Corient Private Wealth LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$62.9B
Signature - Title
Kim Halkett - Head of Compliance Management
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Corient Private Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Corient Private Wealth LLC reported 2412 stock holdings with total value $62.9B as of Q3 2024. Top holdings included AAPL, MSFT, IVV, AMZN, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 2,412 $62.9B +$5.48B -$1.9B +$3.57B AAPL, MSFT, IVV, AMZN, NVDA 13F-HR 11/12/2024, 04:34 PM
Q2 2024 2,310 $57.4B +$3.34B -$2.01B +$1.32B MSFT, AAPL, AMZN, COST, NVDA 13F-HR 8/13/2024, 01:02 PM
Q1 2024 2,270 $56B +$2.36B -$2.73B -$374M MSFT, AAPL, AMZN, COST, NVDA 13F-HR 5/9/2024, 02:59 PM
Q4 2023 2,248 $54.4B +$6.68B -$1.5B +$5.18B AAPL, MSFT, BRKA, AMZN, GOOG 13F-HR 2/9/2024, 02:28 PM
Q3 2023 2,144 $42.5B +$2.16B -$959M +$1.2B AAPL, MSFT, AMZN, GOOGL, GOOG 13F-HR 11/3/2023, 03:59 PM
Q2 2023 2,062 $43B +$4.76B -$934M +$3.83B AAPL, MSFT, AMZN, BRKB, GOOG 13F-HR 8/10/2023, 01:19 PM
Q1 2023 1,987 $36.9B +$9.1B -$835M +$8.27B AAPL, MSFT, AMZN, GOOG, BRKB 13F-HR 5/15/2023, 03:50 PM
Q4 2022 1,701 $27.1B $0 $0 AAPL, MSFT, BRKB, SCHF, DFUV 13F-HR 2/15/2023, 01:46 PM