| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ARES MANAGEMENT CORPORATION | 14 | Q2 2024 | 46.2% |
| SNAP INC | 14 | Q2 2024 | 23.3% |
| SPDR S&P 500 ETF TR | 14 | Q2 2024 | 9.3% |
| TEREX CORP NEW | 14 | Q2 2024 | 5.0% |
| APPLE INC | 14 | Q2 2024 | 3.9% |
| MICROSOFT CORP | 14 | Q2 2024 | 2.1% |
| BERRY GLOBAL GROUP INC | 14 | Q2 2024 | 2.2% |
| AMAZON COM INC | 14 | Q2 2024 | 1.6% |
| ARES CAPITAL CORP | 14 | Q2 2024 | 1.7% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 2.9% |
View Curated Wealth Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-27 |
View Curated Wealth Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.