Corient Private Wealth LLC

Investment Portfolio & 13F Holdings Analysis

About

Corient Private Wealth LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2598 holdings worth $49.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "OCGN",
  null,
  null,
  "VSGX",
  null,
  "OI",
  "JWN",
  "HYT",
  "MMSI",
  "ASND",
  "ENVX",
  "PINS",
  "SE",
  "RGEN",
  "SPSC",
  "ALKS",
  "INSM",
  "TREX",
  "JOBY",
  "KRYS",
  "ARES",
  "FSV",
  "HOOD",
  "APPF",
  "GTES",
  "PIPR",
  "AZEK",
  "ESGR",
  "FLEX",
  "GTX",
  "MPWR",
  "MGY",
  "FN",
  "GRAB",
  "MTCH",
  "NVR",
  "ARGX",
  "PCOR",
  "IOSP",
  null,
  "MQ",
  "ENTA",
  "INMD",
  "ASB",
  "TRU",
  "JAZZ",
  "RDNT",
  "PLTK",
  "NOVT",
  "DJP",
  "QRVO",
  "KTOS",
  "NEO",
  null,
  "GDX",
  "RRX",
  "POOL",
  "KAI",
  null,
  null,
  "CCCS",
  null,
  null,
  null,
  "OSK",
  null,
  "MASI",
  null,
  "MGEE",
  "MORN",
  "NTR",
  "SNDR",
  "KRNY",
  "TROW",
  "AGI.TO",
  "NLY",
  "PBR-A",
  "ITUB",
  "RJF",
  "AES",
  "ACHC",
  null,
  "KORE",
  "NBR",
  "ARW",
  "MOS",
  "AFG",
  "EBR",
  "AAL",
  null,
  "ENTG",
  "AKAM",
  null,
  "FLO",
  "GIL",
  "OLLI",
  "INTA",
  "RBC",
  "EXAS",
  "DNB",
  "LYFT",
  "IMO",
  "HUM",
  "PRGS",
  "CVBF",
  "MP",
  "AAXJ",
  "BEPC",
  null,
  "PCG",
  "AWR",
  null,
  "SABR",
  "RF",
  "FTI",
  "RBA.TO",
  "ALSN",
  "QSR",
  "PBA",
  "SMCI",
  "BCE",
  "ARI",
  "ONON",
  "ATR",
  null,
  "NPO",
  "HUBG",
  "ARM",
  "FWONK",
  "SNOW",
  "MU",
  null,
  "PATK",
  "JXN",
  "STR",
  "MHO",
  "NGL",
  "SVC",
  null,
  null,
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  "ZS",
  "BTU",
  "ITT",
  null,
  null,
  "PBH",
  "KBH",
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  null,
  "REVG",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "FLG",
  "A",
  "APD",
  "BABA",
  "PAA",
  "KSS",
  "SBCF",
  "TGTX",
  "MAIN",
  "SFNC",
  "JEF",
  null,
  null,
  "SBR",
  null,
  "NGVT",
  "MTSI",
  "JLL",
  "TNET",
  "ATI",
  "KTB",
  "VONG",
  null,
  "FIZZ",
  "ALL",
  "FRPT",
  null,
  "MOG-A",
  "GOOGL",
  "AVT",
  "PRCT",
  "AIN",
  "ALNY",
  "PXF",
  "VCYT",
  "ATGE",
  "VDE",
  "PEB",
  null,
  null,
  "VYX",
  "RIG",
  null,
  null,
  "AXP",
  null,
  null,
  "JQC",
  "UNIT",
  null,
  null,
  "GDXJ",
  null,
  "AEG",
  "ALGM",
  "AU",
  "ADMA",
  "SCHH",
  null,
  "AFRM",
  "JOE",
  "AMG",
  "APG",
  "AIG",
  null,
  "MT",
  "TEAM",
  "ASML",
  "T",
  "BILI",
  "ENOV",
  "BLK",
  "ESAB",
  "ASX",
  "GLTR",
  null,
  null,
  "E",
  null,
  "ADX",
  "AYI",
  "ATUS",
  "QDEL",
  null,
  null,
  null,
  null,
  "CAT",
  "BUD",
  null,
  null,
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  null,
  null,
  null,
  "AVEM",
  "BRO",
  "AIT",
  "KMX",
  "ABR",
  "CP.TO",
  "ROCK",
  "ARCC",
  null,
  "GMAB",
  "FELE",
  "SAN",
  null,
  "BGS",
  "BBDC",
  "FUL",
  null,
  "BIDU",
  "WRB",
  "FVR",
  "BOH",
  null,
  "BYD",
  "ITGR",
  "BSX",
  null,
  null,
  "HTZ",
  "HRB",
  "IAC",
  "CSQ",
  null,
  null,
  null,
  null,
  "CRON",
  null,
  null,
  null,
  null,
  "CRTO",
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  null,
  "CCI",
  "COF",
  null,
  "CMI",
  null,
  "DVAX",
  "PHG",
  null,
  null,
  "LMB",
  null,
  "LEG",
  null,
  "KFY",
  null,
  "LNC",
  null,
  null,
  "LPL",
  "LU",
  null,
  null,
  null,
  null,
  null,
  "LINE",
  "NMRK",
  "DUK",
  "PECO",
  null,
  "COOP",
  "ETO",
  "NUV",
  "EOI",
  "JRI",
  "EVT",
  "NTST",
  "MAC",
  "D",
  "NAVI",
  "NICE",
  null,
  "DT",
  "NAD",
  "PRM",
  "ETY",
  "NLOP",
  "M",
  "ROKU",
  "PFS",
  "ESS",
  "REZI",
  "PUK",
  null,
  "PAGP",
  "ERJ",
  "EHC",
  "KWR",
  "EFC",
  "RDFN",
  "EBAY",
  null,
  "PDI",
  "SBH",
  "RL",
  "QS",
  "PII",
  "RC",
  "PRVA",
  "WTRG",
  null,
  "FRT",
  "EQH",
  "FUN",
  "SMPL",
  null,
  "SSL",
  null,
  "SII",
  "EQNR",
  "SFBS",
  null,
  "SIGA",
  "EOG",
  "SNRE",
  "WTTR",
  null,
  "TDS",
  "STRA",
  "EXPE",
  "EXPD",
  "FFIV",
  "UNF",
  null,
  null,
  null,
  null,
  null,
  "OSW",
  null,
  "PNR",
  "LOGI",
  null,
  "FFBC",
  "NVCR",
  "USAC",
  "FFIN",
  "NHC",
  "UP",
  null,
  null,
  "FERG",
  "AUPH",
  null,
  "BMEZ",
  "FCX",
  "ADPT",
  null,
  "TMC",
  null,
  "GOGL",
  "PGEN",
  null,
  null,
  "FITB",
  "IBKR",
  "DMLP",
  null,
  "DDD",
  null,
  null,
  "NCDL",
  "SCM",
  "GD",
  "TALO",
  null,
  "TSLX",
  "ASTL",
  "GILD",
  "AGL",
  "GIS",
  "AUID",
  "AREC",
  "ARDT",
  "HLT",
  "AMSF",
  "AMS",
  "AWRE",
  "BCAT",
  "MUC",
  "BSTZ",
  "HON",
  "HD",
  "BHK",
  "HPQ",
  "EBR-B",
  "IBN",
  null,
  "CAPL",
  null,
  "AZN",
  "CLAR",
  "CTRN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  "QBTS",
  null,
  null,
  "RPM",
  null,
  null,
  null,
  "FBIN",
  "FMX",
  null,
  "FNV",
  "FBIO",
  null,
  "EVV",
  null,
  "COCH",
  null,
  "BEN",
  null,
  "ERNA",
  "ETW",
  null,
  "FE",
  null,
  "SNN",
  "GERN",
  "UNP",
  null,
  "GBCI",
  "MATV",
  "QCOM",
  null,
  "GLPI",
  "GNW",
  null,
  "SYBT",
  "GGB",
  "SCCO",
  "CALC",
  "FATE",
  null,
  "FUBO",
  "LAMR",
  "SANA",
  "GROY",
  null,
  "ISRG",
  null,
  "FRD",
  null,
  "ACI",
  null,
  "INGM",
  "HEI-A",
  null,
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  null,
  "EMXC",
  null,
  "CUBA",
  "HCSG",
  "HLI",
  "INBX",
  null,
  "HMC",
  null,
  "HWM",
  "LEN",
  "ITW",
  null,
  "IDA",
  "GSIE",
  "INGR",
  "AMAT",
  null,
  "THM",
  "IIPR",
  "RIVN",
  "ING",
  "EMR",
  null,
  "BCSF",
  "BKNG",
  null,
  null,
  "NBIX",
  "NWL",
  null,
  "ICE",
  "PI",
  null,
  "MUB",
  null,
  "META",
  null,
  "KEP",
  null,
  null,
  null,
  null,
  null,
  null,
  "LFMD",
  "LGF-A",
  "MFA",
  "NAUT",
  "MRCY",
  "MDXG",
  "HEFA",
  null,
  null,
  "NEXT",
  null,
  "NB.TO",
  null,
  "NNBR",
  "IVW",
  "PK",
  "OUST",
  null,
  null,
  "PRK",
  null,
  "PIII",
  "IJH",
  "PROP",
  "PRTH",
  null,
  "PMVP",
  "PVBC",
  "PRPL",
  null,
  null,
  "REI",
  "BRW",
  "SEER",
  "RMNI",
  "REKR",
  null,
  "SAH",
  "SHYF",
  "SMID",
  null,
  null,
  "SKIL",
  "SKYX",
  "SKE.TO",
  null,
  null,
  "SWK",
  "LAB",
  "SSRM",
  null,
  null,
  "TCBX",
  null,
  null,
  null,
  "UGP",
  null,
  "UHT",
  null,
  null,
  "STKL",
  "UWMC",
  "UHAL",
  "STEM",
  null,
  null,
  null,
  null,
  null,
  null,
  "NAC",
  "IQV",
  "ESBA",
  "IONS",
  "CFBK",
  "IONQ",
  null,
  null,
  null,
  "PTA",
  "OVBC",
  "VUZI",
  "ODV",
  "MYI",
  null,
  null,
  null,
  "ETX",
  "NCA",
  null,
  null,
  "MFM",
  null,
  "LEO",
  null,
  null,
  "ABAT",
  "BFK",
  "NKX",
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  null,
  "KGC",
  "DSX",
  "KMI",
  null,
  null,
  null,
  null,
  "SHOT",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "FWONA",
  "ICF",
  "IWS",
  null,
  null,
  "LBTYK",
  null,
  null,
  "LIN",
  null,
  null,
  null,
  "PAXS",
  "UUUU",
  null,
  null,
  "L",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NBXG",
  "BDSX",
  "EXG",
  null,
  "ENSG",
  null,
  "MPC",
  "WDFC",
  null,
  "MMC",
  "TLRY",
  "SLF",
  null,
  null,
  null,
  "PWR",
  null,
  "MRVL",
  "DTF",
  null,
  null,
  "MA",
  "EXEL",
  null,
  "PODD",
  "UI",
  "MDT",
  "AHCO",
  "ALE",
  "ABCB",
  "APA",
  "AMKR",
  "AESI",
  "BMI",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "CORZ",
  null,
  "MS",
  null,
  "DX",
  "TMUS",
  "DBX",
  "DOCS",
  "NEOG",
  "ENPH",
  "NDAQ",
  null,
  "ESE",
  "EQIX",
  "ESPR",
  "EQT",
  "TALK",
  "TAL",
  "EPR",
  "EXC",
  "ETSY",
  "EVR",
  "EVRG",
  "EXPO",
  "FRME",
  "FCNCA",
  "FICO",
  null,
  "FHN",
  "FIS",
  "FTV",
  null,
  "FWRG",
  null,
  "GE",
  "THG",
  "HE",
  "GPC",
  "HLX",
  null,
  "HXL",
  "GWRE",
  null,
  "GRFS",
  "ICUI",
  "NTRS",
  "HUN",
  "NI",
  "HEI",
  "RHI",
  "HMY",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "HRL",
  null,
  "NVS",
  "TEVA",
  null,
  "NU",
  "IBRX",
  "FMC",
  "OXY",
  null,
  "ILMN",
  "OMC",
  "ODFL",
  null,
  null,
  "OMF",
  "ORLY",
  "ICLR",
  "IX",
  "EMN",
  null,
  "ADM",
  null,
  "PCAR",
  null,
  "SMR",
  "DLN",
  "ALK",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "EOS",
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "VHT",
  "AMH",
  "DOC",
  null,
  "NNN",
  null,
  "REG",
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PHI",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "IRM",
  null,
  null,
  "VGSH",
  null,
  "BSM",
  "DNP",
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  "HTGC",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  null,
  "PBR",
  null,
  "MRCC",
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  null,
  "ENB",
  "INTC",
  "LDOS",
  "TU",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KB",
  null,
  "PSTG",
  "KEYS",
  null,
  "MAN",
  "MGA",
  null,
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  "KIND",
  "NMR",
  "JPC",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  null,
  "PKG",
  "ORA",
  "MSTR",
  "NYT",
  null,
  null,
  "DGX",
  "PPG",
  null,
  "REGN",
  "IOT",
  null,
  null,
  "FNDX",
  null,
  "SERA",
  "RELY",
  null,
  null,
  "ROK",
  "SLVM",
  "TFSL",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "VIV",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TKC",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "ADUS",
  "AAP",
  "PNFP",
  "MET",
  "ALG",
  "HL",
  "UHAL-B",
  "SM",
  "DTM",
  "WMS",
  "PCH",
  "RNA",
  "VXF",
  "AGNC",
  "ASH",
  "SLQT",
  "SDGR",
  "VV",
  "RCL",
  "FCFS",
  "PCTY",
  "SNV",
  "VOE",
  "OGE",
  "HOMB",
  "SITE",
  "MRNA",
  "VICR",
  "MSEX",
  "SCHW",
  "MNST",
  "EWBC",
  "AMPH",
  "OBK",
  "PCT",
  "PPC",
  "MDU",
  "BFS",
  "PUMP",
  "OSIS",
  "UMBF",
  "IVOO",
  "PHIN",
  "POR",
  "SAFE",
  "CDZI",
  "ALC",
  "AEIS",
  "PAG",
  null,
  "AB",
  "SPH",
  null,
  null,
  null,
  null,
  null,
  "BGH",
  "ACWV",
  null,
  null,
  "PNW",
  "STAG",
  null,
  "VWO",
  "LKQ",
  "ETV",
  "VRN.TO",
  null,
  "JBL",
  "BTG",
  "VSS",
  "BCH",
  null,
  "AWI",
  null,
  "ACHR",
  "CHT",
  null,
  null,
  null,
  null,
  "IWV",
  "HR",
  "SBAC",
  null,
  null,
  null,
  "NJR",
  null,
  "TFIN",
  null,
  "LPX",
  "QURE",
  null,
  null,
  null,
  "PRF",
  null,
  "MYD",
  "VCIT",
  "LBRDA",
  "OMER",
  null,
  null,
  "EFR",
  "NGG",
  null,
  "TY",
  null,
  "PKX",
  null,
  null,
  "EXP",
  null,
  "EPRT",
  null,
  "CSWC",
  "EME",
  "VIG",
  null,
  null,
  "LAD",
  null,
  null,
  "NRP",
  "LYG",
  null,
  "TTE",
  "TRGP",
  null,
  null,
  "AGO",
  "TEF",
  "TENB",
  null,
  "MOD",
  "TOST",
  "TXT",
  "TSCO",
  "ANIX",
  null,
  "NXT",
  "REFI",
  null,
  "NTNX",
  "RICK",
  "ULTA",
  "IWO",
  "GKOS",
  "XLB",
  "GT",
  "SKX",
  "SU",
  "WY",
  "MTD",
  "GMED",
  "GNL",
  "GSHD",
  "IWN",
  "PATH",
  "GDDY",
  "GMRE",
  null,
  null,
  "SNY",
  "IEF",
  "GL",
  "GGG",
  "GOSS",
  "VIAV",
  null,
  "TSM",
  "IT",
  "SMG",
  "GSK",
  "GOCO",
  null,
  "OHI",
  "GPN",
  null,
  "GFI",
  null,
  "RDN",
  "RMD",
  "GSAT",
  null,
  "GHC",
  "PR",
  null,
  "AIOT",
  "CHPT",
  null,
  "ETR",
  "BN.TO",
  "GEF-B",
  "FSK",
  "GPI",
  "VTR",
  null,
  "VYM",
  "GPMT",
  "AHR",
  "GEF",
  null,
  "GPRE",
  "GRNT",
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "GVA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "AGCO",
  "LOPE",
  "VRT",
  "HEES",
  "HWC",
  "TV",
  "HAE",
  "SLM",
  "RLI",
  "MEDP",
  "R",
  null,
  "MUR",
  "SAIA",
  "SRPT",
  "MTG",
  "MTDR",
  "RYAN",
  "RYN",
  "SLGN",
  "SAIC",
  "SEIC",
  "LFUS",
  "LECO",
  "ST",
  "ONB",
  "PVH",
  "MKSI",
  "LNW",
  "RGLD",
  "NFG",
  "PRI",
  "MUSA",
  "MLI",
  "PEN",
  "MSM",
  "PBF",
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "VNOM",
  "SWX",
  "SSB",
  "VNT",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "VNO",
  "UAA",
  "SF",
  "APTV",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  null,
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "TKR",
  "UBSI",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "AVB",
  "X",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "WCN",
  "HSIC",
  "EFX",
  "IR",
  "VLY",
  "WEX",
  "AIZ",
  "MIDD",
  "NCLH",
  "OPCH",
  "FOUR",
  "TTC",
  null,
  "RFMZ",
  null,
  null,
  "VRMEW",
  "TRIN",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CSAN",
  "SID",
  null,
  "EPAC",
  "ENIC",
  "ESNT",
  "ESQ",
  "SGOL",
  "NVST",
  "DORM",
  "EHAB",
  "FIGS",
  "FHI",
  "FGEN",
  "ES",
  "XGN",
  null,
  "FTRE",
  "EXTR",
  "III",
  "HIMX",
  "ICAD",
  "HWKN",
  "HAIN",
  "ASR",
  "IESC",
  "INDB",
  null,
  "HOPE",
  null,
  "GTY",
  "DSGN",
  "HBT",
  "ILPT",
  "HCKT",
  null,
  "IIIN",
  null,
  "IDCC",
  "IPG",
  "IBP",
  null,
  "IFF",
  "KBDC",
  null,
  "IMXI",
  "JBLU",
  "EEFT",
  "IBOC",
  "INVH",
  null,
  null,
  "KN",
  "KNF",
  "LKFN",
  "NFGC",
  "KURA",
  "KW",
  "KINS",
  "LANC",
  "KT",
  "IDXX",
  null,
  null,
  "LSTR",
  "RHP",
  "IEX",
  "UA",
  null,
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  null,
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "OLN",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  "CHY",
  null,
  null,
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "NWS",
  "LCID",
  "HCA",
  null,
  "PFG",
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "IVZ",
  "OVV",
  null,
  "RMBS",
  "ACIW",
  "SQM",
  "ESGD",
  null,
  "COLD",
  "DKS",
  "HII",
  "LI",
  "ABM",
  null,
  "AL",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "HIMS",
  "ARMK",
  null,
  null,
  "AMTM",
  null,
  "FAF",
  null,
  "AAON",
  "DOX",
  "ELS",
  null,
  "BBCA",
  null,
  "EGP",
  "CEF",
  null,
  "NWSA",
  "HDB",
  "TME",
  "NTES",
  "OGS",
  "ABEV",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  "NEU",
  "RGA",
  null,
  "DKNG",
  "ACM",
  "UPWK",
  "VEU",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "VNQI",
  null,
  "VYMI",
  "VALE",
  "VMI",
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VRA",
  "VUSB",
  null,
  "VLTO",
  "VTV",
  "VRRM",
  "VEEV",
  "VRSN",
  "VRME",
  "VXRT",
  "VANI",
  "VTRS",
  "V",
  "VMEO",
  "VKTX",
  "VIR",
  "VFF",
  "VSH",
  "VSCO",
  "VST",
  "VIST",
  "VICI",
  "WD",
  "WFRD",
  "W",
  "WRBY",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WAFD",
  "WSBC",
  null,
  "WES",
  "WCC",
  "WDC",
  "WU",
  "WBS",
  "WFC",
  "WAL",
  "WEN",
  "WST",
  "WLK",
  "WELL",
  null,
  "WTM",
  "WSM",
  "WIT",
  "WHR",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  "WSC",
  "WWD",
  "MAPS",
  null,
  null,
  null,
  null,
  null,
  "WIX",
  null,
  null,
  null,
  null,
  null,
  null,
  "WDS",
  "WF",
  null,
  null,
  null,
  "WPC",
  "WH",
  "WYNN",
  "XPEV",
  "WOR",
  "XEL",
  "WDAY",
  "WS",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "Z",
  "XYL",
  "ZBRA",
  "YELP",
  "IUSG",
  null,
  null,
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  "UMC",
  null,
  "ESTC",
  "ESI",
  "EVTC",
  "ELAN",
  "JJSF",
  "DTE",
  null,
  "DY",
  "OSUR",
  "OC",
  "PAR",
  "ORC",
  "GRMN",
  "ONTO",
  "PTC",
  "GNTX",
  "NXST",
  null,
  "DNN",
  "FNF",
  "GNK",
  "HAYW",
  "POST",
  "G",
  "FR",
  "FBP",
  "FOXA",
  "FCN",
  "MTB",
  "XNCR",
  "NABL",
  "JHG",
  "CNQ",
  "GEN",
  "AEM",
  "FLR",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "JHX",
  "SCHF",
  null,
  null,
  "IHG",
  "SCHA",
  "HIW",
  "JD",
  "JBHT",
  "LW",
  "JNPR",
  "KRC",
  "LEA",
  "KEX",
  "KNX",
  "MSCI",
  "JKHY",
  "LADR",
  "KVYO",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "NOK",
  "CACC",
  "LUMN",
  "NDSN",
  "RDY",
  "HLMN",
  "INFY",
  null,
  null,
  "LBRDK",
  "JCI",
  "LBTYA",
  "NXPI",
  "HST",
  null,
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "NUS",
  "MKL",
  "MGM",
  "NOV",
  "ESLT",
  "ICL",
  "MNDY",
  "IEP",
  null,
  "TER",
  "SO",
  "TAK",
  null,
  "USPH",
  null,
  "TTD",
  "ON",
  null,
  "SXT",
  "UFPI",
  "TNDM",
  "SON",
  "SBSW",
  "SJM",
  "SKM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  "PFGC",
  "TDOC",
  "TGNA",
  "BPOP",
  "OKTA",
  "OTIS",
  "PB",
  "SLG",
  "SW",
  "PSX",
  "SSD",
  "ROL",
  "TCOM",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "RVTY",
  "NOVA",
  "SHG",
  "RPRX",
  "RBLX",
  "SCI",
  null,
  null,
  "TAC",
  "TDY",
  "S",
  "SUI",
  "PSO",
  null,
  "RDDT",
  "SANM",
  "SYY",
  "PTEN",
  "DIA",
  "ORI",
  null,
  "TS",
  "SHAK",
  "SEE",
  "PFLT",
  "TFX",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  "DINO",
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  "HBI",
  "ZION",
  null,
  "HALO",
  "LNTH",
  null,
  null,
  "IUSV",
  null,
  "UHS",
  null,
  "GEV",
  "ZWS",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "PEGA",
  "HESM",
  null,
  null,
  "MTH",
  null,
  "NVT",
  null,
  "SPYV",
  "EXR",
  "GWW",
  null,
  null,
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "ALLY",
  "STLA",
  "STM",
  null,
  null,
  "STE",
  "KMB",
  "LULU",
  "AUR",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AZTA",
  "AVTR",
  "AXTA",
  "AVA",
  "AZZ",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BARK",
  "OZK",
  "BBVA",
  "BBD",
  "BNS",
  "BBWI",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BHE",
  "BSY",
  "BBAI",
  "BHP",
  "BJ",
  "BIO",
  "BBY",
  "BMRN",
  "TECH",
  "BXMT",
  "BCC",
  "BA",
  "BAH",
  null,
  "BLFY",
  "OWL",
  "BHF",
  "SAM",
  "EAT",
  "BWA",
  "BMY",
  "BFAM",
  "BDN",
  "BTI",
  "BMBL",
  "BF-B",
  "BIP",
  "BRX",
  "BLDR",
  "BAM.TO",
  "BKD",
  "BR",
  "BG",
  "CACI",
  "CHRW",
  "CABO",
  "BUR",
  "CBT",
  "BFLY",
  "CCCC",
  "CADE",
  "BWXT",
  "BXP",
  "AI",
  "BURL",
  "CWT",
  "CALM",
  "CAL",
  "CZR",
  "CAE",
  "CCJ",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CFFN",
  "CTLP",
  "CWST",
  "CG",
  "CVNA",
  "CNNE",
  "CARR",
  "CCL",
  "CTRE",
  "CSL",
  "CBOE",
  "CVCO",
  "CE",
  "CBRE",
  "CDW",
  "STEL",
  "CBZ",
  "CAVA",
  "CASY",
  "CX",
  "CVE",
  "CNC",
  "CNP",
  "CERT",
  "CELH",
  "CF",
  null,
  "CAKE",
  "CHX",
  "CC",
  "SKY",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CIG",
  "CB",
  "CHRD",
  "CRUS",
  "CHDN",
  "BVN",
  "CMG",
  "CBUS",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CIVI",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLVT",
  "CLX",
  "CWEN",
  "CNX",
  "KOF",
  "CME",
  null,
  "COKE",
  "KO",
  "CCEP",
  "CGNX",
  "CNO",
  "CDE",
  "CCOI",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CHRS",
  "CNS",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CVLT",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CDP",
  "CORT",
  "ED",
  "CRVL",
  "CRBG",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRGY",
  "CXT",
  "CRDO",
  "CROX",
  "CUZ",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CUBE",
  "CTS",
  "CFR",
  "CW",
  "CYBR",
  "LAW",
  "DHR",
  "DDOG",
  "DVA",
  "CYTK",
  "DELL",
  "DAR",
  "DAY",
  "DE",
  "DENN",
  "DHT",
  "DB",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DIOD",
  "DHC",
  "DLR",
  "DOCU",
  "DCI",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  "APO",
  "MO",
  "KRT",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: corient-private-wealth
Manager Name: Corient-Private-Wealth

Data Enrichment

80% identified

2,074 identified524 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,598 positions • $49,550,379.957K total value

2,598 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287200

IVV|464287200

Shares:5.1M

Value:$2.9B

Apple Inc.

AAPL|037833100

Shares:11.1M

Value:$2.5B

MICROSOFT CORP

MSFT|594918104

Shares:5.6M

Value:$2.1B

AMAZON COM INC

AMZN|023135106

Shares:6.7M

Value:$1.3B

922908363

VOO|922908363

Shares:2.4M

Value:$1.2B

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.2M

Value:$1.2B

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.8M

Value:$1.0B

NVIDIA CORP

NVDA|67066G104

Shares:8.6M

Value:$929.1M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.2M

Value:$796.5M

Alphabet Inc.

GOOGL|02079K305

Shares:5.0M

Value:$779.8M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.3M

Value:$722.3M

VISA INC.

V|92826C839

Shares:1.8M

Value:$647.3M

Broadcom Inc.

AVGO|11135F101

Shares:3.6M

Value:$598.8M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1M

Value:$574.7M

464287614

IWF|464287614

Shares:1.5M

Value:$546.4M

Meta Platforms, Inc.

META|30303M102

Shares:930.7K

Value:$536.4M

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:878.6K

Value:$518.0M

ELI LILLY & Co

LLY|532457108

Shares:565.5K

Value:$467.0M

AbbVie Inc.

ABBV|00287Y109

Shares:2.2M

Value:$461.2M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:919.0K

Value:$457.3M

Instrument	Shares		Other Manager	Value
(IVVcusip464287200)	5.1M	QoQ +120.04% (+2.8M) YoY +221.55% (+3.5M)	All Managers (Combined)	$2.9B	QoQ +136.61% (+$1668.2M) YoY +243.26% (+$2047.6M)
Apple Inc.(AAPLcusip037833100)	11.1M	QoQ -8.55% (-1.0M) YoY +1300.76% (+10.3M)	All Managers (Combined)	$2.5B	QoQ -17.06% (-$507.1M) YoY +1697.25% (+$2327.7M)
MICROSOFT CORP(MSFTcusip594918104)	5.6M	QoQ -9.80% (-605.7K) YoY +1215.18% (+5.1M)	All Managers (Combined)	$2.1B	QoQ -18.93% (-$488.4M) YoY +1084.77% (+$1915.0M)
AMAZON COM INC(AMZNcusip023135106)	6.7M	QoQ -7.30% (-532.2K) YoY +2304.12% (+6.5M)	All Managers (Combined)	$1.3B	QoQ -17.96% (-$281.3M) YoY +2468.80% (+$1234.1M)
(VOOcusip922908363)	2.4M	QoQ +92.11% (+1.1M) YoY +107.23% (+1.2M)	All Managers (Combined)	$1.2B	QoQ +94.18% (+$595.3M) YoY +121.55% (+$673.4M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.2M	QoQ -11.31% (-155.4K) YoY -15.00% (-215.1K)	All Managers (Combined)	$1.2B	QoQ -8.11% (-$101.8M) YoY +9.72% (-$102.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.8M	QoQ -5.38% (-103.7K) YoY +937.43% (+1.6M)	All Managers (Combined)	$1.0B	QoQ +19.85% (-$171.8M) YoY +1336.25% (+$965.1M)
NVIDIA CORP(NVDAcusip67066G104)	8.6M	QoQ -5.79% (-527.2K) YoY +6075.26% (+8.4M)	All Managers (Combined)	$929.1M	QoQ -23.32% (-$282.7M) YoY +685.70% (+$810.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.2M	QoQ -7.93% (-279.8K) YoY +3405.05% (+3.2M)	All Managers (Combined)	$796.5M	QoQ -5.00% (-$42.0M) YoY +4202.69% (+$778.0M)
Alphabet Inc.(GOOGLcusip02079K305)	5.0M	QoQ -7.11% (-386.1K) YoY +902.15% (+4.5M)	All Managers (Combined)	$779.8M	QoQ -23.70% (-$242.3M) YoY +938.38% (+$704.7M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.3M	QoQ +11.66% (+134.9K) YoY +2499.51% (+1.2M)	All Managers (Combined)	$722.3M	QoQ +12.49% (+$80.2M) YoY +2691.55% (+$696.5M)
VISA INC.(Vcusip92826C839)	1.8M	QoQ -12.78% (-270.7K) YoY +1943.22% (+1.8M)	All Managers (Combined)	$647.3M	QoQ -3.05% (-$20.4M) YoY +2491.86% (+$622.3M)
Broadcom Inc.(AVGOcusip11135F101)	3.6M	QoQ -7.29% (-281.4K) YoY +16523.75% (+3.6M)	All Managers (Combined)	$598.8M	QoQ -32.78% (-$292.1M) YoY +1999.86% (+$570.3M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1M	QoQ -4.64% (-53.4K) YoY +1822.46% (+1.0M)	All Managers (Combined)	$574.7M	QoQ -0.98% (-$5.7M) YoY +1916.33% (+$546.2M)
(IWFcusip464287614)	1.5M	QoQ +95.38% (+738.8K) YoY +93.76% (+732.2K)	All Managers (Combined)	$546.4M	QoQ +77.48% (+$238.5M) YoY +107.59% (+$283.2M)
Meta Platforms, Inc.(METAcusip30303M102)	930.7K	QoQ -0.23% (-2.2K) YoY +1578.77% (+875.2K)	All Managers (Combined)	$536.4M	QoQ +1.59% (-$8.4M) YoY +1892.41% (+$509.5M)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	878.6K	QoQ +0.01% (+158) YoY +32415.47% (+875.9K)	All Managers (Combined)	$518.0M	QoQ +13.43% (+$61.3M) YoY +34081.79% (+$516.5M)
ELI LILLY & Co(LLYcusip532457108)	565.5K	QoQ -1.85% (-10.7K) YoY +1417.28% (+528.2K)	All Managers (Combined)	$467.0M	QoQ +5.48% (-$24.3M) YoY +1510.81% (+$438.1M)
AbbVie Inc.(ABBVcusip00287Y109)	2.2M	QoQ -5.69% (-132.9K) YoY +2250.02% (+2.1M)	All Managers (Combined)	$461.2M	QoQ +11.39% (-$47.2M) YoY +2603.89% (+$444.1M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	919.0K	QoQ +2.58% (-23.1K) YoY +2715.45% (+886.4K)	All Managers (Combined)	$457.3M	QoQ -1.74% (-$8.1M) YoY +2339.03% (+$438.6M)