Curated Wealth Partners LLC Reduced Holdings in Q3 2025

Curated Wealth Partners LLC

  • $791 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
-70.4K
- 4.73%
$159.89 - $192.76 $11.3M - $13.6M
1.42M $227M
APO
Apollo Global Management, Inc.

Financial Services
-642
- 0.03%
$131.55 - $156.05 $84.5K - $100K
2.23M $297M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.37K
- 26.05%
$620.67 - $670.08 $2.09M - $2.26M
9.57K $6.4M
PFE
Pfizer Inc

Healthcare
-33.5K
- 80.18%
$23.29 - $25.88 $781K - $868K
8.29K $211K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.26K
- 10.94%
$211.65 - $238.24 $689K - $775K
26.5K $5.82M
VICI
Vici Properties Inc.

Real Estate
-15K
- 20.72%
$31.43 - $33.93 $471K - $509K
57.4K $1.87M
META
Meta Platforms, Inc.

Communication Services
-342
- 7.48%
$695.21 - $791.73 $238K - $271K
4.23K $3.11M
EME
Emcor Group, Inc.

Industrials
-593
- 47.06%
$530.88 - $655.83 $315K - $389K
667 $433K
CARR
Carrier Global Corp

Industrials
-124
- 0.96%
$58.75 - $80.73 $7.29K - $10K
12.8K $764K
LLY
Eli Lilly & CO

Healthcare
-225
- 41.67%
$625.65 - $812.69 $141K - $183K
315 $240K
COST
Costco Wholesale Corp

Consumer Defensive
-67
- 12.88%
$915.95 - $994.57 $61.4K - $66.6K
453 $419K
OTIS
Otis Worldwide Corp

Industrials
-74
- 0.98%
$84.93 - $101.07 $6.28K - $7.48K
7.44K $680K
WMB
Williams Companies, Inc.

Energy
-1.07K
- 15.96%
$56.52 - $64.01 $60.3K - $68.2K
5.61K $355K
XOM
Exxon Mobil Corp

Energy
-670
- 25.06%
$105.83 - $117.22 $70.9K - $78.5K
2K $225K
TSLA
Tesla, Inc.

Consumer Cyclical
-640
- 35.71%
$293.94 - $444.72 $188K - $285K
1.15K $512K
KAI
Kadant Inc

Industrials
-54
- 2.71%
$297.58 - $358.61 $16.1K - $19.4K
1.94K $576K
V
Visa Inc.

Financial Services
-13
- 0.43%
$332.09 - $358.86 $4.32K - $4.67K
3.03K $1.04M
UFPI
Ufp Industries Inc

Basic Materials
-106
- 2.1%
$91.8 - $108.49 $9.73K - $11.5K
4.95K $462K
TRGP
Targa Resources Corp.

Energy
-73
- 2.18%
$160.52 - $174.4 $11.7K - $12.7K
3.27K $548K
COF
Capital One Financial Corp

Financial Services
-146
- 2.05%
$207.29 - $229.74 $30.3K - $33.5K
6.99K $1.49M
WMT
Walmart Inc.

Consumer Defensive
-457
- 15.59%
$94.4 - $104.27 $43.1K - $47.7K
2.48K $255K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-148
- 6.97%
$123.13 - $140.8 $18.2K - $20.8K
1.98K $253K
BAC
Bank Of America Corp

Financial Services
-877
- 13.95%
$44.92 - $52.42 $39.4K - $46K
5.41K $279K
HD
Home Depot, Inc.

Consumer Cyclical
-161
- 13.24%
$357.4 - $423.42 $57.5K - $68.2K
1.06K $427K
TXN
Texas Instruments Inc

Technology
-68
- 0.91%
N/A
7.41K $1.44M
NEE
Nextera Energy Inc

Utilities
-548
- 10.32%
$69.77 - $77.54 $38.2K - $42.5K
4.76K $359K
Ge Vernova Inc
-61
- 7.83%
N/A
718 $0
Ferguson Enterprises Inc
-792
- 14.69%
N/A
4.6K $0
FN
Fabrinet

Technology
-147
- 19.29%
$277.04 - $389.47 $40.7K - $57.3K
615 $224K
Arista Networks Inc
-6.48K
- 41.17%
N/A
9.26K $0
JPM
Jpmorgan Chase & CO

Financial Services
-363
- 7.98%
$282.78 - $316.06 $103K - $115K
4.19K $1.32M
LMT
Lockheed Martin Corp

Industrials
-35
- 6.53%
$410.74 - $499.21 $14.4K - $17.5K
501 $250K
CDNS
Cadence Design Systems Inc

Technology
-84
- 8.37%
$309.46 - $373.37 $26K - $31.4K
919 $322K
ABBV
Abb Vie Inc.

Healthcare
-320
- 16.8%
$184.85 - $231.54 $59.2K - $74.1K
1.59K $366K
VOE
Vanguard Mid Cap Value Index F

ETFs
-65
- 2.11%
$164.63 - $174.58 $10.7K - $11.3K
3.01K $526K
MA
Mastercard Inc

Financial Services
-2
- 0.05%
$550.18 - $598.96 $1.1K - $1.2K
3.73K $2.12M
NVMI
Nova Ltd.

Technology
-26
- 3.43%
$237.16 - $319.66 $6.17K - $8.31K
731 $233K
VEA
Vanguard Ftse Developed Market

ETFs
-478
- 2.14%
$56.02 - $60.3 $26.8K - $28.8K
21.9K $1.31M
JNJ
Johnson & Johnson

Healthcare
-208
- 9.19%
$155.17 - $185.42 $32.3K - $38.6K
2.06K $381K
MSFT
Microsoft Corp

Technology
-543
- 3.32%
$491.09 - $535.64 $267K - $291K
15.8K $8.19M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-15
- 0.3%
$158.03 - $197.08 $2.37K - $2.96K
4.94K $826K
GE
General Electric CO

Industrials
-20
- 1.11%
$244.75 - $305.63 $4.9K - $6.11K
1.78K $534K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-25
- 1.34%
$546.99 - $602.2 $13.7K - $15.1K
1.84K $1.1M
LYV
Live Nation Entertainment, Inc.

Communication Services
-53
- 0.62%
$143.56 - $174.06 $7.61K - $9.23K
8.52K $1.39M
APH
Amphenol Corp

Technology
-62
- 1.3%
$97.39 - $125.4 $6.04K - $7.77K
4.7K $581K
GM
General Motors CO

Consumer Cyclical
-1.29K
- 7.12%
$48.89 - $61.24 $63.1K - $79K
16.8K $1.03M
GOOGL
Alphabet Inc.

Communication Services
-3.09K
- 22.45%
$174.36 - $254.72 $539K - $787K
10.7K $2.6M
BX
Blackstone Inc.

Financial Services
-216
- 2.1%
$152.77 - $188.68 $33K - $40.8K
10.1K $1.72M
NVDA
Nvidia Corp

Technology
-5.36K
- 12.65%
$153.3 - $186.58 $822K - $1M
37K $6.91M
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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