Curated Wealth Partners LLC Purchases in Q3 2024

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.22K
+ 8.97%
$517.38 - $573.86 $2.18M - $2.42M
51.2K $29.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.12K
+ 7.55%
$475.2 - $527.7 $1.48M - $1.65M
44.5K $23.5M
DFAI
Dimensional ETF Tr

ETFs
32.7K
+ 6.54%
$28.69 - $32.06 $938K - $1.05M
533K $16.9M
AAPL
Apple Inc.

Technology
2.91K
+ 5.81%
$207.23 - $234.82 $604K - $684K
53K $12.3M
VSTO
Vista Outdoor Inc.

Consumer Cyclical
26.1K
+ 96.96%
$36.41 - $40.8 $949K - $1.06M
52.9K $2.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.17K
+ 85.85%
$75.32 - $84.37 $690K - $773K
19.8K $1.66M
META
Meta Platforms, Inc.

Communication Services
841
+ 24.82%
$453.41 - $572.44 $381K - $481K
4.23K $2.42M
HDV
Ishares Core High Dividend ETF

ETFs
5.84K
New
$107.62 - $118.76 $629K - $694K
5.84K $687K
ABT
Abbott Laboratories

Healthcare
2.8K
+ 25.64%
$100.07 - $118.13 $280K - $331K
13.7K $1.56M
IVV
Ishares Core S&P 500 ETF

ETFs
138
+ 1.26%
$520.18 - $576.82 $71.8K - $79.6K
11.1K $6.39M
AMZN
Amazon Com Inc

Consumer Cyclical
2.88K
+ 10.92%
$161.02 - $200.0 $464K - $576K
29.2K $5.45M
NFLX
Netflix Inc

Communication Services
382
New
$598.55 - $722.26 $229K - $276K
382 $270K
DT
Dynatrace, Inc.

Technology
4.81K
New
$40.49 - $53.47 $195K - $257K
4.81K $257K
TSLA
Tesla, Inc.

Consumer Cyclical
976
New
$191.76 - $263.26 $187K - $257K
976 $255K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
28.6K
New
$8.08 - $11.02 $231K - $315K
28.6K $236K
HCA
Hca Healthcare, Inc.

Healthcare
8
+ 0.3%
$315.12 - $406.43 $2.52K - $3.25K
2.72K $1.1M
MA
Mastercard Inc

Financial Services
67
+ 1.84%
$429.6 - $500.99 $28.8K - $33.6K
3.71K $1.83M
LMT
Lockheed Martin Corp

Industrials
377
New
$460.3 - $584.56 $174K - $220K
377 $220K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.01K
New
$95.81 - $109.03 $192K - $219K
2.01K $216K
ZTS
Zoetis Inc.

Healthcare
1.06K
New
$172.58 - $196.48 $182K - $207K
1.06K $206K
CAT
Caterpillar Inc

Industrials
16
+ 0.58%
$316.8 - $391.12 $5.07K - $6.26K
2.8K $1.09M
COP
Conocophillips

Energy
2.46K
+ 21.57%
$102.3 - $116.61 $252K - $287K
13.9K $1.46M
SSNC
Ss&C Technologies Holdings Inc

Technology
87
+ 0.75%
$61.42 - $76.46 $5.34K - $6.65K
11.7K $871K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
390
+ 2.23%
$17.83 - $25.84 $6.95K - $10.1K
17.9K $451K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 2.1%
$405.19 - $478.57 $16.2K - $19.1K
1.94K $894K
EXR
Extra Space Storage Inc.

Real Estate
19
+ 0.41%
$151.92 - $183.06 $2.89K - $3.48K
4.67K $841K
FTNT
Fortinet, Inc.

Technology
129
+ 2.33%
$55.39 - $77.55 $7.15K - $10K
5.66K $439K
KAI
Kadant Inc

Industrials
4
+ 0.2%
$290.3 - $356.64 $1.16K - $1.43K
1.97K $666K
UNP
Union Pacific Corp

Industrials
35
+ 0.88%
$221.78 - $256.09 $7.76K - $8.96K
4.02K $990K
UNH
Unitedhealth Group Inc

Healthcare
57
+ 12.58%
$488.01 - $604.18 $27.8K - $34.4K
510 $298K
ACN
Accenture PLC

Technology
72
+ 10.01%
$295.44 - $355.81 $21.3K - $25.6K
791 $279K
GOOG
Alphabet Inc.

Communication Services
800
+ 17.49%
$149.54 - $192.66 $120K - $154K
5.37K $898K
JPM
Jpmorgan Chase & CO

Financial Services
97
+ 2.32%
$194.9 - $224.8 $18.9K - $21.8K
4.28K $902K
PFE
Pfizer Inc

Healthcare
648
+ 1.83%
$27.7 - $31.39 $17.9K - $20.3K
36.1K $1.04M
WBD
Warner Bros. Discovery, Inc.

Communication Services
809
+ 1.8%
$6.71 - $8.78 $5.43K - $7.1K
45.8K $377K
AVGO
Broadcom Inc.

Technology
2.74K
+ 900.66%
$136.27 - $1745.86 $373K - $4.78M
3.04K $524K
JNJ
Johnson & Johnson

Healthcare
8
+ 0.45%
$145.48 - $167.38 $1.16K - $1.34K
1.77K $287K
FCX
Freeport Mcmoran Inc

Basic Materials
25
+ 0.15%
$39.52 - $51.92 $988 - $1.3K
16.2K $808K
VUG
Vanguard Growth ETF

ETFs
37
+ 4.57%
$341.08 - $391.94 $12.6K - $14.5K
846 $324K
AIG
American International Group, Inc.

Financial Services
564
+ 2.49%
$70.16 - $79.23 $39.6K - $44.7K
23.2K $1.7M
CRM
Salesforce, Inc.

Technology
4
+ 0.43%
$238.42 - $276.53 $954 - $1.11K
939 $257K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.22%
$801.83 - $917.05 $802 - $917
452 $400K
TXN
Texas Instruments Inc

Technology
20
+ 0.31%
$194.6 - $194.6 $3.89K - $3.89K
6.45K $1.25M
Labcorp Holdings Inc
85
+ 2.57%
N/A
3.39K $0
RAYE
Advsrs Inner Crcl Fd Iii
17.1K
+ 4.3%
N/A
415K $0
LLY
Eli Lilly & CO

Healthcare
3
+ 0.96%
$772.14 - $960.02 $2.32K - $2.88K
316 $279K
GM
General Motors CO

Consumer Cyclical
377
+ 1.89%
$39.95 - $49.9 $15.1K - $18.8K
20.3K $912K
NVO
Novo Nordisk A S

Healthcare
593
+ 13.99%
$119.07 - $145.42 $70.6K - $86.2K
4.83K $575K
MSFT
Microsoft Corp

Technology
210
+ 1.35%
$395.15 - $467.56 $83K - $98.2K
15.7K $6.76M
Activity Summary
Buys All Purchases 50 New Holdings 8 Increased Positions 42 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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