Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 821 | — | Hut 8 Mining Corp | — | 3 | $141.0 | — | SOLD |
| 822 | PJT | PJT PARTNERS INC A | Financial Services | 1 | $140.0 | — | SOLD |
| 823 | RH | RH COM | Consumer Cyclical | 1 | $140.0 | — | SOLD |
| 824 | SHNY | MICROSECTORS GOLD 3X LEVERAGED ETN | Financial Services | 10 | $139.0 | — | SOLD |
| 825 | WTFC | WINTRUST FINANCIAL CORP | Financial Services | 1 | $139.0 | — | SOLD |
| 826 | MZTI | THE MARZETTI CO | Consumer Defensive | 1 | $138.0 | — | SOLD |
| 827 | WSBC | WESBANCO INC | Financial Services | 4 | $138.0 | — | SOLD |
| 828 | WMS | ADVANCED DRAINAGE SYSTEMS INC | Industrials | 1 | $137.0 | — | SOLD |
| 829 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 3 | $136.0 | — | SOLD |
| 830 | CHWY | CHEWY INCCL A | Consumer Cyclical | 5 | $135.0 | — | SOLD |
| 831 | EPAM | EPAM SYSTEMS INC | Technology | 1 | $135.0 | — | SOLD |
| 832 | GPN | GLOBAL PAYMENTS INC | Industrials | 2 | $135.0 | — | SOLD |
| 833 | — | U-HAUL HOLDING CO | — | 3 | $134.0 | — | SOLD |
| 834 | PB | PROSPERITY BANCSHARES INC | Financial Services | 2 | $134.0 | — | SOLD |
| 835 | KEX | KIRBY CORP | Industrials | 1 | $133.0 | — | SOLD |
| 836 | CE | CELANESE CORP | Basic Materials | 2 | $132.0 | — | SOLD |
| 837 | RDN | RADIAN GROUP INC | Financial Services | 4 | $132.0 | — | SOLD |
| 838 | RUSHA | RUSH ENTERPRISES INC | Consumer Cyclical | 2 | $132.0 | — | SOLD |
| 839 | USLM | UNITED STATES LIME & MINERALS INC | Basic Materials | 1 | $131.0 | — | SOLD |
| 840 | WDAY | WORKDAY INC | Technology | 1 | $130.0 | — | 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%