CURATED WEALTH PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DIS | 8K | $925.28K |
 | ING | 8K | $206.48K |
 | GOLF | 8K | $620.70K |
 | DXCM | 8K | $520.96K |
 | OTIS | 7K | $680.24K |
 | TXN | 7K | $1.36M |
 | APAM | 7K | $320.16K |
 | ZTS | 7K | $1.05M |
 | AVGO | 7K | $2.35M |
 | COF | 7K | $1.49M |
 | PINS | 6K | $206.47K |
 | WES | 6K | $251.46K |
 | CRVL | 6K | $494.71K |
 | RLI | 6K | $398.82K |
 | BRK-B | 6K | $2.82M |
 | WMB | 6K | $355.52K |
 | GOOG | 5K | $1.32M |
 | BAC | 5K | $279.05K |
 | GGG | 5K | $442.30K |
 | UNP | 5K | $1.20M |
The Walt Disney Company
DIS
Shares Held
8K
Value
$925.28K
ING Groep N.V.
ING
Shares Held
8K
Value
$206.48K
Acushnet Holdings Corp.
GOLF
Shares Held
8K
Value
$620.70K
DexCom, Inc.
DXCM
Shares Held
8K
Value
$520.96K
Otis Worldwide Corporation
OTIS
Shares Held
7K
Value
$680.24K
Texas Instruments Incorporated
TXN
Shares Held
7K
Value
$1.36M
Artisan Partners Asset Management Inc.
APAM
Shares Held
7K
Value
$320.16K
Zoetis Inc.
ZTS
Shares Held
7K
Value
$1.05M
Broadcom Inc.
AVGO
Shares Held
7K
Value
$2.35M
Capital One Financial Corporation
COF
Shares Held
7K
Value
$1.49M
Pinterest, Inc.
PINS
Shares Held
6K
Value
$206.47K
Western Midstream Partners, LP
WES
Shares Held
6K
Value
$251.46K
CorVel Corporation
CRVL
Shares Held
6K
Value
$494.71K
RLI Corp.
RLI
Shares Held
6K
Value
$398.82K
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.82M
The Williams Companies, Inc.
WMB
Shares Held
6K
Value
$355.52K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.32M
Bank of America Corporation
BAC
Shares Held
5K
Value
$279.05K
Graco Inc.
GGG
Shares Held
5K
Value
$442.30K
Union Pacific Corporation
UNP
Shares Held
5K
Value
$1.20M