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 2270 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Corient Private Wealth has 2270 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.7 $2.9B +120% 5.1M 561.22
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Apple (AAPL) 4.2 $2.5B -5% 12M 222.13
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Microsoft Corporation (MSFT) 3.5 $2.2B -7% 5.8M 375.39
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Amazon (AMZN) 2.2 $1.3B -4% 7.0M 190.26
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $1.2B +92% 2.4M 513.91
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Costco Wholesale Corporation (COST) 1.9 $1.2B -10% 1.2M 945.80
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NVIDIA Corporation (NVDA) 1.6 $997M 9.2M 108.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $991M -3% 1.9M 532.59
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $939M +9% 19M 50.83
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JPMorgan Chase & Co. (JPM) 1.3 $821M -5% 3.3M 245.30
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Alphabet Cap Stk Cl C (GOOG) 1.3 $801M -7% 5.1M 156.23
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Alphabet Cap Stk Cl A (GOOGL) 1.3 $801M -4% 5.2M 154.64
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $772M +16% 1.4M 559.39
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Visa Com Cl A (V) 1.1 $659M -11% 1.9M 350.46
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Broadcom (AVGO) 1.0 $631M -2% 3.8M 167.43
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UnitedHealth (UNH) 1.0 $585M -2% 1.1M 523.75
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Meta Platforms Cl A (META) 0.9 $566M +5% 982k 576.37
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $546M +95% 1.5M 361.09
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Roper Industries (ROP) 0.8 $520M 882k 589.55
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Eli Lilly & Co. (LLY) 0.8 $495M +4% 599k 825.92
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Abbvie (ABBV) 0.8 $480M 2.3M 209.52
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Thermo Fisher Scientific (TMO) 0.8 $461M +3% 927k 497.60
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Home Depot (HD) 0.7 $456M -6% 1.2M 366.51
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Procter & Gamble Company (PG) 0.7 $444M -3% 2.6M 170.42
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $434M 11M 41.21
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $428M -3% 22M 19.78
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Chevron Corporation (CVX) 0.7 $416M 2.5M 167.29
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Stryker Corporation (SYK) 0.7 $409M 1.1M 372.24
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Pepsi (PEP) 0.6 $381M +8% 2.5M 149.94
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Johnson & Johnson (JNJ) 0.6 $371M -8% 2.2M 165.84
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Exxon Mobil Corporation (XOM) 0.6 $369M 3.1M 118.93
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Mastercard Incorporated Cl A (MA) 0.6 $358M -8% 653k 548.13
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $329M 1.1M 312.04
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S&p Global (SPGI) 0.5 $327M 644k 508.13
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $313M +105% 3.8M 81.73
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $311M -19% 1.1M 274.84
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Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $299M +227% 1.6M 188.16
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Linde SHS (LIN) 0.5 $295M +23% 634k 465.67
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $293M +7% 6.5M 45.26
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McDonald's Corporation (MCD) 0.5 $293M -10% 937k 312.38
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $287M +104% 4.9M 58.35
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TJX Companies (TJX) 0.5 $277M -2% 2.3M 121.80
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Servicenow (NOW) 0.4 $260M +10% 326k 796.14
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Palo Alto Networks (PANW) 0.4 $259M 1.5M 170.64
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $259M -13% 3.3M 78.28
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Abbott Laboratories (ABT) 0.4 $259M -14% 1.9M 132.66
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $258M +14% 3.9M 66.27
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Danaher Corporation (DHR) 0.4 $254M -6% 1.2M 205.00
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American Express Company (AXP) 0.4 $253M -10% 939k 269.06
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $247M -10% 3.4M 73.45
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.4 $243M +22482% 5.6M 43.30
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $241M 959k 251.77
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Starbucks Corporation (SBUX) 0.4 $241M +2% 2.5M 98.09
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Merck & Co (MRK) 0.4 $239M -14% 2.7M 89.76
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Progressive Corporation (PGR) 0.4 $233M 822k 283.02
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Texas Instruments Incorporated (TXN) 0.4 $232M 1.3M 179.70
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Vanguard Index Fds Growth Etf (VUG) 0.4 $231M 622k 370.82
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Zoetis Cl A (ZTS) 0.4 $228M -15% 1.4M 164.66
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Netflix (NFLX) 0.4 $225M -4% 241k 932.55
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Ishares Core Msci Emkt (IEMG) 0.4 $216M +89% 4.0M 53.97
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Coca-Cola Company Put Option (KO) 0.3 $210M -7% 2.9M 71.62
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Caterpillar (CAT) 0.3 $209M -9% 633k 329.84
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Raytheon Technologies Corp (RTX) 0.3 $202M -16% 1.5M 132.46
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Ecolab (ECL) 0.3 $201M -5% 791k 253.53
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $197M +194% 990k 199.49
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $196M +112% 2.0M 98.92
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $196M +3% 3.9M 49.62
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Honeywell International (HON) 0.3 $185M -6% 875k 211.77
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Wal-Mart Stores (WMT) 0.3 $182M -9% 2.1M 87.79
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Dover Corporation (DOV) 0.3 $179M -2% 1.0M 175.83
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Chubb (CB) 0.3 $176M -3% 581k 302.00
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $172M +9% 6.5M 26.50
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $172M 5.2M 32.99
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $169M -97% 212.00 798441.60
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $168M -8% 2.1M 78.94
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $168M -8% 863k 194.00
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Amgen (AMGN) 0.3 $165M -5% 531k 311.58
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $165M -4% 2.0M 81.76
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $165M -5% 3.2M 52.41
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $164M +12% 5.4M 30.57
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Illinois Tool Works (ITW) 0.3 $164M +4% 660k 248.06
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Deere & Company (DE) 0.3 $163M -9% 348k 469.35
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $162M -3% 2.6M 62.10
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Oracle Corporation (ORCL) 0.3 $160M +8% 1.1M 139.82
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Mondelez Intl Cl A (MDLZ) 0.3 $156M +11% 2.3M 67.85
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Analog Devices (ADI) 0.3 $155M -20% 770k 201.69
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Ares Management Corporation Cl A Com Stk (ARES) 0.3 $155M -8% 1.1M 146.70
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Hilton Worldwide Holdings (HLT) 0.2 $152M -2% 669k 227.60
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $152M +10% 753k 202.13
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Tesla Motors (TSLA) 0.2 $151M -6% 583k 259.16
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Walt Disney Company (DIS) 0.2 $151M -9% 1.5M 98.70
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Spdr Gold Tr Gold Shs (GLD) 0.2 $149M -3% 518k 288.14
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Carlisle Companies (CSL) 0.2 $149M 437k 340.50
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Cisco Systems (CSCO) 0.2 $148M -8% 2.4M 61.71
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Morgan Stanley Com New (MS) 0.2 $147M 1.3M 116.69
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $147M +3% 2.9M 51.49
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $145M 219k 662.63
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Intercontinental Exchange (ICE) 0.2 $144M 834k 172.51
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Parker-Hannifin Corporation (PH) 0.2 $143M +13% 235k 608.00
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Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $143M +20% 3.6M 39.36
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $142M +26% 5.0M 28.15
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American Tower Reit (AMT) 0.2 $141M -3% 649k 217.61
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Nextera Energy (NEE) 0.2 $141M -17% 2.0M 70.90
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Automatic Data Processing (ADP) 0.2 $140M -8% 458k 305.57
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Fiserv (FI) 0.2 $137M +30% 621k 220.83
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $137M +27% 2.3M 59.40
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Paccar (PCAR) 0.2 $134M -39% 1.4M 97.38
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Lam Research Corp Com New (LRCX) 0.2 $134M -10% 1.8M 72.70
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Paychex (PAYX) 0.2 $133M -7% 861k 154.33
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $130M -3% 245k 533.48
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Union Pacific Corporation (UNP) 0.2 $130M -9% 551k 236.26
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salesforce (CRM) 0.2 $128M 478k 268.38
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $125M -17% 267k 468.99
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Wells Fargo & Company (WFC) 0.2 $124M -7% 1.7M 71.79
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Quanta Services (PWR) 0.2 $123M -9% 484k 254.21
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McKesson Corporation (MCK) 0.2 $122M -3% 181k 673.00
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Adobe Systems Incorporated (ADBE) 0.2 $121M -8% 315k 383.57
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Booking Holdings (BKNG) 0.2 $120M -17% 26k 4607.04
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $119M -9% 3.8M 31.23
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Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $117M +21% 1.9M 60.48
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $111M +11% 1.1M 104.57
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Phillips 66 (PSX) 0.2 $111M -4% 897k 123.50
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $110M -4% 644k 170.89
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Emerson Electric (EMR) 0.2 $107M 977k 109.69
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Ishares Tr Msci Intl Qualty (IQLT) 0.2 $105M 2.7M 39.69
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Trane Technologies SHS (TT) 0.2 $105M +5% 313k 336.92
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $105M 1.4M 75.65
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $105M -3% 4.7M 22.08
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Blackrock (BLK) 0.2 $104M -4% 110k 946.53
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $104M -8% 2.9M 36.14
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Cummins (CMI) 0.2 $103M 328k 313.44
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $102M +17% 461k 221.75
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $102M 1.1M 90.54
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $102M +30% 1.0M 100.18
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $102M +185% 397k 255.53
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $102M +9% 392k 258.62
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Reliance Steel & Aluminum (RS) 0.2 $100M -2% 347k 288.78
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Air Products & Chemicals (APD) 0.2 $99M -17% 337k 294.94
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Broadridge Financial Solutions (BR) 0.2 $99M -6% 409k 242.57
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Select Sector Spdr Tr Technology (XLK) 0.2 $99M -19% 479k 206.48
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Qualcomm (QCOM) 0.2 $99M -4% 642k 153.62
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TransDigm Group Incorporated (TDG) 0.2 $97M +61% 70k 1383.33
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International Business Machines (IBM) 0.2 $97M -4% 388k 248.66
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $96M +9% 1.0M 92.38
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Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $95M +4% 2.9M 33.14
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Vanguard Index Fds Value Etf (VTV) 0.2 $95M +40% 551k 172.75
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $95M +88% 1.1M 82.73
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Discover Financial Services (DFS) 0.2 $95M +3% 554k 170.78
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Lockheed Martin Corporation (LMT) 0.2 $94M -23% 210k 446.73
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $93M -6% 3.6M 25.84
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Bank of America Corporation (BAC) 0.1 $91M -9% 2.2M 41.73
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Intuitive Surgical Com New (ISRG) 0.1 $89M -4% 180k 495.30
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Marsh & McLennan Companies (MMC) 0.1 $88M 361k 244.04
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $87M +27% 2.1M 41.39
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $87M +95% 283k 306.74
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O'reilly Automotive (ORLY) 0.1 $87M 61k 1432.60
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Mettler-Toledo International (MTD) 0.1 $86M -2% 73k 1180.92
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $85M -7% 1.4M 60.66
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CarMax (KMX) 0.1 $85M -10% 1.1M 78.00
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Republic Services (RSG) 0.1 $84M 347k 242.20
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Comcast Corp Cl A (CMCSA) 0.1 $84M -19% 2.3M 36.90
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Lowe's Companies (LOW) 0.1 $82M -4% 352k 233.28
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $81M +3% 255k 317.64
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $80M -9% 239k 334.50
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Goldman Sachs (GS) 0.1 $80M -3% 146k 546.36
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $78M +15% 1.1M 69.74
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Novo-nordisk A S Adr (NVO) 0.1 $78M -11% 1.1M 69.44
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Cal Maine Foods Com New (CALM) 0.1 $78M +3% 858k 90.90
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Marvell Technology (MRVL) 0.1 $78M -8% 1.3M 61.75
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Vontier Corporation (VNT) 0.1 $77M +2% 2.3M 33.00
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Intuit (INTU) 0.1 $77M 126k 614.00
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Philip Morris International (PM) 0.1 $77M -2% 485k 158.74
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $75M +102% 884k 85.07
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $74M -2% 403k 184.19
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $74M +155% 803k 92.29
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $74M -31% 920k 80.37
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Watsco, Incorporated (WSO) 0.1 $73M -9% 144k 508.30
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Northrop Grumman Corporation (NOC) 0.1 $72M -18% 140k 512.50
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Casey's General Stores (CASY) 0.1 $71M +52% 164k 434.04
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Ishares Tr National Mun Etf (MUB) 0.1 $71M -2% 671k 105.44
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Schlumberger Com Stk (SLB) 0.1 $69M +7% 1.6M 41.80
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NVR (NVR) 0.1 $68M +4% 9.4k 7244.44
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Gilead Sciences (GILD) 0.1 $67M -5% 597k 112.05
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At&t (T) 0.1 $66M 2.3M 28.28
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $66M +104% 543k 122.01
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $66M +276% 1.1M 58.69
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $65M -12% 563k 115.95
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Unilever Spon Adr New (UL) 0.1 $64M -13% 1.1M 59.55
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Tetra Tech (TTEK) 0.1 $64M -16% 2.2M 29.25
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Golub Capital BDC (GBDC) 0.1 $64M -13% 4.2M 15.14
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Charles Schwab Corporation (SCHW) 0.1 $63M -3% 807k 78.28
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Harbor Etf Trust Long Term Grower (WINN) 0.1 $63M +33% 2.6M 24.50
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Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $63M -3% 1.4M 45.20
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AutoZone (AZO) 0.1 $62M -2% 16k 3813.00
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AFLAC Incorporated (AFL) 0.1 $62M -12% 555k 111.18
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J.B. Hunt Transport Services (JBHT) 0.1 $62M +7439% 416k 148.00
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Verizon Communications (VZ) 0.1 $61M -14% 1.4M 45.36
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ConocoPhillips (COP) 0.1 $61M -20% 579k 105.03
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $60M -5% 359k 166.02
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Masimo Corporation (MASI) 0.1 $58M 348k 166.67
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Canadian Pacific Kansas City (CP) 0.1 $58M -20% 826k 70.21
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Ge Aerospace Com New (GE) 0.1 $58M +23% 289k 200.16
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Waste Management (WM) 0.1 $58M -47% 250k 231.55
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Reinsurance Grp Of America I Com New (RGA) 0.1 $57M -4% 289k 197.00
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Microchip Technology (MCHP) 0.1 $57M -26% 1.2M 48.42
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Pfizer (PFE) 0.1 $57M -15% 2.2M 25.34
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Medtronic SHS (MDT) 0.1 $55M 612k 89.86
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EOG Resources (EOG) 0.1 $55M 427k 128.31
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $54M +2% 903k 60.17
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $53M -6% 1.1M 48.45
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Ishares Tr Core Msci Total (IXUS) 0.1 $53M -4% 760k 69.81
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Brown & Brown (BRO) 0.1 $53M +2% 424k 124.46
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Applied Materials (AMAT) 0.1 $53M -6% 363k 145.14
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Select Sector Spdr Tr Energy (XLE) 0.1 $52M -26% 559k 93.45
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $52M -5% 107k 484.88
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Novartis Sponsored Adr (NVS) 0.1 $52M -14% 463k 111.48
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Motorola Solutions Com New (MSI) 0.1 $52M +35% 118k 438.00
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $51M -9% 2.0M 25.89
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IDEXX Laboratories (IDXX) 0.1 $51M -3% 121k 420.00
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First American Financial (FAF) 0.1 $51M -9% 771k 65.63
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Colgate-Palmolive Company (CL) 0.1 $50M -11% 532k 93.70
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Moody's Corporation (MCO) 0.1 $50M 107k 465.71
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $50M 427k 116.39
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Allstate Corporation (ALL) 0.1 $49M -2% 238k 207.12
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Sherwin-Williams Company (SHW) 0.1 $49M +5% 140k 349.19
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $49M -25% 976k 49.90
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PNC Financial Services (PNC) 0.1 $48M -16% 275k 175.86
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Marriott Intl Cl A (MAR) 0.1 $48M -8% 200k 238.18
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $47M +89% 510k 92.83
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $47M +32% 919k 50.85
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Tractor Supply Company (TSCO) 0.1 $47M -2% 846k 55.11
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Advanced Micro Devices (AMD) 0.1 $47M 454k 102.74
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $46M +38% 1.1M 43.70
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $46M +49% 903k 51.07
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Chipotle Mexican Grill (CMG) 0.1 $46M -37% 912k 50.21
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Blackstone Group Inc Com Cl A (BX) 0.1 $46M -8% 327k 139.82
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Monster Beverage Corp (MNST) 0.1 $45M +39% 777k 58.52
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MetLife (MET) 0.1 $44M -3% 552k 80.29
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $44M +36% 763k 57.61
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Landstar System (LSTR) 0.1 $44M 292k 150.20
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Uber Technologies (UBER) 0.1 $44M +112% 601k 72.86
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $44M +6% 687k 63.53
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $44M +86% 252k 173.23
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Eaton Corp SHS (ETN) 0.1 $43M -11% 160k 271.90
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Nike CL B (NKE) 0.1 $43M -14% 676k 63.49
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Advanced Drain Sys Inc Del (WMS) 0.1 $43M -10% 393k 108.75
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Nuveen Churchill Direct Lend Com Shs (NCDL) 0.1 $43M -7% 2.5M 16.98
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Ferrari Nv Ord (RACE) 0.1 $43M -25% 99k 427.87
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Boeing Company (BA) 0.1 $43M -5% 249k 170.58
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Msci (MSCI) 0.1 $42M 75k 565.67
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Past Filings by Corient Private Wealth

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