1.81M - $2.25M
271K $32.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-18.9K
- 3.91%
$59.24 - $71.39 $1.12M - $1.35M
465K $33.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.85K
- 3.83%
$108.06 - $135.3 $524K - $656K
122K $16.5M
AMP
Ameriprise Financial Inc

Financial Services
-162
- 0.68%
$422.19 - $533.73 $68.4K - $86.5K
23.8K $12.7M
DLR
Digital Realty Trust, Inc.

Real Estate
-5.56K
- 8.31%
$136.11 - $177.69 $756K - $987K
61.3K $10.7M
HBAN
Huntington Bancshares Inc

Financial Services
-7.22K
- 0.99%
$12.49 - $16.76 $90.1K - $121K
721K $12.1M
HWM
Howmet Aerospace Inc.

Industrials
-6.89K
- 15.41%
$112.33 - $186.13 $774K - $1.28M
37.8K $7.04M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-1.69K
- 4.27%
$283.31 - $388.96 $479K - $657K
37.8K $14.2M
MCO
Moodys Corp

Financial Services
-5.14K
- 4.81%
$396.7 - $501.59 $2.04M - $2.58M
102K $51.1M
ROBO
Robo Global Robotics And Autom

ETFs
-3.77K
- 1.95%
$43.89 - $59.78 $165K - $225K
190K $11.4M
CDNS
Cadence Design Systems Inc

Technology
-12.8K
- 12.38%
$231.64 - $323.08 $2.97M - $4.15M
90.9K $28M
AMT
American Tower Corp

Real Estate
-2.39K
- 0.37%
$203.96 - $228.19 $487K - $545K
646K $143M
CAH
Cardinal Health Inc

Healthcare
-5.6K
- 6.37%
$125.0 - $168.0 $700K - $941K
82.3K $13.8M
KKR
Kkr & Co. Inc.

Financial Services
-7.72K
- 4.77%
$92.79 - $134.29 $717K - $1.04M
154K $20.5M
GD
General Dynamics Corp

Industrials
-284
- 0.26%
$247.68 - $291.66 $70.3K - $82.8K
110K $32.1M
MPC
Marathon Petroleum Corp

Energy
-6.08K
- 4.01%
$118.55 - $170.08 $720K - $1.03M
146K $24.2M
CGGO
Capital Group Global Growth Eq

ETFs
-17K
- 2.35%
$25.31 - $32.17 $430K - $547K
707K $22.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
-91.7K
- 3.22%
$44.8 - $53.97 $4.11M - $4.95M
2.76M $149M
HPE
Hewlett Packard Enterprise CO

Technology
-2.23K
- 0.52%
$12.51 - $20.45 $27.8K - $45.5K
425K $8.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4.03K
- 1.47%
$149.76 - $186.42 $604K - $752K
271K $50.5M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-415
- 0.97%
$224.32 - $326.09 $93.1K - $135K
42.3K $13.8M
INTF
Ishares Tr

ETFs
-19.3K
- 2.15%
$27.6 - $34.51 $532K - $666K
879K $30.1M
IYW
Ishares Dj Us Tech ETF

ETFs
-185
- 0.23%
$122.57 - $173.27 $22.7K - $32.1K
81.2K $14.1M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-38.2K
- 2.58%
$24.32 - $29.74 $929K - $1.14M
1.44M $42.6M
DFAI
Dimensional ETF Tr

ETFs
-289K
- 7.6%
$28.02 - $34.71 $8.11M - $10M
3.52M $122M
BA
Boeing CO

Industrials
-32.1K
- 12.9%
$136.59 - $217.51 $4.38M - $6.98M
217K $45.4M
NVS
Novartis Ag

Healthcare
-10.3K
- 2.22%
$101.96 - $121.01 $1.05M - $1.24M
453K $54.8M
NRG
Nrg Energy, Inc.

Utilities
-7.76K
- 11.32%
$83.61 - $162.67 $649K - $1.26M
60.8K $9.77M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.65K
- 1.83%
$200.21 - $256.99 $330K - $424K
88.4K $22.2M
IRM
Iron Mountain Inc

Real Estate
-3.17K
- 1.42%
$76.93 - $105.25 $244K - $334K
221K $22.6M
IXUS
Ishares Tr

ETFs
-28.7K
- 3.78%
$62.37 - $77.63 $1.79M - $2.23M
731K $56.5M
SPGI
S&P Global Inc.

Financial Services
-16.6K
- 2.58%
$438.31 - $527.29 $7.28M - $8.75M
627K $331M
CARR
Carrier Global Corp

Industrials
-12.2K
- 2.58%
$55.55 - $75.83 $678K - $925K
460K $33.7M
NDAQ
Nasdaq, Inc.

Financial Services
-6.33K
- 1.92%
$66.4 - $89.42 $421K - $566K
323K $28.9M
RACE
Ferrari N.V.

Consumer Cyclical
-4.61K
- 4.63%
$397.86 - $499.02 $1.83M - $2.3M
94.8K $46.5M
MCK
Mckesson Corp

Healthcare
-8.78K
- 4.86%
$652.83 - $732.78 $5.73M - $6.43M
172K $126M
ROK
Rockwell Automation, Inc

Industrials
-7.7K
- 7.73%
$218.97 - $332.17 $1.69M - $2.56M
91.9K $30.5M
MAR
Marriott International Inc

Consumer Cyclical
-6.73K
- 3.36%
$211.12 - $274.14 $1.42M - $1.84M
194K $52.9M
AVDV
American Centy ETF Tr Avantis

ETFs
-66.7K
- 5.95%
$61.76 - $79.32 $4.12M - $5.29M
1.05M $83.5M
C
Citigroup Inc

Financial Services
-6.4K
- 1.33%
$58.13 - $85.12 $372K - $545K
473K $40.3M
KLAC
Kla Corp

Technology
-322
- 0.98%
$576.53 - $902.94 $186K - $291K
32.4K $29M
MPWR
Monolithic Power Systems Inc

Technology
-2.48K
- 4.28%
$455.19 - $737.73 $1.13M - $1.83M
55.6K $40.6M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-241K
- 6.71%
$23.2 - $29.84 $5.59M - $7.19M
3.35M $99.9M
MU
Micron Technology Inc

Technology
-28.9K
- 9.79%
$64.72 - $127.91 $1.87M - $3.7M
267K $32.9M
MA
Mastercard Inc

Financial Services
-3.1K
- 0.47%
$479.92 - $590.74 $1.49M - $1.83M
650K $365M
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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