Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | AA | ALCOA CORPORATION COM USD0.01 | Basic Materials | 7 | $464.0 | — | SOLD |
| 442 | NEE | NEXTERA ENERGY | Utilities | 5 | $464.0 | — | SOLD |
| 443 | GRMN | GARMIN LTD | Technology | 2 | $464.0 | — | SOLD |
| 444 | EXPE | EXPEDIA INC COM | Consumer Cyclical | 2 | $462.0 | — | SOLD |
| 445 | — | LIGHTSTONE VALUE PLUS REIT | — | 42 | $460.0 | — | SOLD |
| 446 | MKSI | MKS INC | Technology | 2 | $460.0 | — | SOLD |
| 447 | DOW | DOW CHEMICAL CO | Basic Materials | 11 | $458.0 | — | SOLD |
| 448 | FLEX | FLEX LTD | Technology | 7 | $458.0 | — | SOLD |
| 449 | FIVE | FIVE BELOW | Consumer Cyclical | 2 | $457.0 | — | SOLD |
| 450 | — | GANFENG LITHIUM CO | — | 49 | $455.0 | — | SOLD |
| 451 | AMP | Ameriprise Financial Inc | Financial Services | 1 | $444.0 | — | SOLD |
| 452 | SF | STIFEL FINANCIAL CORP | Financial Services | 6 | $444.0 | — | SOLD |
| 453 | MLI | MUELLER INDUSTRIES INC | Industrials | 4 | $443.0 | — | SOLD |
| 454 | — | EXPAND ENERGY CORP | — | 4 | $439.0 | — | SOLD |
| 455 | RSG | REPUBLIC SERVICES | Industrials | 2 | $438.0 | — | SOLD |
| 456 | ATI | ATI INC | Industrials | 3 | $436.0 | — | SOLD |
| 457 | AIZ | ASSURANT INC | Financial Services | 2 | $436.0 | — | SOLD |
| 458 | CHTR | CHARTER COMMUNICATIONS INC | Communication Services | 2 | $432.0 | — | SOLD |
| 459 | AME | AMETEK INC | Industrials | 2 | $429.0 | — | SOLD |
| 460 | SPGI | S&P GLOBAL INC | Financial Services | 1 | $425.0 | — | 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%