Filer Name: CORIENT PRIVATE WEALTH LLC
CIK: 1948780
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 2,357
Portfolio Value: $60.26B

Corient Private Wealth Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 12,152,322 $2,977M 4.94% 61275.4% -
MSFT US MICROSOFT CORP 6,188,270 $2,585M 4.29% 56673.1% -
AMZN US AMAZON.COM INC 7,282,929 $1,566M 2.60% 520109.2% -
COST US COSTCO WHOLESALE CORP 1,374,168 $1,254M 2.08% -0.5% -
IVV US ISHARES CORE S&P 500 ETF 2,339,731 $1,221M 2.03% -5.7% -
NVDA US NVIDIA CORP 9,100,010 $1,212M 2.01% - -
GOOG US ALPHABET INC-CL C 5,546,075 $1,049M 1.74% -0.2% -
GOOGL US ALPHABET INC-CL A 5,428,628 $1,022M 1.70% 8.4% -
AVGO US BROADCOM INC 3,858,101 $891M 1.48% 1.6% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 1,925,537 $865M 1.44% -1.1% -
JPM US JPMORGAN CHASE & CO 3,526,963 $839M 1.39% -4.6% -
VEA US VANGUARD FTSE DEVELOPED ETF 16,872,205 $785M 1.30% -3.1% -
V US VISA INC-CLASS A SHARES 2,117,983 $668M 1.11% -3.6% -
SPY US SPDR S&P 500 ETF TRUST 1,184,300 $659M 1.09% 2616.3% -
VOO US VANGUARD S&P 500 ETF 1,243,080 $632M 1.05% -30.3% -
UNH US UNITEDHEALTH GROUP INC 1,150,702 $580M 0.96% -5.8% -
META US META PLATFORMS INC-CLASS A 932,894 $528M 0.88% -9.3% -
HD US HOME DEPOT INC 1,323,361 $512M 0.85% 18.5% -
TMO US THERMO FISHER SCIENTIFIC INC 895,927 $465M 0.77% -5.7% -
ROP US ROPER TECHNOLOGIES INC 878,410 $457M 0.76% -0.9% -
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