Corient Private Wealth LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP Corient Private Wealth LLC | Institutional Filer | ▼ 7.09% | $69.90B | 2838 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2838)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 4.6M | $2.76B | 3.95% |
| 2 | AAPL | Apple Inc. | Technology | 10.4M | $2.61B | 3.74% |
| 3 | MSFT | Microsoft Corporation | Technology | 5.7M | $2.12B | 3.04% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | — | 33.4M | $2.09B | 2.99% |
| 5 | NVDA | NVIDIA Corporation | Technology | 11.0M | $1.91B | 2.73% |
| 6 | VOO | VANGUARD INDEX FDS | — | 3.0M | $1.70B | 2.43% |
| 7 | GOOGL | Alphabet Inc. | Technology | 4.8M | $1.37B | 1.96% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 6.4M | $1.33B | 1.91% |
| 9 | GOOG | Alphabet Inc. | Technology | 4.4M | $1.27B | 1.81% |
| 10 | AVGO | Broadcom Inc. | Technology | 3.7M | $1.13B | 1.62% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 1.5M | $965.5M | 1.38% |
| 12 | JPM | JPMorgan Chase & Co. | Financial Services | 3.2M | $928.3M | 1.33% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 1.8M | $831.9M | 1.19% |
| 14 | COST | Costco Wholesale Corporation | Consumer Defensive | 759K | $732.8M | 1.05% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 2.7M | $649.6M | 0.93% |
Showing 1 to 15 of 1000 holdings