Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | RITM | RITHM CAPITAL CORP | Real Estate | 388 | $4K | 0.00% | SOLD |
| 202 | TTD | THE TRADE DESK | Technology | 162 | $4K | 0.00% | SOLD |
| 203 | XLB | THE MATERIALS SELECT SECTOR SPDR ETF | — | 73 | $4K | 0.00% | SOLD |
| 204 | RBLX | ROBLOX CORP | Technology | 63 | $4K | 0.00% | SOLD |
| 205 | FITB | FIFTH THIRD BANCORP | Financial Services | 76 | $4K | 0.00% | SOLD |
| 206 | TIP | ISHARES TIPS BD ETF | — | 31 | $3K | 0.00% | SOLD |
| 207 | — | LEIDOS HOLDINGS INC | — | 22 | $3K | 0.00% | SOLD |
| 208 | ALNY | ALNYLAM PHARMACEUTICALS | Healthcare | 10 | $3K | 0.00% | SOLD |
| 209 | IWN | ISHARES RUSSELL 2000 VALUE ETF | — | 17 | $3K | 0.00% | SOLD |
| 210 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 70 | $3K | 0.00% | SOLD |
| 211 | KD | KYNDRYL HOLDINGS ORD | Technology | 240 | $3K | 0.00% | SOLD |
| 212 | FNDF | SCHWAB FUNDAMNTL INTRNL EQT ETF | — | 64 | $3K | 0.00% | SOLD |
| 213 | XLU | SPDR - UTILITIES | — | 68 | $3K | 0.00% | SOLD |
| 214 | AVMA | AVANTIS MODERATE ALLOCATION ETF | — | 46 | $3K | 0.00% | SOLD |
| 215 | RDW | GENESIS PARK ACQUISTION CORP | Industrials | 357 | $3K | 0.00% | SOLD |
| 216 | GERN | GERON CORP | Healthcare | 2,000 | $3K | 0.00% | SOLD |
| 217 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 446 | $3K | 0.00% | SOLD |
| 218 | UBER | UBER TECHNOLOGIES | Technology | 39 | $3K | 0.00% | SOLD |
| 219 | MAIA | MAIA BIOTECHNOLOGY INC COM USD0.0001 | Healthcare | 2,000 | $3K | 0.00% | SOLD |
| 220 | HRB | H&R BLOCK | Consumer Cyclical | 87 | $3K | 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%