| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
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 | 2024-02-09 |
| 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.