CI Private Wealth

Latest statistics and disclosures from Corient Private Wealth's latest quarterly 13F-HR filing:

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Positions held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Corient Private Wealth

Corient Private Wealth holds 2248 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Corient Private Wealth has 2248 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.5 $2.5B +8% 13M 192.53
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Microsoft Corporation (MSFT) 4.4 $2.4B +9% 6.4M 376.04
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Berkshire Hathaway Inc Del Cl A (BRK.A) 3.7 $2.0B -2% 3.7k 542625.00
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Amazon (AMZN) 2.0 $1.1B +16% 7.3M 151.94
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Alphabet Cap Stk Cl C (GOOG) 1.5 $796M +9% 5.6M 140.93
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $740M 5.3M 139.50
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $723M +9% 2.0M 356.67
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Costco Wholesale Corporation (COST) 1.2 $639M +12% 968k 660.09
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Ishares Tr Core S&p500 Etf (IVV) 1.1 $625M -14% 1.3M 477.63
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JPMorgan Chase & Co. (JPM) 1.1 $601M +18% 3.5M 170.09
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Visa Com Cl A (V) 1.1 $576M +22% 2.2M 260.35
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UnitedHealth (UNH) 1.1 $575M +18% 1.1M 526.50
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $517M 1.2M 436.80
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $513M 1.1M 475.31
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NVIDIA Corporation (NVDA) 0.9 $510M +2% 1.0M 494.04
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Thermo Fisher Scientific (TMO) 0.9 $501M +15% 944k 530.79
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Roper Industries (ROP) 0.9 $468M +32% 859k 545.17
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $449M -3% 12M 36.96
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Johnson & Johnson (JNJ) 0.8 $443M +4% 2.8M 156.74
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Home Depot (HD) 0.8 $430M +20% 1.2M 346.53
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Pepsi (PEP) 0.8 $429M +13% 2.5M 169.84
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Procter & Gamble Company (PG) 0.8 $418M 2.9M 146.54
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Accenture Plc Ireland Shs Class A (ACN) 0.8 $412M +9% 1.2M 350.90
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.8 $412M 11M 37.22
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Broadcom (AVGO) 0.7 $398M +8% 357k 1116.25
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Chevron Corporation (CVX) 0.7 $394M +10% 2.6M 149.28
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Eli Lilly & Co. (LLY) 0.7 $394M +23% 676k 582.92
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Merck & Co (MRK) 0.7 $388M +6% 3.6M 109.02
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Zoetis Cl A (ZTS) 0.7 $386M +44% 2.0M 197.37
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McDonald's Corporation (MCD) 0.7 $380M +2% 1.3M 296.51
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $357M +20% 7.4M 47.90
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Exxon Mobil Corporation (XOM) 0.6 $346M +8% 3.5M 99.98
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Abbvie (ABBV) 0.6 $338M +7% 2.2M 154.97
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Stryker Corporation (SYK) 0.6 $312M +11% 1.0M 299.46
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Danaher Corporation (DHR) 0.5 $284M +23% 1.2M 231.34
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Meta Platforms Cl A (META) 0.5 $282M 797k 353.96
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Abbott Laboratories (ABT) 0.5 $270M +10% 2.4M 110.07
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $263M +65% 6.4M 41.10
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Adobe Systems Incorporated (ADBE) 0.5 $263M +34% 441k 596.60
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Lockheed Martin Corporation (LMT) 0.5 $260M +91% 574k 453.22
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $260M +10% 3.4M 77.02
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Starbucks Corporation (SBUX) 0.5 $248M +5% 2.6M 96.01
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $241M -29% 796k 303.17
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Ishares Tr Core Msci Total (IXUS) 0.4 $241M -2% 3.7M 64.93
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Paccar (PCAR) 0.4 $236M 2.4M 97.65
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $231M 4.5M 51.05
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Mastercard Incorporated Cl A (MA) 0.4 $231M 541k 426.53
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $222M -2% 936k 237.22
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Linde SHS (LIN) 0.4 $221M +5% 538k 410.54
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American Express Company (AXP) 0.4 $221M 1.2M 187.34
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Caterpillar (CAT) 0.4 $220M +4% 744k 295.67
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Texas Instruments Incorporated (TXN) 0.4 $218M 1.3M 170.46
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Honeywell International (HON) 0.4 $213M +21% 1.0M 209.75
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $213M +3% 881k 241.77
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S&p Global (SPGI) 0.4 $206M +26% 468k 441.00
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Vanguard Index Fds Growth Etf (VUG) 0.4 $200M -4% 644k 310.88
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Lam Research Corporation (LRCX) 0.4 $198M +2% 253k 783.27
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Ishares Core Msci Emkt (IEMG) 0.4 $197M 3.9M 50.58
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TJX Companies (TJX) 0.4 $195M +34% 2.1M 93.81
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Lowe's Companies (LOW) 0.4 $193M +126% 866k 222.55
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Tesla Motors (TSLA) 0.4 $192M +6% 774k 248.47
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salesforce (CRM) 0.3 $184M +4% 700k 263.18
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Microchip Technology (MCHP) 0.3 $184M +76% 2.0M 90.18
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Coca-Cola Company (KO) 0.3 $179M +2% 3.0M 58.93
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Dover Corporation (DOV) 0.3 $177M +15% 1.2M 153.81
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Amgen (AMGN) 0.3 $175M +6% 608k 288.01
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $175M 1.0M 170.40
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Morgan Stanley Com New (MS) 0.3 $174M -8% 1.9M 93.25
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $168M +2% 2.2M 76.13
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Illinois Tool Works (ITW) 0.3 $165M +122% 630k 261.94
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Walt Disney Company (DIS) 0.3 $164M 1.8M 90.29
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Deere & Company (DE) 0.3 $164M -2% 411k 399.87
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Mondelez Intl Cl A (MDLZ) 0.3 $162M +45% 2.2M 72.48
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Union Pacific Corporation (UNP) 0.3 $161M +16% 654k 245.62
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Raytheon Technologies Corp (RTX) 0.3 $159M +19% 1.9M 84.14
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Palo Alto Networks (PANW) 0.3 $156M +37% 530k 294.88
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $155M 5.3M 29.23
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Nextera Energy (NEE) 0.3 $154M -24% 2.5M 60.73
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Ecolab (ECL) 0.3 $153M +2% 772k 198.35
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Cisco Systems (CSCO) 0.3 $153M +2% 3.0M 50.50
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Carlisle Companies (CSL) 0.3 $152M 486k 312.43
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Ares Management Corporation Cl A Com Stk (ARES) 0.3 $149M +216% 1.3M 118.92
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $148M +17% 195k 756.98
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Marsh & McLennan Companies (MMC) 0.3 $144M +322% 761k 189.47
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $144M 2.7M 52.33
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Nike CL B (NKE) 0.3 $143M +16% 1.3M 108.57
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $143M 1.8M 77.37
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Servicenow (NOW) 0.3 $142M +32% 201k 706.49
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Select Sector Spdr Tr Technology (XLK) 0.3 $140M 727k 192.48
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $139M -9% 1.8M 75.35
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $139M 1.9M 73.55
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $136M +3% 2.4M 57.96
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Comcast Corp Cl A (CMCSA) 0.2 $135M +5% 3.1M 43.85
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Chubb (CB) 0.2 $134M +11% 595k 226.00
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Quanta Services (PWR) 0.2 $133M +797% 614k 215.80
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $131M 257k 507.39
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Novo-nordisk A S Adr (NVO) 0.2 $129M +49% 1.2M 103.45
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Oracle Corporation (ORCL) 0.2 $129M -7% 1.2M 105.43
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $126M +14% 857k 147.14
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Automatic Data Processing (ADP) 0.2 $126M 540k 232.98
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $121M 3.6M 33.73
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Progressive Corporation (PGR) 0.2 $120M +9% 756k 159.28
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $120M -2% 3.0M 40.12
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $119M +8% 429k 277.15
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $118M -12% 1.3M 88.38
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Marvell Technology (MRVL) 0.2 $118M +127% 2.0M 60.31
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $117M +11% 285k 409.52
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $116M +5% 4.7M 24.96
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Air Products & Chemicals (APD) 0.2 $116M +5% 423k 273.80
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $116M -9% 2.1M 56.14
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McKesson Corporation (MCK) 0.2 $115M +165% 249k 463.56
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BlackRock (BLK) 0.2 $115M +31% 142k 811.81
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Wal-Mart Stores (WMT) 0.2 $115M -5% 729k 157.65
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $113M -2% 1.7M 65.06
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Analog Devices (ADI) 0.2 $113M +42% 568k 198.55
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Ishares Tr Msci Intl Qualty (IQLT) 0.2 $110M +5% 2.9M 37.56
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Intel Corporation (INTC) 0.2 $110M +2% 2.2M 50.25
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $107M +12% 1.1M 99.25
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Phillips 66 (PSX) 0.2 $107M +3% 802k 133.14
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Reliance Steel & Aluminum (RS) 0.2 $105M 376k 279.68
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $103M 656k 156.89
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $102M +5% 3.6M 28.64
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Marriott Intl Cl A (MAR) 0.2 $102M +96% 453k 225.51
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United Parcel Service CL B (UPS) 0.2 $102M 646k 157.23
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Qualcomm (QCOM) 0.2 $101M 695k 144.63
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Wells Fargo & Company (WFC) 0.2 $100M -5% 2.0M 49.22
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Pfizer (PFE) 0.2 $99M +8% 3.4M 28.79
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $99M -26% 1.4M 70.35
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $96M +2% 4.0M 24.17
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Becton, Dickinson and (BDX) 0.2 $96M +57% 394k 243.83
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Ishares Tr Blackrock Ultra (ICSH) 0.2 $96M 1.9M 50.36
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Parker-Hannifin Corporation (PH) 0.2 $95M +45% 205k 460.71
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Emerson Electric (EMR) 0.2 $92M +7% 942k 97.33
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Prologis (PLD) 0.2 $91M 684k 133.30
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Bank of America Corporation (BAC) 0.2 $91M -5% 2.7M 33.67
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Spdr Gold Tr Gold Shs (GLD) 0.2 $91M +82% 474k 191.17
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Mettler-Toledo International (MTD) 0.2 $91M +853% 75k 1212.96
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Hilton Worldwide Holdings (HLT) 0.2 $91M +5% 497k 182.09
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $90M +16% 833k 108.25
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CarMax (KMX) 0.2 $90M +25% 1.2M 76.74
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Ishares Tr National Mun Etf (MUB) 0.2 $89M +8% 823k 108.41
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ConocoPhillips (COP) 0.2 $88M +39% 760k 116.07
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $88M 855k 103.07
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Boeing Company (BA) 0.2 $88M +2% 337k 260.66
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $87M +14% 3.2M 27.05
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $86M -3% 1.7M 51.82
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $86M +7% 402k 213.33
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.2 $83M +9% 2.5M 32.66
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Martin Marietta Materials (MLM) 0.1 $81M +306% 162k 498.91
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Waste Management (WM) 0.1 $81M +14% 450k 179.10
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $80M -39% 485k 165.25
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $80M 1.4M 56.40
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Cummins (CMI) 0.1 $80M 333k 239.57
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IDEXX Laboratories (IDXX) 0.1 $79M +7% 143k 555.05
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American Tower Reit (AMT) 0.1 $79M +9% 367k 215.88
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Vontier Corporation (VNT) 0.1 $79M 2.3M 34.55
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Intuit (INTU) 0.1 $78M 125k 625.05
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $78M -2% 778k 99.74
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Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $77M +205% 2.7M 28.61
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Celanese Corporation (CE) 0.1 $77M 498k 155.37
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Keysight Technologies (KEYS) 0.1 $76M +128% 476k 159.09
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $76M +2% 2.2M 34.36
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Tetra Tech (TTEK) 0.1 $74M 441k 166.93
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Jacobs Engineering Group (J) 0.1 $74M +63% 567k 129.80
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Netflix (NFLX) 0.1 $71M +4% 147k 485.83
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Watsco, Incorporated (WSO) 0.1 $71M 166k 428.47
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Intercontinental Exchange (ICE) 0.1 $71M +27% 552k 128.43
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Ishares Tr Intl Eqty Factor (INTF) 0.1 $71M 2.5M 28.03
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $70M -59% 257k 270.79
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Crown Castle Intl (CCI) 0.1 $69M -27% 602k 115.19
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Discover Financial Services (DFS) 0.1 $69M 612k 112.40
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Verizon Communications (VZ) 0.1 $67M -8% 1.8M 37.70
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International Business Machines (IBM) 0.1 $67M +8% 407k 163.55
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PNC Financial Services (PNC) 0.1 $66M +5% 429k 154.85
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Applied Materials (AMAT) 0.1 $66M +12% 407k 162.07
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Unilever Spon Adr New (UL) 0.1 $66M +121% 1.4M 48.48
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $65M -39% 388k 167.96
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $64M -46% 321k 200.71
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Northrop Grumman Corporation (NOC) 0.1 $63M +11% 135k 468.14
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $63M -5% 1.2M 54.08
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Advanced Drain Sys Inc Del (WMS) 0.1 $63M +56% 448k 140.64
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $63M +7% 271k 232.64
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Vanguard Index Fds Value Etf (VTV) 0.1 $63M -15% 418k 149.50
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $63M +72% 696k 89.80
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $62M -4% 153k 406.89
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Cheniere Energy Com New (LNG) 0.1 $62M 362k 170.71
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CVS Caremark Corporation (CVS) 0.1 $61M -3% 770k 78.96
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Advanced Micro Devices (AMD) 0.1 $61M +2% 410k 147.41
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Republic Services (RSG) 0.1 $60M +136% 362k 164.91
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Novartis Sponsored Adr (NVS) 0.1 $59M +28% 588k 100.97
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $59M -3% 574k 102.88
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $59M +675% 700k 84.33
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Gilead Sciences (GILD) 0.1 $59M -4% 727k 81.01
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Goldman Sachs (GS) 0.1 $58M 151k 385.77
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Trane Technologies SHS (TT) 0.1 $58M 237k 243.90
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Paychex (PAYX) 0.1 $58M 483k 119.11
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Fiserv (FI) 0.1 $57M -3% 431k 132.84
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $57M +4% 695k 81.55
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Dimensional Etf Trust Global Real Est (DFGR) 0.1 $57M +23% 2.2M 25.98
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Constellation Brands Cl A (STZ) 0.1 $57M +23% 234k 241.78
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $56M -3% 1.1M 51.41
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $56M +11% 1.9M 29.12
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AutoZone (AZO) 0.1 $55M +9% 21k 2585.61
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EOG Resources (EOG) 0.1 $55M +36% 456k 120.95
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Canadian Pacific Kansas City (CP) 0.1 $55M +16% 693k 79.06
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $54M +2% 1.1M 47.49
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Select Sector Spdr Tr Energy (XLE) 0.1 $54M 644k 83.84
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Intuitive Surgical Com New (ISRG) 0.1 $54M +8% 160k 337.36
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AFLAC Incorporated (AFL) 0.1 $54M +6% 648k 82.50
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Avery Dennison Corporation (AVY) 0.1 $53M +1429% 263k 202.16
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $53M -63% 193k 273.74
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Zebra Technologies Corporati Cl A (ZBRA) 0.1 $53M +1205% 193k 273.33
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Alnylam Pharmaceuticals (ALNY) 0.1 $53M 275k 191.41
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Travelers Companies (TRV) 0.1 $52M -4% 271k 190.50
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $51M -32% 503k 101.77
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O'reilly Automotive (ORLY) 0.1 $50M +301% 53k 950.07
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Medtronic SHS (MDT) 0.1 $50M +8% 607k 82.38
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Blackstone Group Inc Com Cl A (BX) 0.1 $49M +13% 374k 130.92
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Bio-techne Corporation (TECH) 0.1 $49M +4482% 634k 77.16
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $49M +19% 1.2M 40.17
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Reinsurance Grp Of America I Com New (RGA) 0.1 $48M +1965% 298k 161.78
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Marathon Petroleum Corp (MPC) 0.1 $48M +124% 325k 148.36
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $47M +6% 836k 56.39
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Philip Morris International (PM) 0.1 $47M -7% 499k 94.08
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Sempra Energy (SRE) 0.1 $47M -2% 623k 74.73
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Mccormick & Co Com Non Vtg (MKC) 0.1 $46M +14% 677k 68.42
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Synopsys (SNPS) 0.1 $46M 90k 514.91
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $46M +12% 763k 60.43
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Target Corporation (TGT) 0.1 $46M 323k 142.45
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SYSCO Corporation (SYY) 0.1 $46M -13% 622k 73.13
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $45M +4090% 437k 104.10
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Cal Maine Foods Com New (CALM) 0.1 $45M 789k 57.39
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $45M -12% 353k 127.91
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Lauder Estee Cos Cl A (EL) 0.1 $45M +28% 308k 146.25
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Rockwell Automation (ROK) 0.1 $45M +2% 144k 310.48
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $44M 695k 63.75
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Globe Life (GL) 0.1 $44M +1367% 363k 121.72
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $44M +2% 166k 262.26
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Eaton Corp SHS (ETN) 0.1 $44M +4% 181k 240.82
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Colgate-Palmolive Company (CL) 0.1 $43M 544k 79.70
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $43M +4% 1.8M 24.11
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Alcon Ord Shs (ALC) 0.1 $43M +48% 553k 78.12
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Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $43M +9% 940k 45.94
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Charles Schwab Corporation (SCHW) 0.1 $43M -8% 623k 68.80
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Xcel Energy (XEL) 0.1 $43M +108% 686k 61.90
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Sherwin-Williams Company (SHW) 0.1 $42M +46% 135k 311.91
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $42M -3% 676k 61.90
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $42M 401k 104.01
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Valero Energy Corporation (VLO) 0.1 $42M -5% 320k 130.00
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $42M 1.2M 34.89
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Past Filings by Corient Private Wealth

SEC 13F filings are viewable for Corient Private Wealth going back to 2022