| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q2 2024 | 5.2% |
| MICROSOFT CORP | 7 | Q2 2024 | 4.9% |
| AMAZON COM INC | 7 | Q2 2024 | 2.5% |
| ALPHABET INC | 7 | Q2 2024 | 1.8% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 1.6% |
| ALPHABET INC | 7 | Q2 2024 | 1.6% |
| COSTCO WHSL CORP NEW | 7 | Q2 2024 | 2.1% |
| ISHARES TR | 7 | Q2 2024 | 1.5% |
| NVIDIA CORPORATION | 7 | Q2 2024 | 2.1% |
| JPMORGAN CHASE & CO. | 7 | Q2 2024 | 1.3% |
View Corient Private Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
View Corient Private Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.