Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | MCD | MCDONALDS | Consumer Cyclical | 17 | $5K | 0.00% | SOLD |
| 182 | XLE | THE ENERGY SELECT SECTOR SPDR ETF | — | 86 | $5K | 0.00% | SOLD |
| 183 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | — | 100 | $5K | 0.00% | SOLD |
| 184 | WFC | WELLS FARGO | Financial Services | 65 | $5K | 0.00% | SOLD |
| 185 | IBB | ISHARES BIOTECH | — | 30 | $5K | 0.00% | SOLD |
| 186 | LMBS | FIRST TRUST LOW DURTN OPPOS ETF | — | 100 | $5K | 0.00% | SOLD |
| 187 | FAN | FIRST TRUST GLBL WIND ETF | — | 200 | $5K | 0.00% | SOLD |
| 188 | DPRO | DRAGANFLY INC. COM NPV (POST REV SPLIT) | Industrials | 1,000 | $5K | 0.00% | SOLD |
| 189 | EXC | EXELON CORP | Utilities | 100 | $5K | 0.00% | SOLD |
| 190 | VONG | VG RUSSELL 1000 GROWTH ETF | — | 44 | $5K | 0.00% | SOLD |
| 191 | VCRB | VANGUARD CORE BOND ETF | — | 61 | $5K | 0.00% | SOLD |
| 192 | MDB | MONGODB | Technology | 19 | $5K | 0.00% | SOLD |
| 193 | SLV | ISHARES SILVER TRUST | Financial Services | 66 | $4K | 0.00% | SOLD |
| 194 | SOFI | SOFI TECHNOLOGIES | Financial Services | 280 | $4K | 0.00% | SOLD |
| 195 | DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | — | 127 | $4K | 0.00% | SOLD |
| 196 | GM | GENERAL MOTORS | Consumer Cyclical | 55 | $4K | 0.00% | SOLD |
| 197 | AUR | AURORA INNOVATION INC | Technology | 1,000 | $4K | 0.00% | SOLD |
| 198 | VEEV | VEEVA SYSTEMS | Healthcare | 22 | $4K | 0.00% | SOLD |
| 199 | MSTR | Strategy Class A | Technology | 30 | $4K | 0.00% | SOLD |
| 200 | VTRS | VIATRIS | Healthcare | 273 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
41.6%
Financial Services
25.7%
Communication Services
10.4%
Consumer Cyclical
9.6%
Industrials
6.1%
Consumer Defensive
3.3%
Healthcare
3.2%