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
GM
General Motors CO

Consumer Cyclical
3.76K
+ 17.4%
$45.22 - $54.92 $170K - $206K
25.4K $1.19M
VUG
Vanguard Growth ETF

ETFs
240
+ 20.03%
$369.1 - $427.61 $88.6K - $103K
1.44K $532K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
15.6K
New
$2.52 - $2.63 $39.4K - $41.1K
15.6K $39K
FTNT
Fortinet, Inc.

Technology
235
+ 3.14%
$92.49 - $114.57 $21.7K - $26.9K
7.73K $744K
CRM
Salesforce, Inc.

Technology
358
+ 38.04%
$268.36 - $359.95 $96.1K - $129K
1.3K $348K
TTC
Toro CO

Industrials
1.15K
+ 15.37%
$71.86 - $87.28 $82.4K - $100K
8.61K $626K
SYY
Sysco Corp

Consumer Defensive
599
+ 3.73%
$70.0 - $77.13 $41.9K - $46.2K
16.7K $1.25M
HQY
Healthequity, Inc.

Healthcare
425
+ 16.86%
$84.32 - $114.51 $35.8K - $48.7K
2.95K $260K
VTV
Vanguard Value ETF

ETFs
3
+ 0.04%
$167.73 - $179.21 $503 - $538
8.51K $1.45M
ACN
Accenture PLC

Technology
154
+ 18.42%
$300.91 - $398.25 $46.3K - $61.3K
990 $308K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
4.22K
+ 42.05%
$8.92 - $11.7 $37.7K - $49.4K
14.3K $128K
FISV
Fiserv Inc

Technology
37
+ 1.18%
N/A
3.18K $398K
ET
Energy Transfer LP

Energy
1K
+ 6.41%
$17.26 - $21.08 $17.3K - $21.1K
16.6K $308K
Ferguson Enterprises Inc
5.5K
New
N/A
5.5K $0
RAYE
Advsrs Inner Crcl Fd Iii
75.8K
+ 16.56%
N/A
534K $0
Arista Networks Inc
2.28K
+ 15.48%
N/A
17K $0
Labcorp Holdings Inc
546
+ 15.14%
N/A
4.15K $0
LSTR
Landstar System Inc

Industrials
395
+ 12.88%
$146.63 - $177.82 $57.9K - $70.2K
3.46K $519K
CDNS
Cadence Design Systems Inc

Technology
132
+ 14.95%
$233.96 - $324.52 $30.9K - $42.8K
1.02K $258K
RLI
Rli Corp

Financial Services
1.85K
+ 100.0%
$71.75 - $163.21 $133K - $302K
3.71K $297K
KAI
Kadant Inc

Industrials
20
+ 1.01%
$335.28 - $398.39 $6.71K - $7.97K
1.99K $671K
FDS
Factset Research Systems Inc

Financial Services
3
+ 0.4%
$427.5 - $476.51 $1.28K - $1.43K
754 $342K
DHR
Danaher Corp

Healthcare
29
+ 2.39%
$201.62 - $250.59 $5.85K - $7.27K
1.24K $255K
DT
Dynatrace, Inc.

Technology
169
+ 2.17%
$47.15 - $62.42 $7.97K - $10.5K
7.96K $375K
CARR
Carrier Global Corp

Industrials
124
+ 0.97%
$62.07 - $70.55 $7.7K - $8.75K
12.9K $819K
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 0.37%
$271.18 - $303.12 $3.8K - $4.24K
3.79K $1.04M
NVDA
Nvidia Corp

Technology
6.22K
+ 21.41%
$106.98 - $149.43 $665K - $929K
35.3K $3.82M
GOOG
Alphabet Inc.

Communication Services
555
+ 10.33%
$156.06 - $207.71 $86.6K - $115K
5.93K $926K
NVO
Novo Nordisk A S

Healthcare
73
+ 1.09%
$69.3 - $90.95 $5.06K - $6.64K
6.77K $470K
MC
Moelis & CO

Financial Services
304
+ 3.53%
$57.91 - $81.2 $17.6K - $24.7K
8.91K $519K
GOOGL
Alphabet Inc.

Communication Services
1.23K
+ 9.99%
$154.33 - $206.19 $190K - $253K
13.5K $2.09M
BX
Blackstone Inc.

Financial Services
200
+ 1.99%
$136.53 - $186.74 $27.3K - $37.3K
10.3K $1.43M
MSFT
Microsoft Corp

Technology
645
+ 4.12%
$375.39 - $447.2 $242K - $288K
16.3K $6.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
279
+ 0.54%
$551.42 - $612.93 $154K - $171K
51.5K $28.8M
ARES
Ares Management Corp

Financial Services
3.24K
+ 0.22%
$140.19 - $198.28 $454K - $642K
1.49M $218M
APO
Apollo Global Management, Inc.

Financial Services
6.62K
+ 0.3%
$126.01 - $172.06 $835K - $1.14M
2.23M $305M
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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