Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 661 | EIX | EDISON INTERNATIONAL | Utilities | 3 | $220.0 | — | SOLD |
| 662 | WBD | WARNER BROS. DISCOVERY | Communication Services | 8 | $220.0 | — | SOLD |
| 663 | AIR | AAR CORP | Industrials | 2 | $219.0 | — | SOLD |
| 664 | COLB | COLUMBIA BANKING SYSTEM INC | Financial Services | 8 | $219.0 | — | SOLD |
| 665 | FDS | FACTSET RESEARCH SYSTEMS | Financial Services | 1 | $217.0 | — | SOLD |
| 666 | AJG | ARTHUR J. GALLAGHER & CO | Financial Services | 1 | $217.0 | — | SOLD |
| 667 | MOD | MODINE MANUFACTURING CO | Consumer Cyclical | 1 | $217.0 | — | SOLD |
| 668 | — | CORBUS PHARMACEUTICALS | — | 23 | $216.0 | — | SOLD |
| 669 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 4 | $216.0 | — | SOLD |
| 670 | LNT | ALLIANT ENERGY CORP | Utilities | 3 | $215.0 | — | SOLD |
| 671 | TAP | MOLSON COORS BREWING CO B | Consumer Defensive | 5 | $215.0 | — | SOLD |
| 672 | EWBC | EAST WEST BANCORP INC | Financial Services | 2 | $214.0 | — | SOLD |
| 673 | SWK | STANLEY BLACK & DECKER INC | Industrials | 3 | $213.0 | — | SOLD |
| 674 | GPOR | GULFPORT ENERGY OPERATING CORP. COM USD0.01 | Energy | 1 | $212.0 | — | SOLD |
| 675 | JBHT | JB HUNT TRANSPORT SERVICES | Industrials | 1 | $212.0 | — | SOLD |
| 676 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | Industrials | 3 | $212.0 | — | SOLD |
| 677 | CAH | CARDINAL HEALTH INC | Healthcare | 1 | $211.0 | — | SOLD |
| 678 | JXN | JACKSON FINANCIAL INC | Financial Services | 2 | $211.0 | — | SOLD |
| 679 | AROC | ARCHROCK INC | Energy | 6 | $209.0 | — | SOLD |
| 680 | LAUR | LAUREATE EDUCATION INC- A | Consumer Defensive | 6 | $209.0 | — | 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%