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Curated Wealth Partners LLC Buys Ares Management Corp, iShares Russell 2000 ETF, Boyd Gaming ...

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·6 min read
In this article:
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Investment company Curated Wealth Partners LLC (Current Portfolio) buys Ares Management Corp, iShares Russell 2000 ETF, Boyd Gaming Corp, iShares Russell 1000 Growth ETF, Vanguard S&P 500 ETF, sells Enterprise Products Partners LP, Landstar System Inc, IAA Inc, Novartis AG, First Hawaiian Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Curated Wealth Partners LLC. As of 2021Q4, Curated Wealth Partners LLC owns 143 stocks with a total value of $309 million. These are the details of the buys and sells.

  • New Purchases: IWM, BYD, CRVL, NDAQ, BDX, LCII, SSNC, ADP, UPS, MNST, SBUX,

  • Added Positions: ARES, IWF, VOO, TXN, LIN, VFC, V, TSLA, PYPL, ABT, LHX, ZNGA, WFC, VZ, PH, MDLZ, HUM, HON, HBI, D, DE, CHTR, CAT, BWA, BKNG, ABBV,

  • Reduced Positions: EPD, FHB, TDY, BAC, EFA, REKR, MA, ADBE, FIS, BCE, KKR, ROLL, UL, NFLX, TM, INTU, APAM, ZTS, MDT, SNY, TTE, JNJ, NVDA, DIS, CMCSA, AON, GOOGL, ASX, UBS,

  • Sold Out: LSTR, IAA, NVS, SCHW, ATHM, FRC, BTI, GILD, JKHY, PSMT, FLT, SNA,


For the details of Curated Wealth Partners LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/curated+wealth+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Curated Wealth Partners LLC

  1. Ares Management Corp (ARES) - 1,676,948 shares, 44.06% of the total portfolio. Shares added by 2612.76%

  2. Snap Inc (SNAP) - 536,541 shares, 8.16% of the total portfolio.

  3. S&P 500 ETF TRUST ETF (SPY) - 38,134 shares, 5.86% of the total portfolio. Shares reduced by 0.2%

  4. Apollo Global Management Inc (APO) - 167,661 shares, 3.93% of the total portfolio.

  5. Apple Inc (AAPL) - 44,966 shares, 2.58% of the total portfolio.

New Purchase: iShares Russell 2000 ETF (IWM)

Curated Wealth Partners LLC initiated holding in iShares Russell 2000 ETF. The purchase prices were between $212.12 and $241.83, with an estimated average price of $225.48. The stock is now traded at around $198.560000. The impact to a portfolio due to this purchase was 0.54%. The holding were 7,507 shares as of 2021-12-31.

New Purchase: Boyd Gaming Corp (BYD)

Curated Wealth Partners LLC initiated holding in Boyd Gaming Corp. The purchase prices were between $56.7 and $67.46, with an estimated average price of $63.4. The stock is now traded at around $60.125000. The impact to a portfolio due to this purchase was 0.29%. The holding were 13,500 shares as of 2021-12-31.

New Purchase: CorVel Corp (CRVL)

Curated Wealth Partners LLC initiated holding in CorVel Corp. The purchase prices were between $167.87 and $209.38, with an estimated average price of $188.78. The stock is now traded at around $154.890000. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,602 shares as of 2021-12-31.

New Purchase: Nasdaq Inc (NDAQ)

Curated Wealth Partners LLC initiated holding in Nasdaq Inc. The purchase prices were between $188.97 and $212.83, with an estimated average price of $204.59. The stock is now traded at around $179.900000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,569 shares as of 2021-12-31.

New Purchase: Becton, Dickinson and Co (BDX)

Curated Wealth Partners LLC initiated holding in Becton, Dickinson and Co. The purchase prices were between $235.83 and $257.21, with an estimated average price of $245.62. The stock is now traded at around $269.650000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,277 shares as of 2021-12-31.

New Purchase: LCI Industries Inc (LCII)

Curated Wealth Partners LLC initiated holding in LCI Industries Inc. The purchase prices were between $135.86 and $161.41, with an estimated average price of $149.1. The stock is now traded at around $122.130000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,907 shares as of 2021-12-31.

Added: Ares Management Corp (ARES)

Curated Wealth Partners LLC added to a holding in Ares Management Corp by 2612.76%. The purchase prices were between $73.25 and $88.84, with an estimated average price of $81.54. The stock is now traded at around $79.630000. The impact to a portfolio due to this purchase was 42.44%. The holding were 1,676,948 shares as of 2021-12-31.

Added: iShares Russell 1000 Growth ETF (IWF)

Curated Wealth Partners LLC added to a holding in iShares Russell 1000 Growth ETF by 129.85%. The purchase prices were between $270.63 and $309.52, with an estimated average price of $296.53. The stock is now traded at around $275.660000. The impact to a portfolio due to this purchase was 0.24%. The holding were 4,312 shares as of 2021-12-31.

Added: Vanguard S&P 500 ETF (VOO)

Curated Wealth Partners LLC added to a holding in Vanguard S&P 500 ETF by 47.79%. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $413.510000. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,289 shares as of 2021-12-31.

Added: Texas Instruments Inc (TXN)

Curated Wealth Partners LLC added to a holding in Texas Instruments Inc by 102.20%. The purchase prices were between $184.24 and $201.29, with an estimated average price of $191.91. The stock is now traded at around $175.955000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,395 shares as of 2021-12-31.

Sold Out: Landstar System Inc (LSTR)

Curated Wealth Partners LLC sold out a holding in Landstar System Inc. The sale prices were between $155.21 and $185.99, with an estimated average price of $171.75.

Sold Out: IAA Inc (IAA)

Curated Wealth Partners LLC sold out a holding in IAA Inc. The sale prices were between $47.35 and $60.83, with an estimated average price of $53.02.

Sold Out: Novartis AG (NVS)

Curated Wealth Partners LLC sold out a holding in Novartis AG. The sale prices were between $79.7 and $88.13, with an estimated average price of $83.08.

Sold Out: Charles Schwab Corp (SCHW)

Curated Wealth Partners LLC sold out a holding in Charles Schwab Corp. The sale prices were between $73.23 and $85.82, with an estimated average price of $81.09.

Sold Out: Autohome Inc (ATHM)

Curated Wealth Partners LLC sold out a holding in Autohome Inc. The sale prices were between $26.13 and $51.03, with an estimated average price of $37.74.

Sold Out: First Republic Bank (FRC)

Curated Wealth Partners LLC sold out a holding in First Republic Bank. The sale prices were between $196.19 and $221.91, with an estimated average price of $211.13.



Here is the complete portfolio of Curated Wealth Partners LLC. Also check out:

1. Curated Wealth Partners LLC's Undervalued Stocks

2. Curated Wealth Partners LLC's Top Growth Companies, and

3. Curated Wealth Partners LLC's High Yield stocks

4. Stocks that Curated Wealth Partners LLC keeps buyingThis article first appeared on GuruFocus.