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 101–150 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GBIL | GOLDMAN SACHS ETF TR | 934K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 236K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 1.2M | $1M+ | SH |
| AGG | ISHARES TR | 928K | $1M+ | SH |
| AGG | ISHARES TR | 927K | $1M+ | SH |
| QUAL | ISHARES TR | 477K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.5M | $1M+ | SH |
| MUB | ISHARES TR | 817K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 1.6M | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 1.1M | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.4M | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 606K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 604K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 339K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 399K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 399K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 2.4M | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 2.4M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 470K | $1M+ | SH |
| TTEK | TETRA TECH INC NEW | 2.0M | $1M+ | SH |
| TTEK | TETRA TECH INC NEW | 2.0M | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 756K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 2.0M | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 1.0M | $1M+ | SH |
| CALM | CAL MAINE FOODS INC | 707K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 2.3M | $1M+ | SH |
| IWO | ISHARES TR | 243K | $1M+ | SH |
| IWD | ISHARES TR | 347K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 1.5M | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 692K | $1M+ | SH |
| EFA | ISHARES TR | 725K | $1M+ | SH |
| WSO | WATSCO INC | 146K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 1.5M | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 806K | $1M+ | SH |
| FLGB | FRANKLIN TEMPLETON ETF TR | 37K | $1M+ | SH |
| FLGB | FRANKLIN TEMPLETON ETF TR | 2.0M | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 336K | $1M+ | SH |
| ACWI | ISHARES TR | 477K | $1M+ | SH |
| ACWI | ISHARES TR | 477K | $1M+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 1.1M | $1M+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 1.1M | $1M+ | SH |
| IAU | ISHARES GOLD TR | 602K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 602K | $1M+ | SH |
| NRP | NATURAL RESOURCE PARTNERS L | 621K | $1M+ | SH |
| NRP | NATURAL RESOURCE PARTNERS L | 621K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 739K | $1M+ | SH |
| UL | UNILEVER PLC | 956K | $1M+ | SH |
| KMX | CARMAX INC | 865K | $1M+ | SH |
| KMX | CARMAX INC | 864K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 1.0M | $1M+ | SH |