StockDriftsStockDriftsTop 50 Corient Private Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.95% | 4.57M | $2.76B | +12.58%(+510.12K) | $577.92(+28.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.74% | 10.42M | $2.61B | -5.30%(-583.08K) | $163.14(+84.04%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.04% | 5.67M | $2.12B | -6.08%(-366.74K) | $365.59(+15.41%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.99% | 33.37M | $2.09B | +20.29%(+5.63M) | $52.55(+31.46%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.73% | 10.98M | $1.91B | +7.17%(+734.44K) | $62.55(+260.21%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.43% | 2.99M | $1.70B | +2.17%(+63.40K) | $498.14(+36.39%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.96% | 4.79M | $1.37B | -7.51%(-388.73K) | $106.43(+272.80%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.91% | 6.42M | $1.33B | -13.19%(-975.27K) | $124.04(+112.95%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.81% | 4.36M | $1.27B | -13.80%(-698.41K) | $127.03(+209.63%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.62% | 3.66M | $1.13B | -6.42%(-251.21K) | $90.42(+370.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.10% | +68.96% |
| Top 20 Holdings Unweighted | +20.26% | +73.93% |
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