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
401
OTISOTIS WORLDWIDE CORP
178,325$18.4M0.03%
402
SOSOUTHERN CO
199,190$18.3M0.03%
403
SPDWSPDR INDEX SHS FDS
502,818$18.3M0.03%
404
VTESVANGUARD WELLINGTON FD
181,261$18.2M0.03%
405
KEYSKEYSIGHT TECHNOLOGIES INC
119,432$17.9M0.03%
406
WSMWILLIAMS SONOMA INC
112,523$17.8M0.03%
407
AMCRAMCOR PLC
1,830,517$17.8M0.03%
408
FLTRVANECK ETF TRUST
690,439$17.6M0.03%
409
JJACOBS SOLUTIONS INC
145,498$17.6M0.03%
410
XLFSELECT SECTOR SPDR TR
352,966$17.6M0.03%
411
KMIKINDER MORGAN INC DEL
611,666$17.4M0.03%
412
SCHMSCHWAB STRATEGIC TR
651,939$17.1M0.03%
413
EMXCISHARES INC
307,944$17.0M0.03%
414
JAAAJANUS DETROIT STR TR
333,966$16.9M0.03%
415
OKEONEOK INC NEW
170,165$16.9M0.03%
416
STIPISHARES TR
161,485$16.7M0.03%
417
LQDISHARES TR
153,570$16.7M0.03%
418
VSTVISTRA CORP
141,152$16.6M0.03%
419
TOTLSSGA ACTIVE ETF TR
411,069$16.6M0.03%
420
GEVGE VERNOVA INC
53,107$16.2M0.03%
421
HDEFDBX ETF TR
595,094$16.1M0.03%
422
GLWCORNING INC
350,631$16.1M0.03%
423
AEPAMERICAN ELEC PWR CO INC
146,851$16.0M0.03%
424
PKNREVVITY INC
150,080$15.9M0.03%
425
ATDATI INC
304,809$15.9M0.03%
426
BHPBHP GROUP LTD
325,063$15.8M0.03%
427
CPRTCOPART INC
278,591$15.8M0.03%
428
ICFISHARES TR
251,014$15.4M0.03%
429
ESGUISHARES TR
126,560$15.4M0.03%
430
IBBISHARES TR
120,344$15.4M0.03%
431
CRCCANADIAN NAT RES LTD
498,433$15.4M0.03%
432
EDCONSOLIDATED EDISON INC
138,590$15.3M0.03%
433
STTSTATE STR CORP
170,930$15.3M0.02%
434
GMGENERAL MTRS CO
321,409$15.1M0.02%
435
VFHVANGUARD WORLD FD
124,524$14.9M0.02%
436
ILCBISHARES TR
192,334$14.9M0.02%
437
VAWVANGUARD WORLD FD
78,599$14.8M0.02%
438
DHID R HORTON INC
115,571$14.7M0.02%
439
DDOMINION ENERGY INC
261,999$14.7M0.02%
440
ICLRICON PLC
82,817$14.5M0.02%
441
SCHBSCHWAB STRATEGIC TR
671,303$14.5M0.02%
442
FDLOFIDELITY COVINGTON TRUST
235,527$14.3M0.02%
443
PEGPUBLIC SVC ENTERPRISE GRP IN
172,744$14.2M0.02%
444
IJJISHARES TR
118,000$14.1M0.02%
445
IBITISHARES BITCOIN TRUST ETF
300,595$14.1M0.02%
446
IEFISHARES TR
147,236$14.0M0.02%
447
COFCAPITAL ONE FINL CORP
77,751$13.9M0.02%
448
REGNREGENERON PHARMACEUTICALS
21,886$13.9M0.02%
449
EFVISHARES TR
234,350$13.8M0.02%
450
IJTISHARES TR
110,713$13.8M0.02%
451
AZNASTRAZENECA PLC
187,154$13.8M0.02%
452
IFFINTERNATIONAL FLAVORS&FRAGRA
175,179$13.6M0.02%
453
WCNWASTE CONNECTIONS INC
69,277$13.5M0.02%
454
AWCAMERICAN WTR WKS CO INC NEW
91,616$13.5M0.02%
455
VLTOVERALTO CORP
138,602$13.5M0.02%
456
ETRENTERGY CORP NEW
156,984$13.4M0.02%
457
HCAHCA HEALTHCARE INC
38,698$13.4M0.02%
458
ADSKAUTODESK INC
50,904$13.3M0.02%
459
FTNTFORTINET INC
138,331$13.3M0.02%
460
FBNDFIDELITY MERRIMACK STR TR
286,973$13.1M0.02%
461
ICSHISHARES TR
257,342$13.0M0.02%
462
ENSENERSYS
141,415$12.9M0.02%
463
LPLALPL FINL HLDGS INC
39,536$12.9M0.02%
464
WSTWEST PHARMACEUTICAL SVSC INC
57,431$12.9M0.02%
465
CTVACORTEVA INC
204,191$12.8M0.02%
466
ROSTROSS STORES INC
100,477$12.8M0.02%
467
EBAEBAY INC.
186,729$12.6M0.02%
468
SPGSIMON PPTY GROUP INC NEW
75,981$12.6M0.02%
469
HIGHARTFORD INSURANCE GROUP INC
101,042$12.5M0.02%
470
GISGENERAL MLS INC
208,474$12.5M0.02%
471
STESTERIS PLC
54,671$12.4M0.02%
472
WRBBERKLEY W R CORP
172,989$12.3M0.02%
473
STZCONSTELLATION BRANDS INC
66,936$12.3M0.02%
474
JCPBJ P MORGAN EXCHANGE TRADED F
260,378$12.2M0.02%
475
SDYSPDR SER TR
89,275$12.1M0.02%
476
CAHCARDINAL HEALTH INC
87,886$12.1M0.02%
477
BWINTHE BALDWIN INSURANCE GRP IN
269,848$12.1M0.02%
478
NTESNETEASE INC
116,645$12.0M0.02%
479
SPLVINVESCO EXCH TRADED FD TR II
160,466$12.0M0.02%
480
VHTVANGUARD WORLD FD
45,100$11.9M0.02%
481
SUISUN CMNTYS INC
92,770$11.9M0.02%
482
FERGFERGUSON ENTERPRISES INC
74,265$11.9M0.02%
483
XLYSELECT SECTOR SPDR TR
59,870$11.8M0.02%
484
ATRAPTARGROUP INC
79,539$11.8M0.02%
485
AVSCAMERICAN CENTY ETF TR
242,946$11.8M0.02%
486
SNPSSYNOPSYS INC
27,344$11.7M0.02%
487
ARCCARES CAPITAL CORP
525,480$11.6M0.02%
488
SPYMSPDR SER TR
176,289$11.6M0.02%
489
A4SAMERIPRISE FINL INC
23,947$11.6M0.02%
490
MDYGSPDR SER TR
145,047$11.5M0.02%
491
ALNYALNYLAM PHARMACEUTICALS INC
42,665$11.5M0.02%
492
IYWISHARES TR
81,354$11.4M0.02%
493
VICIVICI PPTYS INC
349,983$11.4M0.02%
494
PHMPULTE GROUP INC
110,979$11.4M0.02%
495
VOXVANGUARD WORLD FD
76,408$11.3M0.02%
496
QQEWFIRST TR NAS100 EQ WEIGHTED
92,622$11.2M0.02%
497
TIPISHARES TR
98,812$11.0M0.02%
498
HBANHUNTINGTON BANCSHARES INC
728,576$10.9M0.02%
499
XLBSELECT SECTOR SPDR TR
127,117$10.9M0.02%
500
UNMUNUM GROUP
133,525$10.9M0.02%
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