Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | — | INSTALLED BUILDING PRODUCTS | — | 170 | $45K | 0.01% | SOLD |
| 62 | MRK | MERCK & CO INC | Healthcare | 361 | $43K | 0.01% | SOLD |
| 63 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | — | 734 | $43K | 0.01% | SOLD |
| 64 | FBTC | FIDELITY WISE ORIGIN BITCOIN ETF | Financial Services | 709 | $42K | 0.01% | SOLD |
| 65 | EFV | ISHARES MSCI EAFE VALUE ETF | — | 561 | $42K | 0.01% | SOLD |
| 66 | — | BROWN-FORMAN CORP | — | 1,576 | $42K | 0.01% | SOLD |
| 67 | ADP | AUTOMATIC DATA PROCESSING | Industrials | 202 | $41K | 0.01% | SOLD |
| 68 | PLAB | PHOTRONICS INC | Technology | 1,000 | $40K | 0.01% | SOLD |
| 69 | SPYV | SPDR Portfolio S&P 500 Value ETF | — | 705 | $40K | 0.01% | SOLD |
| 70 | COST | COSTCO | Consumer Defensive | 40 | $40K | 0.01% | SOLD |
| 71 | XOM | EXXON MOBIL | Energy | 232 | $39K | 0.01% | SOLD |
| 72 | BRO | BROWN & BROWN | Financial Services | 601 | $39K | 0.01% | SOLD |
| 73 | BEPC | BROOKFIELD RENEWABLE CORP | Utilities | 954 | $38K | 0.01% | SOLD |
| 74 | VZ | VERIZON | Communication Services | 726 | $36K | 0.01% | SOLD |
| 75 | VGT | VG INFO TECHNOLOGY ETF | — | 52 | $36K | 0.01% | SOLD |
| 76 | TLTD | FLEXSHARE MSTAR DEVMKS EX-US FCT TILT ETF | — | 386 | $36K | 0.01% | SOLD |
| 77 | TROW | TR PRICE GROUP INC | Financial Services | 388 | $35K | 0.01% | SOLD |
| 78 | KO | COCA COLA | Consumer Defensive | 459 | $35K | 0.01% | SOLD |
| 79 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 905 | $35K | 0.01% | SOLD |
| 80 | PFG | PRINCIPAL FINANCIAL GROUP | Financial Services | 384 | $35K | 0.01% | 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%