Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 681 | ES | EVERSOURCE ENERGY | Utilities | 3 | $208.0 | — | SOLD |
| 682 | HSY | THE HERSHEY CO | Consumer Defensive | 1 | $208.0 | — | SOLD |
| 683 | TRU | TRANSUNION | Industrials | 3 | $208.0 | — | SOLD |
| 684 | CLX | CLOROX | Consumer Defensive | 2 | $207.0 | — | SOLD |
| 685 | UBSI | United Bankshares Inc | Financial Services | 5 | $207.0 | — | SOLD |
| 686 | AMR | ALPHA METALLURGICAL RESOURCES INC COM USD0.01 | Energy | 1 | $205.0 | — | SOLD |
| 687 | DIOD | DIODES INC | Technology | 3 | $205.0 | — | SOLD |
| 688 | RGA | REINSURANCE GROUP OF AMERICA INC | Financial Services | 1 | $204.0 | — | SOLD |
| 689 | SYF | Synchrony Financial | Financial Services | 3 | $204.0 | — | SOLD |
| 690 | PLXS | PLEXUS CORP | Technology | 1 | $203.0 | — | SOLD |
| 691 | AXS | AXIS CAPITAL HOLDINGS LTD | Financial Services | 2 | $203.0 | — | SOLD |
| 692 | ENSG | ENSIGN GROUP INC | Healthcare | 1 | $202.0 | — | SOLD |
| 693 | — | INTERNATIONAL BANCSHARES CORP | — | 3 | $202.0 | — | SOLD |
| 694 | POOL | POOL CORP | Industrials | 1 | $202.0 | — | SOLD |
| 695 | TKO | TKO GROUP HOLDINGS INC | Communication Services | 1 | $202.0 | — | SOLD |
| 696 | WTRG | ESSENTIAL UTILITIES INC | Utilities | 5 | $201.0 | — | SOLD |
| 697 | SGOV | ISHARES 0 TO 3 MNTH TREASURY BND ETF | — | 2 | $201.0 | — | SOLD |
| 698 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 2 | $200.0 | — | SOLD |
| 699 | IXN | ISHARES GLOBAL TECH ETF | — | 2 | $200.0 | — | SOLD |
| 700 | WRB | WR BERKLEY CORP | Financial Services | 3 | $199.0 | — | 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%