Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | OKE | ONEOK | Energy | 17 | $2K | 0.00% | SOLD |
| 262 | GILD | GILEAD SCIENCES INC COM | Healthcare | 11 | $2K | 0.00% | SOLD |
| 263 | BE | BLOOM ENERGY CORP CLASS A | Industrials | 11 | $1K | 0.00% | SOLD |
| 264 | LIN | Linde plc | Basic Materials | 3 | $1K | 0.00% | SOLD |
| 265 | GH | GUARDANT HEALTH | Healthcare | 16 | $1K | 0.00% | SOLD |
| 266 | KLAC | KLA CORP | Technology | 1 | $1K | 0.00% | SOLD |
| 267 | TRV | THE TRAVELERS COMPANIES INC | Financial Services | 5 | $1K | — | SOLD |
| 268 | TEAM | ATLASSIAN | Technology | 21 | $1K | — | SOLD |
| 269 | CAT | CATERPILLAR | Industrials | 2 | $1K | — | SOLD |
| 270 | FIX | COMFORT SYSTEMS USA INC | Industrials | 1 | $1K | — | SOLD |
| 271 | AMAT | APPLIED MATERIALS INC | Technology | 4 | $1K | — | SOLD |
| 272 | ASML | ASML HOLDING NV | Technology | 1 | $1K | — | SOLD |
| 273 | CRM | SALESFORCE | Technology | 7 | $1K | — | SOLD |
| 274 | ROST | ROSS STORES INC | Consumer Cyclical | 6 | $1K | — | SOLD |
| 275 | PCY | POWERSHARES EMERGING MKTS S OV DEB PORT | — | 61 | $1K | — | SOLD |
| 276 | MTD | METTLER-TOLEDO INTERNATIONAL INC | Healthcare | 1 | $1K | — | SOLD |
| 277 | NET | CLOUDFLARE INC | Technology | 6 | $1K | — | SOLD |
| 278 | LPX | LOUISIANA-PACIFIC CORP | Basic Materials | 17 | $1K | — | SOLD |
| 279 | PYPL | PAYPAL HOLDINGS | Financial Services | 27 | $1K | — | SOLD |
| 280 | MPC | MARATHON PETROLEUM | Energy | 5 | $1K | — | 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%