Corient Private Wealth LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Miami, FL
CIK
0001948780
Alternate names
CI Private Wealth, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 2,251 54,369,487 AAPL, MSFT, BRK-A, AMZN 13F-HR 2/9/2024 000117266124000615
Q3 2023 2,138 43,513,610 AAPL, MSFT, AMZN, GOOGL 13F-HR 11/3/2023 000117266123003609
Q2 2023 2,072 43,345,216 AAPL, MSFT, AMZN, BRK-B 13F-HR 8/10/2023 000117266123002875
Q1 2023 2,004 37,239,920 AAPL, MSFT, AMZN, GOOG 13F-HR 5/15/2023 000117266123002270
Q4 2022 1,696 27,533,392 AAPL, MSFT, BRK-B, SCHF 13F-HR 2/15/2023 000117266123001493