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 601–650 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | 14K | $1M+ | SH |
| EME | EMCOR GROUP INC | 12K | $1M+ | SH |
| ICF | ISHARES TR | 126K | $1M+ | SH |
| ICF | ISHARES TR | 126K | $1M+ | SH |
| S | SENTINELONE INC | 340K | $1M+ | SH |
| S | SENTINELONE INC | 340K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 34K | $1M+ | SH |
| AAXJ | ISHARES TR | 75K | $1M+ | SH |
| AAXJ | ISHARES TR | 75K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 123K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 123K | $1M+ | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 92K | $1M+ | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 92K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 136K | $1M+ | SH |
| MZTI | LANCASTER COLONY CORP | 34K | $1M+ | SH |
| MZTI | LANCASTER COLONY CORP | 34K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 151K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 164K | $1M+ | SH |
| IJS | ISHARES TR | 59K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 115K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 115K | $1M+ | SH |
| HUM | HUMANA INC | 24K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 102K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 102K | $1M+ | SH |
| USRT | ISHARES TR | 659K | $1M+ | SH |
| USMV | ISHARES TR | 62K | $1M+ | SH |
| INDA | ISHARES TR | 104K | $1M+ | SH |
| IEI | ISHARES TR | 48K | $1M+ | SH |
| IEI | ISHARES TR | 48K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 20K | $1M+ | SH |
| IJS | ISHARES TR | 57K | $1M+ | SH |
| AAPL | APPLE INC | 28K | $1M+ | PRN (Put) |
| NULV | NUSHARES ETF TR | 135K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 135K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 27K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 27K | $1M+ | SH |
| SNX | TD SYNNEX CORPORATION | 41K | $1M+ | SH |
| SONY | SONY GROUP CORP | 216K | $1M+ | SH |
| CRM | SALESFORCE INC | 20K | $1M+ | SH |
| KRYS | KRYSTAL BIOTECH INC | 41K | $1M+ | SH |
| KRYS | KRYSTAL BIOTECH INC | 41K | $1M+ | SH |
| TDSC | EXCHANGE LISTED FDS TR | 229K | $1M+ | SH |
| TDSC | EXCHANGE LISTED FDS TR | 229K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 66K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 66K | $1M+ | SH |
| DFSB | DIMENSIONAL ETF TRUST | 105K | $1M+ | SH |
| DFSB | DIMENSIONAL ETF TRUST | 105K | $1M+ | SH |
| USMV | ISHARES TR | 58K | $1M+ | SH |
| SPXL | DIREXION SHS ETF TR | 31K | $1M+ | SH |
| SPXL | DIREXION SHS ETF TR | 31K | $1M+ | SH |