Corient Private Wealth LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$63.5B

Holdings

2,526

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (2,526 positions)

#StockSharesValue% PortfolioType
501
DKNGDRAFTKINGS INC NEW
300,343$11.2M0.02%
502
TQQQPROSHARES TR
107,915$11.2M0.02%
503
EXPEEXPEDIA GROUP INC
51,955$11.1M0.02%
504
AWCAMERICAN WTR WKS CO INC NEW
78,719$11.0M0.02%
505
SDYSPDR SERIES TRUST
78,079$10.9M0.02%
506
LPLALPL FINL HLDGS INC
32,423$10.8M0.02%
507
JJACOBS SOLUTIONS INC
71,554$10.7M0.02%
508
KEYSKEYSIGHT TECHNOLOGIES INC
61,224$10.7M0.02%
509
6RJ0ROCKET LAB CORP
222,496$10.7M0.02%
510
TFCTRUIST FINL CORP
230,212$10.5M0.02%
511
AVIGAMERICAN CENTY ETF TR
248,794$10.5M0.02%
512
PEOEXELON CORP
230,878$10.4M0.02%
513
BINCBLACKROCK ETF TRUST II
194,695$10.4M0.02%
514
SUBISHARES TR
97,059$10.4M0.02%
515
UPSUNITED PARCEL SERVICE INC
123,565$10.3M0.02%Call
516
UNMUNUM GROUP
130,957$10.2M0.02%
517
AVBAVALONBAY CMNTYS INC
52,700$10.2M0.02%
518
XELXCEL ENERGY INC
125,439$10.1M0.02%
519
CMGCHIPOTLE MEXICAN GRILL INC
256,427$10.0M0.02%
520
ILCVISHARES TR
110,985$10.0M0.02%
521
ATRAPTARGROUP INC
74,583$10.0M0.02%
522
FQIDIGITAL RLTY TR INC
57,445$9.9M0.02%
523
IAGGISHARES TR
191,775$9.8M0.02%
524
IVEISHARES TR
47,344$9.8M0.02%
525
REGNREGENERON PHARMACEUTICALS
17,372$9.8M0.02%
526
AVSDAMERICAN CENTY ETF TR
136,052$9.7M0.02%
527
MGMMGM RESORTS INTERNATIONAL
278,282$9.6M0.02%
528
HPEHEWLETT PACKARD ENTERPRISE C
392,214$9.6M0.02%
529
ETRENTERGY CORP NEW
102,398$9.5M0.02%
530
JSIJANUS DETROIT STR TR
182,419$9.5M0.02%
531
VPLVANGUARD INTL EQUITY INDEX F
111,998$9.5M0.01%
532
ZSZSCALER INC
31,682$9.5M0.01%
533
CSGPCOSTAR GROUP INC
112,361$9.5M0.01%
534
ATOATMOS ENERGY CORP
55,379$9.5M0.01%
535
BABAALIBABA GROUP HLDG LTD
52,884$9.4M0.01%
536
VTWOVANGUARD SCOTTSDALE FDS
96,366$9.4M0.01%
537
GISGENERAL MLS INC
185,190$9.3M0.01%
538
ENSENERSYS
82,588$9.3M0.01%
539
XLCSELECT SECTOR SPDR TR
94,418$9.2M0.01%
540
NRANRG ENERGY INC
56,772$9.2M0.01%
541
FITBFIFTH THIRD BANCORP
206,034$9.2M0.01%
542
ICLRICON PLC
52,309$9.2M0.01%
543
SONYSONY GROUP CORP
312,937$9.0M0.01%
544
WELLWELLTOWER INC
50,152$8.9M0.01%
545
UALUNITED AIRLS HLDGS INC
92,487$8.9M0.01%
546
DFCFDIMENSIONAL ETF TRUST
207,477$8.9M0.01%
547
HWMHOWMET AEROSPACE INC
45,134$8.9M0.01%
548
LRGFISHARES TR
127,968$8.8M0.01%
549
ICFISHARES TR
141,367$8.7M0.01%
550
EMEEMCOR GROUP INC
13,237$8.6M0.01%
551
RSRELIANCE INC
30,551$8.6M0.01%
552
OXYOCCIDENTAL PETE CORP
181,025$8.6M0.01%
553
TMSLT ROWE PRICE ETF INC
242,686$8.5M0.01%
554
HRBBLOCK H & R INC
167,984$8.5M0.01%
555
FNFFIDELITY NATIONAL FINANCIAL
140,024$8.5M0.01%
556
PPLPPL CORP
226,956$8.4M0.01%
557
DALDELTA AIR LINES INC DEL
146,470$8.3M0.01%
558
IJSISHARES TR
74,957$8.3M0.01%
559
BBCAJ P MORGAN EXCHANGE TRADED F
95,028$8.3M0.01%
560
DFICDIMENSIONAL ETF TRUST
252,670$8.3M0.01%
561
ILCBISHARES TR
89,147$8.2M0.01%
562
DECKDECKERS OUTDOOR CORP
80,740$8.2M0.01%
563
JPEMJ P MORGAN EXCHANGE TRADED F
138,662$8.2M0.01%
564
KVUEKENVUE INC
503,142$8.2M0.01%
565
PYLDPIMCO ETF TR
303,487$8.1M0.01%
566
NEMNEWMONT CORP
96,478$8.1M0.01%
567
FOURSHIFT4 PMTS INC
104,427$8.1M0.01%
568
HYGISHARES TR
99,646$8.1M0.01%
569
ROSTROSS STORES INC
52,951$8.1M0.01%
570
XLUSELECT SECTOR SPDR TR
98,737$8.0M0.01%
571
PAAPLAINS ALL AMERN PIPELINE L
467,328$8.0M0.01%
572
SNASNAP ON INC
22,931$7.9M0.01%
573
LENLENNAR CORP
62,763$7.9M0.01%
574
PRUPRUDENTIAL FINL INC
74,801$7.8M0.01%
575
DASHDOORDASH INC
28,531$7.8M0.01%
576
LHLABCORP HOLDINGS INC
26,987$7.7M0.01%
577
AIRJAIRJOULE TECHNOLOGIES CORP
1,651,226$7.7M0.01%
578
ZIONZIONS BANCORPORATION N A
134,218$7.6M0.01%
579
KEYKEYCORP
404,430$7.6M0.01%
580
VIOOVANGUARD ADMIRAL FDS INC
71,008$7.5M0.01%
581
DSIISHARES TR
59,665$7.5M0.01%
582
LQDISHARES TR
67,361$7.5M0.01%
583
VIGIVANGUARD WHITEHALL FDS
83,776$7.5M0.01%
584
DGRWWISDOMTREE TR
84,038$7.5M0.01%
585
WSTWEST PHARMACEUTICAL SVSC INC
28,326$7.4M0.01%
586
DEODIAGEO PLC
77,844$7.4M0.01%
587
UHSUNIVERSAL HLTH SVCS INC
36,323$7.4M0.01%
588
VXFVANGUARD INDEX FDS
35,447$7.4M0.01%
589
NUENUCOR CORP
54,320$7.4M0.01%
590
JBLJABIL INC
33,846$7.3M0.01%
591
HUMHUMANA INC
27,979$7.3M0.01%
592
SJMSMUCKER J M CO
66,666$7.2M0.01%
593
MOATVANECK ETF TRUST
73,042$7.2M0.01%
594
NXPINXP SEMICONDUCTORS N V
31,676$7.2M0.01%
595
TPLTEXAS PACIFIC LAND CORPORATI
7,721$7.2M0.01%
596
AVSEAMERICAN CENTY ETF TR
113,354$7.2M0.01%
597
AVREAMERICAN CENTY ETF TR
161,949$7.2M0.01%
598
NOBLPROSHARES TR
69,788$7.2M0.01%
599
EVLNMORGAN STANLEY ETF TRUST
144,207$7.2M0.01%
600
ALAIR LEASE CORP
112,007$7.1M0.01%
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