Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 421 | ITW | ILLINOIS TOOL WORKS INC | Industrials | 2 | $521.0 | — | SOLD |
| 422 | MRSH | MARSH & MCLENNAN COMPANIES INC | Financial Services | 3 | $520.0 | — | SOLD |
| 423 | MDLZ | MONDELEZ INTL INC COM | Consumer Defensive | 9 | $519.0 | — | SOLD |
| 424 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 33 | $516.0 | — | SOLD |
| 425 | — | IQVIA HLDGS INC | — | 3 | $512.0 | — | SOLD |
| 426 | — | BUNGE GLOBAL SA | — | 4 | $509.0 | — | SOLD |
| 427 | SNX | SYNNEX CORP | Technology | 3 | $506.0 | — | SOLD |
| 428 | TWLO | TWILIO | Communication Services | 4 | $503.0 | — | SOLD |
| 429 | MUSA | MURPHY USA INC | Consumer Cyclical | 1 | $494.0 | — | SOLD |
| 430 | CTRA | COTERRA ENEREGY | Energy | 14 | $492.0 | — | SOLD |
| 431 | HUBB | HUBBELL INC | Industrials | 1 | $491.0 | — | SOLD |
| 432 | MEDP | MEDPACE HLDGS INCCOM | Healthcare | 1 | $480.0 | — | SOLD |
| 433 | IESC | IES HOLDINGS INC | Industrials | 1 | $476.0 | — | SOLD |
| 434 | HCA | HCA HEALTHCARE INC | Healthcare | 1 | $473.0 | — | SOLD |
| 435 | NVT | NVENT ELECTRIC PLC | Industrials | 4 | $473.0 | — | SOLD |
| 436 | CINF | CINCINNATI FINANCIAL CORP | Financial Services | 3 | $472.0 | — | SOLD |
| 437 | ICE | INTERCONTINENTAL EXCHANGE | Financial Services | 3 | $472.0 | — | SOLD |
| 438 | PHM | PULTEGROUP INC | Consumer Cyclical | 4 | $470.0 | — | SOLD |
| 439 | RF | REGIONS FINANCIAL CORP | Financial Services | 18 | $470.0 | — | SOLD |
| 440 | ARTY | ISHARES FUTURE AI & TECH ETF | — | 10 | $465.0 | — | 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%