Curated Wealth Partners LLC Incresed Positions in Q1 2025

Curated Wealth Partners LLC

  • $757 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
META
Meta Platforms, Inc.

Communication Services
644
+ 15.48%
$576.36 - $736.67 $371K - $474K
4.8K $2.77M
COP
Conocophillips

Energy
1.58K
+ 10.28%
$88.6 - $105.85 $140K - $167K
16.9K $1.78M
INTU
Intuit Inc

Technology
417
+ 36.77%
$555.63 - $630.23 $232K - $263K
1.55K $952K
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
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
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 11.73%
$890.62 - $1076.86 $47.2K - $57.1K
505 $477K
UNP
Union Pacific Corp

Industrials
119
+ 2.79%
$225.21 - $254.42 $26.8K - $30.3K
4.39K $1.04M
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
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
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
ACN
Accenture PLC

Technology
154
+ 18.42%
$300.91 - $398.25 $46.3K - $61.3K
990 $308K
VTV
Vanguard Value ETF

ETFs
3
+ 0.04%
$167.73 - $179.21 $503 - $538
8.51K $1.45M
AMD
Advanced Micro Devices Inc

Technology
820
+ 20.84%
$96.63 - $129.55 $79.2K - $106K
4.76K $488K
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
RAYE
Advsrs Inner Crcl Fd Iii
75.8K
+ 16.56%
N/A
534K $0
Labcorp Holdings Inc
546
+ 15.14%
N/A
4.15K $0
Arista Networks Inc
2.28K
+ 15.48%
N/A
17K $0
CDNS
Cadence Design Systems Inc

Technology
132
+ 14.95%
$233.96 - $324.52 $30.9K - $42.8K
1.02K $258K
LSTR
Landstar System Inc

Industrials
395
+ 12.88%
$146.63 - $177.82 $57.9K - $70.2K
3.46K $519K
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
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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