• 13F History

Corient Private Wealth LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$59.9B
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 2371 stock holdings with total value $59.9B as of Q4 2024. Top holdings included AAPL, MSFT, AMZN, COST, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 2,371 $59.9B +$3.1B -$4.16B -$1.05B AAPL, MSFT, AMZN, COST, IVV 13F-HR 2/10/2025, 02:57 PM
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 +$3.33B -$2.01B +$1.32B MSFT, AAPL, AMZN, COST, NVDA 13F-HR 8/13/2024, 01:02 PM
Q1 2024 2,249 $55.8B +$2.36B -$2.71B -$357M MSFT, AAPL, AMZN, COST, NVDA 13F-HR 5/9/2024, 02:59 PM
Q4 2023 2,246 $54.4B +$6.5B -$2.09B +$4.41B AAPL, MSFT, BRKA, AMZN, GOOG 13F-HR 2/9/2024, 02:28 PM
Q3 2023 2,244 $42B +$2.15B -$944M +$1.21B AAPL, MSFT, AMZN, GOOGL, GOOG 13F-HR 11/3/2023, 03:59 PM
Q2 2023 2,062 $43B +$4.76B -$865M +$3.9B AAPL, MSFT, AMZN, BRKB, GOOG 13F-HR 8/10/2023, 01:19 PM
Q1 2023 1,992 $36.8B +$9.1B -$834M +$8.27B AAPL, MSFT, AMZN, GOOG, BRKB 13F-HR 5/15/2023, 03:50 PM
Q4 2022 1,654 $26.9B AAPL, MSFT, BRKB, SCHF, DFUV 13F-HR 2/15/2023, 12:46 PM