Corient Private Wealth LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationmiami, FL
- CIK0001948780
- Alternate namesCI Private Wealth, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
4,550 | $61.23 B | IVV, IVV, AAPL, AAPL | 13F-HR | May 14, 2025 | 000117266125001832 | ||
2,369 | $60.26 B | AAPL, MSFT, AMZN, COST | 13F-HR | Feb 10, 2025 | 000117266125000608 | ||
2,459 | $64.07 B | AAPL, MSFT, IVV, AMZN | 13F-HR | Nov 12, 2024 | 000117266124004574 | ||
2,316 | $57.41 B | MSFT, AAPL, AMZN, COST | 13F-HR | Aug 13, 2024 | 000117266124003292 | ||
2,276 | $56.17 B | MSFT, AAPL, AMZN, COST | 13F-HR | May 9, 2024 | 000117266124002112 | ||
2,251 | $54.37 B | AAPL, MSFT, BRK.A, AMZN | 13F-HR | Feb 9, 2024 | 000117266124000615 | ||
2,138 | $43.51 B | AAPL, MSFT, AMZN, GOOGL | 13F-HR | Nov 3, 2023 | 000117266123003609 | ||
2,072 | $43.35 B | AAPL, MSFT, AMZN, BRK.B | 13F-HR | Aug 10, 2023 | 000117266123002875 | ||
2,004 | $37.24 B | AAPL, MSFT, AMZN, GOOG | 13F-HR | May 15, 2023 | 000117266123002270 | ||
1,696 | $27.53 B | AAPL, MSFT, BRK.B, SCHF | 13F-HR | Feb 15, 2023 | 000117266123001493 |