Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | SNDK | SANDISK CORP | Technology | 1 | $635.0 | — | SOLD |
| 382 | APH | AMPHENOL CORP | Technology | 5 | $632.0 | — | SOLD |
| 383 | IAU | ISHARES GOLD ETF | Financial Services | 7 | $617.0 | — | SOLD |
| 384 | JLL | JONES LANG LASALLE INC | Real Estate | 2 | $609.0 | — | SOLD |
| 385 | HLT | HILTON WORLDWIDE HOLDINGS INC | Consumer Cyclical | 2 | $608.0 | — | SOLD |
| 386 | MDT | MEDTRONIC | Healthcare | 7 | $607.0 | — | SOLD |
| 387 | AXP | AMERICAN EXPRESS | Financial Services | 2 | $605.0 | — | SOLD |
| 388 | LPLA | LPL FINANCIAL HOLDINGS INC | Financial Services | 2 | $602.0 | — | SOLD |
| 389 | SLDP | SOLID POWER CL A ORD | Industrials | 200 | $600.0 | — | SOLD |
| 390 | DAL | DELTA AIR LINES | Industrials | 9 | $598.0 | — | SOLD |
| 391 | WAT | WATERS CORP | Healthcare | 2 | $596.0 | — | SOLD |
| 392 | PGR | PROGRESSIVE CORP | Financial Services | 3 | $595.0 | — | SOLD |
| 393 | RNR | RENAISSANCERE HOLDINGS LTD | Financial Services | 2 | $594.0 | — | SOLD |
| 394 | FANG | DIAMONDBACK ENERGY INC COM USD0.01 | Energy | 3 | $593.0 | — | SOLD |
| 395 | TER | TERADYNE INC | Technology | 2 | $593.0 | — | SOLD |
| 396 | UTHR | UNITED THERAPEUTICS CORP | Healthcare | 1 | $593.0 | — | SOLD |
| 397 | CTVA | CORTEVA INC | Basic Materials | 7 | $586.0 | — | SOLD |
| 398 | NRG | NRG ENERGY INC | Utilities | 4 | $585.0 | — | SOLD |
| 399 | APD | Air Products & Chemicals Inc | Basic Materials | 2 | $581.0 | — | SOLD |
| 400 | FFIV | F5 NETWORKS INC COM | Technology | 2 | $579.0 | — | 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%