Ci Private Wealth, LLC Purchases in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PODD
Insulet Corp

Healthcare
506
+ 4.91%
$277.3 - $352.82 $140K - $179K
10.8K $3.34M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
36.1K
New
$2.07 - $3.03 $74.7K - $109K
36.1K $99K
ESNT
Essent Group Ltd.

Financial Services
733
+ 3.95%
$55.69 - $65.48 $40.8K - $48K
19.3K $1.23M
GPS
Gap Inc

Consumer Cyclical
4.87K
+ 28.45%
N/A
22K $443K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
10.3K
New
$4.38 - $9.65 $45.1K - $99.4K
10.3K $99K
BOND
Pimco Active Bond Exchange Tra

ETFs
942
+ 10.08%
$90.83 - $93.81 $85.6K - $88.4K
10.3K $960K
ACGL
Arch Capital Group Ltd.

Financial Services
1.23K
+ 2.82%
$85.61 - $93.54 $105K - $115K
44.9K $4.07M
REG
Regency Centers Corp

Real Estate
1.2K
+ 18.22%
$68.62 - $73.81 $82.3K - $88.6K
7.79K $567K
ELY
Callaway Golf CO

Consumer Cyclical
5.21K
+ 20.01%
N/A
31.2K $586K
IEV
Ishares Tr Europe ETF

ETFs
220
+ 0.59%
$61.37 - $65.49 $13.5K - $14.4K
37.3K $2.44M
TNGX
Tango Therapeutics, Inc.

Healthcare
11.5K
New
$4.96 - $8.53 $57K - $98.1K
11.5K $96K
WFRD
Weatherford International PLC

Energy
181
+ 3.95%
$52.14 - $69.61 $9.44K - $12.6K
4.77K $326K
CIO
City Office Reit, Inc.

Real Estate
13.7K
New
$5.4 - $6.98 $73.9K - $95.6K
13.7K $95K
TTMI
Ttm Technologies Inc

Technology
103
+ 1.97%
$40.06 - $57.75 $4.13K - $5.95K
5.33K $306K
AROC
Archrock, Inc.

Energy
1.91K
+ 6.76%
$22.0 - $26.51 $42.1K - $50.7K
30.2K $795K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
3K
+ 25.83%
$81.24 - $97.99 $243K - $293K
14.6K $1.21M
HRL
Hormel Foods Corp

Consumer Defensive
8.24K
+ 40.11%
$24.31 - $31.54 $200K - $260K
28.8K $712K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
33
+ 0.27%
$142.94 - $152.69 $4.72K - $5.04K
12.2K $1.83M
ADNT
Adient PLC

Consumer Cyclical
520
+ 3.11%
$21.04 - $25.56 $10.9K - $13.3K
17.2K $414K
NTNX
Nutanix, Inc.

Technology
1.57K
+ 11.84%
$66.06 - $81.12 $104K - $127K
14.8K $1.1M
EXP
Eagle Materials Inc

Basic Materials
235
+ 21.34%
$209.12 - $242.26 $49.1K - $56.9K
1.34K $311K
SONO
Sonos Inc

Technology
739
+ 4.79%
$10.36 - $15.8 $7.66K - $11.7K
16.2K $255K
FRT
Federal Realty Investment Trust

Real Estate
515
+ 9.08%
$90.61 - $102.67 $46.7K - $52.9K
6.19K $626K
AGYS
Agilysys Inc

Technology
1.02K
+ 44.48%
$103.28 - $119.39 $106K - $122K
3.33K $350K
AGNC
Agnc Investment Corp.

Real Estate
7.09K
+ 24.47%
$9.2 - $10.37 $65.3K - $73.6K
36.1K $353K
GES
Guess Inc

Consumer Cyclical
551
+ 3.26%
$12.39 - $16.91 $6.83K - $9.32K
17.5K $291K
NRZ
New Residential Investment Corp.

Real Estate
12K
+ 4.64%
N/A
271K $1.97M
TDOC
Teladoc Health, Inc.

Healthcare
11.2K
New
$6.78 - $8.85 $75.9K - $99.1K
11.2K $86K
ILF
Ishares Latin America 40 ETF

ETFs
172
+ 0.59%
$24.77 - $28.98 $4.26K - $4.98K
29.5K $852K
KSS
Kohls Corp

Consumer Cyclical
317
+ 2.77%
$9.02 - $17.38 $2.86K - $5.51K
11.8K $180K
SANM
Sanmina Corp

Technology
144
+ 3.75%
$95.79 - $123.84 $13.8K - $17.8K
3.99K $459K
BILI
Bilibili Inc.

Communication Services
560
+ 5.56%
$20.83 - $28.09 $11.7K - $15.7K
10.6K $298K
CBT
Cabot Corp

Basic Materials
888
+ 6.13%
$72.0 - $82.94 $63.9K - $73.7K
15.4K $1.17M
ENPH
Enphase Energy, Inc.

Technology
3.25K
+ 41.33%
$30.11 - $42.97 $97.9K - $140K
11.1K $393K
USPH
U S Physical Therapy Inc

Healthcare
571
+ 11.54%
$69.98 - $88.52 $40K - $50.5K
5.52K $468K
FTDR
Frontdoor, Inc.

Consumer Cyclical
668
+ 15.48%
$54.88 - $68.04 $36.7K - $45.5K
4.98K $335K
CNHI
Cnh Industrial N.V.

Industrials
7.65K
+ 22.5%
N/A
41.6K $433K
CRCT
Cricut, Inc.

Technology
12.6K
New
$4.64 - $7.21 $58.3K - $90.6K
12.6K $79K
KRNY
Kearny Financial Corp.

Financial Services
11.9K
+ 111.37%
$5.85 - $6.95 $69.8K - $82.9K
22.6K $148K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
181
+ 1.67%
$105.03 - $112.54 $19K - $20.4K
11K $1.22M
PLUG
Plug Power Inc

Industrials
5.4K
+ 7.0%
$1.37 - $2.65 $7.39K - $14.3K
82.5K $192K
PKX
Posco Holdings Inc.

Basic Materials
1.23K
+ 5.03%
$48.73 - $61.15 $60.1K - $75.4K
25.7K $1.27M
VTC
Vanguard Scottsdale Fds Total

ETFs
493
+ 1.3%
$76.18 - $78.81 $37.6K - $38.9K
38.3K $3M
DV
Double Verify Holdings, Inc.

Technology
9.45K
+ 77.0%
$11.86 - $16.27 $112K - $154K
21.7K $260K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
913
+ 30.77%
$72.91 - $77.23 $66.6K - $70.5K
3.88K $296K
KB
Kb Financial Group Inc.

Financial Services
868
+ 5.49%
$77.68 - $90.36 $67.4K - $78.4K
16.7K $1.38M
NEO
Neogenomics Inc

Healthcare
9.1K
+ 62.89%
$4.84 - $8.81 $44.1K - $80.2K
23.6K $182K
SNV
Synovus Financial Corp

Financial Services
2.19K
+ 19.21%
$46.55 - $59.6 $102K - $130K
13.6K $666K
ESS
Essex Property Trust, Inc.

Real Estate
277
+ 8.57%
N/A
3.51K $957K
Activity Summary
Buys All Purchases 1367 New Holdings 266 Increased Positions 1101 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 11 Puts 14
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email