Curated Wealth Partners LLC Top Holdings and 13F Report (2025) About Curated Wealth Partners LLCInvestment ActivityCurated Wealth Partners LLC has $876.01 million in total holdings as of December 31, 2024.Curated Wealth Partners LLC owns shares of 142 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.10% of the portfolio was purchased this quarter.About 7.00% of the portfolio was sold this quarter.This quarter, Curated Wealth Partners LLC has purchased 132 new stocks and bought additional shares in 48 stocks.Curated Wealth Partners LLC sold shares of 30 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apollo Global Management $367,108,153Ares Management $263,026,216SPDR S&P 500 ETF Trust $30,024,876Vanguard S&P 500 ETF $26,132,494Dimensional International Core Equity Market ETF $16,373,258 Largest New Holdings this Quarter Vanguard FTSE Developed Markets ETF $1,711,935 HoldingARISTA NETWORKS INC $1,626,118 HoldingVanguard Value ETF $1,439,661 HoldingiShares Core S&P Total U.S. Stock Market ETF $1,196,295 HoldingiShares Core MSCI EAFE ETF $1,135,724 Holding Largest Purchases this Quarter Terex 50,000 shares (about $2.31M)Vanguard S&P 500 ETF 4,012 shares (about $2.16M)Vanguard FTSE Developed Markets ETF 35,800 shares (about $1.71M)ARISTA NETWORKS INC 14,712 shares (about $1.63M)Vanguard Value ETF 8,503 shares (about $1.44M) Largest Sales this Quarter Ares Management 171,385 shares (about $30.34M)Apollo Global Management 107,964 shares (about $17.83M)Apple 3,696 shares (about $925.55K)Texas Pacific Land 721 shares (about $797.40K)EMCOR Group 1,636 shares (about $742.58K) 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$367,108,153$17,831,330 ▼-4.6%2,222,74341.9%FinanceARESAres Management$263,026,216$30,340,286 ▼-10.3%1,485,77230.0%FinanceSPYSPDR S&P 500 ETF Trust$30,024,8760.0%51,2303.4%FinanceVOOVanguard S&P 500 ETF$26,132,494$2,161,723 ▲9.0%48,5003.0%ETFDFAIDimensional International Core Equity Market ETF$16,373,258$819,410 ▲5.3%560,7281.9%ETFAAPLApple$12,349,966$925,553 ▼-7.0%49,3171.4%Computer and TechnologyRAYERayliant Quantamental Emerging Market Equity ETF$10,879,270$1,014,110 ▲10.3%457,8241.2%ETFTEXTerex$10,488,335$2,311,000 ▲28.3%226,9221.2%Industrial ProductsIVViShares Core S&P 500 ETF$7,058,865$538,642 ▲8.3%11,9910.8%ETFMSFTMicrosoft$6,596,902$24,869 ▼-0.4%15,6510.8%Computer and TechnologyAMZNAmazon.com$6,000,098$413,989 ▼-6.5%27,3490.7%Retail/WholesaleSNAPSnap$5,778,5470.0%536,5410.7%Computer and TechnologyNVDANVIDIA$3,901,257$28,872 ▲0.7%29,0510.4%Computer and TechnologyBERYBerry Global Group$3,851,0990.0%59,5500.4%Industrial ProductsTPLTexas Pacific Land$3,399,721$797,397 ▼-19.0%3,0740.4%Oils/EnergyARCCAres Capital$3,353,7230.0%153,2080.4%FinanceDVADaVita$2,771,9100.0%18,5350.3%MedicalVGTVanguard Information Technology ETF$2,751,466$3,109 ▼-0.1%4,4250.3%ETFMETAMeta Platforms$2,435,136$40,986 ▼-1.7%4,1590.3%Computer and TechnologyGOOGLAlphabet$2,329,337$15,523 ▲0.7%12,3050.3%Computer and TechnologyBRK.BBerkshire Hathaway$2,203,847$1,322,671 ▲150.1%4,8620.3%FinancePKGPackaging Co. of America$2,127,4790.0%9,4500.2%Industrial ProductsVICIVICI Properties$2,115,0970.0%72,4100.2%FinanceDGROiShares Core Dividend Growth ETF$2,014,161$56,187 ▲2.9%32,8360.2%ETFIWFiShares Russell 1000 Growth ETF$1,978,5860.0%4,9270.2%ETFMAMastercard$1,922,509$31,594 ▼-1.6%3,6510.2%Business ServicesAIGAmerican International Group$1,809,809$122,304 ▲7.2%24,8600.2%FinanceABTAbbott Laboratories$1,765,534$213,665 ▲13.8%15,6090.2%MedicalBXBlackstone$1,735,406$2,759 ▲0.2%10,0650.2%FinanceSGSweetgreen$1,734,5420.0%54,1030.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,711,935$1,711,935 ▲New Holding35,8000.2%ETFARISTA NETWORKS INC$1,626,118$1,626,118 ▲New Holding14,7120.2%COM SHSQQQInvesco QQQ$1,524,5010.0%2,9820.2%FinanceCOPConocoPhillips$1,523,945$146,573 ▲10.6%15,3670.2%Oils/EnergyEFAiShares MSCI EAFE ETF$1,500,1030.0%19,8400.2%FinanceVTVVanguard Value ETF$1,439,661$1,439,661 ▲New Holding8,5030.2%ETFBACBank of America$1,422,177$10,900 ▲0.8%32,3590.2%FinancePERMIAN RESOURCES CORP$1,364,0010.0%94,8540.2%CLASS A COMTXNTexas Instruments$1,316,320$107,068 ▲8.9%7,0200.2%Computer and TechnologyARDCAres Dynamic Credit Allocation Fund$1,304,3550.0%86,3240.1%Financial ServicesSYYSysco$1,227,948$88,847 ▲7.8%16,0600.1%Consumer StaplesPFEPfizer$1,202,788$245,031 ▲25.6%45,3370.1%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,196,295$1,196,295 ▲New Holding9,3010.1%ETFXLVHealth Care Select Sector SPDR Fund$1,169,344$35,768 ▼-3.0%8,5000.1%ETFGMGeneral Motors$1,150,419$66,694 ▲6.2%21,5960.1%Auto/Tires/TrucksIEFAiShares Core MSCI EAFE ETF$1,135,724$1,135,724 ▲New Holding16,1600.1%ETFVTIVanguard Total Stock Market ETF$1,093,524$391,745 ▲55.8%3,7740.1%ETFHDHome Depot$1,045,995$67,295 ▼-6.0%2,6890.1%Retail/WholesaleGOOGAlphabet$1,023,2350.0%5,3730.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,002,945$23,252 ▼-2.3%4,1840.1%FinanceVVisa$988,259$82,171 ▼-7.7%3,1270.1%Business ServicesUNPUnion Pacific$973,504$56,098 ▲6.1%4,2690.1%TransportationSSNCSS&C Technologies$942,853$52,667 ▲5.9%12,4420.1%Computer and TechnologyAONAON$941,718$941,718 ▲New Holding2,6220.1%FinanceCATCaterpillar$877,153$137,486 ▼-13.6%2,4180.1%Industrial ProductsCARRCarrier Global$873,7290.0%12,8000.1%Computer and TechnologyEPDEnterprise Products Partners$867,731$344,960 ▲66.0%27,6700.1%Oils/EnergyWMWaste Management$850,342$850,342 ▲New Holding4,2140.1%Business ServicesLABCORP HOLDINGS INC$827,158$50,680 ▲6.5%3,6070.1%COM SHSPRIPrimerica$824,8450.0%3,0390.1%FinanceVWOVanguard FTSE Emerging Markets ETF$824,022$824,022 ▲New Holding18,7110.1%ETFSSDSimpson Manufacturing$821,3560.0%4,9530.1%ConstructionDARDarling Ingredients$818,736$818,736 ▲New Holding24,3020.1%Consumer StaplesHCAHCA Healthcare$808,303$7,504 ▼-0.9%2,6930.1%MedicalIVWiShares S&P 500 Growth ETF$756,906$51,780 ▼-6.4%7,4550.1%ETFEXRExtra Space Storage$723,764$25,432 ▲3.6%4,8380.1%FinanceFCNFTI Consulting$723,4270.0%3,7850.1%Business ServicesINTUIntuit$712,722$73,535 ▼-9.4%1,1340.1%Computer and TechnologyCRVLCorVel$710,951$473,967 ▲200.0%6,3900.1%Business ServicesFTNTFortinet$708,221$173,182 ▲32.4%7,4960.1%Computer and TechnologyOTISOtis Worldwide$690,037$3,427 ▼-0.5%7,4510.1%ConstructionKAIKadant$681,010$345 ▲0.1%1,9740.1%Industrial ProductsFIFiserv$646,046$60,599 ▲10.4%3,1450.1%Business ServicesEMEEMCOR Group$645,445$742,579 ▼-53.5%1,4220.1%ConstructionMCMoelis & Company$635,515$813 ▼-0.1%8,6020.1%FinanceTTCToro$597,787$178,864 ▲42.7%7,4630.1%Consumer DiscretionaryRBCRBC Bearings$594,990$9,572 ▲1.6%1,9890.1%Industrial ProductsTRGPTarga Resources$583,874$583,874 ▲New Holding3,2710.1%Oils/EnergyNVONovo Nordisk A/S$576,161$160,427 ▲38.6%6,6980.1%MedicalGOLFAcushnet$562,1010.0%7,9080.1%Consumer DiscretionaryFCXFreeport-McMoRan$554,141$62,794 ▼-10.2%14,5520.1%Basic MaterialsWTSWatts Water Technologies$543,828$78,271 ▲16.8%2,6750.1%Computer and TechnologyLSTRLandstar System$526,923$109,131 ▲26.1%3,0660.1%TransportationVIGVanguard Dividend Appreciation ETF$519,1070.0%2,6500.1%ETFVOEVanguard Mid-Cap Value ETF$509,363$509,363 ▲New Holding3,1480.1%ETFAVGOBroadcom$504,019$201,237 ▼-28.5%2,1740.1%Computer and TechnologyVUGVanguard Growth ETF$491,707$144,475 ▲41.6%1,1980.1%ETFADSKAutodesk$482,665$5,616 ▲1.2%1,6330.1%Computer and TechnologyAMDAdvanced Micro Devices$475,309$76,098 ▲19.1%3,9350.1%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$467,2500.0%6,6750.1%ETFIWBiShares Russell 1000 ETF$467,1320.0%1,4500.1%ETFUBERUber Technologies$466,938$91,204 ▲24.3%7,7410.1%Computer and TechnologyNEENextEra Energy$463,117$87,533 ▲23.3%6,4600.1%UtilitiesREVELYST INC$451,176$451,176 ▲New Holding23,4620.1%COM SHSCWANClearwater Analytics$440,623$51,160 ▼-10.4%16,0110.1%Computer and TechnologyGGGGraco$438,8140.0%5,2060.1%Industrial ProductsDTDynatrace$423,658$162,289 ▲62.1%7,7950.0%Computer and TechnologyCOSTCostco Wholesale$414,1550.0%4520.0%Retail/WholesaleUFPIUFP Industries$408,1320.0%3,6230.0%ConstructionTSLATesla$400,206$6,058 ▲1.5%9910.0%Auto/Tires/TrucksShowing 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. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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