Corient Private Wealth LLC

CIK

1948780

City

MIAMI

State / Country

FL

Stock

ETO — Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

Top Portfolio Positions

2,100 positions · $44,397,297,405 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	10,418,774	$2,644,180,653	5.96%
MSFT	Microsoft Corp Technology	5,668,485	$2,098,303,091	4.73%
NVDA	Nvidia Corp Technology	10,976,458	$1,914,294,274	4.31%
GOOGL	Alphabet Inc. Communication Services	4,787,008	$1,376,552,019	3.10%
AMZN	Amazon Com Inc Consumer Cyclical	6,418,681	$1,336,818,691	3.01%
AVGO	Broadcom Inc. Technology	3,661,894	$1,133,392,811	2.55%
SPY	Spdr S&P 500 ETF Trust	1,543,318	$1,003,681,427	2.26%
JPM	Jpmorgan Chase & Co Financial Services	3,156,561	$928,533,983	2.09%
BRK-B	Berkshire Hathaway Inc Financial Services	1,752,623	$839,856,941	1.89%
COST	Costco Wholesale Corp /New Consumer Defensive	758,986	$756,276,419	1.70%

Portfolio Trend

14 quarters · across all stocks

Holdings in ETO

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$270,950	10,167	0.0%	Shares	Sole	2026-05-15
2025-12-31	$308,568	10,167	+1.6%	Shares	Sole	2026-03-09
2025-09-30	$275,655	10,002	-6.5%	Shares	Sole	2025-11-14
2025-06-30	$290,987	10,702	0.0%	Shares	Sole	2025-09-26
2025-03-31	$262,948	10,702	-3.2%	Shares	Sole	2025-05-14
2024-12-31	$279,173	11,052	-0.0%	Shares	Sole	2025-02-10
2024-09-30	$293,346	11,053	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$281,826	11,052	+4.7%	Shares	Sole	2024-08-13
2024-03-31	$263,588	10,552	-6.6%	Shares	Sole	2024-05-09
2023-12-31	$267,179	11,302	+14.7%	Shares	Sole	2024-02-09
2023-09-30	$210,340	9,852	0.0%	Shares	Sole	2023-11-03
2023-06-30	$226,201	9,852	0.0%	Shares	Sole	2023-08-10
2023-03-31	$219,009	9,852	—	Shares	Sole	2023-05-15
No 13F history on record for this holder in this stock.