Curated Wealth Partners LLC Reduced Holdings in Q4 2025

Curated Wealth Partners LLC

  • $820 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
APO
Apollo Global Management, Inc.

Financial Services
-3.81K
- 0.17%
$118.22 - $133.75 $450K - $509K
2.23M $291M
MSFT
Microsoft Corp

Technology
-4.8K
- 30.32%
$496.82 - $542.07 $2.38M - $2.6M
11K $5.59M
AAPL
Apple Inc.

Technology
-11.5K
- 25.77%
$245.27 - $275.25 $2.83M - $3.17M
33.2K $8.88M
MA
Mastercard Inc

Financial Services
-2.26K
- 60.46%
$536.85 - $580.45 $1.21M - $1.31M
1.48K $792K
VICI
Vici Properties Inc.

Real Estate
-33.4K
- 58.09%
$29.52 - $32.91 $984K - $1.1M
24.1K $730K
COF
Capital One Financial Corp

Financial Services
-1.82K
- 26.0%
$201.01 - $225.01 $365K - $409K
5.18K $1.04M
COP
Conocophillips

Energy
-1.91K
- 12.68%
$85.66 - $95.46 $164K - $183K
13.2K $1.17M
PNBK
Patriot National Bancorp Inc

Financial Services
-50K
- 5.37%
$1.08 - $1.45 $54K - $72.5K
881K $969K
COST
Costco Wholesale Corp

Consumer Defensive
-200
- 44.15%
$910.94 - $954.99 $182K - $191K
253 $230K
ORCL
Oracle Corp

Technology
-64
- 2.36%
$217.57 - $313.0 $13.9K - $20K
2.65K $583K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-24
- 21.82%
$4804.01 - $5424.55 $115K - $130K
86 $413K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-419
- 7.46%
$475.68 - $513.11 $199K - $215K
5.2K $2.64M
SYY
Sysco Corp

Consumer Defensive
-751
- 5.27%
$72.9 - $83.27 $54.7K - $62.5K
13.5K $1.01M
UBER
Uber Technologies, Inc

Technology
-627
- 6.4%
$91.62 - $100.1 $57.4K - $62.8K
9.17K $840K
UNP
Union Pacific Corp

Industrials
-178
- 3.5%
$216.37 - $237.41 $38.5K - $42.3K
4.91K $1.08M
NVDA
Nvidia Corp

Technology
-572
- 1.54%
$179.83 - $207.04 $103K - $118K
36.5K $6.81M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.46K
- 4.57%
$66.93 - $69.17 $97.7K - $101K
30.5K $2.08M
DXCM
Dexcom Inc

Healthcare
-59
- 0.76%
$54.84 - $71.06 $3.24K - $4.19K
7.68K $446K
IEFA
Ishares Tr

ETFs
-1K
- 6.3%
$86.09 - $89.88 $86.2K - $90K
14.9K $1.32M
AIG
American International Group, Inc.

Financial Services
-345
- 1.46%
$76.15 - $84.05 $26.3K - $29K
23.3K $1.81M
LMT
Lockheed Martin Corp

Industrials
-32
- 6.39%
$452.1 - $514.24 $14.5K - $16.5K
469 $220K
ENSG
Ensign Group, Inc

Healthcare
-159
- 11.61%
$173.93 - $189.93 $27.7K - $30.2K
1.21K $215K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-40
- 2.18%
$589.5 - $635.77 $23.6K - $25.4K
1.8K $1.09M
WMT
Walmart Inc.

Consumer Defensive
-69
- 2.79%
$101.18 - $109.03 $6.98K - $7.52K
2.41K $247K
Reddit Inc
-39
- 1.68%
N/A
2.28K $0
Ferguson Enterprises Inc
-944
- 20.52%
N/A
3.66K $0
Labcorp Holdings Inc
-178
- 4.48%
N/A
3.79K $0
Arista Networks Inc
-778
- 8.4%
N/A
8.48K $0
NEE
Nextera Energy Inc

Utilities
-44
- 0.92%
$78.18 - $86.03 $3.44K - $3.79K
4.72K $404K
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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