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
VOE
Vanguard Mid Cap Value Index F

ETFs
-16K
- 52.05%
$141.87 - $164.49 $2.28M - $2.64M
14.8K $2.43M
STLD
Steel Dynamics Inc

Basic Materials
-26.5K
- 44.64%
N/A
32.8K $3.22M
SWKS
Skyworks Solutions, Inc.

Technology
-34.7K
- 49.85%
$49.2 - $74.95 $1.71M - $2.6M
34.9K $2.6M
BLD
Top Build Corp

Industrials
-7.98K
- 50.33%
$275.93 - $326.59 $2.2M - $2.61M
7.87K $2.55M
TXT
Textron Inc

Industrials
-32.1K
- 47.85%
$60.72 - $80.34 $1.95M - $2.58M
35K $2.81M
SNOW
Snowflake Inc.

Technology
-11.5K
- 31.31%
$130.53 - $223.77 $1.5M - $2.57M
25.2K $5.63M
TER
Teradyne, Inc

Technology
-28.3K
- 47.28%
$67.96 - $91.05 $1.92M - $2.57M
31.5K $2.84M
VONV
Vanguard Russell 1000 Value Et

ETFs
-28.4K
- 51.11%
$73.19 - $85.21 $2.08M - $2.42M
27.2K $2.32M
OLED
Universal Display Corp Pa

Technology
-15.2K
- 49.24%
$106.6 - $161.02 $1.62M - $2.44M
15.6K $2.41M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-18.6K
- 50.0%
$101.91 - $134.83 $1.89M - $2.5M
18.6K $2.34M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-51.3K
- 50.0%
$37.51 - $45.52 $1.93M - $2.34M
51.3K $2.32M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-199K
- 45.26%
$10.59 - $11.48 $2.11M - $2.28M
241K $2.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-6.08K
- 53.23%
$273.67 - $366.17 $1.66M - $2.22M
5.34K $1.95M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-19.4K
- 50.0%
$95.74 - $115.54 $1.86M - $2.25M
19.4K $2.22M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-26.6K
- 50.0%
$71.86 - $82.66 $1.91M - $2.2M
26.6K $2.2M
FNDB
Schwab Fundamental U S Broad M

ETFs
-91.5K
- 65.1%
$20.36 - $23.98 $1.86M - $2.19M
49.1K $1.18M
WDFC
Wd 40 CO

Basic Materials
-9.56K
- 50.0%
$217.49 - $248.93 $2.08M - $2.38M
9.56K $2.18M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-72.2K
- 50.0%
$29.82 - $30.19 $2.15M - $2.18M
72.2K $2.18M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-28.9K
- 50.0%
$59.57 - $75.11 $1.72M - $2.17M
28.9K $2.17M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-64.5K
- 50.0%
$32.62 - $33.58 $2.1M - $2.17M
64.5K $2.17M
LUV
Southwest Airlines CO

Industrials
-66.5K
- 47.31%
$24.04 - $34.36 $1.6M - $2.28M
74K $2.4M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-51.3K
- 67.25%
$33.46 - $41.33 $1.72M - $2.12M
25K $1.03M
GL
Globe Life Inc.

Financial Services
-17K
- 6.57%
$113.29 - $133.09 $1.93M - $2.27M
242K $30.1M
VRT
Vertiv Holdings CO

Industrials
-24.1K
- 39.28%
N/A
37.2K $3.22M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-30.1K
- 50.0%
$55.5 - $69.0 $1.67M - $2.08M
30.1K $2.08M
STAG
Stag Industrial, Inc.

Real Estate
-57.1K
- 50.11%
$30.08 - $37.02 $1.72M - $2.12M
56.9K $2.06M
UGI
Ugi Corp

Utilities
-54.7K
- 50.42%
$30.18 - $36.59 $1.65M - $2M
53.8K $1.96M
HSBC
Hsbc Holdings PLC

Financial Services
-32.5K
- 45.6%
$46.68 - $61.09 $1.52M - $1.99M
38.8K $2.36M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-39.2K
- 50.0%
$43.28 - $50.37 $1.7M - $1.97M
39.2K $1.96M
VVV
Valvoline Inc

Energy
-51.7K
- 50.0%
$31.48 - $38.2 $1.63M - $1.98M
51.8K $1.96M
VONE
Vanguard Russell 1000 ETF

ETFs
-6.8K
- 50.0%
$225.48 - $280.86 $1.53M - $1.91M
6.8K $1.91M
TECK
Teck Resources LTD

Basic Materials
-46.9K
- 47.39%
$29.05 - $41.48 $1.36M - $1.94M
52K $2.1M
SJNK
Spdr Bloomberg Short Term High

ETFs
-74.1K
- 50.0%
$24.12 - $25.48 $1.79M - $1.89M
74.1K $1.89M
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
-40.8K
- 50.0%
$37.38 - $47.11 $1.53M - $1.92M
40.8K $1.88M
EW
Edwards Lifesciences Corp

Healthcare
-23.8K
- 23.89%
$67.07 - $78.22 $1.6M - $1.86M
75.9K $5.94M
WAT
Waters Corp

Healthcare
-5.23K
- 46.8%
$307.71 - $366.67 $1.61M - $1.92M
5.95K $2.08M
DOW
Dow Inc.

Basic Materials
-68.9K
- 28.63%
$25.81 - $34.89 $1.78M - $2.4M
172K $4.54M
VOYA
Voya Financial, Inc.

Financial Services
-25.6K
- 50.27%
$54.27 - $71.0 $1.39M - $1.82M
25.3K $1.8M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-35K
- 57.53%
$40.79 - $50.93 $1.43M - $1.78M
25.8K $1.32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.15K
- 0.6%
$320.42 - $424.58 $1.33M - $1.76M
692K $294M
SEIC
Sei Investments CO

Financial Services
-18.9K
- 50.17%
$66.45 - $89.86 $1.26M - $1.7M
18.8K $1.69M
WCC
Wesco International Inc

Industrials
-9.16K
- 50.44%
$132.86 - $186.1 $1.22M - $1.7M
9K $1.67M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-20.8K
- 50.0%
$63.06 - $78.98 $1.31M - $1.64M
20.8K $1.64M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-36.4K
- 50.12%
$41.37 - $53.28 $1.51M - $1.94M
36.2K $1.62M
SSB
South State Corp

Financial Services
-17.6K
- 50.02%
$80.59 - $94.67 $1.42M - $1.67M
17.6K $1.62M
DHS
Wisdomtree Tr U.S

ETFs
-16.6K
- 50.0%
$87.71 - $98.37 $1.46M - $1.63M
16.6K $1.59M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
-95.7K
- 50.0%
$8.01 - $16.55 $767K - $1.58M
95.7K $1.58M
WAFD
Washington Federal Inc

Financial Services
-54K
- 50.0%
$24.48 - $30.05 $1.32M - $1.62M
54K $1.58M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-7.5K
- 39.79%
$160.22 - $209.35 $1.2M - $1.57M
11.4K $2.38M
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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