Curated Wealth Partners LLC Purchases in Q1 2025

Curated Wealth Partners LLC

  • $757 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
DFAI
Dimensional ETF Tr

ETFs
26.5K
+ 4.72%
$28.88 - $32.4 $765K - $858K
587K $18.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.99K
+ 10.29%
$507.05 - $563.67 $2.53M - $2.81M
53.5K $27.3M
LYV
Live Nation Entertainment, Inc.

Communication Services
8.58K
New
$115.79 - $154.66 $993K - $1.33M
8.58K $1.12M
SBAC
Sba Communications Corp

Real Estate
4.57K
New
$192.76 - $224.91 $881K - $1.03M
4.57K $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
10.6K
New
$85.68 - $97.5 $908K - $1.03M
10.6K $992K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.89K
New
$283.06 - $421.16 $817K - $1.22M
2.89K $816K
IVV
Ishares Core S&P 500 ETF

ETFs
2.04K
+ 17.01%
$554.06 - $615.85 $1.13M - $1.26M
14K $7.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
706
+ 14.52%
$442.66 - $534.52 $313K - $377K
5.57K $2.92M
MLM
Martin Marietta Materials Inc

Basic Materials
1.31K
New
$460.39 - $552.64 $604K - $726K
1.31K $627K
BKNG
Booking Holdings Inc.

Consumer Cyclical
89
New
$4295.4 - $5141.88 $382K - $458K
89 $410K
XOM
Exxon Mobil Corp

Energy
3.08K
New
$105.44 - $118.93 $325K - $367K
3.08K $366K
GE
General Electric CO

Industrials
1.79K
New
$168.59 - $212.13 $301K - $379K
1.79K $357K
CVX
Chevron Corp

Energy
2.02K
New
$146.71 - $167.97 $296K - $339K
2.02K $337K
META
Meta Platforms, Inc.

Communication Services
644
+ 15.48%
$576.36 - $736.67 $371K - $474K
4.8K $2.77M
DCI
Donaldson CO Inc

Industrials
3.85K
New
$66.51 - $72.28 $256K - $278K
3.85K $258K
WMT
Walmart Inc.

Consumer Defensive
2.92K
New
$84.5 - $105.05 $247K - $307K
2.92K $256K
COP
Conocophillips

Energy
1.58K
+ 10.28%
$88.6 - $105.85 $140K - $167K
16.9K $1.78M
CSCO
Cisco Systems, Inc.

Technology
3.96K
New
$58.74 - $64.87 $233K - $257K
3.96K $244K
LMT
Lockheed Martin Corp

Industrials
540
New
$423.19 - $506.29 $229K - $273K
540 $241K
INTU
Intuit Inc

Technology
417
+ 36.77%
$555.63 - $630.23 $232K - $263K
1.55K $952K
MRK
Merck & Co., Inc.

Healthcare
2.66K
New
$83.01 - $101.02 $221K - $269K
2.66K $238K
CWST
Casella Waste Systems Inc

Industrials
2.06K
New
$104.2 - $115.86 $215K - $239K
2.06K $229K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.96K
New
$96.27 - $116.36 $189K - $228K
1.96K $228K
KO
Coca Cola CO

Consumer Defensive
3.09K
New
$60.81 - $72.32 $188K - $223K
3.09K $221K
POOL
Pool Corp

Industrials
682
New
$314.92 - $364.31 $215K - $248K
682 $217K
WRB
Berkley W R Corp

Financial Services
2.82K
New
$56.7 - $71.27 $160K - $201K
2.82K $200K
JKHY
Henry Jack & Associates Inc

Technology
955
+ 72.13%
$166.47 - $191.28 $159K - $183K
2.28K $416K
NFLX
Netflix Inc

Communication Services
173
+ 52.11%
$828.4 - $1058.6 $143K - $183K
505 $470K
V
Visa Inc.

Financial Services
153
+ 4.89%
$306.92 - $362.71 $47K - $55.5K
3.28K $1.15M
AVGO
Broadcom Inc.

Technology
1.77K
+ 81.23%
$167.43 - $244.7 $296K - $432K
3.94K $659K
UNH
Unitedhealth Group Inc

Healthcare
272
+ 52.92%
$461.52 - $548.18 $126K - $149K
786 $411K
LLY
Eli Lilly & CO

Healthcare
147
+ 46.82%
$725.72 - $929.72 $107K - $137K
461 $380K
JNJ
Johnson & Johnson

Healthcare
598
+ 33.24%
$142.06 - $167.7 $85K - $100K
2.4K $397K
MA
Mastercard Inc

Financial Services
83
+ 2.27%
$504.67 - $576.31 $41.9K - $47.8K
3.73K $2.05M
UFPI
Ufp Industries Inc

Basic Materials
1.29K
+ 35.69%
$103.91 - $118.67 $134K - $153K
4.92K $526K
JPM
Jpmorgan Chase & CO

Financial Services
365
+ 8.72%
$225.19 - $279.95 $82.2K - $102K
4.55K $1.12M
UBER
Uber Technologies, Inc

Technology
177
+ 2.29%
$63.17 - $81.49 $11.2K - $14.4K
7.92K $576K
WMB
Williams Companies, Inc.

Energy
1.07K
+ 19.0%
$54.02 - $61.09 $57.6K - $65.1K
6.68K $399K
PG
Procter & Gamble CO

Consumer Defensive
513
+ 40.71%
$158.56 - $176.26 $81.3K - $90.4K
1.77K $302K
TRGP
Targa Resources Corp.

Energy
73
+ 2.23%
$178.44 - $217.22 $13K - $15.9K
3.34K $670K
OTIS
Otis Worldwide Corp

Industrials
63
+ 0.85%
$90.77 - $104.01 $5.72K - $6.55K
7.51K $775K
ABBV
Abb Vie Inc.

Healthcare
28
+ 1.47%
$169.2 - $216.66 $4.74K - $6.07K
1.94K $405K
UNP
Union Pacific Corp

Industrials
119
+ 2.79%
$225.21 - $254.42 $26.8K - $30.3K
4.39K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 11.73%
$890.62 - $1076.86 $47.2K - $57.1K
505 $477K
HWM
Howmet Aerospace Inc.

Industrials
99
+ 4.11%
$110.79 - $139.39 $11K - $13.8K
2.51K $325K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
10K
+ 34.98%
$7.72 - $9.45 $77.2K - $94.5K
38.6K $309K
TXN
Texas Instruments Inc

Technology
279
+ 3.97%
N/A
7.3K $1.42M
TSLA
Tesla, Inc.

Consumer Cyclical
719
+ 72.55%
$222.15 - $428.22 $160K - $308K
1.71K $443K
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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