Curated Wealth Partners LLC Purchases and Sells in Q4 2025

Curated Wealth Partners LLC

$820 Million
Q4 2025

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPL	5.53K + 200.0%	$889.25 - $1022.65 $4.92M - $5.66M	8.3K $8.49M
VOO	7.93K + 12.7%	$600.51 - $631.95 $4.76M - $5.01M	70.4K $43.5M
BAC	73.3K + 1355.57%	$48.65 - $54.11 $3.57M - $3.97M	78.7K $4.05M
GOOGL	10K + 93.67%	$236.57 - $291.31 $2.37M - $2.91M	20.7K $5.71M
NOW	2.66K + 1177.43%	$835.79 - $946.29 $2.22M - $2.52M	2.89K $2.41M
DFAI	34K + 5.44%	$35.82 - $37.52 $1.22M - $1.28M	660K $24.5M

New Holdings

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	22.2K New	$354.79 - $403.15 $7.86M - $8.93M	22.2K $8.33M
IWO	20.8K New	$310.75 - $335.0 $6.47M - $6.98M	20.8K $6.5M
AGG	39.2K New	$99.87 - $101.27 $3.91M - $3.97M	39.2K $3.92M
GBIL	30.3K New	$99.91 - $100.24 $3.02M - $3.03M	30.3K $3.03M
BCSF	100K New	$13.28 - $14.41 $1.33M - $1.44M	100K $1.39M
SCHF	34.7K New	$23.02 - $24.23 $798K - $840K	34.7K $829K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APO	-3.81K - 0.17%	$118.22 - $133.75 $450K - $509K	2.23M $291M
MSFT	-4.8K - 30.32%	$496.82 - $542.07 $2.38M - $2.6M	11K $5.59M
AAPL	-11.5K - 25.77%	$245.27 - $275.25 $2.83M - $3.17M	33.2K $8.88M
MA	-2.26K - 60.46%	$536.85 - $580.45 $1.21M - $1.31M	1.48K $792K
VICI	-33.4K - 58.09%	$29.52 - $32.91 $984K - $1.1M	24.1K $730K
COF	-1.82K - 26.0%	$201.01 - $225.01 $365K - $409K	5.18K $1.04M

Activity Summary All Purchases 149 New Holdings 65 Increased Positions 84 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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