Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | LTRN | LANTERN PHARMA INC | Healthcare | 2,000 | $3K | 0.00% | SOLD |
| 222 | BIDU | BAIDU INC | Communication Services | 24 | $3K | 0.00% | SOLD |
| 223 | ETHA | ISHARES ETHEREUM TRUST ETF | Financial Services | 168 | $3K | 0.00% | SOLD |
| 224 | — | FIDELITY ETHEREUM FUND | — | 127 | $3K | 0.00% | SOLD |
| 225 | ROKU | ROKU | Communication Services | 26 | $2K | 0.00% | SOLD |
| 226 | TMO | THERMO FISHER SCIENTIFIC | Healthcare | 5 | $2K | 0.00% | SOLD |
| 227 | T | AT&T CORP | Communication Services | 84 | $2K | 0.00% | SOLD |
| 228 | — | ROLLS-ROYCE HOLDINGS PLC | — | 161 | $2K | 0.00% | SOLD |
| 229 | LRCX | LAM RESEARCH CORP | Technology | 11 | $2K | 0.00% | SOLD |
| 230 | CRWD | CROWDSTRIKE HOLDINGS | Technology | 6 | $2K | 0.00% | SOLD |
| 231 | MRNA | MODERNA | Healthcare | 46 | $2K | 0.00% | SOLD |
| 232 | XLRE | THE REAL ESTATE SELECT SECTOR SPDR | — | 57 | $2K | 0.00% | SOLD |
| 233 | F | FORD MOTOR | Consumer Cyclical | 201 | $2K | 0.00% | SOLD |
| 234 | VGIT | VG INTERM TERM TRS ETF | — | 38 | $2K | 0.00% | SOLD |
| 235 | VXF | VANGUARD EXTENDED MKT ETF | — | 11 | $2K | 0.00% | SOLD |
| 236 | TREX | TREX | Industrials | 62 | $2K | 0.00% | SOLD |
| 237 | VRT | VERTIV HOLDINGS CO | Industrials | 9 | $2K | 0.00% | SOLD |
| 238 | VRTX | VERTEX PHARMACEUTICALS | Healthcare | 5 | $2K | 0.00% | SOLD |
| 239 | — | MILLROSE PROPERTIES INCWHEN ISSUED | — | 79 | $2K | 0.00% | SOLD |
| 240 | SYM | SYMBOTIC INC | Industrials | 40 | $2K | 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%