Curated Wealth Partners LLC Incresed Positions 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
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
AVGO
Broadcom Inc.

Technology
1.4K
+ 35.48%
$146.29 - $275.65 $205K - $385K
5.34K $1.47M
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
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
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
DT
Dynatrace, Inc.

Technology
2.63K
+ 32.97%
$41.21 - $55.9 $108K - $147K
10.6K $584K
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
LLY
Eli Lilly & CO

Healthcare
79
+ 17.14%
$713.71 - $898.95 $56.4K - $71K
540 $420K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 2.97%
$908.13 - $1056.85 $13.6K - $15.9K
520 $514K
TXN
Texas Instruments Inc

Technology
174
+ 2.38%
N/A
7.47K $1.45M
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.31%
$81.79 - $99.98 $736 - $900
2.93K $286K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
2.08K
+ 13.27%
$2.29 - $2.6 $4.75K - $5.4K
17.7K $46K
RAYE
Advsrs Inner Crcl Fd Iii
31.1K
+ 5.84%
N/A
565K $0
FDS
Factset Research Systems Inc

Financial Services
9
+ 1.19%
$398.85 - $473.32 $3.59K - $4.26K
763 $341K
NVO
Novo Nordisk A S

Healthcare
18
+ 0.27%
$58.08 - $81.05 $1.05K - $1.46K
6.79K $468K
NEE
Nextera Energy Inc

Utilities
16
+ 0.3%
$64.11 - $75.0 $1.03K - $1.2K
5.31K $368K
UNP
Union Pacific Corp

Industrials
57
+ 1.3%
$208.27 - $238.46 $11.9K - $13.6K
4.45K $1.02M
UFPI
Ufp Industries Inc

Basic Materials
135
+ 2.75%
$94.93 - $109.1 $12.8K - $14.7K
5.05K $501K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
91
+ 0.6%
$21.27 - $26.73 $1.94K - $2.43K
15.2K $332K
AAPL
Apple Inc.

Technology
732
+ 1.57%
$172.42 - $223.89 $126K - $164K
47.5K $9.74M
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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