Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 501 | ATO | ATMOS ENERGY CORP | Utilities | 2 | $369.0 | — | SOLD |
| 502 | APG | API GROUP CORP COM USD0.0001 | Industrials | 9 | $365.0 | — | SOLD |
| 503 | USB | US BANCORP COM (NEW) | Financial Services | 7 | $364.0 | — | SOLD |
| 504 | ADM | ARCHER-DANIELS MIDLAND CO | Consumer Defensive | 5 | $363.0 | — | SOLD |
| 505 | SNA | SNAP-ON INC | Industrials | 1 | $363.0 | — | SOLD |
| 506 | PR | PERMIAN RESOURCES CORP | Energy | 17 | $362.0 | — | SOLD |
| 507 | EFX | EQUIFAX INC | Industrials | 2 | $360.0 | — | SOLD |
| 508 | STLD | STEEL DYNAMICS INC | Basic Materials | 2 | $360.0 | — | SOLD |
| 509 | ALB | ALBEMARLE CORP | Basic Materials | 2 | $359.0 | — | SOLD |
| 510 | DPZ | DOMINO S PIZZA INC | Consumer Cyclical | 1 | $359.0 | — | SOLD |
| 511 | UHS | UNIVERSAL HEALTH SERVICES INC | Healthcare | 2 | $358.0 | — | SOLD |
| 512 | OVV | OVINTIV ORD | Energy | 6 | $356.0 | — | SOLD |
| 513 | BALL | BALL CORP | Consumer Cyclical | 6 | $355.0 | — | SOLD |
| 514 | HL | HECLA MINING | Basic Materials | 19 | $354.0 | — | SOLD |
| 515 | ROP | ROPER TECHNOLOGIES INC | Industrials | 1 | $354.0 | — | SOLD |
| 516 | TXT | TEXTRON INC | Industrials | 4 | $350.0 | — | SOLD |
| 517 | COIN | COINBASE GLOBAL CL A ORD | Financial Services | 2 | $349.0 | — | SOLD |
| 518 | QUBT | Quantum Computing Inc | Technology | 51 | $349.0 | — | SOLD |
| 519 | PCAR | PACCAR INC | Industrials | 3 | $347.0 | — | SOLD |
| 520 | WEC | WISCONSIN ENERGY CORP | Utilities | 3 | $347.0 | — | 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%