CI PRIVATE WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KRC | 48K | $2.01M |
 | GFI | 47K | $1.99M |
 | IONQ | 47K | $2.92M |
 | EQH | 47K | $2.41M |
 | JEF | 47K | $3.10M |
 | STLD | 47K | $6.59M |
 | YETI | 47K | $1.56M |
 | MRCC | 47K | $330.38K |
 | FLG | 47K | $543.30K |
 | TER | 47K | $6.47M |
 | WPC | 47K | $3.17M |
 | SPRU | 47K | $114.45K |
 | TEF | 47K | $237.31K |
 | VVV | 47K | $1.68M |
 | LEO | 46K | $289.85K |
 | AEG | 46K | $369.80K |
 | UPWK | 46K | $858.75K |
 | ADSK | 46K | $14.69M |
 | ERIC | 46K | $381.61K |
 | KRP | 46K | $619.19K |
Kilroy Realty Corporation
KRC
Shares Held
48K
Value
$2.01M
Gold Fields Limited
GFI
Shares Held
47K
Value
$1.99M
IonQ, Inc.
IONQ
Shares Held
47K
Value
$2.92M
Equitable Holdings, Inc.
EQH
Shares Held
47K
Value
$2.41M
Jefferies Financial Group Inc.
JEF
Shares Held
47K
Value
$3.10M
Steel Dynamics, Inc.
STLD
Shares Held
47K
Value
$6.59M
YETI Holdings, Inc.
YETI
Shares Held
47K
Value
$1.56M
Monroe Capital Corporation
MRCC
Shares Held
47K
Value
$330.38K
Flagstar Financial, Inc.
FLG
Shares Held
47K
Value
$543.30K
Teradyne, Inc.
TER
Shares Held
47K
Value
$6.47M
W. P. Carey Inc.
WPC
Shares Held
47K
Value
$3.17M
Spruce Power Holding Corporation
SPRU
Shares Held
47K
Value
$114.45K
Telefónica, S.A.
TEF
Shares Held
47K
Value
$237.31K
Valvoline Inc.
VVV
Shares Held
47K
Value
$1.68M
BNY Mellon Strategic Municipals, Inc.
LEO
Shares Held
46K
Value
$289.85K
Aegon Ltd.
AEG
Shares Held
46K
Value
$369.80K
Upwork Inc.
UPWK
Shares Held
46K
Value
$858.75K
Autodesk, Inc.
ADSK
Shares Held
46K
Value
$14.69M
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
46K
Value
$381.61K
Kimbell Royalty Partners, LP
KRP
Shares Held
46K
Value
$619.19K