Cibc Private Wealth Group, LLC Reduced Holdings in Q1 2025

Cibc Private Wealth Group, LLC

  • $51.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17.8K
- 9.26%
$102.49 - $119.96 $1.83M - $2.14M
175K $18.3M
AWK
American Water Works Company, Inc.

Utilities
-33.1K
- 76.01%
$121.01 - $149.31 $4.01M - $4.95M
10.5K $1.54M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-696
- 1.65%
$243.0 - $367.0 $169K - $255K
41.4K $10.1M
LAD
Lithia Motors Inc

Consumer Cyclical
-2.86K
- 6.45%
$285.59 - $385.71 $818K - $1.1M
41.5K $12.2M
EQT
Eqt Corp

Energy
-185K
- 21.63%
$46.16 - $54.25 $8.55M - $10M
671K $35.9M
CWEN
Clearway Energy, Inc.

Utilities
-231K
- 28.03%
$24.63 - $30.42 $5.68M - $7.02M
592K $17.9M
HYG
Ishares Tr

ETFs
-43.6K
- 48.49%
$78.51 - $80.11 $3.42M - $3.49M
46.3K $3.65M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-79.9K
- 38.65%
$28.62 - $36.65 $2.29M - $2.93M
127K $3.63M
W
Wayfair Inc.

Consumer Cyclical
-73.5K
- 99.47%
$30.07 - $50.1 $2.21M - $3.68M
390 $12K
MS
Morgan Stanley

Financial Services
-4.58K
- 1.53%
$111.68 - $141.08 $512K - $646K
295K $34.5M
ITW
Illinois Tool Works Inc

Industrials
-9.11K
- 6.01%
$244.9 - $274.48 $2.23M - $2.5M
142K $35.3M
IYW
Ishares Dj Us Tech ETF

ETFs
-10.5K
- 12.56%
$140.44 - $166.79 $1.48M - $1.76M
73.4K $10.3M
WCC
Wesco International Inc

Industrials
-779
- 0.69%
$155.3 - $199.95 $121K - $156K
113K $17.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.21K
- 1.28%
$222.66 - $268.42 $493K - $594K
170K $39.7M
NKE
Nike, Inc.

Consumer Cyclical
-10.7K
- 6.48%
$63.29 - $81.72 $679K - $876K
155K $9.82M
ETSY
Etsy Inc

Consumer Cyclical
-50.8K
- 96.86%
$44.4 - $57.29 $2.26M - $2.91M
1.65K $77K
TWLO
Twilio Inc

Communication Services
-23.4K
- 87.4%
$94.9 - $148.35 $2.22M - $3.47M
3.38K $330K
MSCI
Msci Inc.

Financial Services
-348
- 0.52%
$541.46 - $628.34 $188K - $219K
67K $37.9M
TGT
Target Corp

Consumer Defensive
-11.7K
- 27.9%
$103.65 - $142.5 $1.21M - $1.67M
30.2K $3.16M
AMD
Advanced Micro Devices Inc

Technology
-10.1K
- 12.39%
$96.63 - $129.55 $978K - $1.31M
71.5K $7.35M
ESS
Essex Property Trust, Inc.

Real Estate
-9.08K
- 34.27%
N/A
17.4K $4.75M
QBTS
D Wave Quantum Inc.

Technology
-295K
- 98.27%
$3.83 - $11.18 $1.13M - $3.3M
5.2K $39K
AEE
Ameren Corp

Utilities
-68.4K
- 17.37%
$86.87 - $103.67 $5.94M - $7.09M
325K $32.7M
NEP
Nextera Energy Partners, LP

Utilities
-129K
- 95.77%
$8.38 - $18.87 $1.08M - $2.43M
5.68K $51K
VUG
Vanguard Growth ETF

ETFs
-1.7K
- 3.96%
$369.1 - $427.61 $626K - $725K
41.1K $15.2M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
-356K
- 42.95%
$6.0 - $7.54 $2.13M - $2.68M
472K $2.93M
VXF
Vanguard Extended Market ETF

ETFs
-4.6K
- 5.43%
$170.36 - $201.04 $784K - $925K
80.2K $13.8M
KEYS
Keysight Technologies, Inc.

Technology
-167
- 0.08%
$148.16 - $185.11 $24.7K - $30.9K
209K $31.2M
MPC
Marathon Petroleum Corp

Energy
-20.3K
- 14.79%
$134.72 - $159.03 $2.73M - $3.23M
117K $17M
EMR
Emerson Electric CO

Industrials
-987
- 0.71%
$108.64 - $131.17 $107K - $129K
138K $15.1M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-74.7K
- 99.35%
$25.9 - $31.26 $1.93M - $2.33M
485 $12K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-11.7K
- 0.34%
$56.17 - $59.71 $654K - $696K
3.43M $196M
XLK
Technology Sector Spdr

ETFs
-3.9K
- 8.66%
$206.38 - $242.18 $805K - $944K
41.1K $8.5M
WK
Workiva Inc

Technology
-8.91K
- 23.39%
$75.91 - $114.09 $677K - $1.02M
29.2K $2.22M
GEL
Genesis Energy LP

Energy
-190K
- 99.89%
$10.31 - $16.03 $1.96M - $3.05M
200 $3K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-22.8K
- 3.82%
$27.52 - $33.6 $627K - $765K
573K $17.1M
GPC
Genuine Parts CO

Consumer Cyclical
-14.1K
- 70.04%
$115.91 - $129.02 $1.63M - $1.81M
6.02K $716K
TY
Tri Continental Corp

Financial Services
-49.6K
- 91.1%
$30.4 - $32.91 $1.51M - $1.63M
4.85K $148K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-1.69K
- 1.89%
$61.31 - $83.44 $104K - $141K
87.8K $5.38M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-46.1K
- 3.34%
$20.7 - $21.15 $954K - $975K
1.33M $27.6M
CAT
Caterpillar Inc

Industrials
-280
- 0.68%
$326.75 - $407.63 $91.5K - $114K
41K $13.5M
EOG
Eog Resources Inc

Energy
-12.2K
- 37.33%
$120.54 - $138.05 $1.47M - $1.69M
20.5K $2.63M
GMED
Globus Medical Inc

Healthcare
-727
- 0.53%
$69.68 - $93.32 $50.7K - $67.8K
136K $9.96M
FDX
Fedex Corp

Industrials
-100
- 0.29%
$230.33 - $281.53 $23K - $28.2K
34.3K $8.37M
RLI
Rli Corp

Financial Services
-7.73K
- 95.38%
$71.75 - $163.21 $554K - $1.26M
374 $30K
ZTS
Zoetis Inc.

Healthcare
-17.3K
- 1.83%
$156.48 - $175.67 $2.71M - $3.05M
932K $154M
RGTI
Rigetti Computing, Inc.

Technology
-78.9K
- 98.63%
$6.05 - $19.51 $477K - $1.54M
1.1K $8K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-81.5K
- 15.11%
$9.61 - $12.47 $783K - $1.02M
458K $4.54M
BAC
Bank Of America Corp

Financial Services
-5.99K
- 1.39%
$39.61 - $47.74 $237K - $286K
425K $17.7M
Activity Summary
Buys All Purchases 1346 New Holdings 369 Increased Positions 977 Sells All Sells 1035 Reductions 1031 Sold out 4 Options Calls 0 Puts 0
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