Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 461 | PKG | PACKAGING CORP OF AMERICA | Consumer Cyclical | 2 | $424.0 | — | SOLD |
| 462 | FAST | Fastenal Co | Industrials | 9 | $418.0 | — | SOLD |
| 463 | DOV | DOVER CORP | Industrials | 2 | $417.0 | — | SOLD |
| 464 | KRMA | GLOBAL X CONSCIOUS COMPANIES ETF | — | 10 | $415.0 | — | SOLD |
| 465 | IVR | INVESCO MORTGAGE CAPITAL INC | Real Estate | 51 | $412.0 | — | SOLD |
| 466 | TLK | TELKOM INDONESIA | Communication Services | 22 | $411.0 | — | SOLD |
| 467 | NTAP | NETAPP INC | Technology | 4 | $410.0 | — | SOLD |
| 468 | — | FORTINET INC | — | 5 | $409.0 | — | SOLD |
| 469 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 1 | $407.0 | — | SOLD |
| 470 | AMKR | AMKOR TECHNOLOGY INC | Technology | 9 | $405.0 | — | SOLD |
| 471 | SSNC | SS&C TECHNOLOGIES HOLDINGS INC | Technology | 6 | $405.0 | — | SOLD |
| 472 | DTM | DT MIDSTREAM INC COM USD0.01 | Energy | 3 | $404.0 | — | SOLD |
| 473 | CCK | CROWN CORK & SEAL CO INC | Consumer Cyclical | 4 | $401.0 | — | SOLD |
| 474 | VMI | VALMONT INDUSTRIES INC | Industrials | 1 | $400.0 | — | SOLD |
| 475 | MO | ALTRIA GROUP INC | Consumer Defensive | 6 | $396.0 | — | SOLD |
| 476 | MRVL | MARVELL TECHNOLOGY GROUP | Technology | 4 | $396.0 | — | SOLD |
| 477 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 1 | $394.0 | — | SOLD |
| 478 | AEP | AMERICAN ELECTRIC POWER | Utilities | 3 | $393.0 | — | SOLD |
| 479 | DGX | QUEST DIAGNOSTICS | Healthcare | 2 | $392.0 | — | SOLD |
| 480 | ODFL | OLD DOMINION FREIGHT LINE INC | Industrials | 2 | $391.0 | — | 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%