Curated Wealth Partners LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $862 Million distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apollo Global Management, Inc. with a value of $367M, Ares Management Corp with a value of $263M, Spdr S&P 500 ETF Trust with a value of $30M, Vanguard Index Fds S&P 500 ETF with a value of $26.1M, and Dimensional ETF Tr with a value of $16.4M.
Examining the 13F form we can see an increase of $92.1M in the current position value, from $769M to 862M.
Below you can find more details about Curated Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$862 Million
Financial Services: $651 Million
ETFs: $103 Million
Technology: $32.9 Million
Industrials: $19.7 Million
Consumer Cyclical: $17.4 Million
Communication Services: $12.1 Million
Healthcare: $9.11 Million
Energy: $8.59 Million
Other: $7.87 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
