Corient Private Wealth LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Corient Private Wealth LP reported 2,830 stock positions worth $69.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.0% of the portfolio, followed by Apple (AAPL, 3.7%) and Microsoft (MSFT, 3.0%). Compared with Q4 2025, it opened 381 new positions, sold out of 183, added to 1,283 and reduced 1,046. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +20%) and the biggest sale Microsoft (MSFT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001948780
- Portfolio Value
- $69.9B (Q1 2026)
- SEC Filing
- 0001948780-26-000005 ↗ filed May 15, 2026
Holdings Value
Holdings 2,830 stocks · $69.9B
| IVV iShares Core S&P 500 ETF | 3.95% | 4,565,910 | $2.8B | Add +12.6% |
| AAPL Apple Inc. | 3.73% | 10,418,774 | $2.6B | Reduce -5.3% |
| MSFT Microsoft Corp. | 3.04% | 5,668,485 | $2.1B | Reduce -6.1% |
| VEA Vanguard Ftse Developed ETF | 2.99% | 33,373,857 | $2.1B | Add +20.3% |
| NVDA Nvidia Corp. | 2.73% | 10,976,458 | $1.9B | Add +7.2% |
| VOO Vanguard S&P 500 ETF | 2.43% | 2,985,961 | $1.7B | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 1.96% | 4,787,008 | $1.4B | Reduce -7.5% |
| AMZN Amazon.com Inc. | 1.91% | 6,418,681 | $1.3B | Reduce -13.2% |
| GOOG Alphabet Inc. Class C | 1.81% | 4,360,984 | $1.3B | Reduce -13.8% |
| AVGO Broadcom Inc. | 1.62% | 3,661,894 | $1.1B | Reduce -6.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.38% | 1,543,318 | $965.5M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 1.33% | 3,156,561 | $928.3M | Reduce -9.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.19% | 1,752,623 | $831.9M | Reduce -5.7% |
| COST Costco Wholesale Corp. | 1.05% | 758,986 | $732.8M | Reduce -11.7% |
| JNJ Johnson & Johnson | 0.93% | 2,666,941 | $649.6M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.88% | 1,417,238 | $617.7M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 0.88% | 654,787 | $615.4M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 0.87% | 1,069,318 | $606.5M | Reduce -5.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.87% | 1,944,482 | $605.3M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.77% | 3,236,241 | $538.1M | Reduce -0.4% |
| V Visa Inc. Class A | 0.73% | 1,674,543 | $511.8M | Reduce -15.1% |
| ABBV Abbvie Inc. | 0.68% | 2,203,650 | $478.7M | Reduce -7.8% |
| SCHF Schwab Intl Equity ETF | 0.68% | 19,146,190 | $473.7M | Reduce -6.2% |
| DFUV Dimensional US Marketwide Va | 0.67% | 9,736,043 | $471.8M | Reduce -2.2% |
| CVX Chevron Corp. | 0.65% | 2,360,028 | $457.1M | Reduce -10.2% |
| VWO Vanguard Ftse Emerging Marke | 0.65% | 8,538,804 | $455.3M | Reduce -2.1% |
| AVDE Avantis International Equity | 0.61% | 4,999,263 | $424.1M | Add +14.0% |
| TMO Thermo Fisher Scientific Inc. | 0.60% | 832,069 | $417.4M | Add +4.2% |
| BND Vanguard Total Bond Market | 0.55% | 5,230,610 | $381.2M | Add +25.1% |
| PEP Pepsico Inc. | 0.53% | 2,392,878 | $370.9M | Reduce -6.0% |
| HD Home Depot Inc. | 0.53% | 1,116,807 | $367.9M | Reduce -7.4% |
| SYK Stryker Corp. | 0.52% | 1,098,311 | $365.0M | Add +11.9% |
| CAT Caterpillar Inc. | 0.51% | 542,772 | $359.6M | Reduce -3.6% |
| PG The Procter & Gamble Co. | 0.51% | 2,490,765 | $358.9M | Reduce -0.2% |
| DE Deere & Co. | 0.50% | 647,766 | $352.4M | Add +2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 2,159,975 | $342.5M | Reduce -12.0% |
| LIN Linde PLC | 0.48% | 696,804 | $337.8M | Reduce -4.0% |
| MA Mastercard Inc. Class A | 0.48% | 680,512 | $334.8M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.47% | 4,920,135 | $329.2M | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 0.47% | 1,544,410 | $328.1M | Reduce -1.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.45% | 1,031,328 | $311.7M | Add +0.6% |
| TSLA Tesla Inc. | 0.44% | 859,319 | $309.6M | Add +10.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.43% | 3,345,713 | $302.0M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.42% | 2,428,276 | $291.2M | Reduce -0.2% |
| DFIV Dimensional International Va | 0.41% | 5,442,896 | $286.9M | Add +13.8% |
| IWF iShares Russell 1000 Growth | 0.41% | 676,607 | $285.5M | Reduce -4.7% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 3,615,309 | $282.4M | Add +10.5% |
| MS Morgan Stanley | 0.40% | 1,685,994 | $276.9M | Add +12.0% |
| SBUX Starbucks Corp. | 0.38% | 3,015,054 | $269.0M | Reduce -0.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.38% | 201,514 | $265.7M | Reduce -10.9% |
| MCD McDonald's Corp. | 0.38% | 858,040 | $265.2M | Reduce -2.5% |
| IJR iShares Core S&P Small-Cap E | 0.37% | 2,110,941 | $260.5M | Reduce -5.2% |
| DFSV Dimensional US Small Cap Val | 0.37% | 7,337,993 | $257.0M | Add +0.6% |
| AXP American Express Co. | 0.37% | 805,710 | $255.5M | Add +2.4% |
| ECL Ecolab Inc. | 0.36% | 947,521 | $251.6M | Reduce -2.3% |
| NFLX Netflix Inc. | 0.36% | 2,700,108 | $251.6M | Reduce -6.3% |
| WMT Walmart Inc. | 0.36% | 2,028,628 | $249.9M | Reduce -4.7% |
| VGIT Vanguard Intermediate-Term T | 0.36% | 4,203,414 | $248.4M | Add +18.7% |
| DFEM Dimensional Emrg MRKT Core | 0.35% | 7,035,546 | $243.1M | Reduce -0.4% |
| DFLV Dim US Large Cap Value ETF | 0.35% | 6,770,021 | $241.6M | Add +8.1% |
| TXN Texas Instruments Inc. | 0.34% | 1,209,966 | $234.5M | Reduce -2.3% |
| LRCX Lam Research Corp. | 0.34% | 1,105,897 | $234.2M | Reduce -10.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.33% | 974,018 | $233.6M | Add +9.2% |
| CB Chubb Ltd. | 0.32% | 685,467 | $220.6M | Add +16.0% |
| KO The Coca-Cola Co. | 0.32% | 2,905,584 | $220.4M | Reduce -1.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 4,482,589 | $220.1M | Add +9.0% |
| CSCO Cisco Systems Inc. | 0.28% | 2,574,502 | $198.9M | Add +3.3% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 692,031 | $197.1M | Reduce -3.9% |
| EFA iShares MSCI Eafe ETF | 0.28% | 2,027,202 | $196.1M | Reduce -13.0% |
| AMGN Amgen Inc. | 0.27% | 550,867 | $190.0M | Add +2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 972,713 | $189.6M | Reduce -15.0% |
| PH Parker Hannifin Corp. | 0.27% | 209,578 | $186.8M | Reduce -15.9% |
| XLK SS Technology Select Sector | 0.26% | 1,458,323 | $183.4M | Add +9.4% |
| SPGI S&P Global Inc. | 0.26% | 420,165 | $183.4M | Reduce -33.8% |
| ACN Accenture PLC Class A | 0.26% | 925,496 | $183.2M | Add +7.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.26% | 3,693,103 | $182.2M | Reduce -14.7% |
| HLT Hilton Worldwide Holdings Inc. | 0.26% | 607,770 | $181.9M | Add +0.2% |
| ORCL Oracle Corp. | 0.26% | 1,197,426 | $179.3M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 0.25% | 1,913,940 | $177.2M | Reduce -6.7% |
| ROP Roper Technologies Inc. | 0.25% | 496,095 | $175.9M | Reduce -32.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 2,171,325 | $172.1M | Add +0.6% |
| ABT Abbott Laboratories | 0.24% | 1,667,187 | $171.0M | Reduce -20.9% |
| IWD iShares Russell 1000 Value E | 0.24% | 781,926 | $166.0M | Reduce -4.0% |
| VXUS Vanguard Total Intl Stock | 0.24% | 2,145,556 | $165.4M | Reduce -3.9% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 6,725,389 | $165.0M | Reduce -4.8% |
| DFAT Dimensional US Target Value | 0.24% | 2,644,999 | $164.7M | Reduce -2.9% |
| DFAC Dimensional US Core Equity 2 | 0.23% | 4,205,759 | $163.4M | Reduce -6.9% |
| VCIT Vanguard Int-Term Corporate | 0.23% | 1,986,532 | $163.1M | Reduce -4.4% |
| PCAR Paccar Inc. | 0.23% | 1,406,536 | $162.4M | Add +0.8% |
| CMI Cummins Inc. | 0.23% | 299,620 | $160.8M | Reduce -6.4% |
| ISRG Intuitive Surgical Inc. | 0.23% | 336,763 | $158.4M | Reduce -11.1% |
| GLD SPDR Gold Shares | 0.23% | 372,087 | $157.9M | Reduce -29.1% |
| DHR Danaher Corp. | 0.23% | 831,925 | $157.4M | Reduce -16.7% |
| PGR Progressive Corp. | 0.22% | 759,659 | $151.0M | Reduce -16.1% |
| AVUS Avantis U.S. Equity ETF | 0.21% | 1,338,377 | $148.8M | Add +17.9% |
| UNH Unitedhealth Group Inc. | 0.21% | 547,213 | $147.6M | Add +70.0% |
| ETN Eaton Corp. PLC | 0.21% | 411,332 | $145.6M | Reduce -2.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 219 | $145.1M | Reduce -7.2% |
| TT Trane Technologies PLC | 0.21% | 351,692 | $145.1M | Reduce -8.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 548,068 | $143.2M | Reduce -3.7% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $1.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 823 | $951K | Reduce -65.2% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 548 | $653K | No change |
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 23,806 | $54K | No change |
| AIRJW Power & Digital Acq -CW24 | *W EXP 03/15/202 | 60,000 | $38K | No change |
| MAPSW WM Technology Inc.-CW24 | *W EXP 06/16/202 | 491,488 | $2K | No change |
| CPTWF Captivision Inc.-28 | *W EXP 11/15/202 | 21,953 | $1K | No change |
| CELULARITY INC | *W EXP 07/16/202 | 55,000 | $545 | Reduce -2.1% |
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | 12,500 | $88 | New |
Total filed on the 13F, all lines: $69.9B.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -6.1% | 3.04% | −0.93 |
| AMZN Amazon.com Inc. | Reduce -13.2% | 1.91% | −0.42 |
| GOOG Alphabet Inc. Class C | Reduce -13.8% | 1.81% | −0.35 |
| AAPL Apple Inc. | Reduce -5.3% | 3.73% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -7.5% | 1.96% | −0.25 |
| AVGO Broadcom Inc. | Reduce -6.4% | 1.62% | −0.22 |
| V Visa Inc. Class A | Reduce -15.1% | 0.73% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -9.4% | 1.33% | −0.20 |
| ROP Roper Technologies Inc. | Reduce -32.8% | 0.25% | −0.20 |
| SPGI S&P Global Inc. | Reduce -33.8% | 0.26% | −0.19 |
| PANW Palo Alto Networks Inc. | Reduce -45.5% | 0.19% | −0.18 |
| BN Brookfield Corp. | Reduce -52.4% | 0.13% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -5.5% | 0.87% | −0.15 |
| NOW ServiceNow Inc. | Reduce -18.8% | 0.19% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -4.5% | 0.88% | −0.12 |
| ITW Illinois Tool Works | Reduce -60.0% | 0.09% | −0.12 |
| ABT Abbott Laboratories | Reduce -20.9% | 0.24% | −0.11 |
| MCK McKesson Corp. | Reduce -68.8% | 0.05% | −0.10 |
| MRVL Marvell Technology Inc. | Reduce -93.3% | 0.01% | −0.10 |
| ARES Ares Management Corp. Class A | Reduce -49.1% | 0.05% | −0.09 |
| DHR Danaher Corp. | Reduce -16.7% | 0.23% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 1.38% | −0.08 |
| CDNS Cadence Design SYS Inc. | Reduce -61.6% | 0.05% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.7% | 1.19% | −0.08 |
| MTD Mettler-Toledo International | Reduce -88.4% | 0.01% | −0.07 |
| MAIN Main Street Capital Corp. | Reduce -98.3% | 0.00% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.6% | 0.88% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -11.1% | 0.23% | −0.07 |
| PGR Progressive Corp. | Reduce -16.1% | 0.22% | −0.06 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.26% | −0.06 |
| ADBE Adobe Inc. | Reduce -33.6% | 0.06% | −0.06 |
| ABBV Abbvie Inc. | Reduce -7.8% | 0.68% | −0.06 |
| GLD SPDR Gold Shares | Reduce -29.1% | 0.23% | −0.06 |
| APP AppLovin Corp. Class A | Reduce -4.6% | 0.08% | −0.05 |
| INTU Intuit Inc. | Reduce -13.3% | 0.08% | −0.05 |
| ANET Arista Networks Inc. | Reduce -53.6% | 0.04% | −0.05 |
| BR Broadridge Financial Solutio | Reduce -14.9% | 0.09% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -4.7% | 0.41% | −0.05 |
| CRM Salesforce Inc. | Reduce -5.3% | 0.11% | −0.05 |
| TMUS T-Mobile US Inc. | Reduce -42.5% | 0.07% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -35.9% | 0.10% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -6.3% | 0.15% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -10.8% | 0.18% | −0.04 |
| BAM Brookfield Asset Mgmt-A | Reduce -35.0% | 0.06% | −0.04 |
| ZTS Zoetis Inc. | Reduce -29.6% | 0.09% | −0.04 |
| MPWR Monolithic Power Systems Inc. | Reduce -69.5% | 0.02% | −0.04 |
| RGA Reinsurance Group of America | Reduce -79.7% | 0.01% | −0.04 |
| HD Home Depot Inc. | Reduce -7.4% | 0.53% | −0.04 |
| CEG Constellation Energy | Reduce -43.2% | 0.03% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -28.8% | 0.10% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +20.3% | 2.99% | +0.63 |
| IVV iShares Core S&P 500 ETF | Add +12.6% | 3.95% | +0.18 |
| IQLT iShares MSCI International Q | Add +639.4% | 0.17% | +0.15 |
| NVDA Nvidia Corp. | Add +7.2% | 2.73% | +0.14 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +876.2% | 0.15% | +0.13 |
| BND Vanguard Total Bond Market | Add +25.1% | 0.55% | +0.12 |
| AVDE Avantis International Equity | Add +14.0% | 0.61% | +0.12 |
| DE Deere & Co. | Add +2.5% | 0.50% | +0.10 |
| JMBS Janus Henderson Mortg Backed | Add +234.1% | 0.13% | +0.09 |
| DFIV Dimensional International Va | Add +13.8% | 0.41% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| VGIT Vanguard Intermediate-Term T | Add +18.7% | 0.36% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +70.0% | 0.21% | +0.07 |
| CB Chubb Ltd. | Add +16.0% | 0.32% | +0.06 |
| FBND Fidelity Total Bond ETF | Add +91.9% | 0.11% | +0.06 |
| DFLV Dim US Large Cap Value ETF | Add +8.1% | 0.35% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +10.5% | 0.40% | +0.05 |
| SYK Stryker Corp. | Add +11.9% | 0.52% | +0.05 |
| FDN First Trust DJ Internet Ind | New | 0.05% | +0.05 |
| MLM Martin Marietta Materials | Add +122.0% | 0.09% | +0.05 |
| METV Roundhill Ball Metaverse ETF | New | 0.04% | +0.04 |
| DUHP Dimensional US High Profi Et | Add +26.1% | 0.20% | +0.04 |
| GD General Dynamics Corp. | Add +81.1% | 0.09% | +0.04 |
| MU Micron Technology Inc. | Add +12.1% | 0.15% | +0.04 |
| DFSV Dimensional US Small Cap Val | Add +0.6% | 0.37% | +0.04 |
| AVUS Avantis U.S. Equity ETF | Add +17.9% | 0.21% | +0.04 |
| BA The Boeing Co. | Add +63.8% | 0.11% | +0.04 |
| PXF Invesco Rafi Developed Marke | Add +661.0% | 0.04% | +0.04 |
| MS Morgan Stanley | Add +12.0% | 0.40% | +0.04 |
| RACE Ferrari NV | Add +129.7% | 0.07% | +0.04 |
| POOL Pool Corp. | Add +103.2% | 0.08% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +1.0% | 0.47% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +9.0% | 0.31% | +0.03 |
| VLO Valero Energy Corp. | Add +2.4% | 0.09% | +0.03 |
| AMGN Amgen Inc. | Add +2.5% | 0.27% | +0.03 |
| MBB iShares MBS ETF | Add +58.6% | 0.08% | +0.03 |
| FAST Fastenal Co. | Add +57.6% | 0.07% | +0.03 |
| MTUM iShares MSCI USA Momentum Fa | Add +9.2% | 0.33% | +0.03 |
| COP Conocophillips | Add +0.7% | 0.10% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +293.1% | 0.04% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.3% | 0.43% | +0.03 |
| AMCR Amcor PLC | New | 0.03% | +0.03 |
| AVDV Avantis Intl S/C Value ETF | Add +4.2% | 0.19% | +0.03 |
| GLDM SPDR Gold Minishares Trust | New | 0.03% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +9.1% | 0.20% | +0.03 |
| XLE SS Energy Select Sector | Add +3.8% | 0.09% | +0.03 |
| CF CF Industries Holdings Inc. | Add +465.1% | 0.03% | +0.02 |
| AZN Astrazeneca PLC | New | 0.02% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.6% | 0.45% | +0.02 |
| PCAR Paccar Inc. | Add +0.8% | 0.23% | +0.02 |
Notes & Other Activity Q4 2025 → Q1 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -65.2% | 823 | $951K |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | Sold out | 10,628 | $548Kbefore exit |
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | Sold out | 10,100 | $46Kbefore exit |
| CELULARITY INC | *W EXP 07/16/202 | Reduce -2.1% | 55,000 | $545 |
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | Sold out | 14,840 | $446before exit |
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | New | 12,500 | $88 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 3,038 | $72.2B | IVV, AAPL, VEA, MSFT, NVDA |
| Q1 2026 | 2,830 | $69.9B | IVV, AAPL, MSFT, VEA, NVDA |
| Q4 2025Amended | 2,632 | $73.5B | AAPL, MSFT, IVV, NVDA, VOO |
| Q3 2025 | 2,516 | $63.7B | MSFT, AAPL, IVV, NVDA, VOO |
| Q2 2025Amended | 2,416 | $75.1B | VOO, MSFT, IVV, AAPL, AMZN |
| Q1 2025 | 2,258 | $61.2B | IVV, AAPL, MSFT, AMZN, VOO |
| Q4 2024 | 2,343 | $60.2B | AAPL, MSFT, AMZN, COST, IVV |
| Q3 2024 | 2,393 | $63.4B | AAPL, MSFT, IVV, AMZN, NVDA |
| Q2 2024 | 2,297 | $57.4B | MSFT, AAPL, AMZN, COST, NVDA |
| Q1 2024 | 2,255 | $56.1B | MSFT, AAPL, AMZN, COST, NVDA |