Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | DHI | D.R. HORTON | Consumer Cyclical | 450 | $62K | 0.02% | SOLD |
| 42 | JNJ | JOHNSON & JOHNSON | Healthcare | 252 | $62K | 0.02% | SOLD |
| 43 | IVW | ISHARES S&P 500 GROWTH ETF | — | 519 | $59K | 0.02% | SOLD |
| 44 | VWO | VANGUARD EMERGING MKT ETF | — | 1,081 | $58K | 0.02% | SOLD |
| 45 | INTU | INTUIT INC COM | Technology | 135 | $58K | 0.02% | SOLD |
| 46 | FDX | FDX CORP | Industrials | 163 | $58K | 0.02% | SOLD |
| 47 | XRN | GLOBAL MEDICAL REIT | Financial Services | 1,727 | $57K | 0.02% | SOLD |
| 48 | PNC | PNC BANK CORP | Financial Services | 271 | $56K | 0.02% | SOLD |
| 49 | AVIG | Avantis Core Fixed Income ETF | — | 1,349 | $56K | 0.02% | SOLD |
| 50 | AVSD | AVANTIS RESPONSBL INTRL EQTY ETF | — | 746 | $55K | 0.02% | SOLD |
| 51 | IJR | ISHARES CORE S&P SM CAP ETF | — | 441 | $55K | 0.02% | SOLD |
| 52 | SPYM | STATE STREET SPDR PORT S&P 500 ETF | — | 699 | $53K | 0.02% | SOLD |
| 53 | PEP | PEPSICO INC COM | Consumer Defensive | 342 | $53K | 0.02% | SOLD |
| 54 | QCOM | QUALCOMM | Technology | 408 | $53K | 0.02% | SOLD |
| 55 | ITOT | ISHARE CORE S&P TTL US STOCK MKT ETF | — | 366 | $52K | 0.02% | SOLD |
| 56 | USMV | ISHARE EDGE MSCI MIN VOL ETF | — | 545 | $51K | 0.02% | SOLD |
| 57 | DFSE | DFA EMG MRKT SUS CORE 1 ETF | — | 1,180 | $50K | 0.02% | SOLD |
| 58 | ABBV | ABBVIE INC COM | Healthcare | 218 | $47K | 0.02% | SOLD |
| 59 | IEMG | ISHARES EMERGING MKT ETF | — | 670 | $47K | 0.02% | SOLD |
| 60 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 302 | $45K | 0.01% | 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%