Curated Wealth Partners LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $757 Million distributed in 289 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apollo Global Management, Inc. with a value of $305M, Ares Management Corp with a value of $218M, Spdr S&P 500 ETF Trust with a value of $28.8M, Vanguard Index Fds S&P 500 ETF with a value of $27.3M, and Dimensional ETF Tr with a value of $18.5M.
Examining the 13F form we can see an decrease of $105M in the current position value, from $862M to 757M.
Below you can find more details about Curated Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$757 Million
Financial Services: $549 Million
ETFs: $102 Million
Technology: $29.9 Million
Industrials: $18.2 Million
Consumer Cyclical: $16.4 Million
Communication Services: $12 Million
Energy: $9.69 Million
Healthcare: $9.55 Million
Other: $10.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
