Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 641 | CMS | CMS ENERGY CORP | Utilities | 3 | $233.0 | — | SOLD |
| 642 | CNX | CNX RESOURCES CORP | Energy | 6 | $231.0 | — | SOLD |
| 643 | OTIS | OTIS WORLDWIDE CORP | Industrials | 3 | $231.0 | — | SOLD |
| 644 | BTU | PEABODY ENERGY CORP | Energy | 7 | $231.0 | — | SOLD |
| 645 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 2 | $230.0 | — | SOLD |
| 646 | SAM | BOSTON BEER CO INC | Consumer Defensive | 1 | $230.0 | — | SOLD |
| 647 | HWM | HOWMET AEROSPACE INC COM USD1.00 | Industrials | 1 | $230.0 | — | SOLD |
| 648 | KNX | KNIGHT SWIFT TRANSN HLDGS INC | Industrials | 4 | $230.0 | — | SOLD |
| 649 | MOS | THE MOSAIC CO | Basic Materials | 9 | $230.0 | — | SOLD |
| 650 | DD | DUPONT | Basic Materials | 5 | $229.0 | — | SOLD |
| 651 | A | AGILENT TECHNOLOGIES INC | Healthcare | 2 | $228.0 | — | SOLD |
| 652 | AM | ANTERO MIDSTREAM CORP | Energy | 10 | $228.0 | — | SOLD |
| 653 | FHN | FIRST HORIZON CORP | Financial Services | 10 | $228.0 | — | SOLD |
| 654 | — | FEDERATED HERMES INC | — | 4 | $227.0 | — | SOLD |
| 655 | NOV | NATIONAL OILWELL VARCO INC COM | Energy | 12 | $226.0 | — | SOLD |
| 656 | UMBF | UMB FINANCIAL CORP | Financial Services | 2 | $226.0 | — | SOLD |
| 657 | INGR | INGREDION INC | Consumer Defensive | 2 | $225.0 | — | SOLD |
| 658 | CART | MAPLEBEAR INC | Consumer Cyclical | 6 | $225.0 | — | SOLD |
| 659 | BBIO | BRIDGEBIO PHARMA INC | Healthcare | 3 | $223.0 | — | SOLD |
| 660 | MGY | MAGNOLIA OIL & GAS CORP CL A | Energy | 7 | $221.0 | — | 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%