Fund Holdings — Curated Wealth Partners LLC

Total Portfolio Value
$680.67M
Total Bought
$0
Total Sold
$612.23M
Net Transaction
-$612.23M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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FAZE HOLDINGS INC51,5070-51,50790—-9
A2Z SMART TECHNOLOGIES CORP83,3330-83,3331140—-114
JOHNSON & JOHNSON(JNJ)1,2760-1,2762000—-200
ASE TECHNOLOGY HLDG CO LTD(ASX)21,3150-21,3152010—-201
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,0570-1,0572030—-203
ISHARES TR2,0080-2,0082070—-207
ARES COML REAL ESTATE CORP(ACRE)20,0000-20,0002070—-207
MCDONALDS CORP(MCD)7070-7072100—-210
TOTALENERGIES SE(TTE)3,2020-3,2022160—-216
KFORCE INC(KFRC)3,3050-3,3052230—-223
THERMO FISHER SCIENTIFIC INC(TMO)4240-4242250—-225
SHELL PLC(SHEL)3,4490-3,4492270—-227
HENRY JACK & ASSOC INC(JKHY)1,4050-1,4052300—-230
ENTEGRIS INC(ENTG)2,0180-2,0182420—-242
PARAMOUNT GLOBAL16,6450-16,6452460—-246
VANGUARD INDEX FDS8090-8092520—-252
MAIDEN HOLDINGS LTD(MHLA)110,0000-110,0002520—-252
ISHARES TR
RUSEL 2500 ETF
4,3000-4,3002650—-265
DANAHER CORPORATION(DHR)1,1570-1,1572680—-268
CHEVRON CORP NEW(CVX)1,8040-1,8042690—-269
ZOETIS INC(ZTS)1,3790-1,3792720—-272
MONSTER BEVERAGE CORP NEW(MNST)4,9480-4,9482850—-285
TOYOTA MOTOR CORP(TM)1,5730-1,5732880—-288
AUTOMATIC DATA PROCESSING IN1,2650-1,2652950—-295
NOVARTIS AG(NVS)2,9410-2,9412970—-297
SALESFORCE INC(CRM)1,1340-1,1342980—-298
CLEARWATER ANALYTICS HLDGS I14,9240-14,9242990—-299
AMPHENOL CORP NEW3,0870-3,0873060—-306
FORD MTR CO DEL(F)25,2310-25,2313080—-308
COCA-COLA FEMSA SAB DE CV(KOF)3,2890-3,2893110—-311
BANCFIRST CORP(BANF)3,2590-3,2593170—-317
SCHWAB CHARLES CORP(SCHW)4,6430-4,6433190—-319
ASPEN TECHNOLOGY INC1,4530-1,4533200—-320
COSTCO WHSL CORP NEW(COST)4930-4933250—-325
RLI CORP(RLI)2,4730-2,4733290—-329
LINDE PLC(LIN)8020-8023290—-329
BOSTON SCIENTIFIC CORP(BSX)5,7370-5,7373320—-332
ABBVIE INC(ABBV)2,1490-2,1493330—-333
BROADCOM INC(AVGO)3020-3023370—-337
FORTINET INC(FTNT)5,8840-5,8843440—-344
NEUROCRINE BIOSCIENCES INC(NBIX)2,8410-2,8413740—-374
LCI INDS(LCII)2,9910-2,9913760—-376
ISHARES TR1,4500-1,4503800—-380
CHIPOTLE MEXICAN GRILL INC(CMG)1700-1703890—-389
EPAM SYS INC(EPAM)1,3380-1,3383980—-398
ISHARES TR3,6880-3,6883990—-399
ARTISAN PARTNERS ASSET MGMT(APAM)9,8720-9,8724360—-436
ENTERPRISE PRODS PARTNERS L(EPD)16,6700-16,6704390—-439
FIRST HAWAIIAN INC(FHB)19,5180-19,5184460—-446
WYNN RESORTS LTD(WYNN)5,0000-5,0004560—-456
FACTSET RESH SYS INC(FDS)9930-9934740—-474
FISERV INC(FISV)3,5950-3,5954780—-478
ISHARES TR5,7500-5,7504850—-485
ROBINHOOD MKTS INC(HOOD)39,3400-39,3405010—-501
WARNER BROS DISCOVERY INC(WBD)44,9840-44,9845120—-512
MOELIS & CO(MC)9,6220-9,6225400—-540
KADANT INC(KAI)1,9470-1,9475460—-546
INVESCO QQQ TR1,3400-1,3405490—-549
RBC BEARINGS INC(RBC)1,9440-1,9445540—-554
META PLATFORMS INC(META)1,6020-1,6025670—-567
GRACO INC(GGG)6,8260-6,8265920—-592
AUTODESK INC2,4390-2,4395940—-594
UFP INDUSTRIES INC(UFPI)4,8040-4,8046030—-603
VANGUARD INDEX FDS2,5520-2,5526050—-605
TESLA INC(TSLA)2,4730-2,4736140—-614
ISHARES TR3,7770-3,7776240—-624
WATTS WATER TECHNOLOGIES INC(WTS)3,0090-3,0096270—-627
LANDSTAR SYS INC(LSTR)3,2470-3,2476290—-629
ALPHABET INC(GOOG)4,5150-4,5156360—-636
ASML HOLDING N V
N Y REGISTRY SHS
8440-8446390—-639
TORO CO(TORO)6,9040-6,9046630—-663
REKOR SYSTEMS INC(REKR)200,0000-200,0006660—-666
OTIS WORLDWIDE CORP(OTIS)7,4930-7,4936700—-670
HUMANA INC(HUM)1,4720-1,4726740—-674
CORVEL CORP(CRVL)2,8470-2,8477040—-704
FREEPORT-MCMORAN INC(FCX)16,7260-16,7267120—-712
BERKSHIRE HATHAWAY INC DEL2,0360-2,0367260—-726
SS&C TECHNOLOGIES HLDGS INC(SSNC)12,0080-12,0087340—-734
CARRIER GLOBAL CORPORATION(CARR)12,8000-12,8007350—-735
ACUSHNET HLDGS CORP11,7920-11,7927450—-745
GENERAL MTRS CO(GM)20,9830-20,9837540—-754
JPMORGAN CHASE & CO(JPM)4,4750-4,4757610—-761
ARISTA NETWORKS INC3,3280-3,3287840—-784
VISTA OUTDOOR INC26,8700-26,8707950—-795
ISHARES TR10,8200-10,8208130—-813
SWEETGREEN INC(SG)72,1380-72,1388150—-815
PFIZER INC(PFE)28,4260-28,4268180—-818
MANHATTAN ASSOCIATES INC(MANH)3,8160-3,8168220—-822
PRIMERICA INC(PRI)3,9990-3,9998230—-823
PARKER-HANNIFIN CORP(PH)1,7990-1,7998290—-829
HCA HEALTHCARE INC(HCA)3,2000-3,2008660—-866
UNION PAC CORP(UNP)3,5400-3,5408690—-869
ACCENTURE PLC IRELAND
SHS CLASS A
2,6720-2,6729380—-938
INTUIT(INTU)1,5170-1,5179480—-948
NVR INC(NVR)1390-1399730—-973
PEPSICO INC(PEP)5,7420-5,7429750—-975
TEXAS INSTRS INC(TXN)5,7570-5,7579810—-981
CATERPILLAR INC(CAT)3,3200-3,3209820—-982
KKR & CO INC(KKR)11,8790-11,8799840—-984
ALLSTATE CORP(ALL)7,0760-7,0769910—-991
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Curated Wealth Partners LLC — 13F Holdings — Q1 2024 | TickerTrail