Corient-Private-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
2,598
Total Value
49550379957
Accession Number
0001172661-25-001832
Form Type
13F-HR
Manager Name
Corient-Private-Wealth
Data Enrichment
80% identified
2,074 identified524 unidentified

Holdings

2,598 positions • $49.6B total value
Manager:
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Page 4 of 114
BERKSHIRE HATHAWAY INC
Shares:212
Value:$169.3M
% of Portfolio:0.3% ($169.3M/$49.6B)
COCA COLA CO
Shares:2.4M
Value:$169.0M
% of Portfolio:0.3% ($169.0M/$49.6B)
92206C409
Shares:2.1M
Value:$167.9M
% of Portfolio:0.3% ($167.9M/$49.6B)
92206C870
Shares:2.0M
Value:$165.2M
% of Portfolio:0.3% ($165.2M/$49.6B)
921908844
Shares:849.3K
Value:$164.8M
% of Portfolio:0.3% ($164.8M/$49.6B)
25434V666
Shares:5.4M
Value:$164.1M
% of Portfolio:0.3% ($164.1M/$49.6B)
921909768
Shares:2.6M
Value:$162.0M
% of Portfolio:0.3% ($162.0M/$49.6B)
DEERE & CO
Shares:340.4K
Value:$159.8M
% of Portfolio:0.3% ($159.8M/$49.6B)
AMGEN INC
Shares:511.9K
Value:$159.5M
% of Portfolio:0.3% ($159.5M/$49.6B)
ORACLE CORP
Shares:1.1M
Value:$153.0M
% of Portfolio:0.3% ($153.0M/$49.6B)
46432F396
Shares:752.7K
Value:$152.1M
% of Portfolio:0.3% ($152.1M/$49.6B)
SPDR GOLD TRUST
Shares:517.7K
Value:$149.2M
% of Portfolio:0.3% ($149.2M/$49.6B)
Walt Disney Co
Shares:1.5M
Value:$147.1M
% of Portfolio:0.3% ($147.1M/$49.6B)
25434V609
Shares:2.9M
Value:$146.8M
% of Portfolio:0.3% ($146.8M/$49.6B)
25434V807
Shares:3.6M
Value:$142.7M
% of Portfolio:0.3% ($142.7M/$49.6B)
25434V815
Shares:5.0M
Value:$142.0M
% of Portfolio:0.3% ($142.0M/$49.6B)
MORGAN STANLEY
Shares:1.2M
Value:$140.8M
% of Portfolio:0.3% ($140.8M/$49.6B)
CISCO SYSTEMS, INC.
Shares:2.3M
Value:$140.4M
% of Portfolio:0.3% ($140.4M/$49.6B)
AMERICAN TOWER CORP /MA/
Shares:641.7K
Value:$139.6M
% of Portfolio:0.3% ($139.6M/$49.6B)
92206C706
Shares:2.3M
Value:$136.5M
% of Portfolio:0.3% ($136.5M/$49.6B)