Curated Wealth Partners LLC Purchases and Sells in Q3 2025

Curated Wealth Partners LLC

$791 Million
Q3 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	5.79K + 10.22%	$567.77 - $614.76 $3.29M - $3.56M	62.5K $38.2M
DFAI	10.6K + 1.72%	$34.05 - $36.55 $361K - $388K	626K $22.8M
AVGO	1.78K + 33.29%	$264.74 - $369.57 $470K - $657K	7.12K $2.35M
MLM	175 + 12.54%	$546.36 - $631.12 $95.6K - $110K	1.57K $989K
PNBK	265K + 39.69%	$1.3 - $1.84 $344K - $487K	931K $1.22M
UNP	642 + 14.44%	$214.91 - $237.16 $138K - $152K	5.09K $1.2M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	16.4K New	$61.62 - $72.77 $1.01M - $1.19M	16.4K $1.19M
ZTS	7.2K New	$141.13 - $159.19 $1.02M - $1.15M	7.2K $1.05M
DIS	8.08K New	$112.25 - $124.0 $907K - $1M	8.08K $925K
ORCL	2.72K New	$218.96 - $328.33 $595K - $892K	2.72K $764K
IBP	1.98K New	$184.09 - $279.47 $365K - $554K	1.98K $488K
ENSG	1.37K New	$136.36 - $174.12 $187K - $239K	1.37K $236K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARES	-70.4K - 4.73%	$159.89 - $192.76 $11.3M - $13.6M	1.42M $227M
APO	-642 - 0.03%	$131.55 - $156.05 $84.5K - $100K	2.23M $297M
IVV	-3.37K - 26.05%	$620.67 - $670.08 $2.09M - $2.26M	9.57K $6.4M
PFE	-33.5K - 80.18%	$23.29 - $25.88 $781K - $868K	8.29K $211K
AMZN	-3.26K - 10.94%	$211.65 - $238.24 $689K - $775K	26.5K $5.82M
VICI	-15K - 20.72%	$31.43 - $33.93 $471K - $509K	57.4K $1.87M

Activity Summary All Purchases 57 New Holdings 13 Increased Positions 44 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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