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
AEM
Agnico Eagle Mines LTD

Basic Materials
8.32K
+ 23.29%
$116.14 - $168.56 $967K - $1.4M
44.1K $7.43M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
59.3K
New
$50.9 - $52.37 $3.02M - $3.1M
59.3K $3.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11.9K
+ 9.74%
$134.94 - $145.86 $1.6M - $1.73M
134K $19.4M
JCPB
J P Morgan Exchange Traded Fd

ETFs
58K
+ 18.24%
$46.37 - $47.77 $2.69M - $2.77M
376K $17.9M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.21K
+ 6.59%
$171.01 - $228.24 $550K - $734K
52K $11.1M
SPMD
Spdr Portfolio

ETFs
29.5K
+ 6.96%
$54.43 - $58.29 $1.6M - $1.72M
453K $25.9M
STT
State Street Corp

Financial Services
10.4K
+ 6.07%
$102.01 - $117.25 $1.06M - $1.22M
182K $21.1M
HOOD
Robinhood Markets, Inc.

Technology
5.07K
+ 11.77%
$91.27 - $143.18 $462K - $725K
48.1K $6.89M
ATI
Allegheny Technologies Inc

Industrials
53K
+ 17.74%
$71.34 - $95.52 $3.78M - $5.07M
352K $28.6M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
27K
+ 453.05%
$99.08 - $103.57 $2.67M - $2.79M
32.9K $3.39M
AZN
Astrazeneca PLC

Healthcare
18.7K
+ 9.64%
$68.72 - $82.11 $1.28M - $1.53M
212K $16.3M
AEP
American Electric Power CO Inc

Utilities
13K
+ 8.84%
$103.26 - $115.0 $1.34M - $1.49M
159K $17.9M
BSX
Boston Scientific Corp

Healthcare
45.1K
+ 25.93%
$97.03 - $108.14 $4.37M - $4.87M
219K $21.4M
SPG
Simon Property Group Inc

Real Estate
3.73K
+ 5.08%
$159.93 - $187.67 $596K - $699K
77.2K $14.5M
ROAD
Construction Partners, Inc.

Industrials
16.5K
+ 62.22%
$93.43 - $136.74 $1.54M - $2.26M
43K $5.47M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
33.3K
+ 12.23%
$39.06 - $43.42 $1.3M - $1.45M
306K $13.3M
IWS
Ishares Russell Midcap Value E

ETFs
12.5K
+ 11.22%
$132.83 - $140.61 $1.66M - $1.76M
124K $17.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
17.6K
+ 30.77%
$98.99 - $112.2 $1.75M - $1.98M
75K $8.29M
SONY
Sony Group Corp

Technology
64.3K
+ 25.85%
$23.92 - $30.07 $1.54M - $1.93M
313K $9.01M
MBB
Ishares Tr

ETFs
20.5K
+ 4.67%
$92.46 - $95.73 $1.9M - $1.96M
460K $43.7M
SLV
I Shares Silver Trust

ETFs
47.9K
+ 98.42%
$32.73 - $42.5 $1.57M - $2.04M
96.6K $4.09M
ORCC
Owl Rock Capital Corp

Financial Services
185K
+ 10.68%
N/A
1.92M $25.7M
XYL
Xylem Inc.

Industrials
12.8K
+ 41.46%
$129.67 - $147.5 $1.67M - $1.89M
43.8K $6.46M
DASH
Door Dash, Inc.

Communication Services
6.84K
+ 31.52%
$234.5 - $272.5 $1.6M - $1.86M
28.5K $7.76M
HCA
Hca Healthcare, Inc.

Healthcare
1.5K
+ 3.7%
$334.32 - $426.2 $501K - $639K
42.1K $17.9M
ICSH
Blackrock Ultra Short Term Bon

ETFs
46.7K
+ 18.43%
$50.52 - $50.75 $2.36M - $2.37M
300K $15.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
10.3K
+ 15.84%
$50.79 - $76.4 $522K - $786K
75.2K $5.75M
TQQQ
Proshares Ultrapro Qqq

ETFs
922
+ 0.86%
$80.89 - $104.72 $74.6K - $96.6K
108K $11.2M
FANG
Diamondback Energy, Inc.

Energy
14.5K
+ 65.19%
$134.53 - $152.5 $1.96M - $2.22M
36.8K $5.27M
WELL
Welltower Inc.

Real Estate
6.25K
+ 14.24%
$150.71 - $178.14 $942K - $1.11M
50.2K $8.93M
SO
Southern CO

Utilities
15.6K
+ 6.83%
$90.83 - $96.0 $1.41M - $1.5M
244K $23.1M
ENB
Enbridge Inc

Energy
18.3K
+ 7.99%
$43.79 - $50.46 $803K - $925K
248K $12.5M
IBM
International Business Machines Corp

Technology
24.8K
+ 6.39%
$234.77 - $292.47 $5.82M - $7.25M
413K $116M
CLDX
Celldex Therapeutics, Inc.

Healthcare
37.9K
+ 18.78%
$20.01 - $26.19 $758K - $992K
240K $6.2M
NUSC
Nuveen Esg Small Cap ETF

ETFs
28.9K
+ 12.63%
$40.43 - $44.52 $1.17M - $1.29M
258K $11.4M
TPR
Tapestry, Inc.

Consumer Cyclical
6.74K
+ 13.38%
$86.48 - $116.14 $583K - $783K
57.1K $6.47M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
29.8K
+ 717.07%
$64.17 - $68.19 $1.91M - $2.03M
33.9K $2.31M
MORN
Morningstar, Inc.

Financial Services
11.7K
+ 138.85%
$231.72 - $311.89 $2.71M - $3.65M
20.1K $4.67M
URA
Global X Uranium ETF

ETFs
38.1K
+ 170.5%
$36.45 - $50.4 $1.39M - $1.92M
60.4K $2.88M
ATO
Atmos Energy Corp

Utilities
7.04K
+ 14.57%
$151.51 - $170.75 $1.07M - $1.2M
55.4K $9.46M
CW
Curtiss Wright Corp

Industrials
3.37K
+ 108.35%
$472.43 - $542.94 $1.59M - $1.83M
6.48K $3.52M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
29.6K
New
$61.83 - $67.07 $1.83M - $1.99M
29.6K $1.95M
SJM
J M Smucker CO

Consumer Defensive
12.8K
+ 23.66%
$102.24 - $113.2 $1.3M - $1.44M
66.7K $7.24M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
17.8K
+ 26.94%
$84.28 - $89.46 $1.5M - $1.6M
84K $7.48M
HWM
Howmet Aerospace Inc.

Industrials
7.86K
+ 21.1%
$171.0 - $196.23 $1.34M - $1.54M
45.1K $8.86M
EWJ
Ishares Msci Japan ETF

ETFs
12.9K
+ 7.94%
$71.69 - $81.49 $927K - $1.05M
176K $14.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
35K
+ 6.58%
$45.6 - $46.92 $1.59M - $1.64M
566K $26.5M
UBS
Ubs Group Ag

Financial Services
29.1K
+ 30.44%
$33.77 - $42.38 $984K - $1.23M
125K $5.12M
BNS
Bank Of Nova Scotia

Financial Services
2.76K
+ 1.53%
$54.5 - $64.93 $151K - $179K
184K $11.9M
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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