Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 561 | IDCC | INTERDIGITAL INC | Technology | 1 | $302.0 | — | SOLD |
| 562 | MAS | Masco Corp | Industrials | 5 | $302.0 | — | SOLD |
| 563 | PNW | PINNACLE WEST CAPITAL CORP | Utilities | 3 | $302.0 | — | SOLD |
| 564 | EXEL | EXELIXIS INC | Healthcare | 7 | $300.0 | — | SOLD |
| 565 | EVR | EVERCORE INC | Financial Services | 1 | $299.0 | — | SOLD |
| 566 | PAG | PENSKE AUTOMOTIVE GROUP INC | Consumer Cyclical | 2 | $299.0 | — | SOLD |
| 567 | SMCI | SUPER MICRO COMPUTER INC | Technology | 13 | $296.0 | — | SOLD |
| 568 | BJ | BJ S WHOLESALE CLUB HOLDINGS INC | Consumer Defensive | 3 | $295.0 | — | SOLD |
| 569 | CME | CME GROUP INC CLASS A | Financial Services | 1 | $295.0 | — | SOLD |
| 570 | ELV | ELEVANCE HEALTH INC | Healthcare | 1 | $293.0 | — | SOLD |
| 571 | DTE | DTE ENERGY CO | Utilities | 2 | $292.0 | — | SOLD |
| 572 | KHC | KRAFT HEINZ CO COM | Consumer Defensive | 13 | $292.0 | — | SOLD |
| 573 | UNM | UNUM GROUP COM USD0.10 | Financial Services | 4 | $292.0 | — | SOLD |
| 574 | — | CORPAY INC | — | 1 | $291.0 | — | SOLD |
| 575 | ALLE | ALLEGION PLC | Industrials | 2 | $291.0 | — | SOLD |
| 576 | WTW | WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY SHS | Financial Services | 1 | $291.0 | — | SOLD |
| 577 | RJF | RAYMOND JAMES FINANCIAL INC | Financial Services | 2 | $290.0 | — | SOLD |
| 578 | WTS | WATTS WATER TECHNOLOGIES INC | Industrials | 1 | $290.0 | — | SOLD |
| 579 | SJM | SMUCKER | Consumer Defensive | 3 | $289.0 | — | SOLD |
| 580 | CVS | CVS | Healthcare | 4 | $287.0 | — | 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%