Corient Capital Partners, LLC 13F Holdings

CIK 0001688519 · NEWPORT BEACH, CA

As of Sep 30, 2022, Corient Capital Partners, LLC reported 672 positions worth .1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD S&P 500 GROWTH INDEX FUNDVOOG—635,780 05.8K9.27%
MICROSOFT CORPMSFTTechnology208,644$53.6K4.69%
ISHARES CORE S&P 500 ETFIVV—512,803$48.7K4.27%
APPLE INCAAPLTechnology337,580$46.2K4.04%
ALPHABET INCGOOGEquity16,290$35.6K3.11%
VANGUARD TAX-MANAGED FUNDSVEA—713,415$29.1K2.55%
SPDR S&P MIDCAP 400 ETF TRUSTMDY—54,604$22.6K1.98%
AMAZON.COM INCAMZNEquity200,603$21.3K1.87%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDVSS—321,025 5.1K1.32%
PROCTER & GAMBLE COPGConsumer Defensive104,697 5.1K1.32%
SPDR S&P 500 ETF TRUSTSPY—39,529 4.9K1.31%
ABBVIE INCABBVEquity96,108 4.7K1.29%
ELI LILLY & COLLYHealthcare43,239 4.0K1.23%
MCDONALDS CORPMCDConsumer Cyclical55,357 3.7K1.20%
MERCK & CO INCMRKHealthcare140,938 2.8K1.13%
UNITEDHEALTH GROUP INCUNHHealthcare23,893 2.3K1.08%
HOME DEPOT INCHDConsumer Cyclical42,341 1.6K1.02%
JOHNSON & JOHNSONJNJHealthcare63,040 1.2K0.98%
TESLA INCTSLAConsumer Cyclical15,979 0.8K0.94%
JPMORGAN CHASE & COJPMFinancial Services94,796 0.7K0.94%
BROADCOM INCAVGOTechnology21,942 0.7K0.93%
CHEVRON CORPCHVEnergy73,559 0.7K0.93%
PEPSICO INCPEPConsumer Defensive62,741 0.5K0.92%
COCA COLA COKOConsumer Defensive164,370 0.3K0.91%
EXXON MOBIL CORPXOMEnergy115,691$9.9K0.87%