Curated Wealth Partners LLC Top Holdings and 13F Report (2025) About Curated Wealth Partners LLCInvestment ActivityCurated Wealth Partners LLC has $772.93 million in total holdings as of March 31, 2025.Curated Wealth Partners LLC owns shares of 150 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.41% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Curated Wealth Partners LLC has purchased 142 new stocks and bought additional shares in 64 stocks.Curated Wealth Partners LLC sold shares of 27 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apollo Global Management $305,289,442Ares Management $218,303,609SPDR S&P 500 ETF Trust $28,813,622Vanguard S&P 500 ETF $27,490,776Dimensional International Core Equity Market ETF $18,338,348 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,193,766 Holding538034109 - Live Nation Entertainment $1,119,854 Holding78410G104 - SBA Communications $1,005,005 Holding194162103 - Colgate-Palmolive $992,845 Holding31488V107 - FERGUSON ENTERPRISES INC $880,623 Holding Largest Purchases this Quarter Berkshire Hathaway 4 shares (about $3.19M)Vanguard S&P 500 ETF 4,993 shares (about $2.57M)Rayliant Quantamental Emerging Market Equity ETF 75,830 shares (about $1.70M)iShares Core S&P 500 ETF 2,040 shares (about $1.15M)Live Nation Entertainment 8,576 shares (about $1.12M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 13,458 shares (about $684.07K)Apple 2,579 shares (about $572.87K)Home Depot 1,444 shares (about $529.21K)Texas Pacific Land 308 shares (about $408.10K)PERMIAN RESOURCES CORP 25,000 shares (about $346.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCurated Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPOApollo Global Management$305,289,442$906,954 ▲0.3%2,229,36639.5%FinanceARESAres Management$218,303,609$474,577 ▲0.2%1,489,00928.2%FinanceSPYSPDR S&P 500 ETF Trust$28,813,622$156,070 ▲0.5%51,5093.7%FinanceVOOVanguard S&P 500 ETF$27,490,776$2,565,970 ▲10.3%53,4933.6%ETFDFAIDimensional International Core Equity Market ETF$18,338,348$826,814 ▲4.7%587,2032.4%ETFRAYERayliant Quantamental Emerging Market Equity ETF$11,963,092$1,699,905 ▲16.6%533,6541.5%ETFAAPLApple$10,381,913$572,873 ▼-5.2%46,7381.3%Computer and TechnologyTEXTerex$8,573,1130.0%226,9221.1%IndustrialsIVViShares Core S&P 500 ETF$7,884,020$1,146,276 ▲17.0%14,0311.0%ETFMSFTMicrosoft$6,117,354$242,126 ▲4.1%16,2960.8%Computer and TechnologyAMZNAmazon.com$4,874,272$329,150 ▼-6.3%25,6190.6%Retail/WholesaleSNAPSnap$4,673,2720.0%536,5410.6%Computer and TechnologyBERYBerry Global Group$4,157,1860.0%59,5500.5%IndustrialsNVDANVIDIA$3,822,561$674,015 ▲21.4%35,2700.5%Computer and TechnologyTPLTexas Pacific Land$3,664,922$408,097 ▼-10.0%2,7660.5%EnergyARCCAres Capital$3,395,0890.0%153,2080.4%FinanceBRK.ABerkshire Hathaway$3,193,766$3,193,766 ▲New Holding40.4%FinanceBRK.BBerkshire Hathaway$2,965,407$376,002 ▲14.5%5,5680.4%FinanceDVADaVita$2,835,2990.0%18,5350.4%MedicalMETAMeta Platforms$2,768,255$371,176 ▲15.5%4,8030.4%Computer and TechnologyVICIVICI Properties$2,362,0140.0%72,4100.3%FinanceVGTVanguard Information Technology ETF$2,340,913$59,119 ▼-2.5%4,3160.3%ETFAIGAmerican International Group$2,107,251$54,077 ▼-2.5%24,2380.3%FinanceGOOGLAlphabet$2,092,898$190,053 ▲10.0%13,5340.3%Computer and TechnologyMAMastercard$2,046,681$45,494 ▲2.3%3,7340.3%Business ServicesDGROiShares Core Dividend Growth ETF$1,972,017$56,590 ▼-2.8%31,9200.3%ETFPKGPackaging Co. of America$1,871,2890.0%9,4500.2%IndustrialsABTAbbott Laboratories$1,845,689$224,841 ▼-10.9%13,9140.2%MedicalCOPConocoPhillips$1,779,669$165,827 ▲10.3%16,9460.2%EnergyIWFiShares Russell 1000 Growth ETF$1,779,0900.0%4,9270.2%ETFEFAiShares MSCI EAFE ETF$1,588,423$33,101 ▼-2.0%19,4350.2%FinanceVTVVanguard Value ETF$1,469,322$518 ▲0.0%8,5060.2%ETFBXBlackstone$1,434,842$27,956 ▲2.0%10,2650.2%FinanceSGSweetgreen$1,353,6570.0%54,1030.2%Retail/WholesaleBACBank of America$1,327,138$23,202 ▼-1.7%31,8030.2%FinanceQQQInvesco QQQ$1,316,738$81,593 ▼-5.8%2,8080.2%FinanceARISTA NETWORKS INC$1,316,308$176,422 ▲15.5%16,9890.2%COM SHSTXNTexas Instruments$1,311,632$50,136 ▲4.0%7,2990.2%Computer and TechnologySYYSysco$1,250,092$44,949 ▲3.7%16,6590.2%Consumer StaplesARDCAres Dynamic Credit Allocation Fund$1,209,224$9,672 ▼-0.8%85,6390.2%Financial ServicesGMGeneral Motors$1,192,396$176,738 ▲17.4%25,3540.2%Auto/Tires/TrucksVVisa$1,149,510$53,620 ▲4.9%3,2800.1%Business ServicesVEAVanguard FTSE Developed Markets ETF$1,135,641$684,068 ▼-37.6%22,3420.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,134,8150.0%9,3010.1%ETFPFEPfizer$1,126,945$21,894 ▼-1.9%44,4730.1%MedicalIEFAiShares Core MSCI EAFE ETF$1,125,672$96,832 ▼-7.9%14,8800.1%ETFLYVLive Nation Entertainment$1,119,854$1,119,854 ▲New Holding8,5760.1%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,115,872$89,535 ▲8.7%4,5490.1%FinanceAONAON$1,046,4170.0%2,6220.1%FinanceVTIVanguard Total Stock Market ETF$1,040,892$3,847 ▲0.4%3,7880.1%ETFUNPUnion Pacific$1,036,619$28,113 ▲2.8%4,3880.1%TransportationSBACSBA Communications$1,005,005$1,005,005 ▲New Holding4,5680.1%FinanceCLColgate-Palmolive$992,845$992,845 ▲New Holding10,5960.1%Consumer StaplesWMWaste Management$972,112$3,473 ▼-0.4%4,1990.1%Business ServicesPERMIAN RESOURCES CORP$967,478$346,250 ▼-26.4%69,8540.1%CLASS A COMLABCORP HOLDINGS INC$966,569$127,076 ▲15.1%4,1530.1%COM SHSINTUIntuit$952,301$256,035 ▲36.8%1,5510.1%Computer and TechnologyEPDEnterprise Products Partners$944,6540.0%27,6700.1%EnergyHCAHCA Healthcare$930,5670.0%2,6930.1%MedicalGOOGAlphabet$926,132$86,708 ▲10.3%5,9280.1%Computer and TechnologyFERGUSON ENTERPRISES INC$880,623$880,623 ▲New Holding5,4960.1%COMMON STOCK NEWPRIPrimerica$864,6870.0%3,0390.1%FinanceCARRCarrier Global$819,381$7,862 ▲1.0%12,9240.1%Computer and TechnologyLULULululemon Athletica$816,911$816,911 ▲New Holding2,8860.1%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$808,137$38,696 ▼-4.6%17,8560.1%ETFSSNCSS&C Technologies$798,966$240,316 ▼-23.1%9,5650.1%Computer and TechnologySSDSimpson Manufacturing$778,0180.0%4,9530.1%ConstructionOTISOtis Worldwide$775,445$6,502 ▲0.8%7,5140.1%ConstructionDARDarling Ingredients$759,1970.0%24,3020.1%Consumer StaplesFTNTFortinet$744,186$22,621 ▲3.1%7,7310.1%Computer and TechnologyCRVLCorVel$715,4890.0%6,3900.1%Business ServicesFIFiserv$702,681$8,171 ▲1.2%3,1820.1%Business ServicesIVWiShares S&P 500 Growth ETF$692,0480.0%7,4550.1%ETFKAIKadant$671,798$6,738 ▲1.0%1,9940.1%IndustrialsTRGPTarga Resources$670,371$14,634 ▲2.2%3,3440.1%EnergyAVGOBroadcom$659,673$295,681 ▲81.2%3,9400.1%Computer and TechnologyRBCRBC Bearings$636,461$3,539 ▼-0.6%1,9780.1%IndustrialsMLMMartin Marietta Materials$627,784$627,784 ▲New Holding1,3130.1%ConstructionTTCToro$626,378$83,444 ▲15.4%8,6100.1%Consumer DiscretionaryFCNFTI Consulting$621,0420.0%3,7850.1%Business ServicesUBERUber Technologies$576,907$12,896 ▲2.3%7,9180.1%Computer and TechnologyWTSWatts Water Technologies$545,4860.0%2,6750.1%Computer and TechnologyGOLFAcushnet$542,9630.0%7,9080.1%Consumer DiscretionaryVUGVanguard Growth ETF$533,240$88,997 ▲20.0%1,4380.1%ETFUFPIUFP Industries$526,209$138,403 ▲35.7%4,9160.1%ConstructionEMEEMCOR Group$525,6140.0%1,4220.1%ConstructionLSTRLandstar System$519,843$59,329 ▲12.9%3,4610.1%TransportationMCMoelis & Company$519,754$17,741 ▲3.5%8,9060.1%FinanceVOEVanguard Mid-Cap Value ETF$494,377$11,079 ▼-2.2%3,0790.1%ETFAMDAdvanced Micro Devices$488,530$84,247 ▲20.8%4,7550.1%Computer and TechnologyCOSTCostco Wholesale$477,618$50,126 ▲11.7%5050.1%Retail/WholesaleAJGArthur J. Gallagher & Co.$472,980$472,980 ▲New Holding1,3700.1%FinanceNFLXNetflix$470,929$161,328 ▲52.1%5050.1%Consumer DiscretionaryNVONovo Nordisk A/S$470,178$5,069 ▲1.1%6,7710.1%MedicalHDHome Depot$456,281$529,213 ▼-53.7%1,2450.1%Retail/WholesaleIWBiShares Russell 1000 ETF$444,7730.0%1,4500.1%ETFTSLATesla$443,162$186,335 ▲72.6%1,7100.1%Auto/Tires/TrucksGGGGraco$434,7540.0%5,2060.1%IndustrialsJKHYJack Henry & Associates$416,146$174,383 ▲72.1%2,2790.1%Computer and TechnologyUNHUnitedHealth Group$411,670$142,461 ▲52.9%7860.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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