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CIK: 0001781284
Total reported value
$1.2B
$1.2B
138 檔
44.2%
At the close of Q1 2024, Curated Wealth Partners LLC disclosed equity holdings valued at approximately $1.2B, spread across 138 reported holdings.
During Q1 2024, Curated Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APO | Apollo Global Management Inc | Stock-Financials | 38.91% | -9.26% | -1.83% | |
| 2 | ARES | Ares Management CORP - A | Stock-Financials | 32.49% | -5.09% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.39% | -1.12% | +6.78% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | -1.15% | +14.40% | |
| 5 | TEX | Terex CORP | Stock-Industrials | 1.67% | -0.92% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.86% | +0.28% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | +0.93% | +3.60% | |
| 8 | RWEM | Rayliant Nxtgn Mlt Em Eq-usd | ETF-Other | 0.91% | — | — | |
| 9 | SNAP | Snap Inc - A | Stock-Comm Services | 0.90% | -0.04% | — | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 0.79% | -0.34% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.31% | +8.45% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.39% | -2.68% | |
| 13 | BERYEUR | Berry Global Group Inc | Stock-Other | 0.53% | — | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.60% | -3.74% | |
| 15 | ARCC | Ares Capital CORP | Stock-Financials | 0.44% | -0.10% | — | |
| 16 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.38% | -0.20% | +200.00% | |
| 17 | DVA | Davita Inc | Stock-Healthcare | 0.38% | -0.19% | — | |
| 18 | TWOU 4.5 02-01-30Bond | 2u Inc | Bond | 0.36% | — | — | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | -0.13% | — | |
| 20 | VICI | Vici Properties Inc | Stock-Real Estate | 0.32% | -0.02% | -0.28% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.01% | -4.94% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.27% | -0.08% | — | |
| 23 | SG | Sweetgreen Inc - Class A | Stock-Other | 0.27% | -0.02% | — | |
| 24 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.26% | -0.07% | — | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | +0.17% | -2.23% | |
| 26 | AIG | American International Group | Stock-Financials | 0.26% | +0.02% | -4.00% | |
| 27 | EME | Emcor Group Inc | Stock-Industrials | 0.22% | +0.01% | -17.30% | |
| 28 | COP | Conocophillips | Stock-Energy | 0.21% | +0.03% | -3.76% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | -0.07% | +1.06% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | -0.04% | +131.12% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | +0.23% | +72.35% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.19% | -0.01% | +0.05% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | +0.05% | -1.90% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.19% | — | +3.53% | |
| 35 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 0.18% | -0.07% | -6.10% | |
| 36 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.18% | -0.04% | -4.60% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | +0.07% | -2.54% | |
| 38 | ALL | Allstate CORP | Stock-Financials | 0.17% | +0.03% | NEW | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | +0.09% | -4.53% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.17% | +0.02% | +12.75% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.03% | -9.22% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | +0.03% | -4.79% | |
| 43 | ANETEUR | Arista Networks Inc | Stock-Other | 0.16% | — | +11.00% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.16% | -0.07% | -58.79% | |
| 45 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.15% | +0.02% | NEW | |
| 46 | FCN | Fti Consulting Inc | Stock-Industrials | 0.14% | -0.03% | -6.70% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.14% | +0.02% | -3.02% | |
| 48 | MANH | Manhattan Associates Inc | Stock-Tech | 0.14% | +0.02% | — | |
| 49 | PRI | Primerica Inc | Stock-Financials | 0.14% | -0.04% | -6.05% | |
| 50 | GM | General Motors Co | Stock-Consumer Disc | 0.13% | +0.07% | -4.51% |
According to official SEC Form 13F filings, Curated Wealth Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 138 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including APO, ARES, SPY) accounted for 44.2% of total reported equity market value during Q1 2024.
During Q1 2024, Curated Wealth Partners LLC's top holdings by market value included APO (38.9%)、ARES (32.5%)、SPY (3.4%). The largest single position, APO, represented 38.9% of total portfolio value.
In Q1 2024, Curated Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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