Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 781 | SEIC | SEI INVESTMENTS CO | Financial Services | 2 | $157.0 | — | SOLD |
| 782 | NTB | BANK OF N.T BUTTERFIELD & SON LTD | Financial Services | 3 | $157.0 | — | SOLD |
| 783 | ABCB | AMERIS BANCORP | Financial Services | 2 | $156.0 | — | SOLD |
| 784 | BAH | BOOZ ALLEN HAMILTON HOLDING CORP | Industrials | 2 | $156.0 | — | SOLD |
| 785 | QRVO | Qorvo Inc | Technology | 2 | $155.0 | — | SOLD |
| 786 | SLGN | SILGAN HOLDINGS INC | Consumer Cyclical | 4 | $155.0 | — | SOLD |
| 787 | WING | WINGSTOP INC COM USD0.01 | Consumer Cyclical | 1 | $155.0 | — | SOLD |
| 788 | YUM | YUM BRANDS | Consumer Cyclical | 1 | $155.0 | — | SOLD |
| 789 | UPST | UPSTART HOLDINGS INC | Financial Services | 6 | $154.0 | — | SOLD |
| 790 | EMN | Eastman Chemical Co | Basic Materials | 2 | $153.0 | — | SOLD |
| 791 | LULU | LULULEMON ATHLETICA | Consumer Cyclical | 1 | $153.0 | — | SOLD |
| 792 | VFC | VF CORPORATION | Consumer Cyclical | 9 | $153.0 | — | SOLD |
| 793 | WEX | WEX INC | Technology | 1 | $153.0 | — | SOLD |
| 794 | BMI | BADGER METER INC | Technology | 1 | $152.0 | — | SOLD |
| 795 | PSMT | PRICESMART INC | Consumer Defensive | 1 | $151.0 | — | SOLD |
| 796 | SIGI | SELECTIVE INSURANCE GROUP INC | Financial Services | 2 | $151.0 | — | SOLD |
| 797 | CATY | CATHAY GENERAL BANCORP | Financial Services | 3 | $150.0 | — | SOLD |
| 798 | NWSA | NEWS CORP | Communication Services | 6 | $150.0 | — | SOLD |
| 799 | W | WAYFAIR INC | Consumer Cyclical | 2 | $150.0 | — | SOLD |
| 800 | STNG | SCORPIO TANKERS INC | Energy | 2 | $149.0 | — | 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%