Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | UAA | UNDER ARMOUR CLASS A | Consumer Cyclical | 204 | $1K | — | SOLD |
| 282 | APP | APPLOVIN CORP | Technology | 3 | $1K | — | SOLD |
| 283 | UA | UNDER ARMOUR CLASS C | — | 206 | $1K | — | SOLD |
| 284 | FSLY | FASTLY | Technology | 41 | $1K | — | SOLD |
| 285 | ONON | ON HOLDING CL A ORD | Consumer Cyclical | 35 | $1K | — | SOLD |
| 286 | TDG | TRANSDIGM GROUP INC | Industrials | 1 | $1K | — | SOLD |
| 287 | EOG | EOG RESOURCES INC COM | Energy | 8 | $1K | — | SOLD |
| 288 | — | BROOKFIELD ASSET MANAGEMENT LTD | — | 26 | $1K | — | SOLD |
| 289 | WM | WASTE MANAGEMENT | Industrials | 5 | $1K | — | SOLD |
| 290 | C | CITI | Financial Services | 10 | $1K | — | SOLD |
| 291 | IDXX | IDEXX LABORATORIES INC | Healthcare | 2 | $1K | — | SOLD |
| 292 | MIRM | MIRUM PHARMACEUTICALS INC | Healthcare | 12 | $1K | — | SOLD |
| 293 | PWR | Quanta Services Inc | Industrials | 2 | $1K | — | SOLD |
| 294 | GWW | W.W. GRAINGER INC | Industrials | 1 | $1K | — | SOLD |
| 295 | PATH | UIPATH INC | Technology | 98 | $1K | — | SOLD |
| 296 | CMI | CUMMINS INC | Industrials | 2 | $1K | — | SOLD |
| 297 | BK | BANK OF NY | Financial Services | 9 | $1K | — | SOLD |
| 298 | — | SCHWAB US LG-CAP VALUE INDEX | — | 64 | $1K | — | SOLD |
| 299 | TOST | TOAST INC | Technology | 40 | $1K | — | SOLD |
| 300 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 19 | $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%