Curated Wealth Partners LLC Purchases in Q4 2025

Curated Wealth Partners LLC

  • $820 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
22.2K
New
$354.79 - $403.15 $7.86M - $8.93M
22.2K $8.33M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
20.8K
New
$310.75 - $335.0 $6.47M - $6.98M
20.8K $6.5M
TPL
Texas Pacific Land Corp

Energy
5.53K
+ 200.0%
$889.25 - $1022.65 $4.92M - $5.66M
8.3K $8.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.93K
+ 12.7%
$600.51 - $631.95 $4.76M - $5.01M
70.4K $43.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.2K
New
$99.87 - $101.27 $3.91M - $3.97M
39.2K $3.92M
BAC
Bank Of America Corp

Financial Services
73.3K
+ 1355.57%
$48.65 - $54.11 $3.57M - $3.97M
78.7K $4.05M
GOOGL
Alphabet Inc.

Communication Services
10K
+ 93.67%
$236.57 - $291.31 $2.37M - $2.91M
20.7K $5.71M
GBIL
Goldman Sachs Access Treasury

ETFs
30.3K
New
$99.91 - $100.24 $3.02M - $3.03M
30.3K $3.03M
NOW
Service Now, Inc.

Technology
2.66K
+ 1177.43%
$835.79 - $946.29 $2.22M - $2.52M
2.89K $2.41M
DFAI
Dimensional ETF Tr

ETFs
34K
+ 5.44%
$35.82 - $37.52 $1.22M - $1.28M
660K $24.5M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
100K
New
$13.28 - $14.41 $1.33M - $1.44M
100K $1.39M
AVGO
Broadcom Inc.

Technology
3.73K
+ 52.41%
$324.63 - $385.98 $1.21M - $1.44M
10.8K $3.72M
NFLX
Netflix Inc

Communication Services
16.5K
+ 2221.53%
$110.29 - $1241.35 $1.82M - $20.5M
17.2K $1.9M
AMZN
Amazon Com Inc

Consumer Cyclical
2.54K
+ 9.57%
$213.04 - $254.0 $541K - $645K
29K $6.82M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.7K
New
$23.02 - $24.23 $798K - $840K
34.7K $829K
META
Meta Platforms, Inc.

Communication Services
2.07K
+ 48.88%
$609.01 - $751.67 $1.26M - $1.55M
6.3K $3.84M
PAUG
Innovator U.S. Equity Power Bu

ETFs
16.3K
New
$42.06 - $42.92 $685K - $699K
16.3K $693K
TDG
Trans Digm Group Inc

Industrials
484
New
$1237.71 - $1359.3 $599K - $658K
484 $648K
IWR
Ishares Russell Mid Cap ETF

ETFs
6.46K
New
$94.02 - $97.61 $607K - $630K
6.46K $611K
JPM
Jpmorgan Chase & CO

Financial Services
2.1K
+ 50.22%
$294.11 - $320.41 $618K - $674K
6.29K $1.89M
GOOG
Alphabet Inc.

Communication Services
1K
+ 18.47%
$237.49 - $291.74 $238K - $293K
6.43K $1.84M
SLV
I Shares Silver Trust

ETFs
11.1K
New
$42.4 - $49.17 $471K - $546K
11.1K $510K
WFC
Wells Fargo & Company

Financial Services
5.93K
New
$77.62 - $87.3 $460K - $518K
5.93K $494K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
759
New
$577.77 - $604.78 $439K - $459K
759 $444K
C
Citigroup Inc

Financial Services
4.42K
New
$93.93 - $102.87 $416K - $455K
4.42K $434K
GE
General Electric CO

Industrials
1.41K
+ 79.12%
$291.49 - $314.28 $410K - $442K
3.18K $955K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.56K
New
$256.75 - $275.06 $401K - $430K
1.56K $421K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.49K
New
$280.66 - $305.09 $417K - $454K
1.49K $419K
JKHY
Henry Jack & Associates Inc

Technology
2.16K
+ 94.91%
$146.26 - $167.17 $316K - $362K
4.44K $728K
CSCO
Cisco Systems, Inc.

Technology
5K
New
$67.46 - $78.0 $337K - $390K
5K $388K
V
Visa Inc.

Financial Services
1.34K
+ 44.06%
$325.75 - $352.42 $435K - $471K
4.37K $1.42M
PM
Philip Morris International Inc.

Consumer Defensive
2.51K
New
$144.33 - $160.86 $362K - $403K
2.51K $382K
NOC
Northrop Grumman Corp

Industrials
673
New
$558.0 - $637.95 $376K - $429K
673 $378K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.74K
New
$91.7 - $105.68 $343K - $395K
3.74K $369K
LLY
Eli Lilly & CO

Healthcare
273
+ 86.67%
$799.57 - $1025.28 $218K - $280K
588 $600K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.96K
New
$176.58 - $207.02 $346K - $406K
1.96K $354K
ASML
Asml Holding Nv

Technology
341
New
$936.19 - $1075.45 $319K - $367K
341 $347K
FICO
Fair Isaac Corp

Technology
194
New
$1512.71 - $1879.55 $293K - $365K
194 $337K
VMC
Vulcan Materials CO

Basic Materials
1.16K
New
$280.58 - $309.07 $326K - $359K
1.16K $326K
EFV
Msci Eafe Value ETF

ETFs
4.64K
New
$66.73 - $70.99 $310K - $329K
4.64K $325K
KLAC
Kla Corp

Technology
274
New
$982.75 - $1235.28 $269K - $338K
274 $310K
CPRT
Copart Inc

Consumer Cyclical
7.28K
New
$39.98 - $45.76 $291K - $333K
7.28K $299K
KKR
Kkr & Co. Inc.

Financial Services
2.47K
New
$117.52 - $127.65 $291K - $316K
2.47K $296K
MSCI
Msci Inc.

Financial Services
506
New
$533.34 - $593.76 $270K - $300K
506 $285K
CEG
Constellation Energy Corp

Utilities
807
New
$335.74 - $401.43 $271K - $324K
807 $273K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.77K
New
$67.07 - $73.01 $253K - $275K
3.77K $270K
SPGI
S&P Global Inc.

Financial Services
541
New
$472.05 - $502.96 $255K - $272K
541 $264K
TMO
Thermo Fisher Scientific Inc.

Healthcare
463
New
$524.58 - $588.02 $243K - $272K
463 $262K
RLI
Rli Corp

Financial Services
4.32K
+ 70.58%
$58.43 - $65.35 $252K - $282K
10.4K $659K
Activity Summary
Buys All Purchases 149 New Holdings 65 Increased Positions 84 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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