Curated Wealth Partners LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $769 Million distributed in 233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apollo Global Management, Inc. with a value of $291M, Ares Management Corp with a value of $258M, Spdr S&P 500 ETF Trust with a value of $29.4M, Vanguard Index Fds S&P 500 ETF with a value of $23.5M, and Dimensional ETF Tr with a value of $16.9M.
Examining the 13F form we can see an increase of $66M in the current position value, from $703M to 769M.
Below you can find more details about Curated Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$769 Million
Financial Services: $568 Million
ETFs: $92.6 Million
Technology: $33.2 Million
Industrials: $19.7 Million
Consumer Cyclical: $19.4 Million
Communication Services: $11.9 Million
Healthcare: $9.44 Million
Energy: $6.59 Million
Other: $8.85 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
