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
TTEK
Tetra Tech Inc

Industrials
-256K
- 12.69%
$33.1 - $38.34 $8.48M - $9.82M
1.76M $58.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-32.7K
- 8.1%
$196.15 - $217.83 $6.41M - $7.12M
370K $74.7M
UPS
United Parcel Service Inc

Industrials
-112K
- 47.51%
$82.58 - $105.54 $9.22M - $11.8M
123K $10.3M
FICO
Fair Isaac Corp

Technology
-5.29K
- 34.35%
$1311.26 - $1869.83 $6.94M - $9.89M
10.1K $15.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-99.2K
- 12.16%
$236.25 - $257.69 $23.4M - $25.6M
717K $184M
VAW
Vanguard Materials ETF

ETFs
-63.1K
- 85.86%
$193.21 - $210.15 $12.2M - $13.3M
10.4K $2.13M
CSCO
Cisco Systems, Inc.

Technology
-135K
- 5.63%
$66.2 - $71.79 $8.96M - $9.72M
2.27M $155M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-838K
- 12.72%
$29.55 - $32.52 $24.7M - $27.2M
5.75M $184M
PLD
Prologis, Inc.

Real Estate
-122K
- 38.69%
$104.08 - $115.35 $12.7M - $14.1M
194K $22.2M
SLB
Schlumberger Limited

Energy
-338K
- 28.87%
$32.37 - $37.31 $10.9M - $12.6M
833K $28.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-101K
- 70.41%
$102.4 - $103.88 $10.3M - $10.5M
42.4K $4.39M
CARR
Carrier Global Corp

Industrials
-59.7K
- 13.02%
$58.75 - $80.73 $3.51M - $4.82M
399K $23.8M
AVLV
American Centy ETF Tr Avantis
-145K
- 74.63%
$68.33 - $72.69 $9.88M - $10.5M
49.2K $3.55M
TXN
Texas Instruments Inc

Technology
-49.3K
- 3.87%
N/A
1.22M $238M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-99.5K
- 25.25%
$65.64 - $78.22 $6.53M - $7.78M
295K $19.8M
UNP
Union Pacific Corp

Industrials
-53.5K
- 10.75%
$214.91 - $237.16 $11.5M - $12.7M
445K $105M
VO
Vanguard Mid Cap ETF

ETFs
-49.9K
- 12.62%
$279.83 - $293.74 $14M - $14.6M
345K $101M
IONS
Ionis Pharmaceuticals Inc

Healthcare
-231K
- 97.23%
$39.94 - $65.42 $9.24M - $15.1M
6.59K $431K
CCI
Crown Castle International Corp

Real Estate
-76.4K
- 29.81%
$92.96 - $113.91 $7.1M - $8.7M
180K $17.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
-22.1K
- 7.09%
$265.78 - $299.3 $5.88M - $6.62M
290K $79M
BRP
Brp Group, Inc.

Financial Services
-220K
- 81.68%
N/A
49.4K $1.98M
VRSK
Verisk Analytics, Inc.

Industrials
-4.99K
- 3.96%
$242.3 - $312.95 $1.21M - $1.56M
121K $30.4M
ELV
Elevance Health, Inc.

Healthcare
-12.2K
- 16.92%
$274.66 - $395.76 $3.35M - $4.83M
59.9K $19.4M
MGM
Mgm Resorts International

Consumer Cyclical
-250K
- 47.35%
$34.18 - $39.77 $8.55M - $9.95M
278K $9.65M
ALC
Alcon Inc

Healthcare
-63.3K
- 23.29%
$73.24 - $92.22 $4.64M - $5.84M
209K $15.5M
RSG
Republic Services, Inc.

Industrials
-13.2K
- 4.31%
$225.33 - $246.01 $2.98M - $3.25M
294K $67.4M
VOX
Vanguard Communication Service

ETFs
-50.8K
- 67.21%
$169.0 - $192.17 $8.59M - $9.76M
24.8K $4.65M
MCD
Mcdonalds Corp

Consumer Cyclical
-62K
- 6.84%
$291.67 - $316.99 $18.1M - $19.7M
845K $257M
DXCM
Dexcom Inc

Healthcare
-85.8K
- 70.29%
$66.46 - $89.53 $5.7M - $7.69M
36.3K $2.44M
UL
Unilever PLC

Consumer Defensive
-107K
- 11.14%
$58.43 - $65.01 $6.26M - $6.97M
855K $50.7M
XLB
Select Sector Spdr Fd Material

ETFs
-93.2K
- 67.97%
$86.72 - $92.61 $8.08M - $8.63M
43.9K $3.94M
AVUS
American Centy ETF Tr Avantis

ETFs
-148K
- 14.28%
$101.2 - $109.16 $15M - $16.2M
892K $96.9M
CTAS
Cintas Corp

Industrials
-22.3K
- 12.44%
$199.29 - $226.27 $4.44M - $5.04M
157K $32.2M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-183K
- 27.71%
$45.22 - $48.34 $8.29M - $8.86M
478K $22.8M
XOM
Exxon Mobil Corp

Energy
-206K
- 6.45%
$105.83 - $117.22 $21.8M - $24.2M
2.99M $337M
AJG
Arthur J. Gallagher & Co.

Financial Services
-21.3K
- 32.86%
$284.17 - $319.49 $6.06M - $6.81M
43.6K $13.5M
MA
Mastercard Inc

Financial Services
-20.5K
- 3.15%
$550.18 - $598.96 $11.3M - $12.3M
630K $358M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-186K
- 61.09%
$25.5 - $35.2 $4.76M - $6.56M
119K $3.03M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-69.7K
- 17.16%
$100.37 - $100.74 $6.99M - $7.02M
336K $33.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-55.4K
- 53.13%
$131.47 - $143.64 $7.28M - $7.96M
48.9K $6.92M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-657K
- 11.32%
$29.2 - $32.74 $19.2M - $21.5M
5.14M $164M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-106K
- 91.07%
$63.74 - $68.36 $6.77M - $7.26M
10.4K $706K
REET
Ishares Global Reit ETF

ETFs
-277K
- 76.52%
$24.45 - $25.91 $6.78M - $7.19M
85.2K $2.18M
UNH
Unitedhealth Group Inc

Healthcare
-65.2K
- 13.67%
$237.77 - $353.61 $15.5M - $23.1M
412K $142M
AVIG
American Centy ETF Tr Avantis

ETFs
-160K
- 39.21%
$41.02 - $42.32 $6.58M - $6.79M
249K $10.5M
EMR
Emerson Electric CO

Industrials
-32.1K
- 3.28%
$128.6 - $149.63 $4.12M - $4.8M
945K $124M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-471K
- 8.04%
$43.65 - $46.42 $20.5M - $21.9M
5.38M $250M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-70.8K
- 57.58%
$85.01 - $90.35 $6.02M - $6.4M
52.2K $4.67M
VNQ
Vanguard Specialized Funds Van

ETFs
-95.1K
- 8.57%
$88.47 - $93.24 $8.42M - $8.87M
1.02M $92.8M
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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