Curated Wealth Partners LLC Purchases and Sells in Q4 2024

Curated Wealth Partners LLC

$862 Million
Q4 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	4.01K + 9.02%	$521.84 - $558.82 $2.09M - $2.24M	48.5K $26.1M
BRK-B	2.92K + 150.1%	$442.29 - $483.08 $1.29M - $1.41M	4.86K $2.2M
TEX	50K + 28.26%	$45.07 - $58.61 $2.25M - $2.93M	227K $10.5M
IVV	915 + 8.26%	$570.51 - $610.59 $522K - $559K	12K $7.06M
VTI	1.35K + 55.82%	$280.04 - $302.45 $379K - $409K	3.77K $1.09M
NVDA	215 + 0.75%	$117.0 - $148.88 $25.2K - $32K	29.1K $3.9M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	35.8K New	$47.57 - $52.44 $1.7M - $1.88M	35.8K $1.71M
VTV	8.5K New	$168.32 - $181.87 $1.43M - $1.55M	8.5K $1.44M
ITOT	9.3K New	$124.26 - $134.12 $1.16M - $1.25M	9.3K $1.2M
IEFA	16.2K New	$70.06 - $77.43 $1.13M - $1.25M	16.2K $1.14M
AON	2.62K New	$344.14 - $393.31 $902K - $1.03M	2.62K $941K
WM	4.21K New	$201.79 - $228.46 $850K - $963K	4.21K $850K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EME	-1.64K - 53.5%	$427.96 - $526.95 $700K - $862K	1.42K $645K
HCA	-25 - 0.92%	$297.52 - $415.61 $7.44K - $10.4K	2.69K $808K
FCX	-1.65K - 10.18%	$38.08 - $50.82 $62.8K - $83.8K	14.6K $554K
CAT	-379 - 13.55%	$360.37 - $416.88 $137K - $158K	2.42K $877K
XLV	-260 - 2.97%	$136.28 - $154.74 $35.4K - $40.2K	8.5K $1.17M
MSFT	-59 - 0.38%	$406.35 - $454.46 $24K - $26.8K	15.7K $6.6M

Activity Summary All Purchases 71 New Holdings 23 Increased Positions 48 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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