Curated Wealth Partners LLC Sells in Q2 2025

Curated Wealth Partners LLC

  • $830 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-25.5K
- 80.23%
$34.39 - $47.46 $878K - $1.21M
6.29K $297K
COP
Conocophillips

Energy
-1.9K
- 11.19%
$82.66 - $106.1 $157K - $201K
15K $1.35M
GM
General Motors CO

Consumer Cyclical
-7.22K
- 28.49%
$42.48 - $50.46 $307K - $365K
18.1K $892K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-944
- 33.62%
$416.06 - $551.64 $393K - $521K
1.86K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-93
- 1.67%
$483.48 - $539.8 $45K - $50.2K
5.48K $2.66M
SSNC
Ss&C Technologies Holdings Inc

Technology
-2.62K
- 27.34%
$71.96 - $83.42 $188K - $218K
6.95K $575K
AIG
American International Group, Inc.

Financial Services
-1.86K
- 7.68%
$77.56 - $87.72 $144K - $163K
22.4K $1.92M
SYY
Sysco Corp

Consumer Defensive
-2.64K
- 15.87%
$68.0 - $75.91 $180K - $201K
14K $1.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.83K
- 37.96%
$82.96 - $110.1 $235K - $312K
4.63K $509K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-64
- 2.22%
$225.56 - $335.19 $14.4K - $21.5K
2.82K $670K
PFE
Pfizer Inc

Healthcare
-2.65K
- 5.96%
$21.59 - $24.84 $57.2K - $65.9K
41.8K $1.01M
DAR
Darling Ingredients Inc.

Consumer Defensive
-7.14K
- 29.38%
$27.63 - $38.64 $197K - $276K
17.2K $651K
XOM
Exxon Mobil Corp

Energy
-408
- 13.24%
$99.93 - $119.04 $40.8K - $48.6K
2.67K $288K
V
Visa Inc.

Financial Services
-235
- 7.16%
$308.27 - $373.31 $72.4K - $87.7K
3.05K $1.08M
CVX
Chevron Corp

Energy
-141
- 6.98%
$133.73 - $168.51 $18.9K - $23.8K
1.88K $269K
JNJ
Johnson & Johnson

Healthcare
-134
- 5.59%
$146.36 - $159.82 $19.6K - $21.4K
2.26K $345K
ABBV
Abb Vie Inc.

Healthcare
-32
- 1.65%
$170.16 - $206.27 $5.45K - $6.6K
1.91K $353K
ROLL
Rbc Bearings Inc

Industrials
-187
- 9.45%
N/A
1.79K $440K
KAI
Kadant Inc

Industrials
-2
- 0.1%
$286.24 - $350.17 $572 - $700
1.99K $632K
ABT
Abbott Laboratories

Healthcare
-587
- 4.22%
$123.95 - $138.08 $72.8K - $81.1K
13.3K $1.81M
WM
Waste Management Inc

Industrials
-52
- 1.24%
$216.47 - $242.1 $11.3K - $12.6K
4.15K $948K
PG
Procter & Gamble CO

Consumer Defensive
-14
- 0.79%
$157.66 - $172.39 $2.21K - $2.41K
1.76K $280K
ADSK
Autodesk, Inc.

Technology
-69
- 4.68%
N/A
1.41K $345K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-2.31K
- 16.19%
$8.28 - $9.42 $19.1K - $21.8K
12K $112K
DHR
Danaher Corp

Healthcare
-26
- 2.09%
$174.64 - $205.16 $4.54K - $5.33K
1.22K $240K
ACN
Accenture PLC

Technology
-6
- 0.61%
$279.23 - $323.21 $1.68K - $1.94K
984 $294K
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 2.33%
$335.24 - $380.78 $9.72K - $11K
1.22K $445K
HQY
Healthequity, Inc.

Healthcare
-565
- 19.18%
$76.77 - $113.06 $43.4K - $63.9K
2.38K $249K
Ferguson Enterprises Inc
-103
- 1.87%
N/A
5.39K $0
Labcorp Holdings Inc
-238
- 5.73%
N/A
3.92K $0
Arista Networks Inc
-1.25K
- 7.34%
N/A
15.7K $0
LMT
Lockheed Martin Corp

Industrials
-4
- 0.74%
$430.82 - $486.45 $1.72K - $1.95K
536 $248K
F
Ford Motor CO

Consumer Cyclical
-1.11K
- 4.21%
$8.69 - $10.85 $9.64K - $12K
25.2K $273K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.16K
- 6.51%
$39.89 - $49.46 $46.4K - $57.5K
16.7K $825K
CDNS
Cadence Design Systems Inc

Technology
-12
- 1.18%
$231.64 - $323.08 $2.78K - $3.88K
1K $309K
HWM
Howmet Aerospace Inc.

Industrials
-226
- 9.0%
$112.33 - $186.13 $25.4K - $42.1K
2.28K $425K
EME
Emcor Group, Inc.

Industrials
-162
- 11.39%
$342.02 - $534.89 $55.4K - $86.7K
1.26K $673K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.09K
- 7.78%
$498.8 - $620.9 $544K - $677K
12.9K $8.03M
VGT
Vanguard Information Technolog

ETFs
-23
- 0.53%
$470.37 - $663.28 $10.8K - $15.3K
4.29K $2.85M
META
Meta Platforms, Inc.

Communication Services
-230
- 4.79%
$484.66 - $738.09 $111K - $170K
4.57K $3.38M
Activity Summary
Buys All Purchases 66 New Holdings 19 Increased Positions 47 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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