Curated Wealth Partners LLC New Holdings in Q1 2025

Curated Wealth Partners LLC

  • $757 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
LYV
Live Nation Entertainment, Inc.

Communication Services
8.58K
New
$115.79 - $154.66 $993K - $1.33M
8.58K $1.12M
SBAC
Sba Communications Corp

Real Estate
4.57K
New
$192.76 - $224.91 $881K - $1.03M
4.57K $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
10.6K
New
$85.68 - $97.5 $908K - $1.03M
10.6K $992K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.89K
New
$283.06 - $421.16 $817K - $1.22M
2.89K $816K
MLM
Martin Marietta Materials Inc

Basic Materials
1.31K
New
$460.39 - $552.64 $604K - $726K
1.31K $627K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.37K
New
$275.89 - $345.24 $378K - $473K
1.37K $472K
BKNG
Booking Holdings Inc.

Consumer Cyclical
89
New
$4295.4 - $5141.88 $382K - $458K
89 $410K
XOM
Exxon Mobil Corp

Energy
3.08K
New
$105.44 - $118.93 $325K - $367K
3.08K $366K
GE
General Electric CO

Industrials
1.79K
New
$168.59 - $212.13 $301K - $379K
1.79K $357K
DCI
Donaldson CO Inc

Industrials
3.85K
New
$66.51 - $72.28 $256K - $278K
3.85K $258K
WMT
Walmart Inc.

Consumer Defensive
2.92K
New
$84.5 - $105.05 $247K - $307K
2.92K $256K
CSCO
Cisco Systems, Inc.

Technology
3.96K
New
$58.74 - $64.87 $233K - $257K
3.96K $244K
LMT
Lockheed Martin Corp

Industrials
540
New
$423.19 - $506.29 $229K - $273K
540 $241K
MRK
Merck & Co., Inc.

Healthcare
2.66K
New
$83.01 - $101.02 $221K - $269K
2.66K $238K
CWST
Casella Waste Systems Inc

Industrials
2.06K
New
$104.2 - $115.86 $215K - $239K
2.06K $229K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.96K
New
$96.27 - $116.36 $189K - $228K
1.96K $228K
KO
Coca Cola CO

Consumer Defensive
3.09K
New
$60.81 - $72.32 $188K - $223K
3.09K $221K
POOL
Pool Corp

Industrials
682
New
$314.92 - $364.31 $215K - $248K
682 $217K
WRB
Berkley W R Corp

Financial Services
2.82K
New
$56.7 - $71.27 $160K - $201K
2.82K $200K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
15.6K
New
$2.52 - $2.63 $39.4K - $41.1K
15.6K $39K
Ferguson Enterprises Inc
5.5K
New
N/A
5.5K $0
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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