Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1141 | DNLI | DENALI THERAPEUTICS INC | Healthcare | 1 | $19.0 | — | SOLD |
| 1142 | LFST | LIFESTANCE HEALTH GROUP INC | Healthcare | 3 | $19.0 | — | SOLD |
| 1143 | MSOS | ADVISORSHARES PURE US CANNABIS ETF | — | 5 | $18.0 | — | SOLD |
| 1144 | ICLN | ISHARES GLBL CLEAN ENERGY ETF | — | 1 | $18.0 | — | SOLD |
| 1145 | FMC | FMC CORP | Basic Materials | 1 | $17.0 | — | SOLD |
| 1146 | GBTG | GLOBAL BUSINESS TRAVEL GROUP INC COM USD0.00005 CL | Technology | 3 | $17.0 | — | SOLD |
| 1147 | TALO | TALOS ENERGY INC COM USD0.01 | Energy | 1 | $16.0 | — | SOLD |
| 1148 | WEN | THE WENDY'S CO | Consumer Cyclical | 2 | $15.0 | — | SOLD |
| 1149 | OPEN | OPENDOOR TECHNOLOGIES ORD | Real Estate | 3 | $14.0 | — | SOLD |
| 1150 | UEC | URANIUM ENERGY CORP | Energy | 1 | $14.0 | — | SOLD |
| 1151 | LYFT | LYFT INC | Technology | 1 | $13.0 | — | SOLD |
| 1152 | NWBI | NORTHWEST BANCSHARES INC | Financial Services | 1 | $13.0 | — | SOLD |
| 1153 | S | SENTINELONE INC COM USD0.0001 CL A | Technology | 1 | $13.0 | — | SOLD |
| 1154 | CCC | CCC INTELLIGENT SOLUTIONS HO | Technology | 2 | $12.0 | — | SOLD |
| 1155 | XRAY | DENTSPLY SIRONA INC COM | Healthcare | 1 | $12.0 | — | SOLD |
| 1156 | — | CUSHMAN & WAKEFIELD LTD | — | 1 | $12.0 | — | SOLD |
| 1157 | AMBP | ARDAGH METAL PACKAGING SA | Consumer Cyclical | 3 | $12.0 | — | SOLD |
| 1158 | TRIP | TRIPADVISOR | Consumer Cyclical | 1 | $11.0 | — | SOLD |
| 1159 | — | BAVARIAN NORDIC A/S | — | 1 | $10.0 | — | SOLD |
| 1160 | DV | DOUBLEVERIFY HOLDINGS INC | Technology | 1 | $10.0 | — | 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%