CIK 1781284
Curated Wealth Partners LLC
Institutional 13F holdings & portfolio
Holdings
208
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | 2K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 329 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 200 | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 453 | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 21K | $100K–$500K | SH |
| SRE | SEMPRA | 1K | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 200 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 200 | $50K–$100K | SH |
| WFC | WELLS FARGO CO NEW | 1K | $50K–$100K | SH |
| ACRE | ARES COML REAL ESTATE CORP | 20K | $50K–$100K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 164 | $50K–$100K | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT | 2K | $50K–$100K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 351 | $50K–$100K | SH |
| CERT | CERTARA INC | 10K | $50K–$100K | SH |
| RLI | RLI CORP | 1K | $50K–$100K | SH |
| TXN | TEXAS INSTRS INC | 461 | $50K–$100K | SH |
| UFPI | UFP INDUSTRIES INC | 874 | $50K–$100K | SH |
| APO | APOLLO GLOBAL MGMT INC | 546 | $50K–$100K | SH |
| MANH | MANHATTAN ASSOCIATES INC | 454 | $50K–$100K | SH |
| WMT | WALMART INC | 648 | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 936 | $50K–$100K | SH |
| COF | CAPITAL ONE FINL CORP | 297 | $50K–$100K | SH |
| XOM | EXXON MOBIL CORP | 594 | $50K–$100K | SH |
| ABT | ABBOTT LABS | 545 | $50K–$100K | SH |
| MSFT | MICROSOFT CORP | 137 | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC | 12 | $50K–$100K | SH |
| CPRT | COPART INC | 2K | $50K–$100K | SH |
| AME | AMETEK INC | 302 | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INC | 717 | $50K–$100K | SH |
| GOOGL | ALPHABET INC | 178 | $50K–$100K | SH |
| AVGO | BROADCOM INC | 148 | $50K–$100K | SH |
| DHF | BNY MELLON HIGH YIELD STRATE | 18K | $15K–$50K | SH |
| COP | CONOCOPHILLIPS | 461 | $15K–$50K | SH |
| PLD | PROLOGIS INC. | 330 | $15K–$50K | SH |
| MRK | MERCK & CO INC | 400 | $15K–$50K | SH |
| HEI.A | HEICO CORP NEW | 161 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 69 | $15K–$50K | SH |
| AIG | AMERICAN INTL GROUP INC | 446 | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL | 168 | $15K–$50K | SH |
| CSX | CSX CORP | 875 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 96 | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 378 | $15K–$50K | SH |
| C | CITIGROUP INC | 260 | $15K–$50K | SH |
| HWM | HOWMET AEROSPACE INC | 144 | $15K–$50K | SH |
| V | VISA INC | 80 | $15K–$50K | SH |
| UBER | UBER TECHNOLOGIES INC | 300 | $15K–$50K | SH |
| CBRE | CBRE GROUP INC | 152 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 102 | $15K–$50K | SH |
| FERG | FERGUSON ENTERPRISES INC | 104 | $15K–$50K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 60 | $15K–$50K | SH |