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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
90.7K
+ 104.36%
$75.26 - $80.19 $6.83M - $7.27M
178K $14.2M
TECH
Bio Techne Corp

Healthcare
104K
+ 27.8%
$49.87 - $58.78 $5.19M - $6.12M
478K $26.6M
MLM
Martin Marietta Materials Inc

Basic Materials
2.3K
+ 3.22%
$546.36 - $631.12 $1.25M - $1.45M
73.7K $46.5M
APO
Apollo Global Management, Inc.

Financial Services
66.8K
+ 32.0%
$131.55 - $156.05 $8.78M - $10.4M
275K $36.7M
AME
Ametek Inc

Industrials
30.6K
+ 18.76%
$176.44 - $192.03 $5.4M - $5.88M
194K $36.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
8.89K
+ 6.56%
$339.37 - $366.46 $3.02M - $3.26M
144K $52.8M
LHX
L3 Harris Technologies, Inc.

Industrials
6.14K
+ 6.95%
$252.18 - $305.41 $1.55M - $1.88M
94.6K $28.9M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
72K
+ 179.8%
$80.54 - $89.67 $5.8M - $6.45M
112K $9.84M
IVW
Ishares S&P 500 Growth ETF

ETFs
29K
+ 10.54%
$108.97 - $121.65 $3.16M - $3.53M
304K $36.7M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
243K
+ 7.17%
N/A
3.63M $92.6M
JCI
Johnson Controls International PLC

Industrials
40.7K
+ 11.17%
$103.24 - $111.73 $4.21M - $4.55M
405K $44.6M
URI
United Rentals, Inc.

Industrials
2.39K
+ 14.02%
$774.14 - $975.23 $1.85M - $2.33M
19.5K $18.6M
PVAL
Putnam ETF Tr Putnam Focused L
101K
+ 19.43%
$39.93 - $42.72 $4.05M - $4.33M
623K $26.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
48.8K
+ 5.2%
$52.12 - $55.33 $2.55M - $2.7M
987K $54.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
60K
+ 49.71%
$91.44 - $91.77 $5.49M - $5.51M
181K $16.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
71.2K
+ 12.18%
$42.26 - $47.16 $3.01M - $3.36M
656K $30.4M
GLDM
World Gold Trust

ETFs
26.3K
+ 8.34%
$64.73 - $76.45 $1.7M - $2.01M
342K $26.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
69.8K
+ 44.81%
$62.54 - $68.42 $4.37M - $4.78M
226K $15.2M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
237K
New
$21.62 - $22.81 $5.12M - $5.4M
237K $5.33M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
16.3K
+ 44.46%
$103.83 - $179.9 $1.69M - $2.93M
52.9K $9.45M
UAA
Under Armour, Inc.

Consumer Cyclical
1.01M
+ 6457.49%
$4.77 - $7.37 $4.8M - $7.41M
1.02M $5.1M
IWN
Ishares Russell2000 Val ETF

ETFs
13.1K
+ 9.84%
$157.1 - $178.94 $2.06M - $2.35M
147K $25.9M
PHM
Pultegroup Inc

Consumer Cyclical
14.6K
+ 13.24%
$108.0 - $141.42 $1.58M - $2.06M
125K $16.5M
DOCN
Digital Ocean Holdings, Inc.

Technology
140K
New
$25.74 - $37.71 $3.6M - $5.27M
140K $4.77M
TTE
Total Energies Se

Energy
69.5K
+ 192.65%
N/A
106K $7.24M
OPCH
Option Care Health, Inc.

Healthcare
160K
+ 586.73%
$26.82 - $31.95 $4.29M - $5.12M
187K $5.2M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.74K
+ 2.4%
$163.62 - $210.2 $448K - $576K
117K $22.9M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
47.1K
+ 17.18%
$60.01 - $65.01 $2.83M - $3.06M
321K $20.9M
RRX
Regal Rexnord Corp

Industrials
28.8K
+ 672.46%
$137.95 - $159.91 $3.97M - $4.6M
33K $4.74M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
68.6K
+ 1183.74%
$59.29 - $62.87 $4.07M - $4.31M
74.4K $4.47M
TSCO
Tractor Supply CO

Consumer Cyclical
10.5K
+ 1.25%
$54.08 - $62.65 $567K - $657K
853K $48.5M
NVS
Novartis Ag

Healthcare
5.72K
+ 1.26%
$113.5 - $129.73 $649K - $742K
459K $58.8M
DUK
Duke Energy Corp

Utilities
17.2K
+ 5.32%
$116.31 - $125.93 $2.01M - $2.17M
341K $42.2M
FAF
First American Financial Corp

Financial Services
24.5K
+ 3.0%
$54.73 - $68.13 $1.34M - $1.67M
840K $54M
BR
Broadridge Financial Solutions, Inc.

Technology
25.1K
+ 5.84%
$233.75 - $266.89 $5.88M - $6.71M
456K $109M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
88.9K
+ 16.87%
$39.58 - $40.74 $3.52M - $3.62M
616K $25M
WDC
Western Digital Corp

Technology
8.71K
+ 17.58%
$63.84 - $120.06 $556K - $1.05M
58.3K $7M
XSW
Spdr S&P Software & Services E

ETFs
19.1K
New
$177.48 - $205.24 $3.39M - $3.92M
19.1K $3.78M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
92.3K
+ 14.39%
$28.15 - $30.13 $2.6M - $2.78M
734K $21.7M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
37.7K
New
$96.91 - $101.22 $3.66M - $3.82M
37.7K $3.73M
TER
Teradyne, Inc

Technology
15.5K
+ 49.02%
$90.15 - $137.64 $1.39M - $2.13M
47K $6.47M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
81.4K
New
$39.37 - $44.24 $3.2M - $3.6M
81.4K $3.56M
HDV
Ishares Core High Dividend ETF

ETFs
28K
+ 175.96%
$118.16 - $123.66 $3.31M - $3.47M
44K $5.39M
IYW
Ishares Dj Us Tech ETF

ETFs
8.44K
+ 10.4%
$171.38 - $197.01 $1.45M - $1.66M
89.6K $17.6M
STX
Seagate Technology Holdings PLC

Technology
5.21K
+ 21.17%
$142.01 - $236.06 $739K - $1.23M
29.8K $7.03M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
81.4K
+ 11.74%
$23.82 - $25.84 $1.94M - $2.1M
774K $19.9M
NEM
Newmont Corp

Basic Materials
14.6K
+ 17.82%
$57.35 - $85.25 $837K - $1.24M
96.5K $8.13M
PFF
Ishares Trust Ishares Pfd And

ETFs
87.2K
+ 13.89%
$30.67 - $32.13 $2.67M - $2.8M
715K $22.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
37.2K
+ 620.22%
$79.76 - $85.78 $2.97M - $3.19M
43.2K $3.66M
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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