Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1081 | SLVM | SYLVAMO CORP | Basic Materials | 1 | $42.0 | — | SOLD |
| 1082 | TFSL | TFS FINANCIAL CORP | Financial Services | 3 | $42.0 | — | SOLD |
| 1083 | CXT | CRANE NXT CO | Industrials | 1 | $41.0 | — | SOLD |
| 1084 | AVA | AVISTA CORP | Utilities | 1 | $40.0 | — | SOLD |
| 1085 | CSGP | COSTAR GROUP INC | Real Estate | 1 | $40.0 | — | SOLD |
| 1086 | — | CLEARWAY ENERGY INC | — | 1 | $39.0 | — | SOLD |
| 1087 | CWEN | CLEARWAY ENERGY INC | Utilities | 1 | $39.0 | — | SOLD |
| 1088 | FRME | FIRST MERCHANTS CORP | Financial Services | 1 | $39.0 | — | SOLD |
| 1089 | — | Nu Ride Inc | — | 23 | $39.0 | — | SOLD |
| 1090 | SFNC | SIMMONS FIRST NATIONAL CORP | Financial Services | 2 | $39.0 | — | SOLD |
| 1091 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 1 | $38.0 | — | SOLD |
| 1092 | WLY | JOHN WILEY & SONS INC | Communication Services | 1 | $38.0 | — | SOLD |
| 1093 | CENT | CENTRAL GARDEN & PET CO | — | 1 | $37.0 | — | SOLD |
| 1094 | DT | DYNATRACE INC | Technology | 1 | $37.0 | — | SOLD |
| 1095 | KBR | KBR INC | Industrials | 1 | $37.0 | — | SOLD |
| 1096 | BITO | PROSHARES BITCOIN ETF | — | 4 | $37.0 | — | SOLD |
| 1097 | RNG | RINGCENTRAL INC | Technology | 1 | $37.0 | — | SOLD |
| 1098 | HUBG | HUB GROUP INC | Industrials | 1 | $36.0 | — | SOLD |
| 1099 | TNET | TRINET GROUP INC COM USD0.000025 | Industrials | 1 | $36.0 | — | SOLD |
| 1100 | CELH | CELSIUS HOLDING INC | Consumer Defensive | 1 | $35.0 | — | 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%