Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 601 | SPTL | SPDR PORTFOLIO LONG TERM TREASURY ETF | — | 10 | $263.0 | — | SOLD |
| 602 | LEN | LENNAR CORP | Consumer Cyclical | 3 | $261.0 | — | SOLD |
| 603 | CNP | CENTERPOINT ENERGY INC | Utilities | 6 | $259.0 | — | SOLD |
| 604 | SANM | SANMINA CORP | Technology | 2 | $259.0 | — | SOLD |
| 605 | RMBS | RAMBUS | Technology | 3 | $258.0 | — | SOLD |
| 606 | XPEV | XPENG | Consumer Cyclical | 15 | $257.0 | — | SOLD |
| 607 | ACI | ALBERTSONS COMPANIES INC | Consumer Defensive | 15 | $256.0 | — | SOLD |
| 608 | BOKF | BOK FINANCIAL CORP | Financial Services | 2 | $256.0 | — | SOLD |
| 609 | TSN | TYSON FOODS INC CLASS A | Consumer Defensive | 4 | $256.0 | — | SOLD |
| 610 | AFG | AMERICAN FINANCIAL GROUP INC | Financial Services | 2 | $255.0 | — | SOLD |
| 611 | RWJ | INVESCO S&P SMALL CAP 600 REVENUE ETF | — | 5 | $255.0 | — | SOLD |
| 612 | ABNB | AIRBNB INC | Consumer Cyclical | 2 | $253.0 | — | SOLD |
| 613 | FE | FirstEnergy Corp | Utilities | 5 | $253.0 | — | SOLD |
| 614 | STT | STATE STREET CORP | Financial Services | 2 | $253.0 | — | SOLD |
| 615 | NPO | ENPRO INC | Industrials | 1 | $251.0 | — | SOLD |
| 616 | NYT | NEW YORK TIMES CO | Communication Services | 3 | $251.0 | — | SOLD |
| 617 | WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | 1 | $251.0 | — | SOLD |
| 618 | LAD | LITHIA MOTORS INC | Consumer Cyclical | 1 | $250.0 | — | SOLD |
| 619 | PRI | PRIMERICA INC | Financial Services | 1 | $250.0 | — | SOLD |
| 620 | WAB | WABTEC CORPORATION | Industrials | 1 | $250.0 | — | 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%