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
BRO
Brown & Brown, Inc.

Financial Services
-1.68K
- 0.49%
$90.88 - $108.93 $153K - $183K
342K $32.1M
WFC
Wells Fargo & Company

Financial Services
-148K
- 8.53%
$77.05 - $85.16 $11.4M - $12.6M
1.59M $133M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.09K
- 1.06%
$366.54 - $479.53 $398K - $520K
102K $39.8M
LANC
Lancaster Colony Corp

Consumer Defensive
-33K
- 95.86%
$171.5 - $183.37 $5.66M - $6.06M
1.43K $258K
KR
Kroger CO

Consumer Defensive
-59.7K
- 15.8%
$64.52 - $74.35 $3.85M - $4.44M
318K $21.5M
DFAX
Dimensional ETF Tr
-214K
- 35.16%
$29.25 - $31.56 $6.25M - $6.74M
394K $12.4M
CALM
Cal Maine Foods Inc

Consumer Defensive
-16.4K
- 2.33%
$94.1 - $119.16 $1.55M - $1.96M
691K $65M
GBIL
Goldman Sachs Access Treasury

ETFs
-55.1K
- 5.9%
$99.82 - $100.23 $5.5M - $5.53M
879K $88.1M
JBHT
Hunt J B Transport Services Inc

Industrials
-10.1K
- 2.34%
$130.65 - $154.66 $1.32M - $1.56M
422K $56.6M
VCR
Vanguard Consumer Discretionar

ETFs
-15.3K
- 77.8%
$359.61 - $401.35 $5.52M - $6.16M
4.38K $1.73M
SHEL
Shell PLC

Energy
-79.8K
- 19.24%
$69.82 - $73.93 $5.57M - $5.9M
335K $24M
MAR
Marriott International Inc

Consumer Cyclical
-10.2K
- 5.29%
$255.35 - $282.87 $2.62M - $2.9M
183K $47.8M
XLE
Energy Sector Spdr

ETFs
-83.6K
- 16.15%
$84.25 - $91.99 $7.05M - $7.69M
434K $38.8M
EOG
Eog Resources Inc

Energy
-17.8K
- 4.45%
$112.12 - $126.1 $1.99M - $2.24M
382K $42.8M
CATH
Global X Fds Global X S&P 500

ETFs
-70K
- 52.65%
$75.38 - $81.32 $5.28M - $5.69M
62.9K $5.1M
POOL
Pool Corp

Industrials
-16.8K
- 69.52%
$292.13 - $333.62 $4.9M - $5.59M
7.35K $2.28M
RGA
Reinsurance Group Of America Inc

Financial Services
-14.8K
- 5.32%
$177.1 - $199.23 $2.62M - $2.94M
263K $50.5M
OTIS
Otis Worldwide Corp

Industrials
-35.9K
- 21.51%
$84.93 - $101.07 $3.05M - $3.63M
131K $12M
GOSS
Gossamer Bio, Inc.

Healthcare
-3.67M
- 99.46%
$1.21 - $3.46 $4.45M - $12.7M
20K $52K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-10.5K
- 81.43%
$361.83 - $435.43 $3.8M - $4.57M
2.4K $930K
KMB
Kimberly Clark Corp

Consumer Defensive
-23.9K
- 8.35%
$121.72 - $136.77 $2.91M - $3.27M
263K $32.6M
GWW
W.W. Grainger, Inc.

Industrials
-750
- 1.86%
$932.44 - $1059.49 $699K - $795K
39.6K $37.8M
WMT
Walmart Inc.

Consumer Defensive
-145K
- 7.04%
$94.4 - $104.27 $13.7M - $15.1M
1.91M $197M
EFG
Msci Eafe Growth ETF

ETFs
-40.4K
- 13.42%
$106.99 - $114.46 $4.32M - $4.63M
261K $29.7M
VV
Vanguard Large Cap ETF

ETFs
-21.5K
- 18.79%
$285.05 - $309.14 $6.12M - $6.63M
92.7K $28.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
-18.6K
- 34.53%
$131.78 - $176.09 $2.46M - $3.28M
35.3K $4.76M
OMFL
Invesco Exchange Traded Self I

ETFs
-81.7K
- 22.31%
$57.41 - $60.45 $4.69M - $4.94M
284K $17.1M
VHT
Vanguard Health Care ETF

ETFs
-17.1K
- 39.11%
$239.12 - $259.95 $4.08M - $4.44M
26.6K $6.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-93.1K
- 45.64%
$40.94 - $42.85 $3.81M - $3.99M
111K $4.67M
T
At&T Inc.

Communication Services
-72.1K
- 2.95%
$26.94 - $29.62 $1.94M - $2.14M
2.38M $67.1M
IFF
International Flavors & Fragrances Inc

Basic Materials
-39.9K
- 37.23%
$60.3 - $77.46 $2.4M - $3.09M
67.2K $4.14M
WST
West Pharmaceutical Services Inc

Healthcare
-22.6K
- 44.39%
$210.08 - $279.1 $4.75M - $6.31M
28.3K $7.43M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-7.09K
- 13.81%
$108.8 - $169.61 $772K - $1.2M
44.2K $4.81M
FNDF
Schwab Fundamental Intl Large

ETFs
-261K
- 10.04%
$39.84 - $43.15 $10.4M - $11.3M
2.34M $101M
BK
Bank Of New York Mellon Corp

Financial Services
-85.4K
- 26.43%
$90.65 - $109.75 $7.74M - $9.37M
238K $25.9M
XLU
Utilities Sector Spdr

ETFs
-49.7K
- 33.49%
$81.14 - $87.32 $4.03M - $4.34M
98.7K $8.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-566K
- 9.36%
$24.46 - $26.5 $13.9M - $15M
5.49M $144M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-5.42K
- 14.32%
$332.69 - $399.0 $1.8M - $2.16M
32.4K $10.8M
AVY
Avery Dennison Corp

Industrials
-3.98K
- 1.93%
$158.71 - $184.63 $632K - $735K
202K $32.8M
VEEV
Veeva Systems Inc

Healthcare
-16.6K
- 10.14%
$269.2 - $297.91 $4.48M - $4.96M
147K $43.9M
VXF
Vanguard Extended Market ETF

ETFs
-20.2K
- 36.34%
$193.58 - $213.07 $3.92M - $4.31M
35.4K $7.42M
VIS
Vanguard Industrial ETF

ETFs
-12.8K
- 39.8%
$281.0 - $296.29 $3.59M - $3.78M
19.3K $5.72M
MTG
Mgic Investment Corp

Financial Services
-120K
- 40.03%
$25.06 - $28.92 $3.02M - $3.48M
180K $5.12M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-39.6K
- 10.41%
$82.38 - $83.0 $3.26M - $3.28M
341K $28.3M
AVIV
American Centy ETF Tr Avantis
-52.6K
- 89.49%
$61.83 - $67.44 $3.25M - $3.54M
6.17K $416K
PRGS
Progress Software Corp

Technology
-20.9K
- 18.18%
$40.98 - $55.52 $857K - $1.16M
94.1K $4.14M
BMY
Bristol Myers Squibb CO

Healthcare
-57.1K
- 11.13%
$43.31 - $48.98 $2.47M - $2.79M
455K $20.5M
USRT
Ishares Core U.S. Reit ETF

ETFs
-76.8K
- 11.65%
$55.64 - $59.37 $4.27M - $4.56M
582K $34.2M
GKOS
Glaukos Corp

Healthcare
-28.8K
- 91.08%
$79.92 - $106.55 $2.3M - $3.07M
2.82K $229K
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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