CORIENT PRIVATE WEALTH LLC Top 13F Holdings

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 is …

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56%
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CORIENT PRIVATE WEALTH LLC Top 13F Holdings

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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 is …

whalewisdom.com

$57
OFF

Corient Private Wealth LLC - 13F

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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

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$64
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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

13f.info

$57
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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 …

13f.info

9%
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Corient Private Wealth 13F Annual Report (2024) - Wallmine

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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 …

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19%
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CI Private Wealth 13F Filings And Top Holdings And Stakes - Stockzoa

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Feb 15, 2023 · Top 5 stock holdings are MSFT, AAPL, AMZN, COST, NVDA, and represent 16.19% of Corient Private Wealth's stock portfolio. Added to shares of these 10 stocks: NVDA …

stockzoa.com

$56
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Corient Private Wealth 13F Annual Report (2024) – Wallmine.com

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$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

$172008221
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CANNON WEALTH MANAGEMENT SERVICES, LLC Top 13F …

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Sep 30, 2024 · Cannon Wealth Management Services is a large advisory firm with 396 clients and discretionary assets under management (AUM) of $172,008,221 (Form ADV from 2024-03 …

whalewisdom.com

$56
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Corient Private Wealth LLC Q1 2024 13F Top Portfolio Holdings

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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 …

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FAQs about CORIENT PRIVATE WEALTH LLC Top 13F Holdings Coupon?

Who is corient private wealth?

We have offices throughout the United States. As fiduciaries, we put our clients first. We focus on exceeding expectations, simplifying lives, and helping establish lasting legacies. © 2024 Corient Private Wealth LLC. All rights reserved. Contact one of our 236 partners to learn more about Corient. ...

How much money does corient manage?

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. ...

Is corient private wealth protected by reCAPTCHA?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. We have offices throughout the United States. As fiduciaries, we put our clients first. We focus on exceeding expectations, simplifying lives, and helping establish lasting legacies. © 2024 Corient Private Wealth LLC. All rights reserved. ...