Corient Private Wealth LLC Top Holdings and 13F Report (2025) About Corient Private Wealth LLCInvestment ActivityCorient Private Wealth LLC has $61.23 billion in total holdings as of March 31, 2025.Corient Private Wealth LLC owns shares of 2,270 different stocks, but just 186 companies or ETFs make up 80% of its holdings.Approximately 10.81% of the portfolio was purchased this quarter.About 17.71% of the portfolio was sold this quarter.This quarter, Corient Private Wealth LLC has purchased 2,351 new stocks and bought additional shares in 794 stocks.Corient Private Wealth LLC sold shares of 1,212 stocks and completely divested from 213 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $2,889,385,923Apple $2,546,734,324Microsoft $2,160,365,034Amazon.com $1,329,520,968Vanguard S&P 500 ETF $1,227,321,000 Largest New Holdings this Quarter 233051846 - Xtrackers International Real Estate ETF $3,319,698 Holding746729300 - Putnam Focused Large Cap Value ETF $3,130,596 Holding69007J304 - OUTFRONT MEDIA INC $1,958,234 Holding97717Y527 - WisdomTree Floating Rate Treasury Fund $1,546,961 Holding464287549 - iShares Expanded Tech Sector ETF $1,408,014 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,808,661 shares (about $1.58B)NVIDIA 9,194,979 shares (about $996.55M)Vanguard S&P 500 ETF 1,145,118 shares (about $588.49M)iShares Russell 1000 Growth ETF 738,750 shares (about $266.76M)Xtrackers MSCI EAFE Hedged Equity ETF 5,593,776 shares (about $242.21M) Largest Sales this Quarter Berkshire Hathaway 8,585 shares (about $6.85B)Microsoft 433,287 shares (about $162.65M)Apple 687,265 shares (about $152.66M)Costco Wholesale 146,873 shares (about $138.91M)PACCAR 903,676 shares (about $87.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCorient Private Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$2,889,385,923$1,576,279,653 ▲120.0%5,148,3924.7%ETFAAPLApple$2,546,734,324$152,662,247 ▼-5.7%11,465,0574.2%Computer and TechnologyMSFTMicrosoft$2,160,365,034$162,651,755 ▼-7.0%5,754,9833.5%Computer and TechnologyAMZNAmazon.com$1,329,520,968$56,129,573 ▼-4.1%6,987,9142.2%Retail/WholesaleVOOVanguard S&P 500 ETF$1,227,321,000$588,488,630 ▲92.1%2,388,1982.0%ETFCOSTCostco Wholesale$1,160,757,738$138,910,345 ▼-10.7%1,227,2951.9%Retail/WholesaleBRK.BBerkshire Hathaway$1,057,697,187$37,187,259 ▼-3.4%1,860,1371.7%FinanceNVDANVIDIA$996,878,382$996,553,242 ▲306,499.3%9,197,9791.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$938,722,115$81,107,584 ▲9.5%18,467,8681.5%ETFJPMJPMorgan Chase & Co.$820,670,781$44,495,319 ▼-5.1%3,345,5721.3%FinanceGOOGAlphabet$801,095,326$65,368,719 ▼-7.5%5,127,6621.3%Computer and TechnologyGOOGLAlphabet$800,778,651$38,705,192 ▼-4.6%5,178,3361.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$772,371,449$109,525,463 ▲16.5%1,379,9881.3%FinanceVVisa$658,743,010$83,527,083 ▼-11.3%1,879,6481.1%Business ServicesAVGOBroadcom$630,995,190$14,967,765 ▼-2.3%3,768,7041.0%Computer and TechnologyUNHUnitedHealth Group$585,023,523$17,659,898 ▼-2.9%1,116,9841.0%MedicalMETAMeta Platforms$565,963,635$28,220,459 ▲5.2%981,9570.9%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$546,412,998$266,756,322 ▲95.4%1,513,2260.9%ETFROPRoper Technologies$519,688,767$1,794,685 ▲0.3%881,4540.8%Computer and TechnologyLLYEli Lilly and Company$495,077,737$19,181,921 ▲4.0%599,4280.8%MedicalABBVAbbVie$479,811,652$9,191,670 ▼-1.9%2,290,0450.8%MedicalTMOThermo Fisher Scientific$461,280,356$15,441,898 ▲3.5%926,9580.8%MedicalHDHome Depot$455,807,504$29,194,429 ▼-6.0%1,243,7020.7%Retail/WholesalePGProcter & Gamble$444,136,739$17,526,520 ▼-3.8%2,606,1280.7%Consumer StaplesDFUVDimensional US Marketwide Value ETF$433,955,643$8,843,297 ▼-2.0%10,530,3460.7%ETFSCHFSchwab International Equity ETF$427,797,076$17,300,815 ▼-3.9%21,627,7580.7%ETFCVXChevron$416,096,268$6,400,881 ▼-1.5%2,487,2630.7%EnergySYKStryker$409,045,823$671,914 ▲0.2%1,098,8430.7%MedicalPEPPepsiCo$381,095,206$28,549,225 ▲8.1%2,541,6470.6%Consumer StaplesJNJJohnson & Johnson$370,954,848$36,168,219 ▼-8.9%2,236,8130.6%MedicalXOMExxon Mobil$369,033,477$5,584,378 ▼-1.5%3,102,9360.6%EnergyMAMastercard$358,144,085$35,376,403 ▼-9.0%653,4010.6%Business ServicesACNAccenture$328,921,476$4,681 ▲0.0%1,054,0970.5%Computer and TechnologySPGIS&P Global$327,186,814$3,539,942 ▲1.1%643,9400.5%Business ServicesEFAiShares MSCI EAFE ETF$312,890,590$160,555,177 ▲105.4%3,828,3380.5%FinanceVTIVanguard Total Stock Market ETF$311,289,605$77,277,253 ▼-19.9%1,132,6140.5%ETFIWDiShares Russell 1000 Value ETF$299,442,328$207,902,899 ▲227.1%1,591,4180.5%ETFLINDE PLC$294,973,465$56,912,622 ▲23.9%633,4770.5%SHSVWOVanguard FTSE Emerging Markets ETF$292,969,622$20,377,342 ▲7.5%6,473,0290.5%ETFMCDMcDonald's$292,808,118$33,381,247 ▼-10.2%937,3720.5%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$287,040,850$146,575,725 ▲104.4%4,919,2850.5%ETFTJXTJX Companies$276,866,306$6,563,942 ▼-2.3%2,273,1160.5%Retail/WholesaleNOWServiceNow$259,556,494$23,807,892 ▲10.1%326,0170.4%Computer and TechnologyPANWPalo Alto Networks$259,426,772$3,253,427 ▲1.3%1,520,3140.4%Computer and TechnologyBSVVanguard Short-Term Bond ETF$258,594,566$40,024,569 ▼-13.4%3,303,4560.4%ETFABTAbbott Laboratories$258,545,554$43,269,185 ▼-14.3%1,949,0770.4%MedicalAVDEAvantis International Equity ETF$257,562,681$33,261,728 ▲14.8%3,886,5630.4%ETFDHRDanaher$254,292,425$16,448,021 ▼-6.1%1,240,4470.4%MedicalAXPAmerican Express$252,730,603$30,299,110 ▼-10.7%939,3430.4%FinanceBNDVanguard Total Bond Market ETF$246,669,614$28,568,695 ▼-10.4%3,358,3310.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$243,287,907$242,210,559 ▲22,482.1%5,618,6570.4%ETFVBKVanguard Small-Cap Growth ETF$241,319,331$1,785,811 ▲0.7%958,4880.4%ETFSBUXStarbucks$240,632,365$4,779,634 ▲2.0%2,453,1780.4%Retail/WholesaleMRKMerck & Co., Inc.$238,852,333$40,834,498 ▼-14.6%2,660,8600.4%MedicalPGRProgressive$232,584,556$2,768,412 ▼-1.2%821,8220.4%FinanceTXNTexas Instruments$232,159,965$983,860 ▲0.4%1,291,9270.4%Computer and TechnologyVUGVanguard Growth ETF$230,466,806$2,750,393 ▼-1.2%621,5010.4%ETFZTSZoetis$228,329,099$43,340,531 ▼-16.0%1,386,7530.4%MedicalNFLXNetflix$224,523,844$11,470,285 ▼-4.9%240,7650.4%Consumer DiscretionaryIEMGiShares Core MSCI Emerging Markets ETF$216,231,225$102,407,365 ▲90.0%4,006,5060.4%ETFKOCoca-Cola$210,272,540$16,640,087 ▼-7.3%2,935,8770.3%Consumer StaplesCATCaterpillar$208,747,392$23,050,508 ▼-9.9%632,9480.3%IndustrialsRTXRTX$202,242,586$41,381,701 ▼-17.0%1,526,8150.3%AerospaceECLEcolab$200,632,998$12,214,643 ▼-5.7%791,3860.3%Basic MaterialsIWMiShares Russell 2000 ETF$197,406,132$130,307,589 ▲194.2%989,5440.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$196,141,823$103,878,821 ▲112.6%1,982,8260.3%FinanceVTEBVanguard Tax-Exempt Bond ETF$195,806,325$6,903,682 ▲3.7%3,946,1160.3%ETFHONHoneywell International$185,348,115$13,847,435 ▼-7.0%875,3130.3%Multi-Sector ConglomeratesWMTWalmart$181,535,489$18,176,217 ▼-9.1%2,067,7580.3%Retail/WholesaleDOVDover$179,257,358$4,620,740 ▼-2.5%1,020,3620.3%IndustrialsCBChubb$175,485,837$6,634,814 ▼-3.6%581,0900.3%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$171,925,250$14,940,681 ▲9.5%6,487,6270.3%ETFDFACDimensional U.S. Core Equity 2 ETF$171,653,014$3,233,924 ▼-1.8%5,203,1620.3%ETFBRK.ABerkshire Hathaway$169,269,619$6,854,621,128 ▼-97.6%2120.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$167,885,327$15,151,672 ▼-8.3%2,126,7450.3%ETFVIGVanguard Dividend Appreciation ETF$167,487,301$14,986,274 ▼-8.2%863,3720.3%ETFAMGNAmgen$165,391,386$10,355,713 ▼-5.9%530,8610.3%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$165,208,218$7,433,710 ▼-4.3%2,020,6460.3%ETFBNBrookfield$165,162,792$9,266,243 ▼-5.3%3,151,3610.3%FinanceDFLVDimensional US Large Cap Value ETF$164,064,142$18,176,917 ▲12.5%5,366,6920.3%ETFITWIllinois Tool Works$163,685,619$6,714,441 ▲4.3%659,8920.3%IndustrialsDEDeere & Company$163,113,531$16,249,633 ▼-9.1%347,5250.3%IndustrialsVXUSVanguard Total International Stock ETF$162,013,119$5,890,626 ▼-3.5%2,608,9040.3%ETFORCLOracle$159,970,218$12,886,581 ▲8.8%1,144,1960.3%Computer and TechnologyMDLZMondelez International$155,567,228$15,679,453 ▲11.2%2,292,7520.3%Consumer StaplesADIAnalog Devices$155,218,890$39,701,652 ▼-20.4%769,6660.3%Computer and TechnologyARESAres Management$155,135,235$14,789,005 ▼-8.7%1,058,1480.3%FinanceHLTHilton Worldwide$152,243,453$4,447,023 ▼-2.8%669,0530.2%Consumer DiscretionaryMTUMiShares MSCI USA Momentum Factor ETF$152,143,193$13,976,311 ▲10.1%752,6980.2%ETFTSLATesla$151,082,301$10,852,607 ▼-6.7%582,9680.2%Auto/Tires/TrucksDISWalt Disney$150,556,398$15,065,401 ▼-9.1%1,525,3910.2%Consumer DiscretionaryGLDSPDR Gold Shares$149,177,204$4,816,276 ▼-3.1%517,7230.2%FinanceCSLCarlisle Companies$148,877,925$366,719 ▼-0.2%437,2330.2%Multi-Sector ConglomeratesCSCOCisco Systems$148,119,227$14,368,647 ▼-8.8%2,400,2420.2%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$146,769,049$4,545,231 ▲3.2%2,850,4360.2%ETFMSMorgan Stanley$146,161,313$2,691,667 ▼-1.8%1,257,8380.2%FinanceASMLASML$144,883,756$1,159,611 ▲0.8%218,6480.2%Computer and TechnologyICEIntercontinental Exchange$143,841,945$1,291,337 ▲0.9%833,8650.2%FinancePHParker-Hannifin$143,101,675$16,748,353 ▲13.3%235,4190.2%IndustrialsDFIVDimensional International Value ETF$142,672,687$24,291,504 ▲20.5%3,624,8130.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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