Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 581 | SYY | SYSCO CORP | Consumer Defensive | 4 | $285.0 | — | SOLD |
| 582 | ARMK | ARAMARK | Industrials | 7 | $284.0 | — | SOLD |
| 583 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 4 | $283.0 | — | SOLD |
| 584 | ESE | ESCO TECHNOLOGIES INC | Technology | 1 | $281.0 | — | SOLD |
| 585 | BIO | BIO-RAD LABORATORIES INC | Healthcare | 1 | $279.0 | — | SOLD |
| 586 | — | SUNNY OPTICAL TECHNOLOGY | — | 4 | $279.0 | — | SOLD |
| 587 | CDNS | Cadence Design Systems Inc | Technology | 1 | $278.0 | — | SOLD |
| 588 | GL | GLOBE LIFE INC | Financial Services | 2 | $278.0 | — | SOLD |
| 589 | FTV | FORTIVE CORP | Technology | 5 | $276.0 | — | SOLD |
| 590 | PAYX | PAYCHEX INC | Industrials | 3 | $276.0 | — | SOLD |
| 591 | MNDY | MONDAY.COM LIMITED COM NPV | Technology | 4 | $276.0 | — | SOLD |
| 592 | CFR | CULLEN/FROST BANKERS INC | Financial Services | 2 | $274.0 | — | SOLD |
| 593 | VOYA | VOYA FINANCIAL INC | Financial Services | 4 | $273.0 | — | SOLD |
| 594 | AWK | AMERICAN WATER WORKS CO INC | Utilities | 2 | $272.0 | — | SOLD |
| 595 | VMC | VULCAN MATERIALS CO | Basic Materials | 1 | $272.0 | — | SOLD |
| 596 | CBRE | CBRE GROUP INC | Real Estate | 2 | $271.0 | — | SOLD |
| 597 | ZBH | ZIMMER BIOMET HLDGS INC | Healthcare | 3 | $271.0 | — | SOLD |
| 598 | AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Industrials | 1 | $265.0 | — | SOLD |
| 599 | MTG | MGIC INVESTMENT CORP | Financial Services | 10 | $263.0 | — | SOLD |
| 600 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 2 | $263.0 | — | 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%