Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | ORA | ORMAT TECHNOLOGIES | Utilities | 295 | $33K | 0.01% | SOLD |
| 82 | BR | BROADRIDGE FINANCIAL SOLUTIONS | Technology | 202 | $33K | 0.01% | SOLD |
| 83 | CNI | CANADIAN NATIONAL RAILWAY | Industrials | 317 | $33K | 0.01% | SOLD |
| 84 | AUB | ATLANTIC UNION BANKSHARES CORP | Financial Services | 901 | $32K | 0.01% | SOLD |
| 85 | ABT | ABBOTT LABORATORIES | Healthcare | 310 | $32K | 0.01% | SOLD |
| 86 | VIG | VG DVDND APPRECIATION ETF | — | 132 | $28K | 0.01% | SOLD |
| 87 | XEL | XCEL ENERGY | Utilities | 345 | $27K | 0.01% | SOLD |
| 88 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR | — | 114 | $27K | 0.01% | SOLD |
| 89 | THO | THOR INDUSTRIES | Consumer Cyclical | 334 | $27K | 0.01% | SOLD |
| 90 | MELI | MERCADOLIBRE | Consumer Cyclical | 15 | $26K | 0.01% | SOLD |
| 91 | MDY | S&P MID CAP 400 ETF | Financial Services | 41 | $25K | 0.01% | SOLD |
| 92 | LCID | LUCID GROUP ORD | Consumer Cyclical | 2,621 | $25K | 0.01% | SOLD |
| 93 | APLD | APPLIED DIGITAL CORP | Technology | 1,006 | $24K | 0.01% | SOLD |
| 94 | TMUS | T-MOBILE US | Communication Services | 109 | $23K | 0.01% | SOLD |
| 95 | EMXC | ISHARES MSCI EMERGING MKTS EX CHINA ETF | — | 284 | $22K | 0.01% | SOLD |
| 96 | PECO | PHILLIPS EDISON AND COMPANY | Real Estate | 591 | $22K | 0.01% | SOLD |
| 97 | IWM | ISHARES RUSSELL 2000 ETF | — | 89 | $22K | 0.01% | SOLD |
| 98 | VUG | VANGUARD US LG CAP GRWTH ETF | — | 47 | $21K | 0.01% | SOLD |
| 99 | MKC | MCCORMICK | Consumer Defensive | 403 | $20K | 0.01% | SOLD |
| 100 | COP | CONOCO PHILLIPS | Energy | 152 | $20K | 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%