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
ROLL
Rbc Bearings Inc

Industrials
306
+ 16.66%
N/A
2.14K $527K
CRM
Salesforce, Inc.

Technology
310
+ 7.05%
$235.69 - $263.41 $73.1K - $81.7K
4.71K $1.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
375
+ 1.93%
$92.24 - $96.56 $34.6K - $36.2K
19.8K $1.89M
PR
Permian Resources Corporation

Energy
747
+ 1.07%
$12.13 - $13.63 $9.06K - $10.2K
70.6K $962K
SPY
Spdr S&P 500 ETF Trust

ETFs
141
+ 0.27%
$653.02 - $687.39 $92.1K - $96.9K
51.8K $34.5M
BANF
Bancfirst Corp

Financial Services
1.04K
+ 30.55%
$108.23 - $127.21 $113K - $133K
4.46K $495K
DIS
Walt Disney CO

Communication Services
1.23K
+ 15.27%
$105.69 - $116.65 $130K - $144K
9.32K $984K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
9.4K
+ 70.83%
$7.48 - $9.49 $70.3K - $89.2K
22.7K $169K
MANH
Manhattan Associates Inc

Technology
454
+ 31.4%
$175.13 - $208.9 $79.5K - $94.8K
1.9K $338K
CL
Colgate Palmolive CO

Consumer Defensive
742
+ 4.9%
$74.98 - $79.86 $55.6K - $59.3K
15.9K $1.25M
PCOR
Procore Technologies, Inc.

Technology
382
+ 11.35%
$69.59 - $79.6 $26.6K - $30.4K
3.75K $283K
FOUR
Shift4 Payments, Inc.

Technology
754
+ 28.71%
$66.15 - $79.5 $49.9K - $59.9K
3.38K $236K
F
Ford Motor CO

Consumer Cyclical
42
+ 0.17%
$11.41 - $13.84 $479 - $581
25.3K $333K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
2.27K
+ 2.65%
$13.29 - $14.05 $30.2K - $31.9K
87.9K $1.22M
CWST
Casella Waste Systems Inc

Industrials
380
+ 15.13%
$82.84 - $92.91 $31.5K - $35.3K
2.89K $257K
ET
Energy Transfer LP

Energy
850
+ 5.12%
$16.29 - $17.01 $13.8K - $14.5K
17.5K $296K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13
+ 0.08%
$52.54 - $55.77 $683 - $725
16.7K $916K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.12%
$321.8 - $337.95 $1.61K - $1.69K
4.31K $1.42M
VTV
Vanguard Value ETF

ETFs
4
+ 0.05%
$182.87 - $189.72 $731 - $759
8.51K $1.59M
RAYE
Advsrs Inner Crcl Fd Iii
877
+ 0.15%
N/A
568K $0
Goldman Sachs ETF Tr
100K
+ 234.0%
N/A
143K $0
Diamond Hill Funds
33.3K
+ 3.64%
N/A
947K $0
Ge Vernova Inc
650
+ 90.53%
N/A
1.37K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.03%
$169.53 - $176.53 $170 - $177
3.02K $524K
INTU
Intuit Inc

Technology
84
+ 5.18%
$641.79 - $683.39 $53.9K - $57.4K
1.71K $1.1M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.05%
$201.42 - $211.15 $201 - $211
1.93K $396K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.62K
+ 19.02%
$134.79 - $158.88 $218K - $258K
10.1K $1.38M
TSLA
Tesla, Inc.

Consumer Cyclical
55
+ 4.77%
$401.99 - $468.37 $22.1K - $25.8K
1.21K $493K
CARR
Carrier Global Corp

Industrials
778
+ 6.08%
$54.1 - $60.75 $42.1K - $47.3K
13.6K $734K
ZTS
Zoetis Inc.

Healthcare
1.01K
+ 14.05%
$118.8 - $147.53 $120K - $149K
8.22K $976K
BX
Blackstone Inc.

Financial Services
1.05K
+ 10.37%
$138.42 - $168.45 $145K - $176K
11.1K $1.54M
DVA
Davita Inc.

Healthcare
5
+ 0.03%
$118.75 - $132.87 $594 - $664
18.5K $2.25M
ARES
Ares Management Corp

Financial Services
627
+ 0.04%
$140.88 - $155.5 $88.3K - $97.5K
1.42M $202M
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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