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 2130 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Corient Private Wealth has 2130 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.6 $2.0B 12M 171.16
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Microsoft Corporation (MSFT) 4.2 $1.9B 5.9M 315.78
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Amazon (AMZN) 1.8 $793M 6.2M 127.06
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Alphabet Cap Stk Cl A (GOOGL) 1.6 $684M +3% 5.2M 131.39
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Alphabet Cap Stk Cl C (GOOG) 1.6 $681M 5.2M 131.85
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $646M 1.8M 350.29
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Ishares Tr Core S&p500 Etf (IVV) 1.3 $550M +42% 1.5M 359.08
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Costco Wholesale Corporation (COST) 1.1 $484M 857k 565.31
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UnitedHealth (UNH) 1.1 $463M 919k 504.21
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $461M +6% 1.2M 387.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $446M +15% 1.1M 412.27
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NVIDIA Corporation Put Option (NVDA) 1.0 $440M 1.0M 434.99
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JPMorgan Chase & Co. (JPM) 1.0 $431M 3.0M 145.03
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $429M -3% 13M 33.96
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Johnson & Johnson (JNJ) 1.0 $423M +2% 2.7M 155.75
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Visa Com Cl A (V) 1.0 $416M 1.8M 230.19
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Thermo Fisher Scientific (TMO) 1.0 $415M 819k 506.17
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Procter & Gamble Company (PG) 0.9 $410M 2.8M 146.09
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Chevron Corporation (CVX) 0.9 $401M 2.4M 168.62
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.9 $379M 11M 34.02
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Pepsi (PEP) 0.9 $377M 2.2M 169.44
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Exxon Mobil Corporation (XOM) 0.9 $374M +4% 3.2M 117.66
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Merck & Co (MRK) 0.8 $343M +2% 3.3M 103.07
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Accenture Plc Ireland Shs Class A (ACN) 0.8 $331M +6% 1.1M 307.40
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McDonald's Corporation (MCD) 0.8 $331M +2% 1.3M 263.74
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Roper Industries (ROP) 0.7 $313M 647k 484.25
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Home Depot (HD) 0.7 $312M 1.0M 302.27
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Abbvie (ABBV) 0.7 $302M 2.0M 149.06
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Eli Lilly & Co. (LLY) 0.7 $294M -7% 547k 537.11
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Broadcom (AVGO) 0.6 $274M -2% 329k 832.63
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $270M +4% 6.2M 43.69
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Stryker Corporation (SYK) 0.6 $257M 939k 273.65
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $252M +42% 1.1M 221.82
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Danaher Corporation (DHR) 0.6 $248M +8% 998k 248.68
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Meta Platforms Cl A (META) 0.5 $238M +3% 792k 300.21
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Zoetis Cl A (ZTS) 0.5 $236M +3% 1.4M 174.09
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $235M +21% 1.9M 123.60
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $229M +7% 3.0M 75.17
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Ishares Tr Core Msci Total (IXUS) 0.5 $228M 3.8M 59.99
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Starbucks Corporation (SBUX) 0.5 $224M +14% 2.4M 91.46
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $219M 4.5M 48.10
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Abbott Laboratories (ABT) 0.5 $214M 2.2M 96.79
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Mastercard Incorporated Cl A (MA) 0.5 $212M -2% 535k 395.89
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $212M +4% 958k 220.99
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Paccar (PCAR) 0.5 $208M -4% 2.4M 85.09
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Texas Instruments Incorporated (TXN) 0.5 $206M 1.3M 159.25
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Caterpillar (CAT) 0.4 $194M 711k 273.29
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Nextera Energy (NEE) 0.4 $193M -12% 3.4M 57.29
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Linde SHS (LIN) 0.4 $190M 510k 372.77
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $183M +18% 3.9M 47.51
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Ishares Core Msci Emkt (IEMG) 0.4 $183M 3.8M 47.59
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Tesla Motors (TSLA) 0.4 $182M +3% 729k 250.20
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $182M +2% 848k 214.18
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American Express Company (AXP) 0.4 $173M +8% 1.2M 149.62
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Adobe Systems Incorporated (ADBE) 0.4 $168M -2% 329k 509.88
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Coca-Cola Company (KO) 0.4 $166M 3.0M 56.03
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Morgan Stanley Com New (MS) 0.4 $166M 2.0M 81.69
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Deere & Company (DE) 0.4 $159M -2% 420k 378.07
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $158M -10% 1.0M 155.38
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Cisco Systems (CSCO) 0.4 $158M 2.9M 53.81
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Honeywell International (HON) 0.4 $155M 839k 185.01
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Lam Research Corporation (LRCX) 0.4 $155M 247k 625.86
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Amgen (AMGN) 0.4 $154M 573k 268.81
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $152M 2.1M 70.76
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $149M 3.8k 38713.21
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Vanguard Index Fds Growth Etf (VUG) 0.3 $148M +2% 671k 220.99
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Walt Disney Company (DIS) 0.3 $146M -6% 1.8M 81.03
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Ishares Tr Msci Eafe Etf Put Option (EFA) 0.3 $141M +24% 2.0M 68.92
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Oracle Corporation (ORCL) 0.3 $140M +2% 1.3M 105.92
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Dover Corporation (DOV) 0.3 $139M +3% 992k 139.51
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $137M 1.8M 75.15
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TJX Companies (TJX) 0.3 $137M 1.5M 88.87
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salesforce (CRM) 0.3 $136M +14% 672k 203.02
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $136M +2% 5.2M 26.18
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S&p Global (SPGI) 0.3 $135M +2% 370k 365.76
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $133M +3% 1.9M 69.78
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Comcast Corp Cl A (CMCSA) 0.3 $130M 2.9M 44.42
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Automatic Data Processing (ADP) 0.3 $129M 536k 240.96
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Ecolab (ECL) 0.3 $126M 750k 168.14
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Carlisle Companies (CSL) 0.3 $126M -11% 486k 259.26
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $125M 2.7M 45.69
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Wal-Mart Stores (WMT) 0.3 $124M 773k 159.93
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Lockheed Martin Corporation (LMT) 0.3 $122M 299k 409.00
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $121M +3% 2.3M 53.52
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.3 $121M +6477% 642k 187.84
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Select Sector Spdr Tr Technology (XLK) 0.3 $120M -2% 734k 163.93
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $120M -2% 639k 187.84
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $117M +18% 2.3M 51.10
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $116M 253k 456.64
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $116M 1.5M 75.69
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Air Products & Chemicals (APD) 0.3 $114M 403k 284.22
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Union Pacific Corporation (UNP) 0.3 $114M 561k 203.77
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Raytheon Technologies Corp (RTX) 0.3 $114M -17% 1.6M 71.82
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $112M +76% 804k 139.45
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.3 $111M +2% 3.5M 31.67
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Chubb (CB) 0.3 $111M -8% 533k 208.50
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Vanguard Index Fds Value Etf (VTV) 0.2 $109M -12% 493k 220.99
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Nike CL B (NKE) 0.2 $107M 1.1M 94.90
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Mondelez Intl Cl A (MDLZ) 0.2 $107M 1.5M 69.40
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Ishares Tr Russell 2000 Etf Put Option (IWM) 0.2 $106M +146% 601k 176.74
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $106M -3% 1.8M 59.28
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Pfizer (PFE) 0.2 $104M 3.2M 32.98
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $103M +9% 4.4M 23.31
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $101M +90% 962k 104.86
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United Parcel Service CL B (UPS) 0.2 $100M 644k 155.69
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $99M 751k 131.79
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Reliance Steel & Aluminum (RS) 0.2 $99M 377k 262.23
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $99M +8% 395k 249.35
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $98M 166k 589.67
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Progressive Corporation (PGR) 0.2 $97M 692k 139.70
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $96M 3.1M 31.27
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Ishares Tr Blackrock Ultra (ICSH) 0.2 $95M -2% 1.9M 50.38
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Ishares Tr Msci Intl Qualty (IQLT) 0.2 $93M 2.8M 33.61
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Phillips 66 (PSX) 0.2 $93M +2% 774k 120.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $92M +93% 256k 358.38
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $91M +2% 653k 139.70
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Palo Alto Networks (PANW) 0.2 $91M +6% 386k 234.85
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Microchip Technology (MCHP) 0.2 $91M -5% 1.2M 78.15
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $88M +10% 3.4M 26.11
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Wells Fargo & Company (WFC) 0.2 $88M +2% 2.2M 40.97
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Lowe's Companies (LOW) 0.2 $87M 383k 226.32
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Servicenow (NOW) 0.2 $85M 152k 559.45
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Emerson Electric (EMR) 0.2 $85M 879k 96.70
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $85M +6% 3.9M 21.94
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $80M 1.7M 46.54
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Ishares Tr Msci Acwi Etf (ACWI) 0.2 $80M +41% 744k 107.14
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $80M +39% 794k 100.11
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Prologis (PLD) 0.2 $78M +9% 695k 112.61
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Bank of America Corporation (BAC) 0.2 $78M 2.8M 27.42
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Ishares Tr National Mun Etf (MUB) 0.2 $78M +4% 755k 102.54
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $77M 868k 89.22
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Novo-nordisk A S Adr (NVO) 0.2 $77M +106% 836k 92.05
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Intel Corporation (INTC) 0.2 $77M 2.1M 35.90
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Cummins (CMI) 0.2 $76M 333k 229.24
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Qualcomm (QCOM) 0.2 $76M 683k 111.55
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Crown Castle Intl (CCI) 0.2 $76M -3% 825k 92.21
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Ishares Tr Mbs Etf (MBB) 0.2 $75M +108% 709k 106.08
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $71M +6% 1.4M 50.60
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Hilton Worldwide Holdings (HLT) 0.2 $71M +30% 470k 150.25
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $71M +15% 373k 189.07
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.2 $71M +2% 2.3M 30.27
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Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $70M 2.2M 32.62
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Vontier Corporation (VNT) 0.2 $70M 2.3M 30.92
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BlackRock (BLK) 0.2 $70M 108k 646.82
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $70M +30% 2.8M 24.81
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Analog Devices (ADI) 0.2 $70M 399k 175.10
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $68M -5% 715k 94.33
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Tetra Tech (TTEK) 0.2 $67M 441k 152.03
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $66M +184% 535k 123.60
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CarMax (KMX) 0.2 $66M +6% 934k 70.56
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Illinois Tool Works (ITW) 0.1 $65M 283k 231.00
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $65M +112% 665k 98.00
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ConocoPhillips (COP) 0.1 $65M 544k 119.80
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Ishares Tr Intl Eqty Factor (INTF) 0.1 $65M +2% 2.5M 25.85
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $65M +62% 1.1M 61.21
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Bristol Myers Squibb (BMY) 0.1 $65M +2% 1.1M 58.04
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Becton, Dickinson and (BDX) 0.1 $64M 249k 257.63
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Verizon Communications (VZ) 0.1 $63M -3% 2.0M 32.41
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Intuit (INTU) 0.1 $63M 123k 511.44
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Celanese Corporation (CE) 0.1 $63M +11% 499k 125.46
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Watsco, Incorporated (WSO) 0.1 $63M +5% 165k 377.72
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $62M +125% 1.2M 50.04
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Cheniere Energy Com New (LNG) 0.1 $61M 365k 166.07
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Waste Management (WM) 0.1 $60M +45% 393k 152.49
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $59M +243% 575k 102.20
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IDEXX Laboratories (IDXX) 0.1 $58M +3% 133k 436.39
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Gilead Sciences (GILD) 0.1 $57M -2% 760k 74.96
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $57M +315% 472k 120.06
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $57M +324% 458k 123.60
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Boeing Company (BA) 0.1 $56M +2% 329k 171.45
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American Tower Reit (AMT) 0.1 $56M +4% 336k 167.71
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CVS Caremark Corporation (CVS) 0.1 $56M -5% 800k 69.82
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $56M -6% 160k 347.74
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Paychex (PAYX) 0.1 $56M 480k 115.63
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $55M -3% 592k 93.18
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Parker-Hannifin Corporation (PH) 0.1 $55M +24% 141k 389.73
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Northrop Grumman Corporation (NOC) 0.1 $54M +57% 122k 440.38
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Discover Financial Services (DFS) 0.1 $53M -4% 612k 86.71
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Netflix (NFLX) 0.1 $53M +10% 140k 377.59
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International Business Machines (IBM) 0.1 $53M +3% 376k 140.51
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $53M +5% 1.1M 47.28
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $53M +2% 252k 208.24
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $52M 1.1M 45.84
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Fiserv (FI) 0.1 $51M -16% 447k 113.03
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Applied Materials (AMAT) 0.1 $50M +5% 362k 138.09
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PNC Financial Services (PNC) 0.1 $50M -11% 405k 123.25
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Philip Morris International (PM) 0.1 $50M +2% 539k 92.56
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AutoZone (AZO) 0.1 $50M -7% 20k 2539.99
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Goldman Sachs (GS) 0.1 $49M +2% 151k 323.81
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $49M +8% 668k 73.26
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Trane Technologies SHS (TT) 0.1 $49M 240k 203.15
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $49M +3% 392k 123.60
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $48M +727% 402k 119.61
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Valero Energy Corporation (VLO) 0.1 $48M 339k 141.74
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Alnylam Pharmaceuticals (ALNY) 0.1 $48M 273k 175.25
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Intercontinental Exchange (ICE) 0.1 $48M +3% 434k 110.02
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $48M +1513% 379k 125.76
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Constellation Brands Cl A (STZ) 0.1 $48M -9% 190k 251.52
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Jacobs Engineering Group (J) 0.1 $48M 348k 136.50
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SYSCO Corporation (SYY) 0.1 $47M -6% 716k 65.66
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AFLAC Incorporated (AFL) 0.1 $47M 611k 76.81
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Marvell Technology (MRVL) 0.1 $47M 862k 54.14
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Novartis Sponsored Adr (NVS) 0.1 $47M 458k 101.49
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $46M +1319% 379k 122.23
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Travelers Companies (TRV) 0.1 $46M -3% 283k 163.50
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T. Rowe Price (TROW) 0.1 $46M +3% 441k 104.25
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Marriott Intl Cl A (MAR) 0.1 $46M 231k 197.20
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Ishares Tr Core Div Grwth (DGRO) 0.1 $45M +1509% 379k 118.26
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Mccormick & Co Com Non Vtg (MKC) 0.1 $45M -13% 592k 75.64
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Spdr Gold Tr Gold Shs (GLD) 0.1 $45M +25% 260k 171.45
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Medtronic SHS (MDT) 0.1 $44M 562k 78.72
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $44M +4% 404k 109.27
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $44M +13% 1.7M 25.34
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $44M NEW 354k 123.38
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Canadian Pacific Kansas City (CP) 0.1 $44M +3% 593k 73.60
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Sempra Energy (SRE) 0.1 $44M +103% 639k 68.14
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Ishares Tr Msci China Etf (MCHI) 0.1 $44M NEW 352k 123.58
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $44M NEW 352k 123.59
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Paypal Holdings (PYPL) 0.1 $43M -25% 733k 58.93
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Old Dominion Freight Line (ODFL) 0.1 $43M -16% 106k 409.14
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Intuitive Surgical Com New (ISRG) 0.1 $43M 147k 293.05
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EOG Resources (EOG) 0.1 $42M +3% 334k 126.94
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $42M +6% 787k 52.79
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Kimberly-Clark Corporation (KMB) 0.1 $41M 343k 120.86
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $41M +2% 696k 59.16
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Advanced Micro Devices (AMD) 0.1 $41M 399k 102.80
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Synopsys (SNPS) 0.1 $41M +2% 89k 459.17
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Ares Management Corporation Cl A Com Stk (ARES) 0.1 $41M 396k 102.87
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McKesson Corporation (MCK) 0.1 $41M -11% 94k 434.88
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Enterprise Products Partners (EPD) 0.1 $40M +3% 1.5M 27.37
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Rockwell Automation (ROK) 0.1 $40M 139k 286.79
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $40M -3% 846k 47.18
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $40M +20% 1.0M 39.63
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $40M 702k 56.47
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Dimensional Etf Trust Global Real Est (DFGR) 0.1 $40M +9% 1.8M 22.41
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Constellation Energy (CEG) 0.1 $39M -14% 358k 109.16
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MetLife (MET) 0.1 $39M -2% 620k 62.93
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $39M +13% 1.7M 22.57
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C H Robinson Worldwide Com New (CHRW) 0.1 $38M +2% 439k 87.19
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Colgate-Palmolive Company (CL) 0.1 $38M +3% 538k 71.12
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $38M +2% 162k 234.91
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $38M +6% 1.2M 32.25
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Cal Maine Foods Com New (CALM) 0.1 $38M 781k 48.42
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Shell Spon Ads (SHEL) 0.1 $38M -3% 589k 64.15
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $38M +5% 677k 55.65
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Charles Schwab Corporation (SCHW) 0.1 $38M -12% 681k 55.05
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Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $37M +3% 860k 43.47
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $37M +4% 969k 37.95
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Eaton Corp SHS (ETN) 0.1 $37M 172k 213.28
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Schlumberger Com Stk (SLB) 0.1 $36M 625k 58.34
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Past Filings by Corient Private Wealth

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