Curated Wealth Partners LLC New Holdings in Q4 2024

Curated Wealth Partners LLC

  • $862 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
35.8K
New
$47.57 - $52.44 $1.7M - $1.88M
35.8K $1.71M
VTV
Vanguard Value ETF

ETFs
8.5K
New
$168.32 - $181.87 $1.43M - $1.55M
8.5K $1.44M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.3K
New
$124.26 - $134.12 $1.16M - $1.25M
9.3K $1.2M
IEFA
Ishares Tr

ETFs
16.2K
New
$70.06 - $77.43 $1.13M - $1.25M
16.2K $1.14M
AON
Aon PLC

Financial Services
2.62K
New
$344.14 - $393.31 $902K - $1.03M
2.62K $941K
WM
Waste Management Inc

Industrials
4.21K
New
$201.79 - $228.46 $850K - $963K
4.21K $850K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.7K
New
$44.04 - $49.49 $824K - $926K
18.7K $824K
DAR
Darling Ingredients Inc.

Consumer Defensive
24.3K
New
$33.0 - $43.05 $802K - $1.05M
24.3K $818K
TRGP
Targa Resources Corp.

Energy
3.27K
New
$150.58 - $207.69 $493K - $679K
3.27K $583K
VOE
Vanguard Mid Cap Value Index F

ETFs
3.15K
New
$160.89 - $176.18 $506K - $555K
3.15K $509K
ET
Energy Transfer LP

Energy
15.6K
New
$16.05 - $19.86 $250K - $310K
15.6K $305K
WMB
Williams Companies, Inc.

Energy
5.61K
New
$46.37 - $59.74 $260K - $335K
5.61K $303K
CDNS
Cadence Design Systems Inc

Technology
883
New
$249.1 - $324.54 $220K - $287K
883 $265K
HWM
Howmet Aerospace Inc.

Industrials
2.41K
New
$99.72 - $120.09 $240K - $290K
2.41K $263K
WES
Western Midstream Partners, LP

Energy
6.4K
New
$35.7 - $40.71 $228K - $261K
6.4K $245K
HQY
Healthequity, Inc.

Healthcare
2.52K
New
$78.18 - $104.65 $197K - $264K
2.52K $241K
FOUR
Shift4 Payments, Inc.

Technology
2.31K
New
$88.26 - $114.95 $204K - $265K
2.31K $239K
JKHY
Henry Jack & Associates Inc

Technology
1.32K
New
$171.12 - $186.18 $227K - $247K
1.32K $232K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
10K
New
$10.4 - $12.75 $104K - $128K
10K $117K
Arista Networks Inc
14.7K
New
N/A
14.7K $0
Revelyst Inc
23.5K
New
N/A
23.5K $0
A2 Z Cust2 Mate Solutions Corp
33.3K
New
N/A
33.3K $0
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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