Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | HON | HONEYWELL INTL | Industrials | 4 | $904.0 | — | SOLD |
| 322 | CSX | CSX CORP | Industrials | 22 | $903.0 | — | SOLD |
| 323 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 25 | $893.0 | — | SOLD |
| 324 | ZM | ZOOM VIDEO COMM | Technology | 11 | $884.0 | — | SOLD |
| 325 | MCO | MOODYS CORP | Financial Services | 2 | $873.0 | — | SOLD |
| 326 | USIG | ISHARES BROAD USD INVM GRD CORP BD ETF | — | 17 | $871.0 | — | SOLD |
| 327 | MSI | MOTOROLA SOLUTIONS INC | Technology | 2 | $868.0 | — | SOLD |
| 328 | MCK | MCKESSON | Healthcare | 1 | $865.0 | — | SOLD |
| 329 | PGX | INVESCO PREFERRED ETF | — | 79 | $860.0 | — | SOLD |
| 330 | LNG | CHENIERE ENERGY INC | Energy | 3 | $851.0 | — | SOLD |
| 331 | — | CRH PLC | — | 8 | $841.0 | — | SOLD |
| 332 | RXRX | RECURSION PHARMACEUTICALS INC | Healthcare | 273 | $838.0 | — | SOLD |
| 333 | TT | TRANE TECHNOLOGIES PLC | Industrials | 2 | $833.0 | — | SOLD |
| 334 | ALL | ALLSTATE CORP | Financial Services | 4 | $829.0 | — | SOLD |
| 335 | FIG | FIGMA INC | Technology | 39 | $824.0 | — | SOLD |
| 336 | MTCH | MATCH GROUP | Communication Services | 27 | $821.0 | — | SOLD |
| 337 | BWXT | BWX TECHNOLOGIES | Industrials | 4 | $818.0 | — | SOLD |
| 338 | ON | ON SEMICONDUCTOR | Technology | 13 | $805.0 | — | SOLD |
| 339 | WMB | WILLIAMS COS INC COM | Energy | 11 | $801.0 | — | SOLD |
| 340 | CERT | CERTARA INC | Healthcare | 140 | $798.0 | — | 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%