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
501
DESWISDOMTREE TR
339,328$10.8M0.02%
502
CRWDCROWDSTRIKE HLDGS INC
30,667$10.8M0.02%
503
ABGCENCORA INC
38,762$10.8M0.02%
504
XLUSELECT SECTOR SPDR TR
136,408$10.8M0.02%
505
URIUNITED RENTALS INC
16,820$10.5M0.02%
506
CSGPCOSTAR GROUP INC
132,596$10.5M0.02%
507
LNGCHENIERE ENERGY INC
44,496$10.3M0.02%
508
IAGGISHARES TR
205,056$10.3M0.02%
509
AVSDAMERICAN CENTY ETF TR
168,608$10.1M0.02%
510
SHVISHARES TR
91,404$10.1M0.02%
511
SUBISHARES TR
95,357$10.1M0.02%
512
ACWXISHARES TR
181,145$10.0M0.02%
513
ENBENBRIDGE INC
226,291$10.0M0.02%
514
SPOTSPOTIFY TECHNOLOGY S A
18,225$10.0M0.02%
515
ROBOEXCHANGE TRADED CONCEPTS TRU
193,685$10.0M0.02%
516
DELLDELL TECHNOLOGIES INC
109,394$10.0M0.02%
517
PEOEXELON CORP
216,355$10.0M0.02%
518
AVBAVALONBAY CMNTYS INC
46,322$9.9M0.02%
519
SAPSAP SE
36,652$9.8M0.02%
520
AVREAMERICAN CENTY ETF TR
228,468$9.8M0.02%
521
DKNGDRAFTKINGS INC NEW
295,139$9.8M0.02%
522
KVUEKENVUE INC
408,436$9.8M0.02%
523
KBDCKAYNE ANDERSON BDC INC
600,526$9.8M0.02%
524
ETENERGY TRANSFER L P
522,331$9.7M0.02%
525
VXFVANGUARD INDEX FDS
56,295$9.7M0.02%
526
ATGEADTALEM GLOBAL ED INC
96,150$9.7M0.02%
527
JLLJONES LANG LASALLE INC
38,835$9.6M0.02%
528
REETISHARES TR
396,226$9.6M0.02%
529
FQIDIGITAL RLTY TR INC
66,886$9.6M0.02%
530
BIVVANGUARD BD INDEX FDS
123,660$9.5M0.02%
531
RCLROYAL CARIBBEAN GROUP
45,558$9.4M0.02%
532
PRUPRUDENTIAL FINL INC
83,708$9.3M0.02%
533
XLISELECT SECTOR SPDR TR
70,613$9.3M0.02%
534
XELXCEL ENERGY INC
130,004$9.2M0.02%
535
HRBBLOCK H & R INC
166,627$9.1M0.01%
536
ILCVISHARES TR
111,281$9.1M0.01%
537
REEVEREST GROUP LTD
24,724$9.0M0.01%
538
PPLPPL CORP
245,473$8.9M0.01%
539
7HPHP INC
320,010$8.9M0.01%
540
OXYOCCIDENTAL PETE CORP
179,366$8.9M0.01%
541
HESHESS CORP
55,048$8.8M0.01%
542
POOLPOOL CORP
27,492$8.8M0.01%
543
CATHGLOBAL X FDS
129,355$8.7M0.01%
544
MOATVANECK ETF TRUST
99,038$8.7M0.01%
545
FITBFIFTH THIRD BANCORP
222,299$8.7M0.01%
546
LDOSLEIDOS HOLDINGS INC
64,421$8.7M0.01%
547
NUSCNUSHARES ETF TR
222,530$8.5M0.01%
548
XLCSELECT SECTOR SPDR TR
88,046$8.5M0.01%
549
XLRESELECT SECTOR SPDR TR
202,489$8.5M0.01%
550
HYGISHARES TR
107,392$8.5M0.01%
551
EVLNMORGAN STANLEY ETF TRUST
171,002$8.5M0.01%
552
BNSBANK NOVA SCOTIA HALIFAX
177,841$8.4M0.01%
553
OREALTY INCOME CORP
144,972$8.4M0.01%
554
NOBLPROSHARES TR
82,171$8.4M0.01%
555
DC4DEXCOM INC
120,691$8.2M0.01%
556
DEODIAGEO PLC
78,617$8.2M0.01%
557
BKRBAKER HUGHES COMPANY
186,711$8.2M0.01%
558
VUSBVANGUARD BD INDEX FDS
164,360$8.2M0.01%
559
EXPEEXPEDIA GROUP INC
48,681$8.2M0.01%
560
SNASNAP ON INC
23,901$8.1M0.01%
561
TELTE CONNECTIVITY PLC
56,753$8.0M0.01%
562
ADMARCHER DANIELS MIDLAND CO
199,660$8.0M0.01%
563
SPEMSPDR INDEX SHS FDS
202,453$8.0M0.01%
564
NUENUCOR CORP
66,196$8.0M0.01%
565
FOURSHIFT4 PMTS INC
97,312$8.0M0.01%
566
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
103,834$7.9M0.01%
567
VISVANGUARD WORLD FD
31,873$7.9M0.01%
568
ATOATMOS ENERGY CORP
50,788$7.8M0.01%
569
CDWCDW CORP
48,854$7.8M0.01%
570
SHOPSHOPIFY INC
80,678$7.7M0.01%
571
IJKISHARES TR
92,226$7.7M0.01%
572
LRGFISHARES TR
131,563$7.6M0.01%
573
KRYSKRYSTAL BIOTECH INC
42,127$7.6M0.01%
574
JPEMJ P MORGAN EXCHANGE TRADED F
142,965$7.5M0.01%
575
SFMSPROUTS FMRS MKT INC
48,631$7.4M0.01%
576
HUMHUMANA INC
27,923$7.4M0.01%
577
EZUISHARES INC
137,401$7.3M0.01%
578
IGSBISHARES TR
139,435$7.3M0.01%
579
AVSEAMERICAN CENTY ETF TR
141,981$7.3M0.01%
580
AXSAXIS CAP HLDGS LTD
71,511$7.2M0.01%
581
ISIIONIS PHARMACEUTICALS INC
237,133$7.2M0.01%
582
VIGIVANGUARD WHITEHALL FDS
85,804$7.1M0.01%
583
KHCKRAFT HEINZ CO
233,119$7.1M0.01%
584
KEYKEYCORP
442,957$7.1M0.01%
585
DFSDDIMENSIONAL ETF TRUST
147,859$7.0M0.01%
586
AVSUAMERICAN CENTY ETF TR
112,493$7.0M0.01%
587
DTEDTE ENERGY CO
50,649$7.0M0.01%
588
OMCOMNICOM GROUP INC
84,375$7.0M0.01%
589
TMSLT ROWE PRICE ETF INC
228,390$7.0M0.01%
590
WELLWELLTOWER INC
45,201$6.9M0.01%
591
PRGSPROGRESS SOFTWARE CORP
134,337$6.9M0.01%
592
BBCAJ P MORGAN EXCHANGE TRADED F
96,314$6.9M0.01%
593
DFSUDIMENSIONAL ETF TRUST
192,011$6.9M0.01%
594
CUBECUBESMART
159,715$6.8M0.01%
595
UBNDVICTORY PORTFOLIOS II
311,809$6.8M0.01%
596
ZIONZIONS BANCORPORATION N A
136,232$6.8M0.01%
597
LENLENNAR CORP
59,092$6.8M0.01%
598
VIOOVANGUARD ADMIRAL FDS INC
70,174$6.8M0.01%
599
JSIJANUS DETROIT STR TR
128,934$6.7M0.01%
600
ABEVAMBEV SA
2,878,391$6.7M0.01%
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