Curated Wealth Partners LLC Purchases in Q2 2025

Curated Wealth Partners LLC

  • $830 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APO
Apollo Global Management, Inc.

Financial Services
112
+ 0.01%
$108.68 - $145.07 $12.2K - $16.2K
2.23M $316M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.17K
+ 5.93%
$456.74 - $568.03 $1.45M - $1.8M
56.7K $32.2M
AMCR
Amcor PLC

Consumer Cyclical
432K
New
$8.57 - $9.81 $3.7M - $4.24M
432K $3.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
124
+ 0.24%
$496.48 - $617.85 $61.6K - $76.6K
51.6K $31.9M
NVDA
Nvidia Corp

Technology
7.14K
+ 20.25%
$94.31 - $157.99 $674K - $1.13M
42.4K $6.7M
DFAI
Dimensional ETF Tr

ETFs
28.2K
+ 4.8%
$28.02 - $34.71 $789K - $978K
615K $21.3M
MSFT
Microsoft Corp

Technology
67
+ 0.41%
$354.56 - $497.45 $23.8K - $33.3K
16.4K $8.14M
AMZN
Amazon Com Inc

Consumer Cyclical
4.15K
+ 16.18%
$167.32 - $223.3 $694K - $926K
29.8K $6.53M
COF
Capital One Financial Corp

Financial Services
7.14K
New
$150.57 - $212.76 $1.07M - $1.52M
7.14K $1.52M
PNBK
Patriot National Bancorp Inc

Financial Services
667K
New
$0.9 - $6.71 $600K - $4.47M
667K $1.01M
CRM
Salesforce, Inc.

Technology
2.26K
+ 173.75%
$236.26 - $291.15 $533K - $657K
3.56K $969K
NFLX
Netflix Inc

Communication Services
148
+ 29.31%
$855.86 - $1339.13 $127K - $198K
653 $874K
DXCM
Dexcom Inc

Healthcare
4.11K
New
$59.83 - $87.57 $246K - $360K
4.11K $358K
GOOGL
Alphabet Inc.

Communication Services
231
+ 1.71%
$144.7 - $178.6 $33.4K - $41.3K
13.8K $2.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$320.42 - $424.58 $320 - $425
4.93K $2.09M
INTU
Intuit Inc

Technology
17
+ 1.1%
$544.07 - $787.63 $9.25K - $13.4K
1.57K $1.24M
FOUR
Shift4 Payments, Inc.

Technology
2.58K
New
$72.5 - $99.11 $187K - $256K
2.58K $255K
UBER
Uber Technologies, Inc

Technology
840
+ 10.61%
$64.62 - $93.3 $54.3K - $78.4K
8.76K $817K
VTI
Vanguard Total Stock Market Et

ETFs
400
+ 10.56%
$243.75 - $303.93 $97.5K - $122K
4.19K $1.27M
ADBE
Adobe Inc.

Technology
609
New
$340.0 - $420.68 $207K - $256K
609 $235K
PANW
Palo Alto Networks Inc

Technology
1.14K
New
$152.44 - $204.64 $173K - $233K
1.14K $232K
FN
Fabrinet

Technology
762
New
$171.03 - $298.93 $130K - $228K
762 $224K
DT
Dynatrace, Inc.

Technology
2.63K
+ 32.97%
$41.21 - $55.9 $108K - $147K
10.6K $584K
NVMI
Nova Ltd.

Technology
757
New
$162.03 - $275.2 $123K - $208K
757 $208K
PCOR
Procore Technologies, Inc.

Technology
2.99K
New
$56.26 - $72.4 $168K - $216K
2.99K $204K
AXP
American Express CO

Financial Services
640
New
$231.39 - $318.98 $148K - $204K
640 $204K
PM
Philip Morris International Inc.

Consumer Defensive
1.12K
New
$149.23 - $184.95 $168K - $208K
1.12K $204K
LCII
Lci Industries

Consumer Cyclical
2.24K
New
$75.07 - $92.4 $168K - $207K
2.24K $204K
SNPS
Synopsys Inc

Technology
394
New
$380.9 - $517.66 $150K - $204K
394 $201K
VIG
Vanguard Dividend Appreciation

ETFs
1.01K
New
N/A
1.01K $184K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3K
New
N/A
3K $172K
GOOG
Alphabet Inc.

Communication Services
254
+ 4.28%
$146.58 - $180.01 $37.2K - $45.7K
6.18K $1.1M
APH
Amphenol Corp

Technology
10
+ 0.21%
$59.09 - $98.75 $591 - $988
4.76K $470K
RLI
Rli Corp

Financial Services
2.34K
+ 63.17%
$71.27 - $80.82 $167K - $189K
6.05K $436K
MLM
Martin Marietta Materials Inc

Basic Materials
82
+ 6.25%
$452.51 - $568.19 $37.1K - $46.6K
1.4K $765K
FTNT
Fortinet, Inc.

Technology
549
+ 7.1%
$84.71 - $108.69 $46.5K - $59.7K
8.28K $875K
VEA
Vanguard Ftse Developed Market

ETFs
14
+ 0.06%
$45.65 - $57.01 $639 - $798
22.4K $1.27M
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 4.8%
$221.86 - $362.89 $18.2K - $29.8K
1.79K $569K
CL
Colgate Palmolive CO

Consumer Defensive
1.57K
+ 14.85%
$87.57 - $96.0 $138K - $151K
12.2K $1.11M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.12%
$4164.15 - $5789.24 $4.16K - $5.79K
90 $521K
BX
Blackstone Inc.

Financial Services
34
+ 0.33%
$120.07 - $151.11 $4.08K - $5.14K
10.3K $1.54M
GE
General Electric CO

Industrials
9
+ 0.5%
$166.81 - $257.39 $1.5K - $2.32K
1.8K $462K
FISV
Fiserv Inc

Technology
614
+ 19.3%
N/A
3.8K $475K
CWST
Casella Waste Systems Inc

Industrials
387
+ 18.79%
$103.78 - $120.37 $40.2K - $46.6K
2.45K $282K
MA
Mastercard Inc

Financial Services
1
+ 0.03%
$479.92 - $590.74 $480 - $591
3.74K $2.1M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
162
+ 8.26%
$103.49 - $133.44 $16.8K - $21.6K
2.12K $279K
AON
Aon PLC

Financial Services
453
+ 17.28%
$335.85 - $398.81 $152K - $181K
3.08K $1.1M
FHB
First Hawaiian, Inc.

Financial Services
1.59K
+ 10.7%
$21.14 - $24.96 $33.7K - $39.8K
16.5K $411K
MC
Moelis & CO

Financial Services
115
+ 1.29%
$48.86 - $62.99 $5.62K - $7.24K
9.02K $562K
Activity Summary
Buys All Purchases 66 New Holdings 19 Increased Positions 47 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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