Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 841 | NNI | NELNET INC | Financial Services | 1 | $129.0 | — | SOLD |
| 842 | VISN | VISTANCE NETWORKS INC | Technology | 7 | $127.0 | — | SOLD |
| 843 | HWC | HANCOCK WHITNEY CORP | Financial Services | 2 | $127.0 | — | SOLD |
| 844 | J | JACOBS SOLUTIONS INC | Industrials | 1 | $127.0 | — | SOLD |
| 845 | CAG | CONAGRA BRANDS | Consumer Defensive | 8 | $126.0 | — | SOLD |
| 846 | MTDR | MATADOR RESOURCES CO | Energy | 2 | $126.0 | — | SOLD |
| 847 | TRMK | TRUSTMARK CORP | Financial Services | 3 | $126.0 | — | SOLD |
| 848 | WAFD | WAFD INC | Financial Services | 4 | $126.0 | — | SOLD |
| 849 | RIOT | RIOT BLOCKCHAIN | Financial Services | 10 | $124.0 | — | SOLD |
| 850 | LCII | LCI INDS | Consumer Cyclical | 1 | $123.0 | — | SOLD |
| 851 | VLYPN | VALLEY NATIONAL BANCORP | — | 10 | $123.0 | — | SOLD |
| 852 | PAYC | PAYCOM SOFTWARE | Technology | 1 | $122.0 | — | SOLD |
| 853 | CDW | CDW CORP | Technology | 1 | $121.0 | — | SOLD |
| 854 | PLMR | PALOMAR HOLDINGS INC | Financial Services | 1 | $120.0 | — | SOLD |
| 855 | TFX | TELEFLEX INC | Healthcare | 1 | $120.0 | — | SOLD |
| 856 | XYL | XYLEM INC | Industrials | 1 | $120.0 | — | SOLD |
| 857 | ECG | EVERUS CONSTRUCTION GROUP INC | Industrials | 1 | $118.0 | — | SOLD |
| 858 | PSTG | PURE STORAGE INC | — | 2 | $118.0 | — | SOLD |
| 859 | ZTS | ZOETIS | Healthcare | 1 | $118.0 | — | SOLD |
| 860 | FNB | FNB CORPORATION | Financial Services | 7 | $117.0 | — | 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%