Curated Wealth Partners LLC Incresed Positions in Q4 2025

Curated Wealth Partners LLC

  • $820 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
IVV
Ishares Core S&P 500 ETF

ETFs
2.2K
+ 22.96%
$656.2 - $690.71 $1.44M - $1.52M
11.8K $7.95M
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
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
GE
General Electric CO

Industrials
1.41K
+ 79.12%
$291.49 - $314.28 $410K - $442K
3.18K $955K
JKHY
Henry Jack & Associates Inc

Technology
2.16K
+ 94.91%
$146.26 - $167.17 $316K - $362K
4.44K $728K
V
Visa Inc.

Financial Services
1.34K
+ 44.06%
$325.75 - $352.42 $435K - $471K
4.37K $1.42M
LLY
Eli Lilly & CO

Healthcare
273
+ 86.67%
$799.57 - $1025.28 $218K - $280K
588 $600K
RLI
Rli Corp

Financial Services
4.32K
+ 70.58%
$58.43 - $65.35 $252K - $282K
10.4K $659K
ABT
Abbott Laboratories

Healthcare
2.4K
+ 17.35%
$123.62 - $134.59 $297K - $324K
16.3K $2.11M
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
FCN
Fti Consulting, Inc

Industrials
1.2K
+ 31.65%
$151.68 - $170.07 $182K - $204K
4.98K $822K
WTS
Watts Water Technologies Inc

Industrials
845
+ 31.59%
$263.55 - $282.91 $223K - $239K
3.52K $949K
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
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
2.24K
+ 28.31%
$75.29 - $82.04 $169K - $184K
10.1K $805K
TXN
Texas Instruments Inc

Technology
876
+ 11.83%
N/A
8.28K $1.61M
PRI
Primerica, Inc.

Financial Services
950
+ 31.26%
$250.31 - $278.99 $238K - $265K
3.99K $1.01M
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
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
DCI
Donaldson CO Inc

Industrials
1.22K
+ 31.58%
$79.88 - $88.21 $97.1K - $107K
5.07K $433K
FHB
First Hawaiian, Inc.

Financial Services
5.26K
+ 31.9%
$22.77 - $25.03 $120K - $132K
21.7K $527K
CVX
Chevron Corp

Energy
756
+ 34.1%
$148.9 - $157.72 $113K - $119K
2.97K $460K
EME
Emcor Group, Inc.

Industrials
219
+ 32.83%
$618.96 - $777.0 $136K - $170K
886 $549K
WM
Waste Management Inc

Industrials
769
+ 15.4%
$196.77 - $219.98 $151K - $169K
5.76K $1.21M
LCII
Lci Industries

Consumer Cyclical
681
+ 30.35%
$84.77 - $110.46 $57.7K - $75.2K
2.93K $312K
MLM
Martin Marietta Materials Inc

Basic Materials
251
+ 15.99%
$596.44 - $656.85 $150K - $165K
1.82K $1.09M
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.31K
+ 31.35%
$42.3 - $45.19 $97.8K - $105K
9.69K $409K
MC
Moelis & CO

Financial Services
2.57K
+ 27.35%
$62.14 - $72.09 $160K - $185K
12K $757K
HQY
Healthequity, Inc.

Healthcare
639
+ 24.32%
$87.78 - $101.77 $56.1K - $65K
3.27K $332K
IAU
Ishares Gold Trust

ETFs
164
+ 1.0%
$72.65 - $82.5 $11.9K - $13.5K
16.5K $1.27M
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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