Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1121 | — | BROWN-FORMAN CORP | — | 1 | $27.0 | — | SOLD |
| 1122 | RAMP | LIVERAMP HOLDINGS INC | Technology | 1 | $27.0 | — | SOLD |
| 1123 | — | REVIVE THERAPEUTICS LIMITED COM NPV | — | 1,000 | $26.0 | — | SOLD |
| 1124 | RHI | Robert Half International Inc | Industrials | 1 | $25.0 | — | SOLD |
| 1125 | YELP | YELP INC CLASS A | Communication Services | 1 | $25.0 | — | SOLD |
| 1126 | BOX | BOX INC | Technology | 1 | $24.0 | — | SOLD |
| 1127 | FLO | FLOWERS FOODS INC | Consumer Defensive | 3 | $24.0 | — | SOLD |
| 1128 | — | PERIMETER SOLUTIONS INC. COM USD0.0001 | — | 1 | $24.0 | — | SOLD |
| 1129 | WAY | WAYSTAR HOLDING CORP | Technology | 1 | $24.0 | — | SOLD |
| 1130 | GTM | ZOOMINFO TECHNOLOGIES INC | Technology | 4 | $24.0 | — | SOLD |
| 1131 | DOCS | DOXIMITY INC-CLASS A | Healthcare | 1 | $23.0 | — | SOLD |
| 1132 | OSCR | OSCAR HEALTH INC CL A | Healthcare | 2 | $23.0 | — | SOLD |
| 1133 | ACAD | ACADIA PHARMACEUTICALS INC | Healthcare | 1 | $22.0 | — | SOLD |
| 1134 | DKNG | DRAFTKINGS | Consumer Cyclical | 1 | $22.0 | — | SOLD |
| 1135 | RSI | RUSH STREET INTERACTIVE CL A ORD | Consumer Cyclical | 1 | $22.0 | — | SOLD |
| 1136 | — | SIRIUSPOINT LTD | — | 1 | $22.0 | — | SOLD |
| 1137 | REYN | REYNOLDS CONSUMER PRODUCTS ORD | Consumer Cyclical | 1 | $21.0 | — | SOLD |
| 1138 | PRGO | PERRIGO CO PLC | Healthcare | 2 | $21.0 | — | SOLD |
| 1139 | MQ | MARQETA INC | Technology | 5 | $20.0 | — | SOLD |
| 1140 | CLVT | CLARIVATE ANALYTICS PLC ORDINARY SHARES | Technology | 8 | $20.0 | — | 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%