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CIK: 0001948780
Total reported value
$72.2B
$72.2B
2270 檔
14.1%
During the Q1 2025 filing period, Corient Private Wealth LP (CIK: 0001948780) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $72.2B across 2270 reported positions.
In Q1 2025, Corient Private Wealth LP adopted a defensive or profit-taking posture, trimming 116 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 2270 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.72% | +0.25% | +120.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.16% | +0.32% | -5.66% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.39% | -7.00% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.08% | -4.05% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | -0.06% | +92.12% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.90% | -0.07% | -10.69% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.04% | -3.40% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | -0.24% | +1.04% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.53% | -0.04% | +9.46% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.08% | -5.14% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.66% | -7.54% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | -0.05% | -4.61% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | +0.04% | +16.52% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | +0.04% | -11.25% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.12% | -2.32% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.09% | -2.93% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.19% | +5.25% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.89% | -0.26% | +95.39% | |
| 19 | ROP | Roper Technologies Inc | Stock-Tech | 0.85% | -0.14% | +0.35% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.10% | +4.03% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.04% | -1.88% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.75% | -0.11% | +3.46% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.02% | -6.02% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.06% | -3.80% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.71% | -0.39% | -2.00% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.70% | -0.58% | -3.89% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.12% | -1.51% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 0.67% | -0.08% | +0.16% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.13% | +8.10% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.13% | -8.88% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.27% | -1.49% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.01% | -8.99% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.54% | -0.15% | +0.00% | |
| 34 | SPGI | S&p Global Inc | Stock-Financials | 0.53% | -0.07% | +1.09% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | -0.04% | +105.40% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.09% | -19.89% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | -0.09% | +227.12% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.48% | -0.03% | +23.91% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | +0.01% | +7.48% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.10% | -10.23% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | +0.08% | +104.35% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.45% | — | -2.32% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.42% | -0.03% | +10.10% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.42% | +0.33% | +1.27% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.42% | +0.03% | -13.40% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.01% | -14.34% | |
| 47 | AVDE | Avantis International Equity | ETF-Other | 0.42% | -0.33% | +14.83% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.42% | -0.05% | -6.08% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.41% | -0.03% | -10.71% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | +0.05% | -10.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.7% | +120.04% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1% | +92.12% | Add |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | +0.4% | +22482.12% | Add |
| 4 | IWF | Ishares Russell 1000 Growth | +0.4% | +95.39% | Add |
| 5 | IWD | Ishares Russell 1000 Value E | +0.3% | +227.12% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -3.40% | Trim |
| 7 | EFA | Ishares Msci Eafe ETF | +0.3% | +105.40% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +9.46% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +104.35% | Add |
| 10 | IWM | Ishares Russell 2000 ETF | +0.2% | +194.20% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +16.52% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | +0.2% | +89.97% | Add |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.2% | +112.59% | Add |
| 14 | LIN | Linde plc | +0.1% | +23.91% | Add |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +88.73% | Add |
| 16 | IWO | Ishares Russell 2000 Growth | +0.1% | +185.08% | Add |
| 17 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | +7439.35% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | -1.88% | Trim |
| 19 | ROP | Roper Technologies Inc | +0.1% | +0.35% | Add |
| 20 | CVX | Chevron CORP | +0.1% | -1.51% | Trim |
| 21 | LLY | Eli Lilly & Co | +0.1% | +4.03% | Add |
| 22 | AVDE | Avantis International Equity | +0.1% | +14.83% | Add |
| 23 | VGSH | Vanguard Short-term Treasury | +0.1% | +276.80% | Add |
| 24 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +155.59% | Add |
| 25 | TDG | Transdigm Group Inc | +0.1% | +61.87% | Add |
| 26 | IWB | Ishares Russell 1000 ETF | +0.1% | +95.45% | Add |
| 27 | FISV | Fiserv Inc | +0.1% | +30.93% | Add |
| 28 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +102.87% | Add |
| 29 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +104.81% | Add |
| 30 | DFIV | Dimensional International Va | +0.1% | +20.52% | Add |
| 31 | XOM | Exxon Mobil CORP | +0.1% | -1.49% | Trim |
| 32 | PGR | Progressive CORP | +0.1% | -1.18% | Trim |
| 33 | MDLZ | Mondelez International Inc-a | +0.1% | +11.21% | Add |
| 34 | IVE | Ishares S&p 500 Value ETF | +0.1% | +108.62% | Add |
| 35 | VGIT | Vanguard Intermediate-term T | +0.1% | +27.50% | Add |
| 36 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +444.01% | Add |
| 37 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.48% | Add |
| 38 | VTV | Vanguard Value ETF | +0.1% | +40.72% | Add |
| 39 | UBER | Uber Technologies Inc | +0.1% | +112.99% | Add |
| 40 | CASY | Casey's General Stores Inc | +0.1% | +52.17% | Add |
| 41 | META | Meta Platforms Inc-class A | 0% | +5.25% | Add |
| 42 | VO | Vanguard Mid-cap ETF | 0% | +9.49% | Add |
| 43 | GBIL | Goldman Sachs Access Treasur | 0% | +30.47% | Add |
| 44 | IVW | Ishares S&p 500 Growth ETF | 0% | +89.37% | Add |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +240.35% | Add |
| 46 | PEP | Pepsico Inc | 0% | +8.10% | Add |
| 47 | GLD | Spdr Gold Shares | 0% | -3.13% | Trim |
| 48 | RSP | Invesco S&p 500 Equal Weight | 0% | +86.75% | Add |
| 49 | SBUX | Starbucks CORP | 0% | +2.03% | Add |
| 50 | DFLV | Dim US Large Cap Value ETF | 0% | +12.46% | 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 2270 disclosed positions in Q1 2025.
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 IVV, AAPL, MSFT) accounted for 14.1% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
ASIA
前期市值: $14.3M
During Q1 2025, Corient Private Wealth LP's top holdings by market value included IVV (4.7%)、AAPL (4.2%)、MSFT (3.5%). The largest single position, IVV, represented 4.7% of total portfolio value.
In Q1 2025, Corient Private Wealth LP made 200 total portfolio adjustments, initiating 0 new buys, adding to 83 positions, trimming 116 holdings, and fully liquidating 1 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.
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