Curated Wealth Partners LLC holdings history

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219 is the total number of securities Curated Wealth Partners LLC has owned. The longest Curated Wealth Partners LLC has owned a single stock is 12 quarters.

Curated Wealth Partners LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
ARES ARES MANAGEMENT CORPOR...12121.62%23.31%46.17%Q4 2020Q3 202312
SNAP SNAP INC12120.87%9.36%23.33%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12123.16%5.90%9.27%Q4 2020Q3 202312
TEX TEREX CORP NEW12121.25%2.49%4.95%Q4 2020Q3 202312
AAPL APPLE INC12121.41%2.46%3.87%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.88%1.41%2.09%Q4 2020Q3 202312
BERY BERRY GLOBAL GROUP INC12120.67%1.36%2.25%Q4 2020Q3 202312
ARCC ARES CAPITAL CORP12120.51%1.01%1.65%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.52%0.98%1.60%Q4 2020Q3 202312
VICI VICI PPTYS INC12120.39%0.79%1.26%Q4 2020Q3 202312
DVA DAVITA INC12120.32%0.74%1.56%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS12120.20%0.66%1.53%Q4 2020Q3 202312
XLV SELECT SECTOR SPDR TR12120.20%0.62%1.68%Q4 2020Q3 202312
VGT VANGUARD WORLD FDS12120.33%0.60%0.94%Q4 2020Q3 202312
DGRO ISHARES TR12120.29%0.59%0.95%Q4 2020Q3 202312
IVW ISHARES TR12120.14%0.57%1.10%Q4 2020Q3 202312
GM GENERAL MTRS CO12120.14%0.52%0.94%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.34%0.52%0.74%Q4 2020Q3 202312
PKG PACKAGING CORP AMER12120.24%0.47%0.84%Q4 2020Q3 202312
ARDC ARES DYNAMIC CR ALLOCA...12120.21%0.46%0.79%Q4 2020Q3 202312
MA MASTERCARD INCORPORATED12120.26%0.45%0.77%Q4 2020Q3 202312
AIG AMERICAN INTL GROUP INC12120.29%0.44%0.70%Q4 2020Q3 202312
BAC BK OF AMERICA CORP12120.18%0.43%0.77%Q4 2020Q3 202312
EFA ISHARES TR12120.17%0.42%1.44%Q4 2020Q3 202312
REKR REKOR SYSTEMS INC12120.03%0.41%1.74%Q4 2020Q3 202312
IVV ISHARES TR12120.23%0.41%0.52%Q4 2020Q3 202312
ABT ABBOTT LABS12120.18%0.39%0.56%Q4 2020Q3 202312
BX BLACKSTONE INC12120.18%0.35%0.66%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.13%0.35%0.63%Q4 2020Q3 202312
EPD ENTERPRISE PRODS PARTN...12120.08%0.33%0.83%Q4 2020Q3 202312
PEP PEPSICO INC12120.18%0.32%0.44%Q4 2020Q3 202312
PFE PFIZER INC12120.06%0.31%0.48%Q4 2020Q3 202312
VSTO VISTA OUTDOOR INC12120.14%0.30%0.58%Q4 2020Q3 202312
HD HOME DEPOT INC12120.18%0.29%0.44%Q4 2020Q3 202312
FCN FTI CONSULTING INC12120.16%0.28%0.46%Q4 2020Q3 202312
V VISA INC12120.14%0.27%0.46%Q4 2020Q3 202312
KKR KKR & CO INC12120.16%0.27%0.46%Q4 2020Q3 202312
CARR CARRIER GLOBAL CORPORA...12120.14%0.26%0.51%Q4 2020Q3 202312
EME EMCOR GROUP INC12120.16%0.25%0.39%Q4 2020Q3 202312
NVR NVR INC12120.16%0.24%0.34%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.12%0.24%0.46%Q4 2020Q3 202312
GOOG ALPHABET INC12120.11%0.23%0.41%Q4 2020Q3 202312
PRI PRIMERICA INC12120.14%0.23%0.38%Q4 2020Q3 202312
SSD SIMPSON MFG INC12120.12%0.22%0.35%Q4 2020Q3 202312
HUM HUMANA INC12120.12%0.22%0.33%Q4 2020Q3 202312
PH PARKER-HANNIFIN CORP12120.14%0.21%0.30%Q4 2020Q3 202312
GOLF ACUSHNET HOLDINGS CORP12120.12%0.21%0.35%Q4 2020Q3 202312
MANH MANHATTAN ASSOCS INC12120.12%0.21%0.35%Q4 2020Q3 202312
ADBE ADOBE SYSTEMS INCORPOR...12120.06%0.20%0.41%Q4 2020Q3 202312
GGG GRACO INC12120.09%0.20%0.34%Q4 2020Q3 202312
TXN TEXAS INSTRS INC12120.14%0.20%0.28%Q4 2020Q3 202312
ZTS ZOETIS INC12120.04%0.19%0.39%Q4 2020Q3 202312
TTC TORO CO12120.07%0.18%0.33%Q4 2020Q3 202312
WTS WATTS WATER TECHNOLOGI...12120.10%0.18%0.32%Q4 2020Q3 202312
CAT CATERPILLAR INC12120.10%0.17%0.24%Q4 2020Q3 202312
DHR DANAHER CORPORATION12120.06%0.16%0.32%Q4 2020Q3 202312
ACN ACCENTURE PLC IRELAND12120.11%0.16%0.21%Q4 2020Q3 202312
FDS FACTSET RESH SYS INC12120.08%0.16%0.26%Q4 2020Q3 202312
MC MOELIS & CO12120.08%0.14%0.25%Q4 2020Q3 202312
ROLL RBC BEARINGS INC12120.08%0.14%0.24%Q4 2020Q3 202312
F FORD MTR CO DEL12120.06%0.13%0.20%Q4 2020Q3 202312
RLI RLI CORP12120.06%0.11%0.19%Q4 2020Q3 202312
MHLD MAIDEN HOLDINGS LTD12120.04%0.11%0.22%Q4 2020Q3 202312
ASX ASE TECHNOLOGY HLDG CO...12120.02%0.11%0.22%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12120.05%0.11%0.20%Q4 2020Q3 202312
APAM ARTISAN PARTNERS ASSET...12120.07%0.11%0.17%Q4 2020Q3 202312
ACRE ARES COML REAL ESTATE ...12120.04%0.10%0.17%Q4 2020Q3 202312
APH AMPHENOL CORP NEW12120.05%0.09%0.17%Q4 2020Q3 202312
TPL TEXAS PACIFIC LAND COR...11110.38%0.86%1.65%Q1 2021Q3 202311
FB META PLATFORMS INC830.08%0.51%1.04%Q4 2020Q3 202311
IWF ISHARES TR920.05%0.40%1.26%Q4 2020Q3 202311
QQQ INVESCO QQQ TR650.09%0.36%0.80%Q4 2020Q3 202311
TFC TRUIST FINL CORP11110.18%0.24%0.36%Q4 2020Q2 202311
OTIS OTIS WORLDWIDE CORP11110.11%0.20%0.34%Q1 2021Q3 202311
PYPL PAYPAL HLDGS INC650.05%0.19%0.40%Q4 2020Q3 202311
FHB FIRST HAWAIIAN INC11110.07%0.17%0.36%Q1 2021Q3 202311
TTE TOTAL SE650.04%0.16%0.30%Q4 2020Q3 202311
CRM SALESFORCE INC830.04%0.14%0.31%Q4 2020Q3 202311
INTU INTUIT650.07%0.14%0.21%Q4 2020Q3 202311
ABBV ABBVIE INC11110.06%0.13%0.21%Q1 2021Q3 202311
BCE BCE INC11110.04%0.12%0.22%Q4 2020Q2 202311
BBVA BANCO BILBAO VIZCAYA A...11110.01%0.02%0.05%Q4 2020Q2 202311
TDY TELEDYNE TECHNOLOGIES INC10100.08%0.24%0.55%Q4 2020Q1 202310
CVX CHEVRON CORP NEW640.06%0.24%0.41%Q4 2020Q3 202310
FCX FREEPORT-MCMORAN INC10100.11%0.21%0.31%Q2 2021Q3 202310
TM TOYOTA MOTOR CORP910.05%0.19%0.33%Q4 2020Q3 202310
NVDA NVIDIA CORPORATION640.06%0.18%0.26%Q1 2021Q3 202310
NVS NOVARTIS AG640.06%0.16%0.29%Q4 2020Q3 202310
SNY SANOFI730.04%0.14%0.28%Q4 2020Q3 202310
UNH UNITEDHEALTH GROUP INC10100.08%0.13%0.18%Q4 2020Q1 202310
IJS ISHARES TR10100.07%0.13%0.24%Q2 2021Q3 202310
IUSV ISHARES TR10100.08%0.12%0.15%Q2 2021Q3 202310
JNJ JOHNSON & JOHNSON10100.04%0.09%0.15%Q1 2021Q2 202310
JKHY HENRY JACK & ASSOC INC640.04%0.08%0.13%Q4 2020Q3 202310
XLK SELECT SECTOR SPDR TR990.05%0.29%0.44%Q4 2020Q4 20229
LIN LINDE PLC990.07%0.16%0.23%Q4 2020Q4 20229
VALE VALE S A540.04%0.15%0.32%Q4 2020Q1 20239
BTI BRITISH AMERN TOB PLC540.05%0.14%0.25%Q4 2020Q2 20239
TSLA TESLA INC990.06%0.12%0.19%Q3 2021Q3 20239
VZ VERIZON COMMUNICATIONS...630.04%0.11%0.20%Q1 2021Q2 20239
MDT MEDTRONIC PLC710.04%0.20%0.33%Q4 2020Q2 20238
LSTR LANDSTAR SYS INC620.10%0.17%0.30%Q2 2021Q3 20238
BKNG BOOKING HOLDINGS INC710.06%0.17%0.27%Q4 2020Q4 20228
SCHW SCHWAB CHARLES CORP410.05%0.14%0.22%Q4 2020Q3 20238
CRVL CORVEL CORP880.10%0.13%0.18%Q4 2021Q3 20238
MMC MARSH & MCLENNAN COS INC880.06%0.12%0.16%Q4 2020Q3 20228
PSMT PRICESMART INC410.04%0.10%0.17%Q4 2020Q3 20238
GENERAL ELECTRIC CO880.06%0.10%0.21%Q3 2021Q2 20238
LCII LCI INDS880.06%0.08%0.10%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO610.05%0.30%0.43%Q4 2020Q4 20227
GEG GREAT ELM GROUP INC770.05%0.08%0.12%Q2 2021Q4 20227
DE DEERE & CO430.04%0.08%0.12%Q2 2021Q2 20237
APOLLO GLOBAL MGMT INC6635.26%37.36%39.96%Q2 2022Q3 20236
VYM VANGUARD WHITEHALL FDS660.78%1.77%2.41%Q2 2022Q3 20236
VIG VANGUARD SPECIALIZED F...660.22%0.37%0.44%Q2 2022Q3 20236
DIS DISNEY WALT CO660.24%0.37%0.46%Q4 2020Q1 20226
MDLZ MONDELEZ INTL INC660.26%0.34%0.42%Q4 2020Q1 20226
COP CONOCOPHILLIPS660.23%0.31%0.40%Q2 2022Q3 20236
AZPN ASPEN TECHNOLOGY INC660.19%0.26%0.35%Q4 2020Q1 20226
CTSH COGNIZANT TECHNOLOGY S...660.22%0.25%0.31%Q4 2020Q1 20226
VFC V F CORP660.17%0.23%0.28%Q4 2020Q1 20226
BYD BOYD GAMING CORP660.18%0.22%0.30%Q4 2021Q1 20236
FIS FIDELITY NATL INFORMAT...660.11%0.21%0.29%Q4 2020Q1 20226
HIG HARTFORD FINL SVCS GRO...660.14%0.20%0.25%Q4 2020Q1 20226
CMCSA COMCAST CORP NEW660.12%0.19%0.25%Q4 2020Q1 20226
UL UNILEVER PLC660.10%0.18%0.25%Q4 2020Q1 20226
UNP UNION PAC CORP660.13%0.18%0.22%Q2 2022Q3 20236
CHTR CHARTER COMMUNICATIONS...660.10%0.17%0.24%Q4 2020Q1 20226
VTI VANGUARD INDEX FDS660.12%0.15%0.23%Q2 2022Q3 20236
UBS UBS GROUP AG660.07%0.15%0.28%Q4 2020Q1 20226
HON HONEYWELL INTL INC660.09%0.14%0.21%Q4 2020Q1 20226
ADM ARCHER DANIELS MIDLAND CO660.10%0.14%0.16%Q4 2020Q1 20226
EL LAUDER ESTEE COS INC660.10%0.13%0.15%Q4 2020Q1 20226
ICE INTERCONTINENTAL EXCHA...660.09%0.13%0.18%Q4 2020Q1 20226
WY WEYERHAEUSER CO MTN BE660.10%0.12%0.14%Q4 2020Q1 20226
BWA BORGWARNER INC660.08%0.12%0.18%Q4 2020Q1 20226
HBI HANESBRANDS INC660.08%0.12%0.15%Q4 2020Q1 20226
IJR ISHARES TR660.06%0.12%0.16%Q2 2022Q3 20236
WYNN WYNN RESORTS LTD660.08%0.10%0.13%Q2 2022Q3 20236
WFC WELLS FARGO CO NEW420.04%0.09%0.14%Q2 2021Q1 20236
ROBINHOOD MKTS INC660.07%0.09%0.12%Q2 2022Q3 20236
EPAM EPAM SYS INC420.04%0.09%0.15%Q4 2020Q3 20236
SHELL PLC660.04%0.09%0.14%Q2 2022Q3 20236
BANF BANCFIRST CORP660.05%0.09%0.14%Q2 2022Q3 20236
IWB ISHARES TR660.06%0.08%0.09%Q2 2022Q3 20236
ASPEN TECHNOLOGY INC660.05%0.07%0.10%Q2 2022Q3 20236
MUFG MITSUBISHI UFJ FINL GR...660.02%0.04%0.08%Q4 2020Q1 20226
APO APOLLO GLOBAL MGMT INC553.93%5.09%5.76%Q4 2020Q4 20215
ATHM AUTOHOME INC410.08%0.25%0.45%Q4 2020Q2 20225
D DOMINION ENERGY INC550.08%0.11%0.13%Q1 2021Q1 20225
RIO RIO TINTO PLC550.05%0.08%0.12%Q2 2022Q2 20235
FLT FLEETCOR TECHNOLOGIES INC310.04%0.07%0.13%Q3 2021Q3 20235
KOF COCA-COLA FEMSA SAB DE CV550.05%0.07%0.09%Q3 2022Q3 20235
BSX BOSTON SCIENTIFIC CORP410.05%0.06%0.07%Q2 2022Q3 20235
AEYE INC550.00%0.01%0.02%Q3 2022Q3 20235
RSP INVESCO EXCHANGE TRADE...440.69%1.64%2.22%Q4 2022Q3 20234
IAA IAA INC440.25%0.29%0.36%Q4 2020Q3 20214
FRC FIRST REP BK SAN FRANC...440.16%0.17%0.18%Q4 2020Q3 20214
PSA PUBLIC STORAGE440.10%0.12%0.14%Q2 2021Q1 20224
SHW SHERWIN WILLIAMS CO440.09%0.11%0.12%Q2 2021Q1 20224
LHX L3HARRIS TECHNOLOGIES INC440.08%0.10%0.13%Q2 2021Q1 20224
HCA HCA HEALTHCARE INC440.05%0.10%0.17%Q4 2022Q3 20234
NDAQ NASDAQ INC220.05%0.08%0.11%Q4 2021Q4 20224
ADP AUTOMATIC DATA PROCESS...210.05%0.08%0.12%Q1 2021Q3 20234
AON AON PLC310.06%0.08%0.12%Q3 2021Q3 20224
ASML ASML HOLDING N V440.05%0.07%0.08%Q4 2022Q3 20234
ZNGA ZYNGA INC440.04%0.06%0.10%Q2 2021Q1 20224
BABA ALIBABA GROUP HLDG LTD330.27%0.32%0.36%Q4 2020Q2 20213
GE GENERAL ELECTRIC CO330.20%0.21%0.23%Q4 2020Q2 20213
MFC MANULIFE FINL CORP330.14%0.20%0.24%Q4 2020Q2 20213
NFLX NETFLIX INC330.14%0.19%0.28%Q3 2021Q1 20223
MS MORGAN STANLEY330.16%0.17%0.19%Q4 2020Q2 20213
MET METLIFE INC330.14%0.16%0.18%Q4 2020Q2 20213
SNA SNAP ON INC330.11%0.12%0.14%Q1 2021Q3 20213
VBR VANGUARD INDEX FDS330.09%0.10%0.10%Q2 2022Q4 20223
SIRI SIRIUS XM HOLDINGS INC330.08%0.10%0.12%Q4 2020Q2 20213
SSNC SS&C TECHNOLOGIES HLDG...210.08%0.09%0.11%Q4 2021Q3 20233
BDX BECTON DICKINSON & CO330.06%0.09%0.11%Q4 2021Q2 20223
ADSK AUTODESK INC330.05%0.06%0.08%Q1 2023Q3 20233
FISV FISERV INC330.05%0.06%0.07%Q1 2023Q3 20233
VUG VANGUARD INDEX FDS330.04%0.04%0.04%Q1 2023Q3 20233
CSCO CISCO SYS INC330.04%0.04%0.05%Q1 2023Q3 20233
FAZE HOLDINGS INC330.00%0.01%0.01%Q1 2023Q3 20233
2U INC220.61%0.74%0.86%Q2 2023Q3 20232
IWM ISHARES TR220.54%0.55%0.56%Q4 2021Q1 20222
LVS LAS VEGAS SANDS CORP220.14%0.33%0.52%Q4 2020Q1 20212
TOTL SSGA ACTIVE ETF TR220.32%0.33%0.34%Q4 2020Q1 20212
KMB KIMBERLY-CLARK CORP220.17%0.18%0.19%Q4 2020Q1 20212
GILD GILEAD SCIENCES INC220.12%0.13%0.13%Q2 2021Q3 20212
IEFA ISHARES TR220.08%0.09%0.10%Q2 2022Q3 20222
ANET ARISTA NETWORKS INC220.05%0.07%0.10%Q2 2023Q3 20232
VIGI VANGUARD WHITEHALL FDS220.06%0.07%0.08%Q2 2022Q3 20222
UPS UNITED PARCEL SERVICE INC220.07%0.07%0.08%Q4 2021Q1 20222
MNST MONSTER BEVERAGE CORP NEW220.06%0.07%0.07%Q4 2021Q1 20222
SBUX STARBUCKS CORP220.06%0.07%0.07%Q4 2021Q1 20222
AVGO BROADCOM INC220.05%0.05%0.05%Q2 2023Q3 20232
VIAC PARAMOUNT GLOBAL220.04%0.04%0.05%Q2 2023Q3 20232
WOPEY WOODSIDE ENERGY GROUP LTD220.04%0.04%0.04%Q1 2023Q2 20232
KFRC KFORCE INC220.04%0.04%0.04%Q2 2023Q3 20232
A2Z SMART TECHNOLOGIES...220.02%0.03%0.04%Q2 2023Q3 20232
TWTR TWITTER INC110.81%0.81%0.81%Q4 2020Q4 20201
TPL TEXAS PAC LD TR110.80%0.80%0.80%Q4 2020Q4 20201
AIMC ALTRA INDL MOTION CORP110.73%0.73%0.73%Q4 2020Q4 20201
POOL POOL CORP110.42%0.42%0.42%Q4 2020Q4 20201
TJX TJX COS INC NEW110.26%0.26%0.26%Q4 2020Q4 20201
ABB ABB LTD110.26%0.26%0.26%Q4 2020Q4 20201
SWEETGREEN INC110.15%0.15%0.15%Q3 2023Q3 20231
ALL ALLSTATE CORP110.15%0.15%0.15%Q3 2023Q3 20231
IWD ISHARES TR110.12%0.12%0.12%Q2 2021Q2 20211
WARNER BROS DISCOVERY INC110.09%0.09%0.09%Q3 2023Q3 20231
SLGG SUPER LEAGUE GAMING INC110.07%0.07%0.07%Q2 2021Q2 20211
ACWX ISHARES TR110.06%0.06%0.06%Q2 2022Q2 20221
NBIX NEUROCRINE BIOSCIENCES...110.05%0.05%0.05%Q3 2023Q3 20231
LINDE PLC110.05%0.05%0.05%Q3 2023Q3 20231
MCD MCDONALDS CORP110.04%0.04%0.04%Q2 2023Q2 20231
SEDG SOLAREDGE TECHNOLOGIES...110.04%0.04%0.04%Q2 2023Q2 20231
TMO THERMO FISHER SCIENTIF...110.04%0.04%0.04%Q3 2023Q3 20231
JPM JPMORGAN CHASE & CO110.00%0.00%0.00%Q1 2021Q1 20211
BAC BK OF AMERICA CORP110.00%0.00%0.00%Q1 2021Q1 20211
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The securities at the top of the list , including ARES MANAGEMENT CORPORATION, SNAP INC, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of Curated Wealth Partners LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Curated Wealth Partners LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Curated Wealth Partners LLC owns currently or has owned in the past.