Corient Private Wealth LLC Q1 2024 13F Top Portfolio Holdings

Corient Private Wealth LLC Q1 2024 13F Top Portfolio Holdings

1 week from now

May 9, 2024  · Corient Private Wealth LLC reported 2,276 holdings with total value $56.2 B as of Q1 2024. Top holdings included MSFT, AAPL, AMZN, COST, and NVDA. Corient Private Wealth LLC Q1 2024 13F Holdings ... Miami, FL Holdings as of 3/31/2024 Value ($000) $56,170,884 Num holdings 2,276 Date filed 5/9/2024 Form type 13F-HR Prev filing 2/9/2024. Next ...

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$55.8 Billion Corient Private Wealth LLC Q1 2024 13F Holdings …

1 week from now

Corient Private Wealth LLC holdings disclosure for Q1 2024 quarter. Open main menu. LogiPortfolio ... Corient Private Wealth LLC Q1 2024 13F Holdings Report, Excl. Options Signature - Title ... Corient Private Wealth LLC Q1 2024 Portfolio Sym Weight Trade Impact Company Class Shares Change Activity Value Change $

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Corient Private Wealth LLC - 13F

1 week from now

Corient Private Wealth LLC reported 2,316 holdings with total value $57.4 B as of Q2 2024. Top holdings included MSFT, AAPL, AMZN, COST, and NVDA. Corient Private Wealth LLC 13F Portfolio Filings Most recent 13F Q2 2024. Location Miami, FL CIK 0001948780 Alternate names ...

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Corient Private Wealth 13F Annual Report (2024) - Wallmine

1 week from now

As of 6th August 2024, Corient Private Wealth’s top holding is 6,328,027 shares of Microsoft currently worth over $2.83 trillion and making up 4.9% of the portfolio value. Relative to the number of outstanding shares of Microsoft, Corient Private Wealth owns more than approximately 0.1% of the company. In addition, the fund holds 12,521,740 ...

wallmine.com

CORIENT PRIVATE WEALTH LLC Top 13F Holdings

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Corient Private Wealth is a large advisory firm with 29332 clients and discretionary assets under management (AUM) of $104,900,588,383 (Form ADV from 2024-10-25). Their last reported 13F filing for Q2 2024 included $57,408,030,900 in managed 13F securities and a top 10 holdings concentration of 23.56%. Corient Private Wealth's largest holding ...

whalewisdom.com

Corient Private Wealth LLC Q3 2024 13F Top Portfolio Holdings

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Aug 13, 2024  · Corient Private Wealth LLC reported 2,459 holdings with total value $64.1 B as of Q3 2024. Top holdings included AAPL, MSFT, IVV, AMZN, and NVDA. Corient Private Wealth LLC Q3 2024 13F Holdings Location Miami, FL Holdings …

13f.info

Corient Private Wealth LLC 13F Portfolio - HedgeFollow

1 week from now

Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; Corient Private Wealth LLC: Corient Private Wealth LLC: 9.98%: $57372738000

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Corient Private Wealth 13F Annual Report (2024) – Wallmine.com

1 week from now

$56 trillion Assets Under Management (AUM) As of 2nd May 2024, Corient Private Wealth’s top holding is 6,374,937 shares of Microsoft currently worth over $2.68 trillion and maki

wallmine.com

Home | Corient

1 week from now

Speak to a Partner. Corient manages $185 billion in client assets. All data as of September 30, 2024. Client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”), Corient Private Wealth LLC’s upstream US holding company. Client assets include all of the assets in which Holdings has a majority or minority investment.

corient.com

CORIENT CAPITAL PARTNERS, LLC Top 13F Holdings

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Jun 30, 2024  · CORIENT CAPITAL PARTNERS, LLC. Corient Capital Partners is based out of Newport Beach. Corient Capital Partners is a hedge fund with 501 clients and discretionary assets under management (AUM) of $3,909,024,987 (Form ADV from 2022-11-14). Whalewisdom has at least 26 13F filings.

whalewisdom.com

Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Circle Wealth is a fee-only financial advisor firm, meaning it only receives income from client fees. This avoids the conflicts of interest found at a fee-based firm, which can receive commissions for insurance or securities transactions. There is a $30 million account minimum.

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Corient Private Wealth LLC Q2 2024 13F Top Portfolio Holdings

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May 9, 2024  · Corient Private Wealth LLC reported 2,316 holdings with total value $57.4 B as of Q2 2024. Top holdings included MSFT, AAPL, AMZN, COST, and NVDA. Corient Private Wealth LLC Q2 2024 13F Holdings ... Holdings as of 6/30/2024 Value ($000) $57,408,031 Num holdings 2,316 Date filed 8/13/2024 Form type 13F-HR Prev filing 5/9/2024. Next filing SEC ...

13f.info

Private Wealth Management Jobs In New Jersey - Indeed

1 week from now

Wealth Management, Insurance & Retirement Solutions – Annuity Specialist. JPMorganChase. Jersey City, NJ 07310. $75,000 - $100,000 a year. Full-time. Organizational and time management skills; ability to manage multiple priorities. …

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