Corient Private Wealth LLC
Top Portfolio Positions
2,100 positions ·
$44,404,630,886 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 | 5.95% | |
| 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 SERA
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $295,000 | 100,000 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $306,000 | 100,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,000 | 100,000 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $211,600 | 57,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $386,650 | 47,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $370,500 | 47,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $281,200 | 47,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $273,000 | 30,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $179,400 | 30,000 | Shares | Sole | 2024-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||