$295 Million is the total value of Curated Wealth Partners LLC's 246 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Cullen Capital Management #2
- Diamond Hill Capital Management #3
- DSM Capital Partners #4
- Kayne Anderson Rudnick #5
- Parametric Portfolio Associate #6
- Zachs Investment Management #7
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-28
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ARES MANAGEMENT CORPORATION | 12 | Q3 2023 | 46.2% |
SNAP INC | 12 | Q3 2023 | 23.3% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 9.3% |
TEREX CORP NEW | 12 | Q3 2023 | 5.0% |
APPLE INC | 12 | Q3 2023 | 3.9% |
MICROSOFT CORP | 12 | Q3 2023 | 2.1% |
BERRY GLOBAL GROUP INC | 12 | Q3 2023 | 2.2% |
ARES CAPITAL CORP | 12 | Q3 2023 | 1.7% |
AMAZON COM INC | 12 | Q3 2023 | 1.6% |
VICI PPTYS INC | 12 | Q3 2023 | 1.3% |
View Curated Wealth Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-28 |
13F-HR | 2022-02-03 |
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.