Curated Wealth Partners LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Richard A. Ward - Chief Investment Officer, Partner
Location
El Segundo, CA
Holdings as of
December 31, 2024
Value $
$876M
Num holdings
142
Date filed
1/21/2025, 10:42 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included APO, ARES, SPY, VOO, and DFAI.
Previous filing
Q3 2024 - Oct 4, 2024
Filing 2024 Q4 compared to 2024 Q3 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 1/21/2025

Other Included Managers (11):

Num Name Location File Number
1 BELMONT CAPITAL GROUP
2 BLACKROCK INVESTMENT MANAGEMEN
3 BRECKINRIDGE CAPITAL ADVISORS
4 DIAMOND HILL CAPITAL MANAGEMEN
5 Dsm Capital Partners Llc Palm Beach Gardens, FL
6 KAYNE ANDERSON RUDNICK INVESTM
7 NEUBERGER BERMAN INVESTMENT AD
8 PARAMETRIC PORTFOLIO ASSOCIATE
9 WASATCH ADVISORS INC
10 Wasatch Advisors Lp Salt Lake City, UT
11 ZACKS INVESTMENT MANAGEMENT IN