CI PRIVATE WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HASI | 50K | $1.55M |
 | WELL | 50K | $8.93M |
 | WSBC | 50K | $1.60M |
 | KD | 50K | $1.50M |
 | CMA | 50K | $3.42M |
 | TBLA | 50K | $169.92K |
 | B | 50K | $1.63M |
 | FIS | 50K | $3.27M |
 | XPOF | 49K | $385.58K |
 | ALE | 49K | $3.29M |
 | EQNR | 49K | $1.21M |
 | SNAP | 49K | $378.84K |
 | RCL | 49K | $15.89M |
 | XRX | 49K | $184.53K |
 | BLDR | 49K | $5.94M |
 | GRFS | 49K | $486.04K |
 | NTAP | 48K | $5.72M |
 | HOOD | 48K | $6.89M |
 | GMED | 48K | $2.75M |
 | DTE | 48K | $6.77M |
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
50K
Value
$1.55M
Welltower Inc.
WELL
Shares Held
50K
Value
$8.93M
WesBanco, Inc.
WSBC
Shares Held
50K
Value
$1.60M
Kyndryl Holdings, Inc.
KD
Shares Held
50K
Value
$1.50M
Comerica Incorporated
CMA
Shares Held
50K
Value
$3.42M
Taboola.com Ltd.
TBLA
Shares Held
50K
Value
$169.92K
Barrick Mining Corporation
B
Shares Held
50K
Value
$1.63M
Fidelity National Information Services, Inc.
FIS
Shares Held
50K
Value
$3.27M
Xponential Fitness, Inc.
XPOF
Shares Held
49K
Value
$385.58K
ALLETE, Inc.
ALE
Shares Held
49K
Value
$3.29M
Equinor ASA
EQNR
Shares Held
49K
Value
$1.21M
Snap Inc.
SNAP
Shares Held
49K
Value
$378.84K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
49K
Value
$15.89M
Xerox Holdings Corporation
XRX
Shares Held
49K
Value
$184.53K
Builders FirstSource, Inc.
BLDR
Shares Held
49K
Value
$5.94M
Grifols, S.A.
GRFS
Shares Held
49K
Value
$486.04K
NetApp, Inc.
NTAP
Shares Held
48K
Value
$5.72M
Robinhood Markets, Inc.
HOOD
Shares Held
48K
Value
$6.89M
Globus Medical, Inc.
GMED
Shares Held
48K
Value
$2.75M
DTE Energy Company
DTE
Shares Held
48K
Value
$6.77M