13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001948780
Total reported value
$72.2B
$72.2B
2351 檔
13.3%
At the close of Q4 2024, Corient Private Wealth LP disclosed equity holdings valued at approximately $72.2B, spread across 2351 reported holdings.
In Q4 2024, Corient Private Wealth LP adopted a defensive or profit-taking posture, trimming 138 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 2351 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.94% | +0.32% | -0.10% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | -0.39% | -5.84% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.60% | +0.08% | -0.05% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.08% | -0.07% | -0.53% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.25% | -5.66% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | -0.24% | -14.19% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.74% | +0.66% | -0.20% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | -0.05% | +8.40% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.48% | +0.12% | +1.56% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.04% | -1.11% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | +0.08% | -4.56% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.04% | -3.09% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.04% | -3.57% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.04% | +1.90% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.06% | -30.26% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.09% | -5.76% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.19% | -9.25% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.02% | +18.45% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | -0.11% | -5.68% | |
| 20 | ROP | Roper Technologies Inc | Stock-Tech | 0.76% | -0.14% | -0.92% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.06% | -3.64% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.10% | -7.29% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.73% | -0.39% | -1.26% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.69% | -0.58% | +3.45% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.04% | +2.48% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.66% | -0.08% | +1.10% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | +0.09% | +16.10% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.01% | +27.56% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.62% | -0.15% | -1.93% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.12% | +0.76% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.13% | -12.59% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.13% | -12.67% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.27% | -7.33% | |
| 34 | SPGI | S&p Global Inc | Stock-Financials | 0.52% | -0.07% | +10.54% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 0.52% | -0.03% | +12.51% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.52% | -0.03% | -2.89% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | +0.01% | -15.76% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | -0.26% | +0.11% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.50% | -0.05% | +0.77% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.10% | -3.15% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.49% | +0.03% | -6.68% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | — | -2.04% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.45% | +0.33% | +106.36% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | +0.05% | +11.99% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.45% | -0.04% | -6.73% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.44% | -0.24% | +0.92% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | +0.01% | -15.33% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | -0.08% | -15.48% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.01% | -4.18% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.24% | -0.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -0.10% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.5% | -0.05% | Trim |
| 3 | AVGO | Broadcom Inc | +0.5% | +1.56% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +8.40% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +16.10% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -0.20% | Trim |
| 7 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 9 | BKNG | Booking Holdings Inc | +0.2% | +198.92% | Add |
| 10 | MA | Mastercard Inc - A | +0.2% | +27.56% | Add |
| 11 | V | Visa Inc-class A Shares | +0.2% | -3.57% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -4.56% | Trim |
| 13 | COST | Costco Wholesale CORP | +0.2% | -0.53% | Trim |
| 14 | BR | Broadridge Financial Solutio | +0.2% | +882.94% | Add |
| 15 | NOW | Servicenow Inc | +0.2% | +12.51% | Add |
| 16 | HD | Home Depot Inc | +0.1% | +18.45% | Add |
| 17 | PAYX | Paychex Inc | +0.1% | +107.00% | Add |
| 18 | ADI | Analog Devices Inc | +0.1% | +62.28% | Add |
| 19 | NVR | Nvr Inc | +0.1% | +2599.10% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | +10.03% | Add |
| 21 | VNQ | Vanguard Real Estate ETF | +0.1% | +15.46% | Add |
| 22 | MASI* | Masimo CORP | +0.1% | +8847.07% | Add |
| 23 | FAF | First American Financial | +0.1% | +13222.02% | Add |
| 24 | IWV | Ishares Russell 3000 ETF | +0.1% | -4.79% | Trim |
| 25 | RACE | Ferrari N.V. | +0.1% | +1226.41% | Add |
| 26 | LSTR | Landstar System Inc | +0.1% | +1207.26% | Add |
| 27 | PRM | Perimeter Solutions Inc | +0.1% | NEW | New buy |
| 28 | VEEV | Veeva Systems Inc-class A | +0.1% | +1281.11% | Add |
| 29 | MRVL | Marvell Technology Inc | +0.1% | -14.19% | Trim |
| 30 | BND | Vanguard Total Bond Market | +0.1% | +11.99% | Add |
| 31 | IEX | Idex CORP | +0.1% | +237.11% | Add |
| 32 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 33 | TDG | Transdigm Group Inc | +0.1% | +180.86% | Add |
| 34 | CRM | Salesforce Inc | +0.1% | +0.55% | Add |
| 35 | WFC | Wells Fargo & Co | +0.1% | +0.19% | Add |
| 36 | TSLA | Tesla Inc | +0.1% | -17.57% | Trim |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | +106.36% | Add |
| 38 | SPGI | S&p Global Inc | +0.1% | +10.54% | Add |
| 39 | AXP | American Express Co | +0.1% | -2.89% | Trim |
| 40 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.11% | Add |
| 41 | USRT | Ishares Core US Reit ETF | +0.1% | -0.74% | Trim |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +476.99% | Add |
| 43 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -3.28% | Trim |
| 44 | ILMN | Illumina Inc | +0.1% | +302.35% | Add |
| 45 | ARES | Ares Management CORP - A | +0.1% | -1.43% | Trim |
| 46 | HON | Honeywell International Inc | +0.1% | +0.32% | Add |
| 47 | ECL | Ecolab Inc | +0.1% | +19.45% | Add |
| 48 | BN | Brookfield CORP | +0.1% | +0.78% | Add |
| 49 | DIS | Walt Disney Co/the | +0.1% | -4.79% | Trim |
| 50 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +0.92% | Add |
According to official SEC Form 13F filings, Corient Private Wealth LP reported a total U.S. public equity portfolio value of $72.2B across 2351 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 13.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $148.1M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $146.9M
During Q4 2024, Corient Private Wealth LP's top holdings by market value included AAPL (4.9%)、MSFT (4.3%)、AMZN (2.6%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q4 2024, Corient Private Wealth LP made 200 total portfolio adjustments, initiating 4 new buys, adding to 53 positions, trimming 138 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.