Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 621 | VRSN | VERISIGN INC | Technology | 1 | $248.0 | — | SOLD |
| 622 | ILMN | ILLUMINA INC | Healthcare | 2 | $247.0 | — | SOLD |
| 623 | AVT | Avnet Inc | Technology | 4 | $246.0 | — | SOLD |
| 624 | EVRG | EVERGY INC COM NPV | Utilities | 3 | $246.0 | — | SOLD |
| 625 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP A | Technology | 4 | $245.0 | — | SOLD |
| 626 | — | FTAI AVIATION LTD | — | 1 | $245.0 | — | SOLD |
| 627 | — | ISHARES COPPER METALS MINING ETF | — | 5 | $244.0 | — | SOLD |
| 628 | ADBE | Adobe Systems Inc | Technology | 1 | $243.0 | — | SOLD |
| 629 | ONB | OLD NATIONAL BANCORP | Financial Services | 11 | $243.0 | — | SOLD |
| 630 | LEA | LEAR CORP | Consumer Cyclical | 2 | $242.0 | — | SOLD |
| 631 | — | Block Inc | — | 4 | $241.0 | — | SOLD |
| 632 | CFG | CITIZENS FINANCIAL GROUP | Financial Services | 4 | $240.0 | — | SOLD |
| 633 | ESI | ELEMENT SOLUTIONS INC | Basic Materials | 7 | $239.0 | — | SOLD |
| 634 | KBWB | Invesco KBW Bank ETF | — | 3 | $237.0 | — | SOLD |
| 635 | DAN | DANA INC | Consumer Cyclical | 7 | $236.0 | — | SOLD |
| 636 | BEN | FRANKLIN RESOURCES INC | Financial Services | 10 | $236.0 | — | SOLD |
| 637 | FIS | FIDELITY NATIONAL INFORMATION SERVICES INC | Technology | 5 | $235.0 | — | SOLD |
| 638 | TW | TRADEWEB MARKETS INC | Financial Services | 2 | $235.0 | — | SOLD |
| 639 | ALSN | ALLISON TRANSMISSION HOLDINGS INC | Consumer Cyclical | 2 | $234.0 | — | SOLD |
| 640 | WLK | WESTLAKE CORP | Basic Materials | 2 | $234.0 | — | 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%