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
UNH
Unitedhealth Group Inc

Healthcare
815
New
$320.52 - $369.92 $261K - $301K
815 $261K
CBRE
Cbre Group, Inc.

Real Estate
1.69K
New
$149.99 - $164.2 $254K - $278K
1.69K $260K
ABT
Abbott Laboratories

Healthcare
2.4K
+ 17.35%
$123.62 - $134.59 $297K - $324K
16.3K $2.11M
MRK
Merck & Co., Inc.

Healthcare
2.73K
New
$82.49 - $92.93 $226K - $254K
2.73K $253K
LPLA
Lpl Financial Holdings Inc.

Financial Services
681
New
$312.18 - $378.94 $213K - $258K
681 $252K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.16K
New
$114.27 - $121.15 $247K - $262K
2.16K $252K
PLD
Prologis, Inc.

Real Estate
2.03K
New
$111.23 - $127.18 $226K - $258K
2.03K $250K
AMGN
Amgen Inc

Healthcare
703
New
$290.13 - $341.71 $204K - $240K
703 $240K
TDY
Teledyne Technologies Inc

Technology
471
New
$501.23 - $593.62 $236K - $280K
471 $236K
AME
Ametek Inc

Industrials
1.22K
New
$179.28 - $202.11 $218K - $246K
1.22K $235K
AON
Aon PLC

Financial Services
709
+ 22.53%
$326.07 - $366.93 $231K - $260K
3.86K $1.35M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.47K
+ 29.83%
$164.17 - $186.43 $242K - $275K
6.41K $1.05M
AJG
Arthur J. Gallagher & Co.

Financial Services
867
New
$242.98 - $310.48 $211K - $269K
867 $224K
SPOT
Spotify Technology S.A.

Communication Services
353
New
$616.91 - $707.3 $218K - $250K
353 $224K
CSX
Csx Corp

Industrials
6.39K
New
$34.88 - $36.67 $223K - $234K
6.39K $223K
RTX
Raytheon Technologies Corp

Industrials
1.22K
New
$157.0 - $179.44 $191K - $218K
1.22K $213K
FCN
Fti Consulting, Inc

Industrials
1.2K
+ 31.65%
$151.68 - $170.07 $182K - $204K
4.98K $822K
EA
Electronic Arts Inc.

Communication Services
1.05K
New
$199.89 - $202.0 $209K - $211K
1.05K $209K
BRO
Brown & Brown, Inc.

Financial Services
2.6K
New
$76.42 - $95.96 $198K - $249K
2.6K $209K
MKL
Markel Corp

Financial Services
101
New
$1826.32 - $2091.91 $184K - $211K
101 $208K
SRE
Sempra Energy

Utilities
2.27K
New
$89.26 - $94.01 $202K - $213K
2.27K $208K
TRV
Travelers Companies, Inc.

Financial Services
706
New
$261.57 - $287.42 $185K - $203K
706 $202K
WTS
Watts Water Technologies Inc

Industrials
845
+ 31.59%
$263.55 - $282.91 $223K - $239K
3.52K $949K
DTM
Dt Midstream, Inc.

Energy
1.72K
New
$105.61 - $115.94 $182K - $200K
1.72K $199K
VEA
Vanguard Ftse Developed Market

ETFs
2.64K
+ 12.05%
$59.18 - $62.09 $156K - $164K
24.5K $1.5M
JNJ
Johnson & Johnson

Healthcare
820
+ 39.9%
$185.98 - $199.58 $153K - $164K
2.88K $573K
SHOP
Shopify Inc.

Technology
1.28K
New
$146.04 - $179.01 $188K - $230K
1.28K $187K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
2.24K
+ 28.31%
$75.29 - $82.04 $169K - $184K
10.1K $805K
TFC
Truist Financial Corp

Financial Services
4.08K
New
$41.09 - $45.64 $168K - $186K
4.08K $182K
ADI
Analog Devices Inc

Technology
780
New
$225.32 - $246.37 $176K - $192K
780 $179K
SNPS
Synopsys Inc

Technology
458
New
$389.83 - $489.36 $179K - $224K
458 $178K
PRI
Primerica, Inc.

Financial Services
950
+ 31.26%
$250.31 - $278.99 $238K - $265K
3.99K $1.01M
TXN
Texas Instruments Inc

Technology
876
+ 11.83%
N/A
8.28K $1.61M
SBAC
Sba Communications Corp

Real Estate
750
+ 19.26%
$187.49 - $202.84 $141K - $152K
4.64K $915K
IBP
Installed Building Products, Inc.

Consumer Cyclical
611
+ 30.84%
$235.14 - $271.47 $144K - $166K
2.59K $649K
XOM
Exxon Mobil Corp

Energy
1.26K
+ 62.67%
$110.64 - $119.78 $139K - $150K
3.26K $383K
VIG
Vanguard Dividend Appreciation

ETFs
860
+ 84.81%
N/A
1.87K $341K
ABBV
Abb Vie Inc.

Healthcare
582
+ 36.72%
$211.96 - $244.38 $123K - $142K
2.17K $507K
LSTR
Landstar System Inc

Industrials
1.02K
+ 29.5%
$121.23 - $136.78 $124K - $140K
4.48K $564K
SAN
Banco Santander, S.A.

Financial Services
12.9K
New
$9.65 - $11.03 $125K - $143K
12.9K $139K
GGG
Graco Inc

Industrials
1.98K
+ 37.94%
$80.15 - $84.86 $158K - $168K
7.18K $575K
AMCR
Amcor PLC

Consumer Cyclical
217
+ 0.05%
$7.82 - $8.58 $1.7K - $1.86K
432K $3.67M
CRVL
Corvel Corp

Financial Services
2.03K
+ 31.72%
$70.58 - $77.55 $143K - $157K
8.42K $624K
TTC
Toro CO

Industrials
2.56K
+ 29.67%
$70.29 - $77.08 $180K - $197K
11.2K $784K
UFPI
Ufp Industries Inc

Basic Materials
1.48K
+ 29.97%
$89.44 - $93.26 $133K - $138K
6.43K $581K
FHB
First Hawaiian, Inc.

Financial Services
5.26K
+ 31.9%
$22.77 - $25.03 $120K - $132K
21.7K $527K
DCI
Donaldson CO Inc

Industrials
1.22K
+ 31.58%
$79.88 - $88.21 $97.1K - $107K
5.07K $433K
EME
Emcor Group, Inc.

Industrials
219
+ 32.83%
$618.96 - $777.0 $136K - $170K
886 $549K
CVX
Chevron Corp

Energy
756
+ 34.1%
$148.9 - $157.72 $113K - $119K
2.97K $460K
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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