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
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
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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