Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | JBL | JABIL INC | Technology | 3 | $797.0 | — | SOLD |
| 342 | JCI | JOHNSON CONTROLS INT'L | Industrials | 6 | $786.0 | — | SOLD |
| 343 | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | Technology | 2 | $784.0 | — | SOLD |
| 344 | DLB | DOLBY LABORATORIES INC | Technology | 13 | $781.0 | — | SOLD |
| 345 | CIEN | CIENA CORP | Technology | 2 | $776.0 | — | SOLD |
| 346 | REGN | REGENERON PHARMACEUTICALS INC | Healthcare | 1 | $773.0 | — | SOLD |
| 347 | — | TECHNIPFMC PLC | — | 11 | $760.0 | — | SOLD |
| 348 | — | BYD CO LTD | — | 56 | $756.0 | — | SOLD |
| 349 | TRGP | Targa Resources Corp | Energy | 3 | $752.0 | — | SOLD |
| 350 | VST | VISTRA ENERGY CORP | Utilities | 5 | $752.0 | — | SOLD |
| 351 | TQQQ | PROSHARES ULTRAPRO QQQ | — | 18 | $751.0 | — | SOLD |
| 352 | GWRE | GUIDEWIRE SOFTWARE | Technology | 5 | $748.0 | — | SOLD |
| 353 | EME | EMCOR GROUP INC | Industrials | 1 | $738.0 | — | SOLD |
| 354 | KMI | KINDER MORGAN INC | Energy | 22 | $738.0 | — | SOLD |
| 355 | BIIB | BIOGEN INC COM | Healthcare | 4 | $733.0 | — | SOLD |
| 356 | CASY | CASEY S GENERAL STORES INC | Consumer Cyclical | 1 | $728.0 | — | SOLD |
| 357 | SCHG | SCHWAB US LARGE CAP GROWTH ETF | — | 25 | $728.0 | — | SOLD |
| 358 | FNDE | SCHWAB FUNDTL EMRG MKT EQT ETF | — | 19 | $727.0 | — | SOLD |
| 359 | SLB | SCHLUMBERGER LTD COM | Energy | 14 | $719.0 | — | SOLD |
| 360 | ADSK | AUTODESK INC | Technology | 3 | $718.0 | — | 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%