Latest Curated Wealth Partners LLC Stock Portfolio
$680Billion
Equity Portfolio Value
Last Reported on: 12 Apr, 2024
About Curated Wealth Partners LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Curated Wealth Partners LLC reported an equity portfolio of $612.2 Millions as of 31 Dec, 2023.
The top stock holdings of Curated Wealth Partners LLC are , ARES, SPY. The fund has invested 36.5% of it's portfolio in APOLLO GLOBAL MGMT INC and 32.3% of portfolio in ARES MANAGEMENT CORPORATION.
The fund managers got completely rid off FLEETCOR TECHNOLOGIES INC (FLT), PAYPAL HLDGS INC (PYPL) and SANOFI stocks. They significantly reduced their stock positions in ISHARES TR (AGG), VANGUARD WHITEHALL FDS (VIGI) and INVESCO EXCHANGE TRADED FD T (CSD). Curated Wealth Partners LLC opened new stock positions in ISHARES TR (AAXJ), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE), ISHARES TR (AGG) and TEREX CORP NEW (TEX).
The top stock holdings of Curated Wealth Partners LLC are , ARES, SPY. The fund has invested 36.5% of it's portfolio in APOLLO GLOBAL MGMT INC and 32.3% of portfolio in ARES MANAGEMENT CORPORATION.
The fund managers got completely rid off FLEETCOR TECHNOLOGIES INC (FLT), PAYPAL HLDGS INC (PYPL) and SANOFI stocks. They significantly reduced their stock positions in ISHARES TR (AGG), VANGUARD WHITEHALL FDS (VIGI) and INVESCO EXCHANGE TRADED FD T (CSD). Curated Wealth Partners LLC opened new stock positions in ISHARES TR (AAXJ), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE), ISHARES TR (AGG) and TEREX CORP NEW (TEX).
New Buys
Additions
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| 2U INC | -2,674,000 |
| FAZE HOLDINGS INC | -9,271 |
| ROBINHOOD MKTS INC | -501,192 |
| VANGUARD INTL EQUITY INDEX F | -1,432,340 |
| INVESCO EXCHANGE TRADED FD T | -5,383,310 |
| ISHARES TR | -2,422,580 |
| KKR & CO INC | -984,176 |
| ISHARES TR | -812,582 |
Curated Wealth Partners LLC got rid off the above stocks
Current Stock Holdings of Curated Wealth Partners LLC
Last Reported on: 12 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGT | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FAZE | FAZE HOLDINGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HOOD | ROBINHOOD MKTS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HUM | HUMANA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| KKR | KKR & CO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| KOF | COCA-COLA FEMSA SAB DE CV | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LIN | LINDE PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MCD | MCDONALDS CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NVS | NOVARTIS AG | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SHEL | SHELL PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TM | TOYOTA MOTOR CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TSLA | TESLA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TTE | TOTALENERGIES SE | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TWOU | 2U INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZTS | ZOETIS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |