Curated Wealth Partners LLC Incresed Positions 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
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
TEX
Terex Corp

Industrials
50K
+ 28.26%
$45.07 - $58.61 $2.25M - $2.93M
227K $10.5M
IVV
Ishares Core S&P 500 ETF

ETFs
915
+ 8.26%
$570.51 - $610.59 $522K - $559K
12K $7.06M
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
EPD
Enterprise Products Partners L.P.

Energy
11K
+ 65.99%
$28.66 - $34.43 $315K - $379K
27.7K $867K
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
GM
General Motors CO

Consumer Cyclical
1.25K
+ 6.15%
$44.82 - $60.2 $56.1K - $75.4K
21.6K $1.15M
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
TXN
Texas Instruments Inc

Technology
571
+ 8.85%
N/A
7.02K $1.37M
AIG
American International Group, Inc.

Financial Services
1.68K
+ 7.25%
$70.0 - $79.22 $118K - $133K
24.9K $1.81M
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
FISV
Fiserv Inc

Technology
295
+ 10.35%
N/A
3.15K $393K
NEE
Nextera Energy Inc

Utilities
1.22K
+ 23.31%
$69.77 - $85.43 $85.2K - $104K
6.46K $463K
ACN
Accenture PLC

Technology
45
+ 5.69%
$343.9 - $376.86 $15.5K - $17K
836 $294K
KAI
Kadant Inc

Industrials
1
+ 0.05%
$316.45 - $422.93 $316 - $423
1.97K $681K
CRVL
Corvel Corp

Financial Services
4.26K
+ 200.0%
$111.26 - $370.61 $474K - $1.58M
6.39K $710K
DGRO
Ishares Core Dividend Growth E

ETFs
916
+ 2.87%
$60.73 - $64.94 $55.6K - $59.5K
32.8K $2.01M
ROLL
Rbc Bearings Inc

Industrials
32
+ 1.64%
N/A
1.99K $489K
ADSK
Autodesk, Inc.

Technology
19
+ 1.18%
N/A
1.63K $401K
NVO
Novo Nordisk A S

Healthcare
1.87K
+ 38.59%
$85.0 - $120.04 $159K - $224K
6.7K $576K
RAYE
Advsrs Inner Crcl Fd Iii
42.7K
+ 10.28%
N/A
458K $0
Labcorp Holdings Inc
221
+ 6.53%
N/A
3.61K $0
UBER
Uber Technologies, Inc

Technology
1.51K
+ 24.27%
$59.93 - $86.34 $90.6K - $131K
7.74K $466K
UNP
Union Pacific Corp

Industrials
246
+ 6.11%
$223.15 - $249.32 $54.9K - $61.3K
4.27K $973K
JNJ
Johnson & Johnson

Healthcare
26
+ 1.47%
$143.34 - $165.86 $3.73K - $4.31K
1.8K $260K
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.78%
$485.52 - $625.25 $1.94K - $2.5K
514 $260K
AMD
Advanced Micro Devices Inc

Technology
630
+ 19.06%
$118.88 - $172.8 $74.9K - $109K
3.94K $475K
EXR
Extra Space Storage Inc.

Real Estate
170
+ 3.64%
$142.35 - $178.32 $24.2K - $30.3K
4.84K $723K
DFAI
Dimensional ETF Tr

ETFs
28.1K
+ 5.27%
$29.0 - $31.6 $814K - $887K
561K $16.4M
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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