Curated Wealth Partners LLC Incresed Positions in Q3 2025

Curated Wealth Partners LLC

  • $791 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.79K
+ 10.22%
$567.77 - $614.76 $3.29M - $3.56M
62.5K $38.2M
DFAI
Dimensional ETF Tr

ETFs
10.6K
+ 1.72%
$34.05 - $36.55 $361K - $388K
626K $22.8M
AVGO
Broadcom Inc.

Technology
1.78K
+ 33.29%
$264.74 - $369.57 $470K - $657K
7.12K $2.35M
MLM
Martin Marietta Materials Inc

Basic Materials
175
+ 12.54%
$546.36 - $631.12 $95.6K - $110K
1.57K $989K
PNBK
Patriot National Bancorp Inc

Financial Services
265K
+ 39.69%
$1.3 - $1.84 $344K - $487K
931K $1.22M
UNP
Union Pacific Corp

Industrials
642
+ 14.44%
$214.91 - $237.16 $138K - $152K
5.09K $1.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
141
+ 2.58%
$459.11 - $506.91 $64.7K - $71.5K
5.62K $2.82M
DXCM
Dexcom Inc

Healthcare
3.63K
+ 88.28%
$66.46 - $89.53 $241K - $325K
7.74K $520K
WM
Waste Management Inc

Industrials
847
+ 20.42%
$213.88 - $237.1 $181K - $201K
4.99K $1.1M
IEFA
Ishares Tr

ETFs
1K
+ 6.73%
$81.7 - $87.53 $81.8K - $87.6K
15.9K $1.39M
VTI
Vanguard Total Stock Market Et

ETFs
120
+ 2.87%
$303.93 - $329.86 $36.5K - $39.6K
4.31K $1.41M
BANF
Bancfirst Corp

Financial Services
981
+ 40.32%
$119.95 - $136.48 $118K - $134K
3.41K $431K
SYY
Sysco Corp

Consumer Defensive
237
+ 1.69%
$76.33 - $82.51 $18.1K - $19.6K
14.3K $1.17M
MC
Moelis & CO

Financial Services
368
+ 4.08%
$64.0 - $77.75 $23.6K - $28.6K
9.39K $669K
HWM
Howmet Aerospace Inc.

Industrials
421
+ 18.43%
$171.0 - $196.23 $72K - $82.6K
2.71K $530K
CL
Colgate Palmolive CO

Consumer Defensive
2.97K
+ 24.41%
$79.36 - $93.33 $236K - $277K
15.1K $1.21M
VTV
Vanguard Value ETF

ETFs
2
+ 0.02%
$175.51 - $186.57 $351 - $373
8.51K $1.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.02%
$49.43 - $54.52 $148 - $164
16.7K $904K
COP
Conocophillips

Energy
32
+ 0.21%
$91.0 - $98.99 $2.91K - $3.17K
15.1K $1.43M
CVX
Chevron Corp

Energy
338
+ 17.99%
$145.57 - $161.83 $49.2K - $54.7K
2.22K $344K
CRM
Salesforce, Inc.

Technology
844
+ 23.73%
$231.66 - $273.65 $196K - $231K
4.4K $1.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 22.22%
$5364.25 - $5815.92 $107K - $116K
110 $593K
ABT
Abbott Laboratories

Healthcare
531
+ 3.98%
$120.51 - $136.62 $64K - $72.5K
13.9K $1.86M
PCOR
Procore Technologies, Inc.

Technology
379
+ 12.68%
$61.62 - $76.64 $23.4K - $29K
3.37K $245K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.05%
$195.41 - $212.37 $195 - $212
1.93K $402K
AON
Aon PLC

Financial Services
72
+ 2.34%
$350.91 - $375.27 $25.3K - $27K
3.15K $1.12M
NFLX
Netflix Inc

Communication Services
90
+ 13.78%
$1147.87 - $1297.18 $103K - $117K
743 $890K
ROLL
Rbc Bearings Inc

Industrials
46
+ 2.57%
N/A
1.84K $451K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
1.32K
+ 11.0%
$9.11 - $10.03 $12K - $13.2K
13.3K $120K
DHR
Danaher Corp

Healthcare
2
+ 0.16%
$181.46 - $212.2 $363 - $424
1.22K $241K
RAYE
Advsrs Inner Crcl Fd Iii
2.6K
+ 0.46%
N/A
567K $0
A2 Z Cust2 Mate Solutions Corp
16.7K
+ 50.0%
N/A
50K $0
Goldman Sachs ETF Tr
1.07K
+ 2.57%
N/A
42.7K $0
HQY
Healthequity, Inc.

Healthcare
247
+ 10.37%
$87.42 - $103.12 $21.6K - $25.5K
2.63K $249K
Labcorp Holdings Inc
55
+ 1.4%
N/A
3.97K $0
RLI
Rli Corp

Financial Services
68
+ 1.12%
$64.17 - $71.7 $4.36K - $4.88K
6.12K $398K
CWST
Casella Waste Systems Inc

Industrials
64
+ 2.62%
$86.69 - $114.82 $5.55K - $7.35K
2.51K $238K
ACN
Accenture PLC

Technology
15
+ 1.52%
$232.56 - $304.78 $3.49K - $4.57K
999 $246K
FOUR
Shift4 Payments, Inc.

Technology
48
+ 1.86%
$77.4 - $106.81 $3.72K - $5.13K
2.63K $203K
AIG
American International Group, Inc.

Financial Services
1.22K
+ 5.45%
$76.34 - $85.87 $93.1K - $105K
23.6K $1.85M
FDS
Factset Research Systems Inc

Financial Services
9
+ 1.18%
$283.86 - $450.3 $2.55K - $4.05K
772 $221K
SBAC
Sba Communications Corp

Real Estate
156
+ 4.17%
$191.35 - $239.35 $29.9K - $37.3K
3.89K $752K
INTU
Intuit Inc

Technology
54
+ 3.44%
$646.03 - $807.39 $34.9K - $43.6K
1.62K $1.11M
Activity Summary
Buys All Purchases 57 New Holdings 13 Increased Positions 44 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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