Corient Private Wealth LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$57.4B

Holdings

2,310

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (2,310 positions)

StockValue
MSFTMICROSOFT CORP
$2.8B
AAPLAPPLE INC
$2.6B
AMZNAMAZON COM INC
$1.4B
COSTCOSTCO WHSL CORP NEW
$1.2B
NVDANVIDIA CORPORATION
$1.2B
GOOGALPHABET INC
$1.0B
GOOGLALPHABET INC
$927.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$823.7M
JPMJPMORGAN CHASE & CO.
$728.8M
IVVISHARES TR
$725.3M
VEAVANGUARD TAX-MANAGED FDS
$636.6M
AVGOBROADCOM INC
$600.4M
VOOVANGUARD INDEX FDS
$588.3M
VVISA INC
$585.8M
UNHUNITEDHEALTH GROUP INC
$582.6M
SPYSPDR S&P 500 ETF TR
$578.5M
LLYELI LILLY & CO
$548.2M
TMOTHERMO FISHER SCIENTIFIC INC
$512.3M
ROPROPER TECHNOLOGIES INC
$500.4M
METAMETA PLATFORMS INC
$468.0M
PGPROCTER AND GAMBLE CO
$452.0M
SCHFSCHWAB STRATEGIC TR
$447.0M
PEPPEPSICO INC
$442.2M
MRKMERCK & CO INC
$432.6M
DFUVDIMENSIONAL ETF TRUST
$430.0M
ABBVABBVIE INC
$396.1M
JNJJOHNSON & JOHNSON
$392.0M
HDHOME DEPOT INC
$389.6M
CVXCHEVRON CORP NEW
$387.3M
ACNACCENTURE PLC IRELAND
$381.2M
XOMEXXON MOBIL CORP
$380.4M
SYKSTRYKER CORPORATION
$359.2M
DHRDANAHER CORPORATION
$313.5M
ZTSZOETIS INC
$303.4M
BSVVANGUARD BD INDEX FDS
$303.4M
MCDMCDONALDS CORP
$302.2M
VTIVANGUARD INDEX FDS
$291.6M
IWFISHARES TR
$286.8M
TJXTJX COS INC NEW
$261.7M
SPGIS&P GLOBAL INC
$261.7M
AXPAMERICAN EXPRESS CO
$258.1M
TXNTEXAS INSTRS INC
$248.5M
VWOVANGUARD INTL EQUITY INDEX F
$247.1M
ABTABBOTT LABS
$242.4M
PCARPACCAR INC
$241.5M
VUGVANGUARD INDEX FDS
$239.5M
CATCATERPILLAR INC
$238.9M
MAMASTERCARD INCORPORATED
$237.2M
LINLINDE PLC
$236.6M
PANWPALO ALTO NETWORKS INC
$231.8M
VBKVANGUARD INDEX FDS
$227.6M
NOWSERVICENOW INC
$214.7M
ASMLASML HOLDING N V
$213.1M
ADBEADOBE INC
$213.0M
LRCXEURLAM RESEARCH CORP
$210.2M
HONHONEYWELL INTL INC
$204.3M
BNDVANGUARD BD INDEX FDS
$202.7M
VTEBVANGUARD MUN BD FDS
$200.8M
NVONOVO-NORDISK A S
$198.3M
DOVDOVER CORP
$194.2M
RTXRTX CORPORATION
$188.8M
SBUXSTARBUCKS CORP
$183.7M
MCHPMICROCHIP TECHNOLOGY INC.
$181.2M
CSLCARLISLE COS INC
$181.0M
AMGNAMGEN INC
$180.2M
DISDISNEY WALT CO
$179.1M
ECLECOLAB INC
$175.3M
VIGVANGUARD SPECIALIZED FUNDS
$175.0M
VCSHVANGUARD SCOTTSDALE FDS
$174.9M
DFACDIMENSIONAL ETF TRUST
$174.9M
KOCOCA COLA CO
$171.3M
IEMGISHARES INC
$168.4M
DWDMORGAN STANLEY
$164.3M
NEENEXTERA ENERGY INC
$164.3M
ARESARES MANAGEMENT CORPORATION
$162.6M
VCITVANGUARD SCOTTSDALE FDS
$158.0M
HLTHILTON WORLDWIDE HLDGS INC
$154.5M
AVDEAMERICAN CENTY ETF TR
$153.7M
CBCHUBB LIMITED
$153.5M
PGRPROGRESSIVE CORP
$153.1M
WMTWALMART INC
$151.6M
NDQINVESCO QQQ TR
$151.0M
ORCLORACLE CORP
$149.5M
ITWILLINOIS TOOL WKS INC
$147.7M
MCKMCKESSON CORP
$146.2M
DFEMDIMENSIONAL ETF TRUST
$146.0M
EFAISHARES TR
$144.6M
DFATDIMENSIONAL ETF TRUST
$144.2M
UNPUNION PAC CORP
$141.2M
PWRQUANTA SVCS INC
$140.2M
MDLZMONDELEZ INTL INC
$140.2M
MDYSPDR S&P MIDCAP 400 ETF TR
$138.9M
QUALISHARES TR
$138.6M
ADIANALOG DEVICES INC
$138.3M
QCOMQUALCOMM INC
$136.6M
TSLATESLA INC
$136.1M
LMTLOCKHEED MARTIN CORP
$134.1M
VXUSVANGUARD STAR FDS
$133.9M
BNBROOKFIELD CORP
$133.1M
CSCOCISCO SYS INC
$132.8M
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