Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 4 | Q3 2023 | 5.2% |
MICROSOFT CORP | 4 | Q3 2023 | 4.6% |
AMAZON COM INC | 4 | Q3 2023 | 1.9% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 1.6% |
ALPHABET INC | 4 | Q3 2023 | 1.6% |
ALPHABET INC | 4 | Q3 2023 | 1.6% |
ISHARES TR | 4 | Q3 2023 | 1.4% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 1.4% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 1.3% |
THERMO FISHER SCIENTIFIC INC | 4 | Q3 2023 | 1.2% |
View Corient Private Wealth LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.