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
HSY
Hershey CO

Consumer Defensive
-255
- 0.7%
$151.29 - $173.13 $38.6K - $44.1K
36.1K $5.98M
PODD
Insulet Corp

Healthcare
-133
- 1.27%
$238.57 - $327.47 $31.7K - $43.6K
10.3K $3.24M
EGY
Vaalco Energy Inc

Energy
-11.6K
- 50.0%
$3.1 - $3.94 $36K - $45.8K
11.6K $41K
BIIB
Biogen Inc.

Healthcare
-322
- 0.93%
$113.38 - $135.49 $36.5K - $43.6K
34.3K $4.31M
FIS
Fidelity National Information Services, Inc.

Technology
-503
- 0.85%
$68.14 - $82.13 $34.3K - $41.3K
58.9K $4.79M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
-35.8K
- 50.0%
$1.04 - $1.63 $37.2K - $58.3K
35.8K $41K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-2.5K
- 5.13%
$15.44 - $16.72 $38.6K - $41.8K
46.3K $745K
CBOE
Cboe Global Markets, Inc.

Financial Services
-169
- 0.21%
$205.81 - $234.23 $34.8K - $39.6K
80.9K $18.9M
CSGP
Costar Group, Inc.

Real Estate
-495
- 0.42%
$72.62 - $83.22 $35.9K - $41.2K
118K $9.52M
EME
Emcor Group, Inc.

Industrials
-74
- 0.56%
$342.02 - $534.89 $25.3K - $39.6K
13.2K $7.06M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-86
- 0.85%
$430.72 - $497.52 $37K - $42.8K
10K $4.52M
ALLE
Allegion PLC

Industrials
-257
- 3.02%
$118.52 - $145.64 $30.5K - $37.4K
8.24K $1.19M
DG
Dollar General Corp

Consumer Defensive
-331
- 1.5%
$86.02 - $114.95 $28.5K - $38K
21.7K $2.48M
A
Agilent Technologies, Inc.

Healthcare
-312
- 0.17%
$99.29 - $120.52 $31K - $37.6K
185K $21.8M
WRB
Berkley W R Corp

Financial Services
-494
- 0.31%
$64.28 - $75.17 $31.8K - $37.1K
157K $11.5M
BRO
Brown & Brown, Inc.

Financial Services
-333
- 0.1%
$104.48 - $124.43 $34.8K - $41.4K
343K $38.1M
HLN
Haleon PLC

Healthcare
-3.55K
- 3.38%
$9.27 - $11.41 $32.9K - $40.5K
101K $1.05M
BUR
Burford Capital LTD

Financial Services
-2.5K
- 3.91%
$10.91 - $14.43 $27.3K - $36.1K
61.4K $874K
FE
Firstenergy Corp

Utilities
-888
- 1.92%
$38.31 - $43.17 $34K - $38.3K
45.5K $1.83M
CPNG
Coupang, Inc.

Consumer Cyclical
-1.17K
- 2.83%
$19.76 - $30.81 $23.1K - $36K
40.2K $1.2M
GGG
Graco Inc

Industrials
-410
- 1.35%
$74.02 - $87.26 $30.3K - $35.8K
29.9K $2.57M
BR
Broadridge Financial Solutions, Inc.

Technology
-143
- 0.03%
$217.22 - $246.25 $31.1K - $35.2K
431K $105M
IRM
Iron Mountain Inc

Real Estate
-327
- 0.15%
$76.93 - $105.25 $25.2K - $34.4K
220K $22.6M
AKAM
Akamai Technologies Inc

Technology
-355
- 1.27%
N/A
27.6K $2.51M
ARCC
Ares Capital Corp

Financial Services
-1.5K
- 0.3%
$18.91 - $22.43 $28.4K - $33.6K
501K $11M
DRI
Darden Restaurants Inc

Consumer Cyclical
-153
- 1.11%
$186.58 - $225.78 $28.5K - $34.5K
13.6K $2.97M
FOXA
Fox Corp

Communication Services
-582
- 1.61%
$47.21 - $57.04 $27.5K - $33.2K
35.7K $2M
G
Genpact LTD

Technology
-749
- 2.77%
$40.65 - $50.56 $30.4K - $37.9K
26.3K $1.16M
IWR
Ishares Russell Mid Cap ETF

ETFs
-358
- 0.08%
$74.88 - $91.97 $26.8K - $32.9K
422K $38.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-400
- 0.11%
$82.21 - $83.12 $32.9K - $33.2K
380K $31.5M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-98
- 0.23%
$224.32 - $326.09 $22K - $32K
42.2K $13.7M
ATO
Atmos Energy Corp

Utilities
-209
- 0.43%
$145.06 - $162.66 $30.3K - $34K
48.3K $7.45M
ESS
Essex Property Trust, Inc.

Real Estate
-114
- 3.41%
N/A
3.23K $881K
FSLR
First Solar, Inc.

Technology
-188
- 1.52%
$120.38 - $192.98 $22.6K - $36.3K
12.2K $2.02M
FTV
Fortive Corp

Technology
-591
- 0.69%
$52.13 - $74.29 $30.8K - $43.9K
85.6K $4.46M
HUBS
Hubspot Inc

Technology
-56
- 2.21%
$487.07 - $672.24 $27.3K - $37.6K
2.48K $1.38M
MUB
Ishares National Muni Bond ETF

ETFs
-301
- 0.04%
$102.31 - $105.8 $30.8K - $31.8K
817K $85.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-612
- 0.43%
$45.07 - $52.57 $27.6K - $32.2K
140K $6.84M
BHP
Bhp Group LTD

Basic Materials
-621
- 0.19%
$40.22 - $50.88 $25K - $31.6K
326K $15.7M
EXPD
Expeditors International Of Washington Inc

Industrials
-261
- 0.84%
$102.84 - $122.24 $26.8K - $31.9K
30.7K $3.51M
EL
Estee Lauder Companies Inc

Consumer Defensive
-374
- 0.84%
$50.06 - $80.8 $18.7K - $30.2K
44.1K $3.57M
APA
Apa Corp

Energy
-1.6K
- 1.13%
$14.03 - $21.24 $22.4K - $33.9K
140K $2.56M
DOCU
Docusign, Inc.

Technology
-380
- 1.34%
$70.35 - $93.84 $26.7K - $35.7K
27.9K $2.18M
FDS
Factset Research Systems Inc

Financial Services
-65
- 1.66%
$398.85 - $473.32 $25.9K - $30.8K
3.86K $1.72M
HBAN
Huntington Bancshares Inc

Financial Services
-1.78K
- 0.25%
$12.49 - $16.76 $22.2K - $29.8K
720K $12.1M
IOT
Samsara Inc.

Technology
-753
- 1.87%
$33.46 - $47.74 $25.2K - $35.9K
39.4K $1.57M
DT
Dynatrace, Inc.

Technology
-514
- 4.58%
$41.21 - $55.9 $21.2K - $28.7K
10.7K $591K
EOG
Eog Resources Inc

Energy
-230
- 0.06%
$104.61 - $129.97 $24.1K - $29.9K
400K $47.8M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-256
- 0.63%
$99.97 - $129.69 $25.6K - $33.2K
40.7K $4.24M
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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