Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | Communication Services | 10 | $2K | 0.00% | SOLD |
| 242 | OKTA | OKTA | Technology | 25 | $2K | 0.00% | SOLD |
| 243 | DUK | DUKE ENERGY CORP COM | Utilities | 15 | $2K | 0.00% | SOLD |
| 244 | KIE | SPDR S&P INSURANCE ETF | — | 35 | $2K | 0.00% | SOLD |
| 245 | TLT | ISHARES 20 YEAR TREASURY BOND ETF | — | 22 | $2K | 0.00% | SOLD |
| 246 | NNVC | NANOVIRICIDES INC | Healthcare | 2,000 | $2K | 0.00% | SOLD |
| 247 | — | CITIUS PHARMACEUTICALS INC | — | 2,000 | $2K | 0.00% | SOLD |
| 248 | VSGX | VANGUARD ESG INT'L STOCK ETF | — | 25 | $2K | 0.00% | SOLD |
| 249 | PLD | PROLOGIS | Real Estate | 13 | $2K | 0.00% | SOLD |
| 250 | ASTS | AST SPACEMOBILE CL A ORD | Technology | 21 | $2K | 0.00% | SOLD |
| 251 | EBAY | EBAY | Consumer Cyclical | 19 | $2K | 0.00% | SOLD |
| 252 | VTWO | VANGUARD RUSSELL 2000 ETF | — | 17 | $2K | 0.00% | SOLD |
| 253 | GS | GOLDMAN SACHS | Financial Services | 2 | $2K | 0.00% | SOLD |
| 254 | TSM | TAIWAN SEMICONDUCTOR MFG | Technology | 5 | $2K | 0.00% | SOLD |
| 255 | DDOG | DATADOG INC | Technology | 14 | $2K | 0.00% | SOLD |
| 256 | JOBY | JOBY AVIATION INC | Industrials | 200 | $2K | 0.00% | SOLD |
| 257 | — | GLOBUS MEDICAL | — | 19 | $2K | 0.00% | SOLD |
| 258 | WDC | WESTERN DIGITAL | Technology | 6 | $2K | 0.00% | SOLD |
| 259 | HYLB | XTRACKERS USD HIGH YIELD CORP BD ETF | — | 44 | $2K | 0.00% | SOLD |
| 260 | FNDX | SCHWAB FUNDMNTL US LARGECOM ETF | — | 57 | $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%