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 501–550 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 15K | $1M+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 461K | $1M+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 461K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 96K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 96K | $1M+ | SH |
| KBDC | KAYNE ANDERSON BDC INC | 538K | $1M+ | SH |
| KBDC | KAYNE ANDERSON BDC INC | 538K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 193K | $1M+ | SH |
| JPEM | J P MORGAN EXCHANGE TRADED F | 146K | $1M+ | SH |
| JPEM | J P MORGAN EXCHANGE TRADED F | 146K | $1M+ | SH |
| KO | COCA COLA CO | 116K | $1M+ | SH |
| KO | COCA COLA CO | 116K | $1M+ | SH |
| AXS | AXIS CAP HLDGS LTD | 79K | $1M+ | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 99K | $1M+ | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 99K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 84K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 84K | $1M+ | SH |
| NOBL | PROSHARES TR | 78K | $1M+ | SH |
| NOBL | PROSHARES TR | 78K | $1M+ | SH |
| JSI | JANUS DETROIT STR TR | 148K | $1M+ | SH |
| JSI | JANUS DETROIT STR TR | 148K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 8K | $1M+ | SH |
| EXC | EXELON CORP | 179K | $1M+ | SH |
| TMSL | T ROWE PRICE ETF INC | 237K | $1M+ | SH |
| TMSL | T ROWE PRICE ETF INC | 237K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 32K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 188K | $1M+ | SH |
| ILCB | ISHARES TR | 90K | $1M+ | SH |
| ILCB | ISHARES TR | 90K | $1M+ | SH |
| LQD | ISHARES TR | 69K | $1M+ | SH |
| LQD | ISHARES TR | 69K | $1M+ | SH |
| DECK | DECKERS OUTDOOR CORP | 73K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 81K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 81K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 83K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 83K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 297K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 170K | $1M+ | SH |
| JMOM | J P MORGAN EXCHANGE TRADED F | 117K | $1M+ | SH |
| STOK | STOKE THERAPEUTICS INC | 660K | $1M+ | SH |
| STOK | STOKE THERAPEUTICS INC | 660K | $1M+ | SH |
| BLK | BLACKROCK INC | 7K | $1M+ | SH |
| NUE | NUCOR CORP | 57K | $1M+ | SH |
| PRGS | PROGRESS SOFTWARE CORP | 115K | $1M+ | SH |
| PRGS | PROGRESS SOFTWARE CORP | 115K | $1M+ | SH |
| CR | CRANE COMPANY | 39K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 35K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 35K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 105K | $1M+ | SH |
| INTU | INTUIT | 9K | $1M+ | SH |