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 301–350 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OMFL | INVESCO EXCH TRD SLF IDX FD | 366K | $1M+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 366K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 527K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 69K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 319K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 316K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 82K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 114K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 114K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 491K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 491K | $1M+ | SH |
| TSLA | TESLA INC | 62K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 492K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 65K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 319K | $1M+ | SH |
| PFF | ISHARES TR | 628K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 315K | $1M+ | SH |
| PFF | ISHARES TR | 628K | $1M+ | SH |
| TECH | BIO-TECHNE CORP | 374K | $1M+ | SH |
| GOOG | ALPHABET INC | 106K | $1M+ | SH |
| GOOG | ALPHABET INC | 106K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 154K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 154K | $1M+ | SH |
| SPLG | SPDR SERIES TRUST | 251K | $1M+ | SH |
| SPLG | SPDR SERIES TRUST | 251K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 617K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 645K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 641K | $1M+ | SH |
| FMC | FMC CORP | 431K | $1M+ | SH |
| MGM | MGM RESORTS INTERNATIONAL | 520K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 661K | $1M+ | SH |
| HDEF | DBX ETF TR | 597K | $1M+ | SH |
| HDEF | DBX ETF TR | 597K | $1M+ | SH |
| ABBV | ABBVIE INC | 92K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 169K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 99K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 409K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 409K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 372K | $1M+ | SH |
| ACWX | ISHARES TR | 274K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 365K | $1M+ | SH |
| ACWX | ISHARES TR | 274K | $1M+ | SH |
| SCZ | ISHARES TR | 230K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 693K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 693K | $1M+ | SH |
| ETN | EATON CORP PLC | 46K | $1M+ | SH |
| ESGU | ISHARES TR | 122K | $1M+ | SH |
| ESGU | ISHARES TR | 122K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 162K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 162K | $1M+ | SH |