$340 Million is the total value of Curated Wealth Partners LLC's 218 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 48.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | APOLLO GLOBAL MGMT INC | $125,165,000 | – | 2,581,814 | +100.0% | 36.77% | – | |
| ARES | Buy | ARES MANAGEMENT CORPORATION | $95,707,000 | -29.8% | 1,683,206 | +0.4% | 28.12% | -39.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $14,632,000 | -19.2% | 38,785 | +1.7% | 4.30% | -30.0% |
| SNAP | SNAP INCcl a | $7,045,000 | -72.1% | 536,541 | 0.0% | 2.07% | -75.8% | |
| AAPL | Buy | APPLE INC | $6,399,000 | -19.9% | 46,814 | +4.1% | 1.88% | -30.5% |
| TEX | TEREX CORP NEW | $4,413,000 | -37.7% | 161,235 | 0.0% | 1.30% | -46.0% | |
| MSFT | Buy | MICROSOFT CORP | $4,052,000 | -8.8% | 15,774 | +19.4% | 1.19% | -21.0% |
| BERY | BERRY GLOBAL GROUP INC | $3,253,000 | -26.0% | 59,550 | 0.0% | 0.96% | -35.8% | |
| VOO | Buy | VANGUARD INDEX FDS | $2,707,000 | +44.7% | 7,800 | +81.9% | 0.80% | +25.4% |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $2,660,000 | – | 26,145 | +100.0% | 0.78% | – |
| ARCC | ARES CAPITAL CORP | $2,576,000 | -15.4% | 143,653 | 0.0% | 0.76% | -26.6% | |
| TPL | Sell | TEXAS PACIFIC LAND CORPORATI | $2,366,000 | +12.1% | 1,590 | -5.9% | 0.70% | -2.8% |
| AMZN | Buy | AMAZON COM INC | $2,319,000 | -16.5% | 21,850 | +2523.0% | 0.68% | -27.6% |
| VICI | VICI PPTYS INC | $2,163,000 | -1.1% | 72,615 | 0.0% | 0.64% | -14.3% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,838,000 | +29.7% | 843 | +72.4% | 0.54% | +12.5% |
| DGRO | ISHARES TRcore div grwth | $1,520,000 | -14.3% | 31,920 | 0.0% | 0.45% | -25.6% | |
| DVA | DAVITA INC | $1,482,000 | -29.7% | 18,535 | 0.0% | 0.44% | -39.2% | |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,431,000 | -24.2% | 4,380 | +6.3% | 0.42% | -34.4% |
| AIG | Buy | AMERICAN INTL GROUP INC | $1,400,000 | +8.2% | 27,413 | +20.4% | 0.41% | -6.2% |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,350,000 | – | 9,412 | +100.0% | 0.40% | – |
| ABT | Buy | ABBOTT LABS | $1,332,000 | +7.4% | 12,242 | +39.0% | 0.39% | -6.9% |
| PKG | PACKAGING CORP AMER | $1,300,000 | +1.1% | 9,450 | 0.0% | 0.38% | -12.4% | |
| PFE | Buy | PFIZER INC | $1,253,000 | +6.6% | 23,939 | +20.3% | 0.37% | -7.5% |
| GM | Buy | GENERAL MTRS CO | $1,241,000 | -25.9% | 39,044 | +36.8% | 0.36% | -35.6% |
| BAC | Buy | BK OF AMERICA CORP | $1,227,000 | +3.4% | 39,372 | +47.6% | 0.36% | -10.4% |
| COP | New | CONOCOPHILLIPS | $1,198,000 | – | 13,343 | +100.0% | 0.35% | – |
| PEP | Buy | PEPSICO INC | $1,168,000 | +27.8% | 7,014 | +33.6% | 0.34% | +10.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,102,000 | -1.2% | 3,492 | +12.6% | 0.32% | -14.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,090,000 | -30.2% | 8,500 | -23.3% | 0.32% | -39.5% |
| ARDC | ARES DYNAMIC CR ALLOCATION F | $1,044,000 | -25.3% | 85,639 | 0.0% | 0.31% | -35.2% | |
| HD | Buy | HOME DEPOT INC | $991,000 | -0.8% | 3,608 | +50.0% | 0.29% | -13.9% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $941,000 | -53.3% | 15,600 | -35.3% | 0.28% | -59.6% |
| TFC | Buy | TRUIST FINL CORP | $930,000 | +42.9% | 19,597 | +75.9% | 0.27% | +23.5% |
| BX | Sell | BLACKSTONE INC | $921,000 | -29.5% | 10,087 | -0.1% | 0.27% | -38.8% |
| FCN | Sell | FTI CONSULTING INC | $905,000 | +7.9% | 5,001 | -8.6% | 0.27% | -6.3% |
| TXN | Buy | TEXAS INSTRS INC | $842,000 | +31.6% | 5,482 | +61.5% | 0.25% | +13.8% |
| HUM | Buy | HUMANA INC | $842,000 | +28.7% | 1,800 | +27.9% | 0.25% | +11.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $833,000 | -9.4% | 2,197 | +14.0% | 0.24% | -21.2% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $824,000 | – | 2,937 | +100.0% | 0.24% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $776,000 | – | 4,117 | +100.0% | 0.23% | – |
| NVR | Buy | NVR INC | $772,000 | +4.6% | 193 | +54.4% | 0.23% | -9.2% |
| UNP | New | UNION PAC CORP | $763,000 | – | 3,572 | +100.0% | 0.22% | – |
| KKR | Buy | KKR & CO INC | $761,000 | -10.7% | 16,406 | +43.2% | 0.22% | -22.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $703,000 | -8.0% | 11,250 | +15.8% | 0.21% | -20.1% |
| BYD | BOYD GAMING CORP | $672,000 | -24.1% | 13,500 | 0.0% | 0.20% | -34.3% | |
| V | Sell | VISA INC | $662,000 | -14.0% | 3,366 | -5.1% | 0.19% | -25.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $660,000 | -47.2% | 2,422 | -42.0% | 0.19% | -54.1% |
| PH | Buy | PARKER-HANNIFIN CORP | $656,000 | +12.7% | 2,659 | +45.6% | 0.19% | -2.0% |
| CAT | Buy | CATERPILLAR INC | $655,000 | +116.2% | 3,659 | +151.8% | 0.19% | +86.4% |
| FB | Sell | META PLATFORMS INCcl a | $651,000 | -64.5% | 4,044 | -25.8% | 0.19% | -69.2% |
| VSTO | VISTA OUTDOOR INC | $640,000 | -39.5% | 22,950 | 0.0% | 0.19% | -47.5% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $627,000 | -13.3% | 21,428 | +24.0% | 0.18% | -24.9% |
| IJR | New | ISHARES TRcore s&p scp etf | $560,000 | – | 6,046 | +100.0% | 0.16% | – |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $550,000 | -42.6% | 15,469 | -12.4% | 0.16% | -50.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $551,000 | -29.8% | 252 | -7.4% | 0.16% | -39.1% |
| EME | Sell | EMCOR GROUP INC | $553,000 | -23.8% | 5,375 | -5.7% | 0.16% | -34.1% |
| TSLA | Buy | TESLA INC | $547,000 | +56.7% | 812 | +146.1% | 0.16% | +36.4% |
| OTIS | OTIS WORLDWIDE CORP | $529,000 | -19.0% | 7,493 | 0.0% | 0.16% | -29.9% | |
| NVS | New | NOVARTIS AGsponsored adr | $526,000 | – | 6,219 | +100.0% | 0.16% | – |
| SSD | Sell | SIMPSON MFG INC | $525,000 | -31.9% | 5,216 | -5.9% | 0.15% | -41.0% |
| GOLF | Sell | ACUSHNET HLDGS CORP | $518,000 | -24.3% | 12,452 | -3.4% | 0.15% | -34.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $502,000 | -20.3% | 4,463 | +12.0% | 0.15% | -31.0% |
| PRI | Buy | PRIMERICA INC | $496,000 | -21.5% | 4,143 | +0.3% | 0.15% | -31.8% |
| BANF | New | BANCFIRST CORP | $486,000 | – | 5,094 | +100.0% | 0.14% | – |
| New | SHELL PLCspon ads | $483,000 | – | 9,245 | +100.0% | 0.14% | – | |
| LSTR | New | LANDSTAR SYS INC | $485,000 | – | 3,334 | +100.0% | 0.14% | – |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $475,000 | -48.0% | 3,742 | -28.8% | 0.14% | -54.7% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $462,000 | +61.5% | 6,900 | +84.0% | 0.14% | +40.2% |
| FHB | Buy | FIRST HAWAIIAN INC | $459,000 | +122.8% | 20,266 | +168.9% | 0.14% | +92.9% |
| TTE | New | TOTALENERGIES SEsponsored ads | $451,000 | – | 8,581 | +100.0% | 0.13% | – |
| MANH | Sell | MANHATTAN ASSOCIATES INC | $451,000 | -28.9% | 3,933 | -3.6% | 0.13% | -38.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $445,000 | +19.9% | 867 | +17.6% | 0.13% | +4.0% |
| ABBV | Sell | ABBVIE INC | $444,000 | -3.7% | 2,908 | -14.7% | 0.13% | -16.7% |
| TM | Buy | TOYOTA MOTOR CORPads | $436,000 | -14.3% | 2,827 | +3.1% | 0.13% | -25.6% |
| GGG | Sell | GRACO INC | $432,000 | -31.8% | 7,271 | -7.3% | 0.13% | -40.7% |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $432,000 | – | 10,101 | +100.0% | 0.13% | – |
| CRVL | Buy | CORVEL CORP | $432,000 | -20.3% | 2,931 | +12.6% | 0.13% | -31.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $406,000 | +10.9% | 16,670 | 0.0% | 0.12% | -4.0% | |
| FDS | Sell | FACTSET RESH SYS INC | $399,000 | -29.0% | 1,036 | -10.4% | 0.12% | -38.4% |
| WTS | Sell | WATTS WATER TECHNOLOGIES INCcl a | $395,000 | -40.6% | 3,222 | -5.9% | 0.12% | -48.4% |
| RIO | New | RIO TINTO PLCsponsored adr | $390,000 | – | 6,406 | +100.0% | 0.12% | – |
| LIN | Sell | LINDE PLC | $381,000 | -34.9% | 1,330 | -21.2% | 0.11% | -43.4% |
| ROLL | Buy | RBC BEARINGS INC | $381,000 | +13.7% | 2,055 | +23.8% | 0.11% | -0.9% |
| ACN | Buy | ACCENTURE PLC IRELAND | $372,000 | -23.3% | 1,341 | +14.7% | 0.11% | -33.5% |
| IJS | ISHARES TRsp smcp600vl etf | $366,000 | -14.7% | 4,108 | 0.0% | 0.11% | -25.5% | |
| APAM | Buy | ARTISAN PARTNERS ASSET MGMTcl a | $359,000 | +54.1% | 10,110 | +107.8% | 0.10% | +32.9% |
| TTC | Sell | TORO CO | $357,000 | -31.2% | 4,725 | -9.1% | 0.10% | -40.3% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $355,000 | – | 2,369 | +100.0% | 0.10% | – |
| SNY | Buy | SANOFIsponsored adr | $347,000 | +3.0% | 6,905 | +2.7% | 0.10% | -10.5% |
| BCE | Buy | BCE INC | $345,000 | +27.3% | 7,039 | +34.1% | 0.10% | +9.8% |
| IEFA | New | ISHARES TRcore msci eafe | $343,000 | – | 5,820 | +100.0% | 0.10% | – |
| LCII | Buy | LCI INDS | $341,000 | +14.8% | 3,047 | +59.8% | 0.10% | -1.0% |
| DHR | Sell | DANAHER CORPORATION | $339,000 | -39.8% | 1,336 | -21.9% | 0.10% | -47.6% |
| TDY | TELEDYNE TECHNOLOGIES INC | $339,000 | -14.4% | 906 | 0.0% | 0.10% | -25.4% | |
| VALE | New | VALE S Asponsored ads | $336,000 | – | 22,993 | +100.0% | 0.10% | – |
| New | ROBINHOOD MKTS INC | $323,000 | – | 39,340 | +100.0% | 0.10% | – | |
| ZTS | Sell | ZOETIS INCcl a | $315,000 | -56.4% | 1,834 | -37.9% | 0.09% | -62.0% |
| RLI | Sell | RLI CORP | $304,000 | -4.1% | 2,604 | -8.0% | 0.09% | -16.8% |
| IWB | New | ISHARES TRrus 1000 etf | $301,000 | – | 1,450 | +100.0% | 0.09% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $288,000 | – | 4,200 | +100.0% | 0.08% | – |
| CRM | Buy | SALESFORCE INC | $287,000 | -30.5% | 1,746 | +7.2% | 0.08% | -40.0% |
| WYNN | New | WYNN RESORTS LTD | $285,000 | – | 5,000 | +100.0% | 0.08% | – |
| F | FORD MTR CO DEL | $280,000 | -46.7% | 25,231 | 0.0% | 0.08% | -53.9% | |
| New | ASPEN TECHNOLOGY INC | $274,000 | – | 1,499 | +100.0% | 0.08% | – | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $269,000 | -46.6% | 735 | -17.5% | 0.08% | -53.8% |
| MC | Sell | MOELIS & COcl a | $268,000 | -40.4% | 6,798 | -5.6% | 0.08% | -48.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $266,000 | +19.8% | 1,504 | +15.4% | 0.08% | +4.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $261,000 | -27.3% | 545 | -13.9% | 0.08% | -36.9% |
| ATHM | New | AUTOHOME INCsp ads rp cl a | $254,000 | – | 6,455 | +100.0% | 0.08% | – |
| NVDA | Sell | NVIDIA CORPORATION | $257,000 | -58.9% | 1,695 | -20.4% | 0.08% | -64.6% |
| JKHY | New | HENRY JACK & ASSOC INC | $247,000 | – | 1,363 | +100.0% | 0.07% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $245,000 | -23.7% | 4,842 | -21.9% | 0.07% | -33.9% |
| ACRE | ARES COML REAL ESTATE CORP | $244,000 | -16.2% | 20,000 | 0.0% | 0.07% | -27.3% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $239,000 | -81.9% | 1,093 | -74.7% | 0.07% | -84.3% |
| Sell | GENERAL ELECTRIC CO | $224,000 | -34.7% | 3,517 | -2.8% | 0.07% | -43.1% | |
| BSX | New | BOSTON SCIENTIFIC CORP | $220,000 | – | 5,915 | +100.0% | 0.06% | – |
| GEG | GREAT ELM GROUP INC | $215,000 | +2.9% | 100,000 | 0.0% | 0.06% | -11.3% | |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $215,000 | – | 1,022 | +100.0% | 0.06% | – |
| MHLD | MAIDEN HOLDINGS LTD | $213,000 | -36.8% | 110,000 | 0.0% | 0.06% | -44.7% | |
| MDT | Sell | MEDTRONIC PLC | $215,000 | -49.6% | 2,381 | -42.3% | 0.06% | -56.6% |
| APH | Sell | AMPHENOL CORP NEWcl a | $210,000 | -28.8% | 3,257 | -3.3% | 0.06% | -38.0% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $210,000 | -36.2% | 1,342 | -29.2% | 0.06% | -44.1% |
| PSMT | New | PRICESMART INC | $208,000 | – | 2,897 | +100.0% | 0.06% | – |
| ACWX | New | ISHARES TRmsci acwi ex us | $204,000 | – | 4,535 | +100.0% | 0.06% | – |
| BKNG | Sell | BOOKING HOLDINGS INC | $204,000 | -53.0% | 118 | -34.8% | 0.06% | -59.2% |
| BDX | Sell | BECTON DICKINSON & CO | $205,000 | -36.1% | 836 | -34.5% | 0.06% | -45.0% |
| ASX | Sell | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $194,000 | -45.8% | 37,552 | -17.7% | 0.06% | -52.9% |
| REKR | REKOR SYSTEMS INC | $176,000 | -73.2% | 100,000 | 0.0% | 0.05% | -76.6% | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $47,000 | -23.0% | 10,349 | 0.0% | 0.01% | -33.3% | |
| MUFG | Exit | MITSUBISHI UFJ FINL GROUP INsponsored ads | $0 | – | -11,585 | -100.0% | -0.02% | – |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -19,339 | -100.0% | -0.04% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -1,706 | -100.0% | -0.07% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -2,094 | -100.0% | -0.07% | – |
| AON | Exit | AON PLC | $0 | – | -700 | -100.0% | -0.07% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,032 | -100.0% | -0.08% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -887 | -100.0% | -0.08% | – |
| UBS | Exit | UBS GROUP AG | $0 | – | -12,494 | -100.0% | -0.08% | – |
| DE | Exit | DEERE & CO | $0 | – | -663 | -100.0% | -0.08% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -13,885 | -100.0% | -0.08% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,104 | -100.0% | -0.08% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -5,345 | -100.0% | -0.08% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -3,125 | -100.0% | -0.08% | – |
| SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC | $0 | – | -3,085 | -100.0% | -0.08% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,287 | -100.0% | -0.09% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -1,954 | -100.0% | -0.09% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -5,640 | -100.0% | -0.09% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -790 | -100.0% | -0.09% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -794 | -100.0% | -0.10% | – |
| WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -7,246 | -100.0% | -0.10% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -820 | -100.0% | -0.10% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -5,730 | -100.0% | -0.10% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -483 | -100.0% | -0.11% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -4,786 | -100.0% | -0.11% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -1,569 | -100.0% | -0.11% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -3,216 | -100.0% | -0.12% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -7,312 | -100.0% | -0.12% | – |
| INTU | Exit | INTUIT | $0 | – | -619 | -100.0% | -0.14% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -6,282 | -100.0% | -0.15% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -730 | -100.0% | -0.15% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,419 | -100.0% | -0.16% | – |
| VFC | Exit | V F CORP | $0 | – | -7,081 | -100.0% | -0.18% | – |
| AZPN | Exit | ASPEN TECHNOLOGY INC | $0 | – | -3,765 | -100.0% | -0.19% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -7,490 | -100.0% | -0.22% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,698 | -100.0% | -0.25% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -4,669 | -100.0% | -0.26% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -12,211 | -100.0% | -0.28% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -7,324 | -100.0% | -0.29% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -7,507 | -100.0% | -0.56% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- BRECKINRIDGE CAPITAL ADVISORS #1
- CULLEN CAPITAL MANAGEMENT LLC #2
- DIAMOND HILL CAPITAL MANAGEMENT #3
- DSM CAPITAL PARTNERS LLC #4
- KAYNE ANDERSON RUDNICK INVESTMENT #5
- PARAMETRIC PORTFOLIO ASSOCIATES #6
- ZACKS INVESTMENT MANAGEMENT #7
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-27
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.