Curated Wealth Partners LLC New Holdings in Q4 2025

Curated Wealth Partners LLC

  • $820 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
22.2K
New
$354.79 - $403.15 $7.86M - $8.93M
22.2K $8.33M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
20.8K
New
$310.75 - $335.0 $6.47M - $6.98M
20.8K $6.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.2K
New
$99.87 - $101.27 $3.91M - $3.97M
39.2K $3.92M
GBIL
Goldman Sachs Access Treasury

ETFs
30.3K
New
$99.91 - $100.24 $3.02M - $3.03M
30.3K $3.03M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
100K
New
$13.28 - $14.41 $1.33M - $1.44M
100K $1.39M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.7K
New
$23.02 - $24.23 $798K - $840K
34.7K $829K
PAUG
Innovator U.S. Equity Power Bu

ETFs
16.3K
New
$42.06 - $42.92 $685K - $699K
16.3K $693K
TDG
Trans Digm Group Inc

Industrials
484
New
$1237.71 - $1359.3 $599K - $658K
484 $648K
IWR
Ishares Russell Mid Cap ETF

ETFs
6.46K
New
$94.02 - $97.61 $607K - $630K
6.46K $611K
SLV
I Shares Silver Trust

ETFs
11.1K
New
$42.4 - $49.17 $471K - $546K
11.1K $510K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
759
New
$577.77 - $604.78 $439K - $459K
759 $444K
C
Citigroup Inc

Financial Services
4.42K
New
$93.93 - $102.87 $416K - $455K
4.42K $434K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.56K
New
$256.75 - $275.06 $401K - $430K
1.56K $421K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.49K
New
$280.66 - $305.09 $417K - $454K
1.49K $419K
CSCO
Cisco Systems, Inc.

Technology
5K
New
$67.46 - $78.0 $337K - $390K
5K $388K
PM
Philip Morris International Inc.

Consumer Defensive
2.51K
New
$144.33 - $160.86 $362K - $403K
2.51K $382K
NOC
Northrop Grumman Corp

Industrials
673
New
$558.0 - $637.95 $376K - $429K
673 $378K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.74K
New
$91.7 - $105.68 $343K - $395K
3.74K $369K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.96K
New
$176.58 - $207.02 $346K - $406K
1.96K $354K
ASML
Asml Holding Nv

Technology
341
New
$936.19 - $1075.45 $319K - $367K
341 $347K
FICO
Fair Isaac Corp

Technology
194
New
$1512.71 - $1879.55 $293K - $365K
194 $337K
VMC
Vulcan Materials CO

Basic Materials
1.16K
New
$280.58 - $309.07 $326K - $359K
1.16K $326K
EFV
Msci Eafe Value ETF

ETFs
4.64K
New
$66.73 - $70.99 $310K - $329K
4.64K $325K
KLAC
Kla Corp

Technology
274
New
$982.75 - $1235.28 $269K - $338K
274 $310K
CPRT
Copart Inc

Consumer Cyclical
7.28K
New
$39.98 - $45.76 $291K - $333K
7.28K $299K
KKR
Kkr & Co. Inc.

Financial Services
2.47K
New
$117.52 - $127.65 $291K - $316K
2.47K $296K
MSCI
Msci Inc.

Financial Services
506
New
$533.34 - $593.76 $270K - $300K
506 $285K
CEG
Constellation Energy Corp

Utilities
807
New
$335.74 - $401.43 $271K - $324K
807 $273K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.77K
New
$67.07 - $73.01 $253K - $275K
3.77K $270K
SPGI
S&P Global Inc.

Financial Services
541
New
$472.05 - $502.96 $255K - $272K
541 $264K
TMO
Thermo Fisher Scientific Inc.

Healthcare
463
New
$524.58 - $588.02 $243K - $272K
463 $262K
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
MRK
Merck & Co., Inc.

Healthcare
2.73K
New
$82.49 - $92.93 $226K - $254K
2.73K $253K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.16K
New
$114.27 - $121.15 $247K - $262K
2.16K $252K
LPLA
Lpl Financial Holdings Inc.

Financial Services
681
New
$312.18 - $378.94 $213K - $258K
681 $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
ISRG
Intuitive Surgical Inc

Healthcare
423
New
$429.59 - $576.2 $182K - $244K
423 $231K
SPOT
Spotify Technology S.A.

Communication Services
353
New
$616.91 - $707.3 $218K - $250K
353 $224K
AJG
Arthur J. Gallagher & Co.

Financial Services
867
New
$242.98 - $310.48 $211K - $269K
867 $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
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
SRE
Sempra Energy

Utilities
2.27K
New
$89.26 - $94.01 $202K - $213K
2.27K $208K
MKL
Markel Corp

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