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 251–300 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESGD | ISHARES TR | 326K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 100K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 215K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 66K | $1M+ | SH |
| IWV | ISHARES TR | 218K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 291K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 255K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 255K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 208K | $1M+ | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 480K | $1M+ | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 480K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 762K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 37 | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 60K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 968K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 182K | $1M+ | SH |
| ATI | ATI INC | 299K | $1M+ | SH |
| SOXX | ISHARES TR | 108K | $1M+ | SH |
| SOXX | ISHARES TR | 108K | $1M+ | SH |
| YUM | YUM BRANDS INC | 172K | $1M+ | SH |
| AZEK | AZEK CO INC | 464K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 429K | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 14K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 1.7M | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 1.7M | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 585K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 580K | $1M+ | SH |
| IUSB | ISHARES TR | 531K | $1M+ | SH |
| IUSB | ISHARES TR | 531K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 771K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 771K | $1M+ | SH |
| IWC | ISHARES TR | 185K | $1M+ | SH |
| EFG | ISHARES TR | 207K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 423K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 423K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 351K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 351K | $1M+ | SH |
| DIVB | ISHARES TR | 454K | $1M+ | SH |
| DIVB | ISHARES TR | 454K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 707K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 707K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 1.5M | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 846K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 910K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 836K | $1M+ | SH |
| IWP | ISHARES TR | 159K | $1M+ | SH |
| IWP | ISHARES TR | 157K | $1M+ | SH |
| RMD | RESMED INC | 83K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 533K | $1M+ | SH |
| IWN | ISHARES TR | 135K | $1M+ | SH |