Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 481 | PRU | PRUDENTIAL FINANCIAL INC COM | Financial Services | 4 | $391.0 | — | SOLD |
| 482 | SRE | SEMPRA ENERGY | Utilities | 4 | $389.0 | — | SOLD |
| 483 | KMB | KIMBERLY CLARK CORP COM | Consumer Defensive | 4 | $386.0 | — | SOLD |
| 484 | SO | SOUTHERN CO | Utilities | 4 | $386.0 | — | SOLD |
| 485 | COKE | COCA-COLA CONSOLIDATED INC | Consumer Defensive | 2 | $383.0 | — | SOLD |
| 486 | ELAN | ELANCO ANIMAL HEALTH INC | Healthcare | 16 | $383.0 | — | SOLD |
| 487 | EQT | EQT Corp | Energy | 6 | $382.0 | — | SOLD |
| 488 | HPE | HEWLETT PACKARD | Technology | 16 | $382.0 | — | SOLD |
| 489 | KEY | KEYCORP COM | Financial Services | 19 | $381.0 | — | SOLD |
| 490 | HII | HUNTINGTON INGALLS INDUSTRIES INC | Industrials | 1 | $380.0 | — | SOLD |
| 491 | DHR | DANAHER CORP | Healthcare | 2 | $379.0 | — | SOLD |
| 492 | IEX | IDEX CORP | Industrials | 2 | $379.0 | — | SOLD |
| 493 | JAZZ | JAZZ PHARMACEUTICALS PLC | Healthcare | 2 | $378.0 | — | SOLD |
| 494 | OMC | OMNICOM GROUP INC | Communication Services | 5 | $377.0 | — | SOLD |
| 495 | THC | TENET HEALTHCARE CORP | Healthcare | 2 | $377.0 | — | SOLD |
| 496 | BABA | ALIBABA GROUP HOLDING LTD | Consumer Cyclical | 3 | $376.0 | — | SOLD |
| 497 | AIG | AMERICAN INTL GROUP | Financial Services | 5 | $376.0 | — | SOLD |
| 498 | CHD | CHURCH & DWIGHT | Consumer Defensive | 4 | $373.0 | — | SOLD |
| 499 | D | DOMINION RESOURCES | Utilities | 6 | $371.0 | — | SOLD |
| 500 | VSNT | VERSANT MEDIA GROUP INC CL A | Industrials | 10 | $370.0 | — | 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%