CURATED WEALTH PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRI | 3K | $843.60K |
 | V | 3K | $1.04M |
 | TPL | 3K | $2.58M |
 | ORCL | 3K | $764.13K |
 | HWM | 3K | $530.80K |
 | WTS | 3K | $747.07K |
 | HQY | 3K | $249.06K |
 | FOUR | 3K | $203.25K |
 | CWST | 3K | $238.24K |
 | WMT | 2K | $255.07K |
 | RDDT | 2K | $534.27K |
 | JKHY | 2K | $339.41K |
 | LCII | 2K | $209.03K |
 | CVX | 2K | $344.28K |
 | JNJ | 2K | $381.04K |
 | XOM | 2K | $225.95K |
 | IBP | 2K | $488.63K |
 | OLLI | 2K | $253.59K |
 | KAI | 2K | $576.71K |
 | RBC | 2K | $716.96K |
Primerica, Inc.
PRI
Shares Held
3K
Value
$843.60K
Visa Inc.
V
Shares Held
3K
Value
$1.04M
Texas Pacific Land Corporation
TPL
Shares Held
3K
Value
$2.58M
Oracle Corporation
ORCL
Shares Held
3K
Value
$764.13K
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$530.80K
Watts Water Technologies, Inc.
WTS
Shares Held
3K
Value
$747.07K
HealthEquity, Inc.
HQY
Shares Held
3K
Value
$249.06K
Shift4 Payments, Inc.
FOUR
Shares Held
3K
Value
$203.25K
Casella Waste Systems, Inc.
CWST
Shares Held
3K
Value
$238.24K
Walmart Inc.
WMT
Shares Held
2K
Value
$255.07K
Reddit, Inc.
RDDT
Shares Held
2K
Value
$534.27K
Jack Henry & Associates, Inc.
JKHY
Shares Held
2K
Value
$339.41K
LCI Industries
LCII
Shares Held
2K
Value
$209.03K
Chevron Corporation
CVX
Shares Held
2K
Value
$344.28K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$381.04K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$225.95K
Installed Building Products, Inc.
IBP
Shares Held
2K
Value
$488.63K
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
2K
Value
$253.59K
Kadant Inc.
KAI
Shares Held
2K
Value
$576.71K
RBC Bearings Incorporated
RBC
Shares Held
2K
Value
$716.96K