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CIK: 0001781284
Total reported value
$1.2B
$1.2B
142 檔
57.8%
According to the latest 13F quarterly dataset, Curated Wealth Partners LLC managed an equity portfolio of $1.2B at the end of Q4 2024, spanning 142 distinct U.S. exchange-listed positions.
In Q4 2024, Curated Wealth Partners LLC displayed an active expansion posture, initiating 23 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APO | Apollo Global Management Inc | Stock-Financials | 41.91% | -9.26% | -4.63% | |
| 2 | ARES | Ares Management CORP - A | Stock-Financials | 30.03% | -5.09% | -10.34% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.43% | -1.12% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | -1.15% | +9.02% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 1.87% | -0.34% | +5.27% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.86% | -6.97% | |
| 7 | RWEM | Rayliant Nxtgn Mlt Em Eq-usd | ETF-Other | 1.24% | — | +10.28% | |
| 8 | TEX | Terex CORP | Stock-Industrials | 1.20% | -0.92% | +28.26% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.31% | +8.26% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | +0.93% | -0.38% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.39% | -6.45% | |
| 12 | SNAP | Snap Inc - A | Stock-Comm Services | 0.66% | -0.04% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.60% | +0.75% | |
| 14 | BERYEUR | Berry Global Group Inc | Stock-Other | 0.44% | — | — | |
| 15 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.39% | -0.20% | -19.00% | |
| 16 | ARCC | Ares Capital CORP | Stock-Financials | 0.38% | -0.10% | — | |
| 17 | DVA | Davita Inc | Stock-Healthcare | 0.32% | -0.19% | — | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.31% | -0.13% | -0.11% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | +0.23% | -1.66% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.01% | +0.67% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | +0.10% | +150.10% | |
| 22 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.24% | -0.07% | — | |
| 23 | VICI | Vici Properties Inc | Stock-Real Estate | 0.24% | -0.02% | — | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.23% | -0.08% | +2.87% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | -0.07% | — | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | +0.17% | -1.62% | |
| 27 | AIG | American International Group | Stock-Financials | 0.21% | +0.02% | +7.25% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | +0.07% | +13.77% | |
| 29 | BX | Blackstone Inc | Stock-Financials | 0.20% | -0.01% | +0.16% | |
| 30 | SG | Sweetgreen Inc - Class A | Stock-Other | 0.20% | -0.02% | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.20% | -0.04% | — | |
| 32 | ANET | Arista Networks Inc | Stock-Tech | 0.19% | +0.05% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | -0.04% | — | |
| 34 | COP | Conocophillips | Stock-Energy | 0.17% | +0.03% | +10.64% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.17% | -0.07% | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | -0.06% | — | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | +0.05% | +0.77% | |
| 38 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.16% | -0.14% | — | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.15% | +0.02% | +8.85% | |
| 40 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.15% | -0.04% | — | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.14% | +0.04% | NEW | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.14% | +0.07% | +25.58% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.14% | -0.05% | — | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.13% | — | -2.97% | |
| 45 | GM | General Motors Co | Stock-Consumer Disc | 0.13% | +0.07% | +6.15% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.13% | -0.02% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.06% | +55.82% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | +0.09% | -6.04% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.15% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | +0.06% | -2.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APO | Apollo Global Management Inc | +4.7% | -4.63% | Trim |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 3 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 4 | VTV | Vanguard Value ETF | +0.2% | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +150.10% | Add |
| 6 | ITOT | Ishares Core S&p Total U.s. | +0.1% | NEW | New buy |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | NEW | New buy |
| 8 | AON | Aon plc | +0.1% | NEW | New buy |
| 9 | WM | Waste Management Inc | +0.1% | NEW | New buy |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 11 | DAR | Darling Ingredients Inc | +0.1% | NEW | New buy |
| 12 | TRGP | Targa Resources CORP | +0.1% | NEW | New buy |
| 13 | VOE | Vanguard Mid-cap Value ETF | +0.1% | NEW | New buy |
| 14 | ✓ | Null | +0.1% | NEW | New buy |
| 15 | VBR | Vanguard Small-cap Value ETF | 0% | NEW | New buy |
| 16 | EPD | Enterprise Products Partners | 0% | +65.99% | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | +55.82% | Add |
| 18 | ET | Energy Transfer LP | 0% | NEW | New buy |
| 19 | WMB | Williams Cos Inc | 0% | NEW | New buy |
| 20 | CDNS | Cadence Design Sys Inc | 0% | NEW | New buy |
| 21 | HWM | Howmet Aerospace Inc | 0% | NEW | New buy |
| 22 | WES | Western Midstream Partners L | 0% | NEW | New buy |
| 23 | HQY | Healthequity Inc | 0% | NEW | New buy |
| 24 | FOUR | Shift4 Payments Inc-class A | 0% | NEW | New buy |
| 25 | JKHY | Jack Henry & Associates Inc | 0% | NEW | New buy |
| 26 | AZ | A2z Cust2mate Solutions CORP | 0% | NEW | New buy |
| 27 | FTNT | Fortinet Inc | 0% | +32.37% | Add |
| 28 | VUG | Vanguard Growth ETF | 0% | +41.61% | Add |
| 29 | DT | Dynatrace Inc | 0% | +62.09% | Add |
| 30 | TSLA | Tesla Inc | 0% | +1.54% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +0.67% | Add |
| 32 | GM | General Motors Co | 0% | +6.15% | Add |
| 33 | PFE | Pfizer Inc | 0% | +25.58% | Add |
| 34 | TTC | Toro Co | 0% | +42.70% | Add |
| 35 | IJS | Ishares S&p Small-cap 600 Va | 0% | +64.39% | Add |
| 36 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 37 | CCC | Ccc Intelligent Solutions Ho | 0% | NEW | New buy |
| 38 | REKR | Rekor Systems Inc | 0% | — | Unchanged |
| 39 | CRM | Salesforce Inc | 0% | +0.21% | Add |
| 40 | AZPN1USD | Aspen Technology Inc | 0% | +13.55% | Add |
| 41 | TEX | Terex CORP | — | +28.26% | Add |
| 42 | NVDA | Nvidia CORP | — | +0.75% | Add |
| 43 | ABT | Abbott Laboratories | — | +13.77% | Add |
| 44 | BX | Blackstone Inc | — | +0.16% | Add |
| 45 | BAC | Bank Of America CORP | — | +0.77% | Add |
| 46 | FISV | Fiserv Inc | — | +10.35% | Add |
| 47 | SSNC | Ss&c Technologies Holdings | — | +5.92% | Add |
| 48 | WTS | Watts Water Technologies-a | — | +16.81% | Add |
| 49 | LSTR | Landstar System Inc | — | +26.12% | Add |
| 50 | NBIX | Neurocrine Biosciences Inc | — | +1.24% | Add |
According to official SEC Form 13F filings, Curated Wealth Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 142 disclosed positions in Q4 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 57.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
VEA
市值: $1.7M
Top Position Liquidated / Trimmed
VSTOEUR
前期市值: $2.1M
During Q4 2024, Curated Wealth Partners LLC's top holdings by market value included APO (41.9%)、ARES (30.0%)、SPY (3.4%). The largest single position, APO, represented 41.9% of total portfolio value.
In Q4 2024, Curated Wealth Partners LLC made 114 total portfolio adjustments, initiating 23 new buys, adding to 48 positions, trimming 30 holdings, and fully liquidating 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.