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
PFE
Pfizer Inc

Healthcare
860K
+ 41.85%
$23.29 - $25.88 $20M - $22.3M
2.91M $74.3M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
1.19M
New
$19.85 - $20.2 $23.6M - $24M
1.19M $23.9M
NEE
Nextera Energy Inc

Utilities
155K
+ 8.02%
$69.77 - $77.54 $10.8M - $12M
2.09M $157M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14K
+ 3.95%
$224.68 - $282.71 $3.14M - $3.95M
368K $103M
BX
Blackstone Inc.

Financial Services
80.3K
+ 23.04%
$152.77 - $188.68 $12.3M - $15.2M
429K $73.3M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
395K
+ 1781.72%
$50.29 - $50.86 $19.9M - $20.1M
418K $21.2M
APH
Amphenol Corp

Technology
37.6K
+ 6.35%
$97.39 - $125.4 $3.66M - $4.72M
630K $77.9M
CI
Cigna Corp

Healthcare
81.3K
+ 76.08%
$262.23 - $334.39 $21.3M - $27.2M
188K $54.2M
FMC
Fmc Corp

Basic Materials
533K
+ 5069.02%
$33.15 - $44.45 $17.7M - $23.7M
544K $18.3M
CPRT
Copart Inc

Consumer Cyclical
419K
+ 132.04%
$44.6 - $49.97 $18.7M - $21M
737K $33.1M
KKR
Kkr & Co. Inc.

Financial Services
137K
+ 88.61%
$129.95 - $152.16 $17.8M - $20.8M
291K $37.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
152K
+ 16.43%
$97.75 - $100.75 $14.9M - $15.3M
1.08M $108M
VGT
Vanguard Information Technolog

ETFs
13.8K
+ 19.66%
$656.44 - $753.15 $9.08M - $10.4M
84.2K $62.9M
JMBS
Janus Detroit Str Tr Henderson

ETFs
334K
+ 22.79%
$44.34 - $45.94 $14.8M - $15.4M
1.8M $82.2M
CASY
Caseys General Stores Inc

Consumer Cyclical
9.91K
+ 5.32%
$494.52 - $565.32 $4.9M - $5.6M
196K $111M
ITOT
Ishares Core S&P Total U.S. St

ETFs
85.2K
+ 32.2%
$135.0 - $146.02 $11.5M - $12.4M
350K $50.9M
PPA
Invesco Exchange Traded Fd Tr

ETFs
92.7K
+ 181.13%
$139.82 - $155.45 $13M - $14.4M
144K $22.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
37K
+ 4.71%
$192.76 - $203.86 $7.13M - $7.54M
823K $167M
CYBR
Cyber Ark Software Ltd.

Technology
29.4K
+ 1335.47%
$374.8 - $491.1 $11M - $14.4M
31.6K $15.3M
PH
Parker Hannifin Corp

Industrials
579
+ 0.25%
$697.13 - $769.67 $404K - $446K
233K $177M
SPYG
Spdr Portfolio

ETFs
70.4K
+ 9.33%
$94.33 - $105.31 $6.64M - $7.42M
826K $86.3M
IAU
Ishares Gold Trust

ETFs
110K
+ 18.23%
$61.62 - $72.77 $6.76M - $7.99M
712K $51.8M
GS
Goldman Sachs Group Inc

Financial Services
1.4K
+ 0.96%
$696.56 - $806.32 $974K - $1.13M
148K $118M
IGM
Ishares Expanded Tech Sector E

ETFs
110K
+ 2106.23%
$110.96 - $127.67 $12.2M - $14.1M
116K $14.5M
ARCC
Ares Capital Corp

Financial Services
688K
+ 137.3%
$20.41 - $23.25 $14M - $16M
1.19M $24.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
207K
+ 7.35%
$58.97 - $60.36 $12.2M - $12.5M
3.02M $181M
ESI
Element Solutions Inc

Basic Materials
511K
+ 1988.06%
$23.13 - $26.99 $11.8M - $13.8M
536K $13.5M
MPLX
Mplx LP

Energy
242K
+ 620.1%
$49.42 - $52.71 $12M - $12.8M
281K $14.1M
WMB
Williams Companies, Inc.

Energy
180K
+ 33.75%
$56.52 - $64.01 $10.2M - $11.6M
715K $45.3M
VT
Vanguard Total World Stk Index

ETFs
43.6K
+ 7.22%
$128.41 - $138.03 $5.6M - $6.02M
648K $89.3M
VGLT
Vanguard Long Term Treasury Et

ETFs
189K
+ 18.42%
$54.21 - $57.41 $10.2M - $10.8M
1.21M $69M
EPD
Enterprise Products Partners L.P.

Energy
333K
+ 13.81%
$30.74 - $32.14 $10.2M - $10.7M
2.74M $85.7M
ETN
Eaton Corp PLC

Industrials
20.8K
+ 12.97%
$342.99 - $392.76 $7.12M - $8.16M
181K $67.7M
AMD
Advanced Micro Devices Inc

Technology
2.79K
+ 0.56%
$134.8 - $184.42 $377K - $515K
498K $80.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
172K
+ 6.59%
$41.43 - $44.2 $7.14M - $7.61M
2.79M $123M
BAC
Bank Of America Corp

Financial Services
5.05K
+ 0.23%
$44.92 - $52.42 $227K - $265K
2.16M $112M
DD
Du Pont De Nemours, Inc.

Basic Materials
86.2K
+ 36.98%
$69.9 - $78.26 $6.02M - $6.74M
319K $24.9M
JLL
Jones Lang Lasalle Inc

Real Estate
23.9K
+ 58.77%
$248.95 - $319.66 $5.96M - $7.65M
64.7K $19.3M
CME
Cme Group Inc.

Financial Services
34.5K
+ 37.02%
$258.83 - $287.1 $8.92M - $9.9M
128K $34.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.24K
+ 0.82%
$182.33 - $194.5 $955K - $1.02M
648K $126M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
31.6K
+ 13.77%
$148.97 - $165.88 $4.71M - $5.24M
261K $43M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
168K
+ 34.21%
$39.8 - $42.86 $6.69M - $7.2M
659K $28.2M
GLW
Corning Inc

Technology
17.8K
+ 7.97%
$51.6 - $82.03 $920K - $1.46M
241K $19.8M
IWV
Ishares Russell 3000 ETF

ETFs
5.06K
+ 2.32%
$351.04 - $379.81 $1.78M - $1.92M
223K $84.4M
SHOP
Shopify Inc.

Technology
34.5K
+ 40.71%
$112.11 - $157.12 $3.87M - $5.43M
119K $17.7M
TRV
Travelers Companies, Inc.

Financial Services
23.7K
+ 20.88%
$250.62 - $279.43 $5.94M - $6.63M
137K $38.3M
GL
Globe Life Inc.

Financial Services
23.8K
+ 9.84%
$117.6 - $146.55 $2.8M - $3.49M
266K $38M
MO
Altria Group, Inc.

Consumer Defensive
61.6K
+ 12.03%
$57.75 - $67.68 $3.56M - $4.17M
574K $37.9M
CACI
Caci International Inc

Technology
17.7K
+ 108.36%
N/A
34K $14.6M
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
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