Curated Wealth Partners LLC

Q2 2022 13F Holdings Report, Stock Holdings

Signature - Title
Richard A. Ward - Chief Investment Officer, Partner
Location
El Segundo, CA
Holdings as of
June 30, 2022
Value $
$340M
Num holdings
130
Date filed
7/26/2022, 06:52 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included APO, ARES, SPY, SNAP, and AAPL.
Previous filing
Q1 2022 - Apr 28, 2022
Filing 2022 Q2 compared to 2022 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Richard A. Ward Chief Investment Officer, Partner El Segundo, California 7/20/2022

Other Included Managers (7):

Num Name Location File Number
1 BRECKINRIDGE CAPITAL ADVISORS
2 Cullen Capital Management, LLC New York, NY
3 DIAMOND HILL CAPITAL MANAGEMENT
4 Dsm Capital Partners Llc Palm Beach Gardens, FL
5 KAYNE ANDERSON RUDNICK INVESTMENT
6 PARAMETRIC PORTFOLIO ASSOCIATES
7 Zacks Investment Management Chicago, IL