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
LYB
Lyondell Basell Industries N.V.

Basic Materials
-21.5K
- 38.51%
$48.34 - $67.22 $1.04M - $1.45M
34.4K $1.68M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-50.8K
- 31.55%
$17.45 - $22.74 $886K - $1.15M
110K $1.93M
SJNK
Spdr Bloomberg Short Term High

ETFs
-60.1K
- 81.12%
$25.28 - $25.63 $1.52M - $1.54M
14K $358K
FIS
Fidelity National Information Services, Inc.

Technology
-9.35K
- 15.88%
$63.37 - $82.35 $592K - $770K
49.5K $3.27M
LBRDK
Liberty Broadband Corp

Communication Services
-10.4K
- 43.31%
$58.3 - $100.8 $607K - $1.05M
13.6K $865K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-25.7K
- 18.37%
$46.51 - $50.07 $1.2M - $1.29M
114K $5.37M
EXEL
Exelixis, Inc.

Healthcare
-27.8K
- 23.59%
$36.22 - $46.25 $1.01M - $1.29M
90K $3.72M
CDW
Cdw Corp

Technology
-4.29K
- 10.67%
$156.97 - $182.84 $673K - $784K
35.9K $5.72M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-32.6K
- 7.03%
$70.77 - $73.59 $2.31M - $2.4M
431K $31.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
-44.8K
- 2.29%
$81.75 - $84.54 $3.66M - $3.79M
1.91M $161M
SBAC
Sba Communications Corp

Real Estate
-3.31K
- 17.66%
$191.35 - $239.35 $633K - $792K
15.4K $2.98M
MOD
Modine Manufacturing CO

Consumer Cyclical
-17.6K
- 69.9%
$90.02 - $158.57 $1.59M - $2.8M
7.6K $1.08M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-12.3K
- 30.34%
$97.53 - $115.95 $1.2M - $1.43M
28.4K $2.83M
BHF
Brighthouse Financial, Inc.

Financial Services
-24.9K
- 52.54%
$43.36 - $57.59 $1.08M - $1.43M
22.5K $1.19M
MUB
Ishares National Muni Bond ETF

ETFs
-28K
- 3.43%
$103.24 - $106.68 $2.89M - $2.99M
789K $84M
GIB
Cgi Inc

Technology
-6.47K
- 13.81%
$88.14 - $106.19 $570K - $687K
40.4K $3.6M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-88.1K
- 77.89%
$14.46 - $15.29 $1.27M - $1.35M
25K $376K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-27.5K
- 32.26%
$47.18 - $48.17 $1.3M - $1.33M
57.8K $2.77M
BA
Boeing CO

Industrials
-12.1K
- 5.64%
$209.79 - $237.38 $2.55M - $2.88M
203K $43.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-32.2K
- 13.45%
$41.8 - $43.15 $1.35M - $1.39M
207K $8.87M
IWC
Russell Micro Cap ETF

ETFs
-34.9K
- 18.89%
$127.86 - $151.39 $4.46M - $5.29M
150K $22.3M
SCHW
Schwab Charles Corp

Financial Services
-45.9K
- 6.08%
$91.03 - $98.69 $4.18M - $4.53M
708K $67.6M
SMG
Scotts Miracle Gro CO

Basic Materials
-5.89K
- 6.39%
$55.82 - $70.08 $329K - $413K
86.3K $4.91M
ADSK
Autodesk, Inc.

Technology
-4.7K
- 9.22%
N/A
46.2K $11.4M
BSM
Black Stone Minerals, L.P.

Energy
-88.2K
- 50.52%
$11.92 - $13.41 $1.05M - $1.18M
86.3K $1.13M
F
Ford Motor CO

Consumer Cyclical
-147K
- 24.34%
$10.82 - $12.09 $1.59M - $1.77M
456K $5.45M
COP
Conocophillips

Energy
-41.6K
- 7.07%
$91.0 - $98.99 $3.79M - $4.12M
547K $51.8M
TPL
Texas Pacific Land Corp

Energy
-125
- 1.59%
$854.83 - $1075.97 $107K - $134K
7.72K $7.21M
IR
Ingersoll Rand Inc.

Industrials
-11K
- 4.82%
$74.98 - $89.02 $828K - $983K
218K $18M
IVE
Ishares S&P 500 Value ETF

ETFs
-8K
- 14.45%
$194.44 - $206.51 $1.55M - $1.65M
47.3K $9.78M
KEX
Kirby Corp

Industrials
-737
- 2.33%
$82.64 - $120.83 $60.9K - $89.1K
30.9K $2.58M
SRLN
Ssga Active Trust

ETFs
-23.9K
- 26.82%
$41.28 - $41.65 $987K - $996K
65.3K $2.71M
EFV
Msci Eafe Value ETF

ETFs
-29.2K
- 12.65%
$62.79 - $68.42 $1.84M - $2M
202K $13.7M
DOX
Amdocs LTD

Technology
-4.1K
- 5.88%
$81.2 - $92.62 $333K - $380K
65.6K $5.39M
MFA
Mfa Financial, Inc.

Real Estate
-98.4K
- 48.23%
$9.09 - $10.4 $894K - $1.02M
106K $970K
WDFC
Wd 40 CO

Basic Materials
-3.3K
- 34.5%
$195.27 - $233.16 $644K - $769K
6.26K $1.24M
MUR
Murphy Oil Corp

Energy
-45.2K
- 76.48%
$22.13 - $30.03 $1M - $1.36M
13.9K $395K
CTRA
Coterra Energy Inc.

Energy
-23.8K
- 11.84%
$23.09 - $25.45 $549K - $605K
177K $4.19M
XLF
Financial Sector Spdr

ETFs
-29.4K
- 6.44%
$51.37 - $54.25 $1.51M - $1.6M
428K $23M
MMM
3 M CO

Industrials
-10.1K
- 4.42%
$144.41 - $160.2 $1.46M - $1.62M
219K $34M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-6.97K
- 50.85%
$86.13 - $119.63 $600K - $833K
6.73K $631K
XLV
Select Sector Spdr Fund Health

ETFs
-11.2K
- 7.05%
$129.01 - $139.72 $1.45M - $1.57M
148K $20.6M
TFC
Truist Financial Corp

Financial Services
-34.5K
- 13.05%
$42.83 - $47.07 $1.48M - $1.63M
230K $10.5M
IOT
Samsara Inc.

Technology
-19.7K
- 49.96%
$32.22 - $42.09 $635K - $829K
19.7K $734K
WDAY
Workday, Inc.

Technology
-3.54K
- 14.22%
$213.69 - $247.69 $756K - $877K
21.3K $5.14M
MRNA
Moderna, Inc.

Healthcare
-28.3K
- 50.26%
$23.51 - $34.67 $666K - $983K
28.1K $724K
ONON
On Holding Ag

Consumer Cyclical
-11.9K
- 35.5%
$42.35 - $54.36 $503K - $646K
21.6K $914K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-5.12K
- 21.78%
$93.1 - $110.49 $476K - $565K
18.4K $1.71M
PRU
Prudential Financial Inc

Financial Services
-5.05K
- 6.32%
$100.68 - $109.89 $508K - $555K
74.8K $7.76M
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