Curated Wealth Partners LLC Reduced Holdings in Q1 2025

Curated Wealth Partners LLC

  • $757 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.58K
- 5.23%
$209.68 - $247.1 $541K - $637K
46.7K $10.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.73K
- 6.33%
$190.26 - $242.06 $329K - $419K
25.6K $4.87M
HD
Home Depot, Inc.

Consumer Cyclical
-1.44K
- 53.7%
$347.25 - $424.87 $501K - $614K
1.25K $456K
VEA
Vanguard Ftse Developed Market

ETFs
-13.5K
- 37.59%
$47.4 - $52.99 $638K - $713K
22.3K $1.14M
VGT
Vanguard Information Technolog

ETFs
-109
- 2.46%
$542.38 - $646.34 $59.1K - $70.5K
4.32K $2.34M
PR
Permian Resources Corporation

Energy
-25K
- 26.36%
$12.33 - $16.0 $308K - $400K
69.9K $960K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-174
- 5.84%
$468.34 - $539.52 $81.5K - $93.9K
2.81K $1.32M
SSNC
Ss&C Technologies Holdings Inc

Technology
-2.88K
- 23.12%
$74.75 - $89.13 $215K - $256K
9.57K $798K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
-685
- 0.79%
$14.1 - $15.62 $9.66K - $10.7K
85.6K $1.21M
BAC
Bank Of America Corp

Financial Services
-556
- 1.72%
$39.61 - $47.74 $22K - $26.5K
31.8K $1.33M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-482
- 14.6%
$96.3 - $112.23 $46.4K - $54.1K
2.82K $273K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.44K
- 21.57%
$68.32 - $75.06 $98.4K - $108K
5.24K $385K
PFE
Pfizer Inc

Healthcare
-864
- 1.91%
$25.01 - $27.13 $21.6K - $23.4K
44.5K $1.13M
DGRO
Ishares Core Dividend Growth E

ETFs
-916
- 2.79%
$60.46 - $64.42 $55.4K - $59K
31.9K $1.95M
ADSK
Autodesk, Inc.

Technology
-158
- 9.68%
N/A
1.48K $362K
VBR
Vanguard Small Cap Value ETF

ETFs
-60
- 3.02%
$183.02 - $207.75 $11K - $12.5K
1.93K $357K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-919
- 5.74%
$25.9 - $31.26 $23.8K - $28.7K
15.1K $404K
VOE
Vanguard Mid Cap Value Index F

ETFs
-69
- 2.19%
$156.61 - $168.02 $10.8K - $11.6K
3.08K $489K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-855
- 4.57%
$42.5 - $46.71 $36.3K - $39.9K
17.9K $809K
ROLL
Rbc Bearings Inc

Industrials
-11
- 0.55%
N/A
1.98K $486K
IEFA
Ishares Tr

ETFs
-1.28K
- 7.92%
$69.57 - $78.65 $89K - $101K
14.9K $1.14M
ABT
Abbott Laboratories

Healthcare
-1.7K
- 10.86%
$111.1 - $140.22 $188K - $238K
13.9K $1.85M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-405
- 2.04%
$74.85 - $84.89 $30.3K - $34.4K
19.4K $1.6M
WM
Waste Management Inc

Industrials
-15
- 0.36%
$200.54 - $233.78 $3.01K - $3.51K
4.2K $972K
TPL
Texas Pacific Land Corp

Energy
-308
- 10.02%
$1180.08 - $1431.01 $363K - $441K
2.77K $3.66M
AIG
American International Group, Inc.

Financial Services
-622
- 2.5%
$70.5 - $86.94 $43.9K - $54.1K
24.2K $2.11M
Activity Summary
Buys All Purchases 87 New Holdings 23 Increased Positions 64 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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