Corient Private Wealth LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$61.2B

Holdings

2,270

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (2,270 positions)

#StockSharesValue% PortfolioType
1001
PNWPINNACLE WEST CAP CORP
19,446$1.9M0.00%
1002
COKECOCA COLA CONS INC
1,370$1.8M0.00%
1003
DOCUDOCUSIGN INC
22,604$1.8M0.00%
1004
SNOWSNOWFLAKE INC
12,596$1.8M0.00%
1005
UPWKUPWORK INC
140,783$1.8M0.00%
1006
DONWISDOMTREE TR
36,975$1.8M0.00%
1007
TECK/BTECK RESOURCES LTD
50,236$1.8M0.00%
1008
TWLOTWILIO INC
18,685$1.8M0.00%
1009
SUSAISHARES TR
15,857$1.8M0.00%
1010
ILMNILLUMINA INC
22,811$1.8M0.00%
1011
DHSWISDOMTREE TR
18,113$1.8M0.00%
1012
CFRCULLEN FROST BANKERS INC
14,347$1.8M0.00%
1013
QSRRESTAURANT BRANDS INTL INC
26,817$1.8M0.00%
1014
BSMBLACK STONE MINERALS L P
116,199$1.8M0.00%
1015
BBVABANCO BILBAO VIZCAYA ARGENTA
129,905$1.8M0.00%
1016
CHHCHOICE HOTELS INTL INC
13,156$1.7M0.00%
1017
HTECEXCHANGE TRADED CONCEPTS TRU
63,753$1.7M0.00%
1018
TTDTHE TRADE DESK INC
31,747$1.7M0.00%
1019
SYBTSTOCK YDS BANCORP INC
25,084$1.7M0.00%
1020
RNRRENAISSANCERE HLDGS LTD
7,205$1.7M0.00%
1021
MAAMID-AMER APT CMNTYS INC
10,300$1.7M0.00%
1022
XMESPDR SER TR
30,787$1.7M0.00%
1023
ETXEATON VANCE MUN INCOME 2028
94,225$1.7M0.00%
1024
TDYTELEDYNE TECHNOLOGIES INC
3,451$1.7M0.00%
1025
COINCOINBASE GLOBAL INC
9,943$1.7M0.00%
1026
IGIBISHARES TR
32,564$1.7M0.00%
1027
PRVAPRIVIA HEALTH GROUP INC
76,046$1.7M0.00%
1028
SPTSSPDR SER TR
58,292$1.7M0.00%
1029
SMCISUPER MICRO COMPUTER INC
49,712$1.7M0.00%
1030
BBYBEST BUY INC
23,075$1.7M0.00%
1031
JAZZJAZZ PHARMACEUTICALS PLC
13,626$1.7M0.00%
1032
EHCENCOMPASS HEALTH CORP
16,688$1.7M0.00%
1033
PBVPRESTIGE CONSMR HEALTHCARE I
19,632$1.7M0.00%
1034
ADUSADDUS HOMECARE CORP
17,017$1.7M0.00%
1035
INCYINCYTE CORP
27,759$1.7M0.00%
1036
AOAISHARES TR
21,955$1.7M0.00%
1037
ON1OLD NATL BANCORP IND
79,195$1.7M0.00%
1038
MASMASCO CORP
24,139$1.7M0.00%
1039
VIRVIR BIOTECHNOLOGY INC
258,376$1.7M0.00%
1040
AFWALIGN TECHNOLOGY INC
10,533$1.7M0.00%
1041
MPLXMPLX LP
31,241$1.7M0.00%
1042
WITWIPRO LTD
545,626$1.7M0.00%
1043
BMOBANK MONTREAL QUE
17,417$1.7M0.00%
1044
BMTABRITISH AMERN TOB PLC
40,189$1.7M0.00%
1045
IXP*ISHARES TR
17,082$1.7M0.00%
1046
UDOWPROSHARES TR
18,846$1.7M0.00%
1047
SSBUSDSOUTHSTATE CORPORATION
17,808$1.7M0.00%
1048
CAKECHEESECAKE FACTORY INC
33,814$1.6M0.00%
1049
OPPEWISDOMTREE TR
38,764$1.6M0.00%
1050
NWSANEWS CORP NEW
60,037$1.6M0.00%
1051
FOXAFOX CORP
28,829$1.6M0.00%
1052
FDSFACTSET RESH SYS INC
3,588$1.6M0.00%
1053
LIILENNOX INTL INC
2,906$1.6M0.00%
1054
VONEVANGUARD SCOTTSDALE FDS
6,398$1.6M0.00%
1055
MUFGMITSUBISHI UFJ FINL GROUP IN
118,725$1.6M0.00%
1056
VFQYVANGUARD WELLINGTON FD
12,080$1.6M0.00%
1057
WTRGESSENTIAL UTILS INC
40,762$1.6M0.00%
1058
BURBURFORD CAP LTD
121,784$1.6M0.00%
1059
ALLYALLY FINL INC
44,074$1.6M0.00%
1060
SMIDSMITH MIDLAND CORP
51,750$1.6M0.00%
1061
IOOISHARES TR
16,678$1.6M0.00%
1062
TGTXTG THERAPEUTICS INC
40,717$1.6M0.00%
1063
NTRNUTRIEN LTD
32,348$1.6M0.00%
1064
ITA*ISHARES TR
10,485$1.6M0.00%
1065
GSHDGOOSEHEAD INS INC
13,569$1.6M0.00%
1066
RITMRITHM CAPITAL CORP
139,671$1.6M0.00%
1067
HUBSHUBSPOT INC
2,791$1.6M0.00%
1068
EXREXTRA SPACE STORAGE INC
10,614$1.6M0.00%
1069
LFUSLITTELFUSE INC
7,959$1.6M0.00%
1070
RPMRPM INTL INC
13,492$1.6M0.00%
1071
TBILRBB FD INC
30,967$1.5M0.00%
1072
RDYDR REDDYS LABS LTD
117,357$1.5M0.00%
1073
USFRWISDOMTREE TR
30,736$1.5M0.00%
1074
WAFDWAFD INC
54,059$1.5M0.00%
1075
THOTHOR INDS INC
20,343$1.5M0.00%
1076
AMGAFFILIATED MANAGERS GROUP IN
9,176$1.5M0.00%
1077
STXSEAGATE TECHNOLOGY HLDNGS PL
18,100$1.5M0.00%
1078
OSWONESPAWORLD HOLDINGS LIMITED
91,446$1.5M0.00%
1079
LNCLINCOLN NATL CORP IND
42,444$1.5M0.00%
1080
FFINFIRST FINL BANKSHARES INC
42,333$1.5M0.00%
1081
BAXBAXTER INTL INC
44,433$1.5M0.00%
1082
FIGSFIGS INC
330,326$1.5M0.00%
1083
EENI S P A
49,044$1.5M0.00%
1084
CNNECANNAE HLDGS INC
82,325$1.5M0.00%
1085
XYZBLOCK INC
27,775$1.5M0.00%
1086
ILFISHARES TR
63,876$1.5M0.00%
1087
VNOVORNADO RLTY TR
40,582$1.5M0.00%
1088
USX1UNITED STATES STL CORP NEW
35,418$1.5M0.00%
1089
DAYDAYFORCE INC
25,654$1.5M0.00%
1090
KAIKADANT INC
4,435$1.5M0.00%
1091
WHWYNDHAM HOTELS & RESORTS INC
16,492$1.5M0.00%
1092
LEALEAR CORP
16,853$1.5M0.00%
1093
PNFPPINNACLE FINL PARTNERS INC
14,019$1.5M0.00%
1094
PAGPENSKE AUTOMOTIVE GRP INC
10,321$1.5M0.00%
1095
GWREGUIDEWIRE SOFTWARE INC
7,922$1.5M0.00%
1096
ELSEQUITY LIFESTYLE PPTYS INC
22,224$1.5M0.00%
1097
NVTNVENT ELECTRIC PLC
28,206$1.5M0.00%
1098
WSBCWESBANCO INC
47,715$1.5M0.00%
1099
PPCPILGRIMS PRIDE CORP
27,032$1.5M0.00%
1100
CROXCROCS INC
13,852$1.5M0.00%
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