Stock Taper

CI PRIVATE WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Energy Transfer LPET1.87M$35.73M
Brookfield CorporationBN1.89M$80.6M
Patriot National Bancorp, Inc.PNBK1.92M$1.84M
Walmart Inc.WMT1.92M$217.52M
The Walt Disney CompanyDIS1.96M$114.78M
Vontier CorporationVNT2.24M$65.04M
Blackstone Secured Lending FundBXSL2.28M$54.08M
The TJX Companies, Inc.TJX2.4M$363.13M
Chevron CorporationCVX2.46M$395.51M
Gilead Sciences, Inc.GILD2.48M$74.09M
NextEra Energy, Inc.NEE2.61M$228.79M
Cisco Systems, Inc.CSCO2.66M$312.84M
Enterprise Products Partners L.P.EPD2.7M$99.12M
AT&T Inc.T2.71M$46.65M
Merck & Co., Inc.MRK2.72M$327.3M
Bank of America CorporationBAC2.72M$155.24M
Pfizer Inc.PFE2.96M$67.84M
Intel Corp.INTC3.04M$184.01M
The Procter & Gamble CompanyPG3.04M$336.81M
The Coca-Cola CompanyKO3.07M$245.66M