Curated Wealth Partners LLC Incresed Positions 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
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
SYY
Sysco Corp

Consumer Defensive
3.86K
+ 34.93%
$69.16 - $78.98 $267K - $305K
14.9K $1.16M
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
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
UNP
Union Pacific Corp

Industrials
35
+ 0.88%
$221.78 - $256.09 $7.76K - $8.96K
4.02K $990K
KAI
Kadant Inc

Industrials
4
+ 0.2%
$290.3 - $356.64 $1.16K - $1.43K
1.97K $666K
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
VUG
Vanguard Growth ETF

ETFs
37
+ 4.57%
$341.08 - $391.94 $12.6K - $14.5K
846 $324K
FCX
Freeport Mcmoran Inc

Basic Materials
25
+ 0.15%
$39.52 - $51.92 $988 - $1.3K
16.2K $808K
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
Track This Portfolio

Track Curated Wealth Partners LLC Portfolio

Follow Curated Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curated Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curated Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email