Curated Wealth Partners LLC Reduced Holdings in Q4 2024

Curated Wealth Partners LLC

  • $862 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EME
Emcor Group, Inc.

Industrials
-1.64K
- 53.5%
$427.96 - $526.95 $700K - $862K
1.42K $645K
HCA
Hca Healthcare, Inc.

Healthcare
-25
- 0.92%
$297.52 - $415.61 $7.44K - $10.4K
2.69K $808K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.65K
- 10.18%
$38.08 - $50.82 $62.8K - $83.8K
14.6K $554K
CAT
Caterpillar Inc

Industrials
-379
- 13.55%
$360.37 - $416.88 $137K - $158K
2.42K $877K
XLV
Select Sector Spdr Fund Health

ETFs
-260
- 2.97%
$136.28 - $154.74 $35.4K - $40.2K
8.5K $1.17M
MSFT
Microsoft Corp

Technology
-59
- 0.38%
$406.35 - $454.46 $24K - $26.8K
15.7K $6.6M
ADBE
Adobe Inc.

Technology
-154
- 15.11%
$437.39 - $552.96 $67.4K - $85.2K
865 $384K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.02K
- 30.65%
$52.1 - $57.26 $105K - $116K
4.58K $238K
HD
Home Depot, Inc.

Consumer Cyclical
-173
- 6.04%
$385.02 - $431.37 $66.6K - $74.6K
2.69K $1.05M
OTIS
Otis Worldwide Corp

Industrials
-37
- 0.49%
$92.57 - $106.01 $3.43K - $3.92K
7.45K $690K
ABBV
Abb Vie Inc.

Healthcare
-107
- 5.31%
$164.99 - $203.87 $17.7K - $21.8K
1.91K $339K
LLY
Eli Lilly & CO

Healthcare
-2
- 0.63%
$727.2 - $932.06 $1.45K - $1.86K
314 $242K
F
Ford Motor CO

Consumer Cyclical
-206
- 0.78%
$9.69 - $11.4 $2K - $2.35K
26.3K $260K
AVGO
Broadcom Inc.

Technology
-868
- 28.53%
$159.67 - $250.0 $139K - $217K
2.17K $504K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-1.86K
- 10.4%
$24.92 - $32.79 $46.3K - $61K
16K $440K
IVW
Ishares S&P 500 Growth ETF

ETFs
-510
- 6.4%
$94.43 - $105.47 $48.2K - $53.8K
7.46K $756K
PARA
Paramount Global

Communication Services
-54
- 0.32%
$10.27 - $11.57 $555 - $625
16.6K $173K
AAPL
Apple Inc.

Technology
-3.7K
- 6.97%
$221.69 - $259.02 $819K - $957K
49.3K $12.3M
NFLX
Netflix Inc

Communication Services
-50
- 13.09%
$687.65 - $936.56 $34.4K - $46.8K
332 $295K
META
Meta Platforms, Inc.

Communication Services
-70
- 1.66%
$554.08 - $632.68 $38.8K - $44.3K
4.16K $2.45M
MC
Moelis & CO

Financial Services
-11
- 0.13%
$65.74 - $80.49 $723 - $885
8.6K $635K
TPL
Texas Pacific Land Corp

Energy
-721
- 19.0%
$915.49 - $1730.0 $660K - $1.25M
3.07K $3.4M
V
Visa Inc.

Financial Services
-260
- 7.68%
$273.87 - $320.91 $71.2K - $83.4K
3.13K $988K
MA
Mastercard Inc

Financial Services
-60
- 1.62%
$491.3 - $536.15 $29.5K - $32.2K
3.65K $1.92M
JPM
Jpmorgan Chase & CO

Financial Services
-97
- 2.27%
$205.18 - $250.29 $19.9K - $24.3K
4.18K $1M
VGT
Vanguard Information Technolog

ETFs
-5
- 0.11%
$571.78 - $647.97 $2.86K - $3.24K
4.43K $2.75M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.89K
- 6.45%
$180.88 - $232.93 $341K - $440K
27.3K $6M
ARES
Ares Management Corp

Financial Services
-171K
- 10.34%
$153.38 - $183.7 $26.3M - $31.5M
1.49M $263M
APO
Apollo Global Management, Inc.

Financial Services
-108K
- 4.63%
$131.36 - $178.61 $14.2M - $19.3M
2.22M $367M
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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