Instuitional Investor - Curated Wealth Partners Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | PFE | 1,407,435 | $152,489,790 | 19.71% | |
| 2. | TPL | 255,012 | $18,412,687 | 2.38% | |
| 3. | Touchstone Etf Trust - LARG CO GROW ETF | 5,049,583 | $15,077,916 | 1.95% | |
| 4. | Doubleline Etf Trust - SECUR CR ETF | 9,874,958 | $13,578,274 | 1.76% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 3,541,503 | $11,406,322 | 1.47% |
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