Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 521 | AVY | AVERY DENNISON CORP | Industrials | 2 | $345.0 | — | SOLD |
| 522 | RL | RALPH LAUREN CORP CLASS A | Consumer Cyclical | 1 | $344.0 | — | SOLD |
| 523 | KDP | KEURIG DR PEPPER | Consumer Defensive | 13 | $342.0 | — | SOLD |
| 524 | KNSL | KINSALE CAP GROUP INC COM | Financial Services | 1 | $342.0 | — | SOLD |
| 525 | AR | ANTERO RESOURCES CORP | Energy | 8 | $340.0 | — | SOLD |
| 526 | ED | CONSOLIDATED EDISON | Utilities | 3 | $340.0 | — | SOLD |
| 527 | DY | DYCOM INDUSTRIES INC | Industrials | 1 | $339.0 | — | SOLD |
| 528 | NUE | NUCOR CORP | Basic Materials | 2 | $338.0 | — | SOLD |
| 529 | — | ENTERGY CORP | — | 3 | $337.0 | — | SOLD |
| 530 | APOS | APOLLO GLOBAL MANAGEMENT INC | — | 3 | $334.0 | — | SOLD |
| 531 | CRBG | COREBRIDGE FINANCIAL INC | — | 14 | $334.0 | — | SOLD |
| 532 | GPI | GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 1 | $331.0 | — | SOLD |
| 533 | AEE | AMEREN CORP | Utilities | 3 | $330.0 | — | SOLD |
| 534 | SCI | SERVICE CORP INTERNATIONAL | Consumer Cyclical | 4 | $330.0 | — | SOLD |
| 535 | AOS | A.O. SMITH CORP. | Industrials | 5 | $330.0 | — | SOLD |
| 536 | TXRH | TEXAS ROADHOUSE INC | Consumer Cyclical | 2 | $330.0 | — | SOLD |
| 537 | — | EVEREST GROUP LTD | — | 1 | $327.0 | — | SOLD |
| 538 | BWA | BORGWARNER | Consumer Cyclical | 6 | $326.0 | — | SOLD |
| 539 | BURL | BURLINGTON STORES INC. COM USD0.0001 | Consumer Cyclical | 1 | $325.0 | — | SOLD |
| 540 | OC | OWENS-CORNING INC | Industrials | 3 | $325.0 | — | 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%