Ci Private Wealth, LLC Sells in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
-57.1K
- 13.75%
$457.26 - $524.37 $26.1M - $30M
358K $164M
AMGN
Amgen Inc

Healthcare
-170K
- 32.79%
$271.18 - $309.22 $46.2M - $52.7M
349K $98.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.43M
- 98.98%
$28.69 - $30.59 $41M - $43.7M
14.7K $446K
SBUX
Starbucks Corp

Consumer Cyclical
-235K
- 7.73%
$81.9 - $96.86 $19.3M - $22.8M
2.81M $237M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-805K
- 92.89%
$49.78 - $50.75 $40.1M - $40.8M
61.6K $3.12M
WM
Waste Management Inc

Industrials
-158K
- 35.69%
$213.88 - $237.1 $33.7M - $37.4M
284K $62.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.16M
- 40.08%
$35.76 - $37.93 $41.6M - $44.1M
1.74M $65.6M
DFAE
Dimensional ETF Tr

ETFs
-1.25M
- 72.87%
$28.84 - $31.84 $35.9M - $39.7M
464K $14.6M
ADBE
Adobe Inc.

Technology
-69.6K
- 23.47%
$333.65 - $392.1 $23.2M - $27.3M
227K $80.1M
COF
Capital One Financial Corp

Financial Services
-157K
- 24.22%
$207.29 - $229.74 $32.6M - $36.1M
492K $105M
NVO
Novo Nordisk A S

Healthcare
-323K
- 30.75%
$45.38 - $71.7 $14.7M - $23.2M
728K $40.4M
MPWR
Monolithic Power Systems Inc

Technology
-56.7K
- 51.4%
$711.24 - $922.81 $40.3M - $52.3M
53.6K $49.3M
MDT
Medtronic PLC

Healthcare
-395K
- 41.19%
$87.67 - $95.74 $34.6M - $37.8M
564K $53.7M
DFIV
Dimensional ETF Tr

ETFs
-885K
- 22.61%
$42.66 - $46.53 $37.8M - $41.2M
3.03M $140M
AVDV
American Centy ETF Tr Avantis

ETFs
-422K
- 40.1%
$79.24 - $89.03 $33.5M - $37.6M
631K $56.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-521K
- 58.32%
$50.81 - $51.07 $26.5M - $26.6M
372K $19M
CRM
Salesforce, Inc.

Technology
-32.8K
- 7.28%
$231.66 - $273.65 $7.61M - $8.99M
418K $99.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
-741K
- 68.48%
$32.78 - $35.79 $24.3M - $26.5M
341K $12.2M
DIS
Walt Disney CO

Communication Services
-93.5K
- 7.07%
$112.25 - $124.0 $10.5M - $11.6M
1.23M $141M
AVUV
American Centy ETF Tr Avantis

ETFs
-276K
- 51.43%
$90.37 - $102.12 $24.9M - $28.2M
260K $25.9M
CSL
Carlisle Companies Inc

Industrials
-10.5K
- 2.42%
$327.52 - $435.11 $3.43M - $4.56M
422K $139M
ARES
Ares Management Corp

Financial Services
-65.8K
- 7.33%
$159.89 - $192.76 $10.5M - $12.7M
831K $133M
VEU
Vanguard Ftse All World Ex Us

ETFs
-389K
- 26.45%
$66.38 - $71.68 $25.8M - $27.9M
1.08M $77.1M
ADP
Automatic Data Processing Inc

Industrials
-48.6K
- 10.85%
$288.69 - $310.94 $14M - $15.1M
399K $117M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-349K
- 55.83%
$63.41 - $69.69 $22.1M - $24.3M
276K $18.9M
AMT
American Tower Corp

Real Estate
-8.59K
- 1.33%
$192.32 - $232.35 $1.65M - $2M
637K $122M
IT
Gartner Inc

Technology
-42.1K
- 66.45%
$225.98 - $406.7 $9.52M - $17.1M
21.3K $5.59M
PAYX
Paychex Inc

Industrials
-36.3K
- 4.41%
$126.69 - $147.99 $4.6M - $5.38M
787K $99.8M
SOXX
Ishares Semiconductor ETF

ETFs
-86.2K
- 79.9%
$236.93 - $271.12 $20.4M - $23.4M
21.7K $5.88M
MU
Micron Technology Inc

Technology
-247K
- 50.73%
$104.88 - $168.89 $25.9M - $41.6M
239K $40.1M
CVX
Chevron Corp

Energy
-325K
- 12.8%
$145.57 - $161.83 $47.2M - $52.5M
2.21M $343M
CMCSA
Comcast Corp

Communication Services
-323K
- 15.39%
$31.41 - $36.33 $10.1M - $11.7M
1.78M $55.8M
DOV
Dover Corp

Industrials
-22.8K
- 2.67%
$165.59 - $190.9 $3.78M - $4.36M
834K $139M
HD
Home Depot, Inc.

Consumer Cyclical
-159K
- 13.05%
$357.4 - $423.42 $56.7M - $67.2M
1.06M $428M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1.37K
- 5.41%
$5364.25 - $5815.92 $7.36M - $7.98M
24K $129M
QCOM
Qualcomm Inc

Technology
-129K
- 21.04%
$145.84 - $173.55 $18.8M - $22.4M
484K $80.4M
TT
Trane Technologies PLC

Industrials
-26.2K
- 7.06%
$398.96 - $472.54 $10.4M - $12.4M
345K $145M
PKI
Perkinelmer Inc

Healthcare
-137K
- 92.14%
N/A
11.7K $1.41M
VPU
Vanguard Utilities ETF

ETFs
-93.5K
- 82.17%
$175.25 - $189.41 $16.4M - $17.7M
20.3K $3.84M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-210K
- 45.03%
$38.58 - $58.24 $8.1M - $12.2M
256K $10M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-518K
- 67.21%
$30.76 - $33.01 $15.9M - $17.1M
253K $8.29M
ABT
Abbott Laboratories

Healthcare
-80K
- 3.72%
$120.51 - $136.62 $9.64M - $10.9M
2.07M $278M
TDG
Trans Digm Group Inc

Industrials
-911
- 1.33%
$1271.04 - $1620.83 $1.16M - $1.48M
67.8K $89.4M
AVDE
American Centy ETF Tr Avantis

ETFs
-442K
- 10.91%
$73.24 - $79.04 $32.3M - $34.9M
3.61M $284M
AVEM
American Centy ETF Tr Avantis

ETFs
-288K
- 27.53%
$68.33 - $75.41 $19.7M - $21.7M
757K $56.9M
VDE
Vanguard Energy ETF

ETFs
-125K
- 81.58%
$118.37 - $129.65 $14.8M - $16.2M
28.3K $3.56M
RACE
Ferrari N.V.

Consumer Cyclical
-28.9K
- 30.47%
$436.24 - $517.65 $12.6M - $14.9M
65.9K $32M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-33.7K
- 51.94%
$435.72 - $463.74 $14.7M - $15.6M
31.2K $14.5M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-75.9K
- 47.5%
$138.59 - $171.12 $10.5M - $13M
83.8K $11.8M
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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