Corient Private Wealth LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$64.1B

Holdings

2,413

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (2,413 positions)

#StockSharesValue% PortfolioType
201
DYHTARGET CORP
412,032$64.2M0.10%
202
CALMCAL MAINE FOODS INC
840,880$62.9M0.10%
203
UPSUNITED PARCEL SERVICE INC
460,691$62.8M0.10%
204
IVWISHARES TR
650,995$62.2M0.10%Put
205
CRCCANADIAN NAT RES LTD
1,873,872$62.2M0.10%
206
AVIGAMERICAN CENTY ETF TR
1,433,104$60.9M0.10%
207
ITGARTNER INC
120,177$60.9M0.10%
208
ETNEATON CORP PLC
182,496$60.5M0.09%
209
AVDVAMERICAN CENTY ETF TR
853,209$60.3M0.09%
210
ACWIISHARES TR
503,777$60.2M0.09%
211
PAYXPAYCHEX INC
448,102$60.1M0.09%
212
VRTXVERTEX PHARMACEUTICALS INC
129,265$60.1M0.09%
213
XLESELECT SECTOR SPDR TR
683,302$60.0M0.09%
214
DFGRDIMENSIONAL ETF TRUST
2,047,749$59.1M0.09%
215
MDTMEDTRONIC PLC
651,992$58.7M0.09%
216
DFAEDIMENSIONAL ETF TRUST
2,140,733$58.7M0.09%
217
AVEMAMERICAN CENTY ETF TR
890,673$57.5M0.09%
218
TAT&T INC
2,586,148$56.9M0.09%
219
AVUVAMERICAN CENTY ETF TR
591,055$56.7M0.09%
220
CLCOLGATE PALMOLIVE CO
546,080$56.7M0.09%
221
VEUVANGUARD INTL EQUITY INDEX F
1,561,750$55.6M0.09%
222
AVYAVERY DENNISON CORP
251,664$55.6M0.09%
223
BAMBROOKFIELD ASSET MANAGMT LTD
1,164,834$55.1M0.09%
224
MARMARRIOTT INTL INC NEW
221,107$55.0M0.09%
225
ICSHISHARES TR
1,068,669$54.2M0.08%
226
EOGEOG RES INC
440,880$54.2M0.08%
227
SNPSSYNOPSYS INC
107,011$54.2M0.08%
228
SRESEMPRA
646,946$54.1M0.08%
229
SHWSHERWIN WILLIAMS CO
141,046$53.8M0.08%
230
MCOMOODYS CORP
112,878$53.6M0.08%
231
DFAUDIMENSIONAL ETF TRUST
1,348,331$53.5M0.08%
232
IXUSISHARES TR
972,505$53.4M0.08%
233
JMBSJANUS DETROIT STR TR
1,141,803$53.3M0.08%
234
AZOAUTOZONE INC
16,869$53.1M0.08%
235
GILDGILEAD SCIENCES INC
631,640$53.0M0.08%
236
BXBLACKSTONE INC
344,989$52.8M0.08%
237
PYPLPAYPAL HLDGS INC
670,940$52.4M0.08%Put
238
METMETLIFE INC
629,002$51.9M0.08%
239
MCXMCCORMICK & CO INC
621,150$51.1M0.08%
240
TECHBIO-TECHNE CORP
637,106$50.9M0.08%
241
IAU*ISHARES GOLD TR
1,024,450$50.9M0.08%
242
CEGCONSTELLATION ENERGY CORP
195,579$50.9M0.08%
243
TRVTRAVELERS COMPANIES INC
214,633$50.2M0.08%
244
TSCOTRACTOR SUPPLY CO
171,597$49.9M0.08%
245
VWOBVANGUARD WHITEHALL FDS
730,321$48.5M0.08%
246
TROWPRICE T ROWE GROUP INC
441,268$48.1M0.08%
247
AEPAMERICAN ELEC PWR CO INC
467,426$48.0M0.07%Put
248
IWBISHARES TR
169,201$47.9M0.07%
249
VGTVANGUARD WORLD FD
80,878$47.4M0.07%
250
SCHCSCHWAB STRATEGIC TR
1,221,826$47.1M0.07%
251
CECELANESE CORP DEL
345,442$47.0M0.07%
252
KMBKIMBERLY-CLARK CORP
328,891$46.8M0.07%
253
8CWCROWN CASTLE INC
390,905$46.4M0.07%
254
MPWRMONOLITHIC PWR SYS INC
49,668$45.9M0.07%
255
SCZISHARES TR
669,164$45.3M0.07%
256
MUMICRON TECHNOLOGY INC
434,842$45.1M0.07%
257
ALSALLSTATE CORP
237,723$45.1M0.07%
258
BCPCBALCHEM CORP
255,992$45.1M0.07%
259
CDNSCADENCE DESIGN SYSTEM INC
165,622$44.9M0.07%
260
BKNGBOOKING HOLDINGS INC
10,655$44.9M0.07%
261
MSCIMSCI INC
76,966$44.9M0.07%
262
BABOEING CO
292,522$44.5M0.07%
263
CHDCHURCH & DWIGHT CO INC
420,523$44.0M0.07%
264
VNQVANGUARD INDEX FDS
987,094$43.7M0.07%
265
NCDLNUVEEN CHURCHILL DIRECT LEND
2,477,953$43.2M0.07%
266
GEGE AEROSPACE
228,749$43.1M0.07%
267
PLDPROLOGIS INC.
339,738$42.9M0.07%
268
GSIEGOLDMAN SACHS ETF TR
1,181,937$42.8M0.07%
269
HEIHEICO CORP NEW
171,461$42.7M0.07%Put
270
GWWGRAINGER W W INC
41,018$42.6M0.07%
271
STZCONSTELLATION BRANDS INC
165,061$42.5M0.07%
272
ELVELEVANCE HEALTH INC
81,437$42.3M0.07%
273
INTCINTEL CORP
1,759,313$41.3M0.06%
274
DIHPDIMENSIONAL ETF TRUST
1,489,037$41.2M0.06%
275
SCHWSCHWAB CHARLES CORP
635,680$41.2M0.06%
276
DFASDIMENSIONAL ETF TRUST
632,969$41.1M0.06%
277
EPDENTERPRISE PRODS PARTNERS L
1,407,131$41.0M0.06%
278
CSGPCOSTAR GROUP INC
542,701$40.9M0.06%
279
ITOTISHARES TR
325,381$40.9M0.06%
280
VLOVALERO ENERGY CORP
301,251$40.7M0.06%
281
WINNHARBOR ETF TRUST
1,587,793$40.7M0.06%
282
GLGLOBE LIFE INC
378,938$40.1M0.06%
283
MLMMARTIN MARIETTA MATLS INC
74,378$40.0M0.06%
284
BROBROWN & BROWN INC
385,885$40.0M0.06%
285
IWSISHARES TR
297,733$39.4M0.06%
286
IWRISHARES TR
443,477$39.1M0.06%
287
SGOVISHARES TR
385,401$38.8M0.06%
288
AG8AGILENT TECHNOLOGIES INC
256,947$38.1M0.06%
289
CITHE CIGNA GROUP
109,468$37.9M0.06%
290
NTRSNORTHERN TR CORP
419,981$37.8M0.06%
291
NSCNORFOLK SOUTHN CORP
150,930$37.5M0.06%
292
ROKROCKWELL AUTOMATION INC
139,006$37.3M0.06%
293
ODFLOLD DOMINION FREIGHT LINE IN
186,985$37.1M0.06%
294
JJACOBS SOLUTIONS INC
283,658$37.1M0.06%
295
DUKDUKE ENERGY CORP NEW
320,231$36.9M0.06%
296
VYMVANGUARD WHITEHALL FDS
278,940$35.8M0.06%
297
VVVANGUARD INDEX FDS
141,986$35.6M0.06%
298
VBRVANGUARD INDEX FDS
176,761$35.5M0.06%
299
CITCINTAS CORP
170,559$35.1M0.05%
300
MMM3M CO
256,849$35.1M0.05%
PreviousPage 3 of 25Next