CURATED WEALTH PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WM | 5K | $1.10M |
 | UFPI | 5K | $462.31K |
 | SSD | 5K | $826.92K |
 | NEE | 5K | $359.41K |
 | APH | 5K | $581.63K |
 | FERG | 5K | $1.03M |
 | CRM | 4K | $1.04M |
 | META | 4K | $3.11M |
 | JPM | 4K | $1.32M |
 | LH | 4K | $1.14M |
 | SBAC | 4K | $752.90K |
 | DCI | 4K | $315.12K |
 | FCN | 4K | $611.85K |
 | MA | 4K | $2.12M |
 | LSTR | 3K | $424.18K |
 | BANF | 3K | $431.70K |
 | PCOR | 3K | $245.52K |
 | TRGP | 3K | $548.02K |
 | IBKR | 3K | $220.74K |
 | AON | 3K | $1.12M |
Waste Management, Inc.
WM
Shares Held
5K
Value
$1.10M
UFP Industries, Inc.
UFPI
Shares Held
5K
Value
$462.31K
Simpson Manufacturing Co., Inc.
SSD
Shares Held
5K
Value
$826.92K
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$359.41K
Amphenol Corporation
APH
Shares Held
5K
Value
$581.63K
Ferguson plc
FERG
Shares Held
5K
Value
$1.03M
Salesforce, Inc.
CRM
Shares Held
4K
Value
$1.04M
Meta Platforms, Inc.
META
Shares Held
4K
Value
$3.11M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.32M
Labcorp Holdings Inc.
LH
Shares Held
4K
Value
$1.14M
SBA Communications Corporation
SBAC
Shares Held
4K
Value
$752.90K
Donaldson Company, Inc.
DCI
Shares Held
4K
Value
$315.12K
FTI Consulting, Inc.
FCN
Shares Held
4K
Value
$611.85K
Mastercard Incorporated
MA
Shares Held
4K
Value
$2.12M
Landstar System, Inc.
LSTR
Shares Held
3K
Value
$424.18K
BancFirst Corporation
BANF
Shares Held
3K
Value
$431.70K
Procore Technologies, Inc.
PCOR
Shares Held
3K
Value
$245.52K
Targa Resources Corp.
TRGP
Shares Held
3K
Value
$548.02K
Interactive Brokers Group, Inc.
IBKR
Shares Held
3K
Value
$220.74K
Aon plc
AON
Shares Held
3K
Value
$1.12M