Curated Wealth Partners LLC Purchases in Q4 2024

Curated Wealth Partners LLC

  • $862 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.01K
+ 9.02%
$521.84 - $558.82 $2.09M - $2.24M
48.5K $26.1M
VEA
Vanguard Ftse Developed Market

ETFs
35.8K
New
$47.57 - $52.44 $1.7M - $1.88M
35.8K $1.71M
VTV
Vanguard Value ETF

ETFs
8.5K
New
$168.32 - $181.87 $1.43M - $1.55M
8.5K $1.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.92K
+ 150.1%
$442.29 - $483.08 $1.29M - $1.41M
4.86K $2.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.3K
New
$124.26 - $134.12 $1.16M - $1.25M
9.3K $1.2M
IEFA
Ishares Tr

ETFs
16.2K
New
$70.06 - $77.43 $1.13M - $1.25M
16.2K $1.14M
TEX
Terex Corp

Industrials
50K
+ 28.26%
$45.07 - $58.61 $2.25M - $2.93M
227K $10.5M
AON
Aon PLC

Financial Services
2.62K
New
$344.14 - $393.31 $902K - $1.03M
2.62K $941K
WM
Waste Management Inc

Industrials
4.21K
New
$201.79 - $228.46 $850K - $963K
4.21K $850K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.7K
New
$44.04 - $49.49 $824K - $926K
18.7K $824K
IVV
Ishares Core S&P 500 ETF

ETFs
915
+ 8.26%
$570.51 - $610.59 $522K - $559K
12K $7.06M
TRGP
Targa Resources Corp.

Energy
3.27K
New
$150.58 - $207.69 $493K - $679K
3.27K $583K
VOE
Vanguard Mid Cap Value Index F

ETFs
3.15K
New
$160.89 - $176.18 $506K - $555K
3.15K $509K
VTI
Vanguard Total Stock Market Et

ETFs
1.35K
+ 55.82%
$280.04 - $302.45 $379K - $409K
3.77K $1.09M
NVDA
Nvidia Corp

Technology
215
+ 0.75%
$117.0 - $148.88 $25.2K - $32K
29.1K $3.9M
VBR
Vanguard Small Cap Value ETF

ETFs
1.99K
New
$197.36 - $217.3 $392K - $432K
1.99K $393K
EPD
Enterprise Products Partners L.P.

Energy
11K
+ 65.99%
$28.66 - $34.43 $315K - $379K
27.7K $867K
ET
Energy Transfer LP

Energy
15.6K
New
$16.05 - $19.86 $250K - $310K
15.6K $305K
WMB
Williams Companies, Inc.

Energy
5.61K
New
$46.37 - $59.74 $260K - $335K
5.61K $303K
GOOGL
Alphabet Inc.

Communication Services
82
+ 0.67%
$161.86 - $196.66 $13.3K - $16.1K
12.3K $2.33M
FTNT
Fortinet, Inc.

Technology
1.83K
+ 32.37%
$76.49 - $99.21 $140K - $182K
7.5K $708K
CDNS
Cadence Design Systems Inc

Technology
883
New
$249.1 - $324.54 $220K - $287K
883 $265K
HWM
Howmet Aerospace Inc.

Industrials
2.41K
New
$99.72 - $120.09 $240K - $290K
2.41K $263K
WES
Western Midstream Partners, LP

Energy
6.4K
New
$35.7 - $40.71 $228K - $261K
6.4K $245K
HQY
Healthequity, Inc.

Healthcare
2.52K
New
$78.18 - $104.65 $197K - $264K
2.52K $241K
FOUR
Shift4 Payments, Inc.

Technology
2.31K
New
$88.26 - $114.95 $204K - $265K
2.31K $239K
GM
General Motors CO

Consumer Cyclical
1.25K
+ 6.15%
$44.82 - $60.2 $56.1K - $75.4K
21.6K $1.15M
JKHY
Henry Jack & Associates Inc

Technology
1.32K
New
$171.12 - $186.18 $227K - $247K
1.32K $232K
ABT
Abbott Laboratories

Healthcare
1.89K
+ 13.77%
$111.93 - $119.39 $211K - $226K
15.6K $1.77M
BX
Blackstone Inc.

Financial Services
16
+ 0.16%
$148.45 - $199.05 $2.38K - $3.18K
10.1K $1.74M
VUG
Vanguard Growth ETF

ETFs
352
+ 41.61%
$378.79 - $428.11 $133K - $151K
1.2K $491K
DT
Dynatrace, Inc.

Technology
2.99K
+ 62.09%
$51.09 - $59.6 $153K - $178K
7.8K $423K
PFE
Pfizer Inc

Healthcare
9.24K
+ 25.58%
$24.8 - $30.19 $229K - $279K
45.3K $1.2M
BAC
Bank Of America Corp

Financial Services
248
+ 0.77%
$39.22 - $47.77 $9.73K - $11.8K
32.4K $1.42M
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 1.54%
$213.65 - $479.86 $3.2K - $7.2K
991 $400K
TTC
Toro CO

Industrials
2.23K
+ 42.7%
$80.1 - $88.44 $179K - $197K
7.46K $597K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.29K
+ 64.39%
$104.59 - $118.05 $135K - $153K
3.3K $358K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
10K
New
$10.4 - $12.75 $104K - $128K
10K $117K
AIG
American International Group, Inc.

Financial Services
1.68K
+ 7.25%
$70.0 - $79.22 $118K - $133K
24.9K $1.81M
TXN
Texas Instruments Inc

Technology
571
+ 8.85%
N/A
7.02K $1.37M
SSNC
Ss&C Technologies Holdings Inc

Technology
695
+ 5.92%
$69.93 - $77.36 $48.6K - $53.8K
12.4K $942K
WTS
Watts Water Technologies Inc

Industrials
385
+ 16.81%
$190.59 - $221.46 $73.4K - $85.3K
2.68K $543K
LSTR
Landstar System Inc

Industrials
635
+ 26.12%
$171.86 - $192.81 $109K - $122K
3.07K $526K
SYY
Sysco Corp

Consumer Defensive
1.16K
+ 7.8%
$73.63 - $81.77 $85.6K - $95K
16.1K $1.23M
NBIX
Neurocrine Biosciences Inc

Healthcare
33
+ 1.24%
$111.62 - $139.44 $3.68K - $4.6K
2.7K $369K
COP
Conocophillips

Energy
1.48K
+ 10.64%
$95.12 - $114.72 $141K - $170K
15.4K $1.52M
CRM
Salesforce, Inc.

Technology
2
+ 0.21%
$270.87 - $367.87 $542 - $736
941 $314K
AZPN
Aspen Technology, Inc.

Technology
155
+ 13.55%
$231.19 - $253.16 $35.8K - $39.2K
1.3K $324K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
510
+ 17.59%
$91.94 - $100.02 $46.9K - $51K
3.41K $315K
Activity Summary
Buys All Purchases 71 New Holdings 23 Increased Positions 48 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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