Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | WWD | WOODWARD INC | Industrials | 2 | $716.0 | — | SOLD |
| 362 | OXY | OCCIDENTAL | Energy | 11 | $715.0 | — | SOLD |
| 363 | ETN | EATON CORP PLC ORD | Industrials | 2 | $715.0 | — | SOLD |
| 364 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 2 | $690.0 | — | SOLD |
| 365 | GD | GENERAL DYNAMICS | Industrials | 2 | $686.0 | — | SOLD |
| 366 | NOC | NORTHROP GRUMMAN | Industrials | 1 | $682.0 | — | SOLD |
| 367 | CW | CURTISS-WRIGHT CORP | Industrials | 1 | $681.0 | — | SOLD |
| 368 | HIG | THE HARTFORD INSURANCE GROUP INC | Financial Services | 5 | $676.0 | — | SOLD |
| 369 | BKR | BAKER HUGHES CO | Energy | 11 | $672.0 | — | SOLD |
| 370 | INBS | INTELLIGENT BIO SOLUTIONS INC COM USD0.01(POST REV | Healthcare | 200 | $669.0 | — | SOLD |
| 371 | NLR | VANECK URANIUM NUCLEAR ENRGY ETF | — | 5 | $666.0 | — | SOLD |
| 372 | PM | PHILIP MORRIS INTL COM | Consumer Defensive | 4 | $661.0 | — | SOLD |
| 373 | AFL | AFLAC INC | Financial Services | 6 | $658.0 | — | SOLD |
| 374 | SCHW | CHARLES SCHWAB CORP | Financial Services | 7 | $658.0 | — | SOLD |
| 375 | MAR | MARRIOTT INTERNATIONAL | Consumer Cyclical | 2 | $654.0 | — | SOLD |
| 376 | CF | CF INDUSTRIES HOLDINGS INC | Basic Materials | 5 | $649.0 | — | SOLD |
| 377 | MTZ | MASTEC INC | Industrials | 2 | $643.0 | — | SOLD |
| 378 | GEHC | GE HEALTHCARE TECHNOLOGIES | Healthcare | 9 | $641.0 | — | SOLD |
| 379 | SHW | SHERWIN WILLIAMS CO COM | Basic Materials | 2 | $641.0 | — | SOLD |
| 380 | ADI | ANALOG DEVICES INC COM | Technology | 2 | $636.0 | — | 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%