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 201–250 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BCPC | BALCHEM CORP | 251K | $1M+ | SH |
| BCPC | BALCHEM CORP | 251K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 625K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 1.3M | $1M+ | SH |
| IEX | IDEX CORP | 224K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 983K | $1M+ | SH |
| IWR | ISHARES TR | 422K | $1M+ | SH |
| IEX | IDEX CORP | 221K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 375K | $1M+ | SH |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 2.4M | $1M+ | SH |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 2.4M | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 195K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 69K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 721K | $1M+ | SH |
| WMS | ADVANCED DRAIN SYS INC DEL | 327K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 493K | $1M+ | SH |
| USRT | ISHARES TR | 659K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 751K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 751K | $1M+ | SH |
| ITOT | ISHARES TR | 269K | $1M+ | SH |
| SCZ | ISHARES TR | 499K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 134K | $1M+ | SH |
| AVY | AVERY DENNISON CORP | 204K | $1M+ | SH |
| ITOT | ISHARES TR | 265K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| EFG | ISHARES TR | 315K | $1M+ | SH |
| FNV | FRANCO NEV CORP | 211K | $1M+ | SH |
| FNV | FRANCO NEV CORP | 211K | $1M+ | SH |
| IUSG | ISHARES TR | 230K | $1M+ | SH |
| IUSG | ISHARES TR | 230K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 465K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 464K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 271K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 763K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 112K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 753K | $1M+ | SH |
| SHY | ISHARES TR | 381K | $1M+ | SH |
| SHY | ISHARES TR | 380K | $1M+ | SH |
| IVW | ISHARES TR | 283K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 1.7M | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 1.7M | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 230K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 662K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 662K | $1M+ | SH |
| GL | GLOBE LIFE INC | 242K | $1M+ | SH |
| INTF | ISHARES TR | 879K | $1M+ | SH |
| INTF | ISHARES TR | 878K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 90K | $1M+ | SH |
| ESGD | ISHARES TR | 326K | $1M+ | SH |