CIK 1948780
Corient Private Wealth LLC
Institutional 13F holdings & portfolio
Holdings
4,952
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
1
Holdings
13F filings as of Jun 30, 2025 · Showing 451–500 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FOUR | SHIFT4 PMTS INC | 108K | $1M+ | SH |
| ESGE | ISHARES INC | 272K | $1M+ | SH |
| COR | CENCORA INC | 35K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 77K | $1M+ | SH |
| IWO | ISHARES TR | 36K | $1M+ | SH |
| ENS | ENERSYS | 111K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 62K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 240K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 240K | $1M+ | SH |
| ORCL | ORACLE CORP | 46K | $1M+ | SH |
| CATH | GLOBAL X FDS | 133K | $1M+ | SH |
| CATH | GLOBAL X FDS | 133K | $1M+ | SH |
| EMXC | ISHARES INC | 159K | $1M+ | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 181K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 63K | $1M+ | SH |
| FTNT | FORTINET INC | 94K | $1M+ | SH |
| IAGG | ISHARES TR | 195K | $1M+ | SH |
| IAGG | ISHARES TR | 195K | $1M+ | SH |
| EMXC | ISHARES INC | 156K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 331K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 89K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 89K | $1M+ | SH |
| HYG | ISHARES TR | 120K | $1M+ | SH |
| HYG | ISHARES TR | 120K | $1M+ | SH |
| AVSD | AMERICAN CENTY ETF TR | 142K | $1M+ | SH |
| ZS | ZSCALER INC | 30K | $1M+ | SH |
| ICLR | ICON PLC | 65K | $1M+ | SH |
| ICLR | ICON PLC | 65K | $1M+ | SH |
| IONS | IONIS PHARMACEUTICALS INC | 238K | $1M+ | SH |
| IONS | IONIS PHARMACEUTICALS INC | 238K | $1M+ | SH |
| NUSC | NUSHARES ETF TR | 229K | $1M+ | SH |
| CSCO | CISCO SYS INC | 133K | $1M+ | SH |
| WMT | WALMART INC | 93K | $1M+ | SH |
| UBND | VICTORY PORTFOLIOS II | 418K | $1M+ | SH |
| UBND | VICTORY PORTFOLIOS II | 418K | $1M+ | SH |
| — | LENDINGTREE INC | 91K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 32K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 32K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 9K | $1M+ | SH |
| REET | ISHARES TR | 363K | $1M+ | SH |
| REET | ISHARES TR | 363K | $1M+ | SH |
| TQQQ | PROSHARES TR | 107K | $1M+ | SH |
| TQQQ | PROSHARES TR | 107K | $1M+ | SH |
| ILCV | ISHARES TR | 105K | $1M+ | SH |
| ILCV | ISHARES TR | 105K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 17K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 201K | $1M+ | SH |
| LRGF | ISHARES TR | 133K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 204K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 204K | $1M+ | SH |