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
WLK
Westlake Corp

Basic Materials
24.1K
+ 268.39%
$75.43 - $90.6 $1.81M - $2.18M
33K $2.54M
DH
Definitive Healthcare Corp.

Healthcare
450K
New
$3.52 - $4.3 $1.58M - $1.94M
450K $1.83M
AMCR
Amcor PLC

Consumer Cyclical
466K
+ 23.52%
$7.97 - $9.94 $3.71M - $4.63M
2.45M $20M
VRSN
Verisign Inc

Technology
6.73K
+ 66.51%
$263.02 - $305.98 $1.77M - $2.06M
16.9K $4.71M
ROK
Rockwell Automation, Inc

Industrials
503
+ 0.55%
$328.67 - $358.52 $165K - $180K
92.4K $32.3M
CGXU
Capital Group Intl Focus Equit

ETFs
44.7K
+ 27.19%
$26.49 - $29.62 $1.18M - $1.32M
209K $6.19M
RPRX
Royalty Pharma PLC

Healthcare
49.8K
+ 68.72%
$34.9 - $37.91 $1.74M - $1.89M
122K $4.31M
BE
Bloom Energy Corp

Industrials
13K
+ 132.17%
$22.13 - $86.27 $288K - $1.12M
22.8K $1.93M
ERJ
Embraer S.A.

Industrials
26.2K
+ 87.53%
$47.39 - $61.02 $1.24M - $1.6M
56.1K $3.39M
AB
Alliancebernstein Holding L.P.

Financial Services
45.4K
+ 234.31%
$37.76 - $42.88 $1.71M - $1.95M
64.8K $2.48M
DOLE
Dole PLC

Consumer Defensive
125K
New
$13.15 - $14.95 $1.64M - $1.87M
125K $1.68M
BP
Bp PLC

Energy
27.5K
+ 18.53%
$30.25 - $35.69 $831K - $981K
176K $6.06M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
60.9K
New
$24.04 - $27.04 $1.46M - $1.65M
60.9K $1.61M
SHV
Ishares Tr

ETFs
14.6K
+ 104.63%
$110.06 - $110.49 $1.6M - $1.61M
28.5K $3.15M
PGEN
Precigen, Inc.

Healthcare
82.9K
+ 11.6%
$1.43 - $4.76 $119K - $395K
798K $2.62M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
88.9K
+ 241.67%
$18.41 - $20.12 $1.64M - $1.79M
126K $2.31M
CCJ
Cameco Corp

Energy
12.8K
+ 23.63%
$70.47 - $86.89 $902K - $1.11M
67K $5.62M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.8K
+ 12.82%
$76.16 - $78.59 $1.43M - $1.48M
165K $12.9M
SOFI
So Fi Technologies, Inc.

Financial Services
20.4K
+ 16.32%
$17.64 - $29.81 $361K - $609K
146K $3.85M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
50.3K
New
$24.38 - $30.89 $1.23M - $1.56M
50.3K $1.55M
BUG
Global X Fds Cybersecurity ETF

ETFs
43.7K
New
$32.23 - $37.41 $1.41M - $1.64M
43.7K $1.54M
EME
Emcor Group, Inc.

Industrials
29
+ 0.22%
$530.88 - $655.83 $15.4K - $19K
13.2K $8.6M
CLBT
Cellebrite Di Ltd.

Technology
82.5K
New
$13.52 - $18.97 $1.12M - $1.57M
82.5K $1.53M
RJF
Raymond James Financial Inc

Financial Services
5.92K
+ 22.81%
$154.64 - $176.43 $915K - $1.04M
31.8K $5.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.16K
+ 0.46%
$72.65 - $78.68 $84.2K - $91.2K
252K $19.7M
XLC
Select Sector Spdr Tr Communic

ETFs
5.24K
+ 5.87%
$105.99 - $119.41 $555K - $625K
94.4K $11.2M
VMI
Valmont Industries Inc

Industrials
3.2K
+ 79.68%
$328.58 - $387.73 $1.05M - $1.24M
7.22K $2.8M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
19.5K
+ 115.47%
$70.85 - $76.96 $1.38M - $1.5M
36.3K $2.76M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
64.1K
+ 438.02%
$22.06 - $23.31 $1.41M - $1.49M
78.7K $1.81M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
5.71K
New
$232.86 - $268.01 $1.33M - $1.53M
5.71K $1.48M
HSBC
Hsbc Holdings PLC

Financial Services
15.3K
+ 39.46%
$60.27 - $70.98 $923K - $1.09M
54.1K $3.84M
AVSC
American Centy ETF Tr Avantis
5.79K
+ 2.93%
$51.33 - $58.63 $297K - $340K
203K $11.6M
PHYS
Sprott Physical Gold Trust

Financial Services
28.7K
+ 20.65%
$25.02 - $29.62 $718K - $850K
168K $4.97M
STLD
Steel Dynamics Inc

Basic Materials
14.4K
+ 44.03%
N/A
47.3K $4.64M
CHE
Chemed Corp

Healthcare
3.32K
+ 147.31%
$412.3 - $483.92 $1.37M - $1.6M
5.57K $2.49M
CHD
Church & Dwight CO Inc

Consumer Defensive
45K
+ 14.97%
$85.84 - $99.09 $3.86M - $4.46M
346K $30.3M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
126K
+ 75.04%
$12.5 - $14.2 $1.57M - $1.78M
293K $3.66M
M
Macy'S, Inc.

Consumer Cyclical
14.2K
+ 7.99%
$11.9 - $18.17 $169K - $259K
192K $3.45M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
26.2K
New
$49.34 - $53.96 $1.29M - $1.41M
26.2K $1.37M
FCX
Freeport Mcmoran Inc

Basic Materials
47.7K
+ 38.34%
$35.34 - $47.21 $1.68M - $2.25M
172K $6.75M
RBLX
Roblox Corp

Communication Services
6.55K
+ 50.02%
$100.65 - $141.56 $659K - $928K
19.7K $2.72M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
25.2K
+ 90.99%
$47.63 - $50.52 $1.2M - $1.27M
52.8K $2.66M
TM
Toyota Motor Corp

Consumer Cyclical
4.6K
+ 19.1%
$167.86 - $202.79 $771K - $932K
28.6K $5.47M
IWP
Ishares Russell Mid Cap Growth

ETFs
5.22K
+ 3.31%
$137.51 - $145.26 $717K - $758K
163K $23.2M
FNF
Fidelity National Financial, Inc.

Financial Services
12K
+ 9.4%
$51.22 - $61.07 $616K - $735K
140K $8.47M
L
Loews Corp

Financial Services
8.11K
+ 15.46%
$89.82 - $100.39 $728K - $814K
60.6K $6.08M
ILCV
Ishares Morningstar Value ETF

ETFs
6.4K
+ 6.12%
$82.86 - $90.02 $530K - $576K
111K $9.99M
CHKP
Check Point Software Technologies LTD

Technology
7.18K
+ 45.02%
$180.73 - $231.23 $1.3M - $1.66M
23.1K $4.78M
JBL
Jabil Inc

Technology
5.9K
+ 21.09%
$202.08 - $234.45 $1.19M - $1.38M
33.8K $7.35M
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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