Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 901 | ACLS | AXCELIS TECHNOLOGIES INC | Technology | 1 | $93.0 | — | SOLD |
| 902 | SSB | SOUTH STATE BANK CORP COM | Financial Services | 1 | $93.0 | — | SOLD |
| 903 | HCC | WARRIOR MET COAL INC COM USD0.01 | Energy | 1 | $93.0 | — | SOLD |
| 904 | AFRM | AFFIRM HOLDINGS INC | Technology | 2 | $92.0 | — | SOLD |
| 905 | OZK | BANK OZK | Financial Services | 2 | $92.0 | — | SOLD |
| 906 | FELE | FRANKLIN ELECTRIC CO INC | Industrials | 1 | $92.0 | — | SOLD |
| 907 | MSM | MSC INDUSTRIAL DIRECT CO INC | Industrials | 1 | $92.0 | — | SOLD |
| 908 | OLLI | OLLIE S BARGAIN OUTLET HOLDINGS INC | Consumer Defensive | 1 | $92.0 | — | SOLD |
| 909 | OLED | UNIVERSAL DISPLAY CORP | Technology | 1 | $92.0 | — | SOLD |
| 910 | VSAT | VIASAT INC | Technology | 2 | $92.0 | — | SOLD |
| 911 | BYND | BEYOND MEAT | Consumer Defensive | 130 | $91.0 | — | SOLD |
| 912 | SR | SPIRE INC | Utilities | 1 | $91.0 | — | SOLD |
| 913 | VC | VISTEON CORP | Consumer Cyclical | 1 | $91.0 | — | SOLD |
| 914 | DRS | LEONARDO DRS INC COMMON STOCK | Industrials | 2 | $89.0 | — | SOLD |
| 915 | OLN | OLIN CORP | Basic Materials | 3 | $89.0 | — | SOLD |
| 916 | GFS | GLOBALFOUNDRIES INC | Technology | 2 | $89.0 | — | SOLD |
| 917 | — | Greif Inc | — | 1 | $88.0 | — | SOLD |
| 918 | ITGR | INTEGER HOLDINGS CORP | Healthcare | 1 | $88.0 | — | SOLD |
| 919 | OTTR | Otter Tail Corp | Utilities | 1 | $88.0 | — | SOLD |
| 920 | RVTY | REVVITY INC | Healthcare | 1 | $88.0 | — | 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%