Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | — | CANADIAN PACIFIC RAILWAY | — | 250 | $20K | 0.01% | SOLD |
| 102 | VB | VANGUARD SMALL CAP ETF | — | 73 | $19K | 0.01% | SOLD |
| 103 | MBB | ISHARES MBS ETF | — | 198 | $19K | 0.01% | SOLD |
| 104 | VBK | VANGUARD SM CAP GRW ETF | — | 62 | $19K | 0.01% | SOLD |
| 105 | THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | — | 515 | $19K | 0.01% | SOLD |
| 106 | VIOO | VANGUARD S&P SM CAP 600 ETF | — | 155 | $18K | 0.01% | SOLD |
| 107 | XLY | SPDR - CONSUMER DISCRETIONARY ETF | — | 162 | $18K | 0.01% | SOLD |
| 108 | LUV | SOUTHWEST AIRLINES | Industrials | 468 | $18K | 0.01% | SOLD |
| 109 | — | CRESCO LABS INC | — | 20,161 | $18K | 0.01% | SOLD |
| 110 | THW | ABRDN WORLD HEALTHCARE | Financial Services | 1,473 | $17K | 0.01% | SOLD |
| 111 | EW | EDWARDS LIFESCIENCES | Healthcare | 213 | $17K | 0.01% | SOLD |
| 112 | NXPI | NXP SEMICONDUCTOR NV COM | Technology | 85 | $17K | 0.01% | SOLD |
| 113 | M | MACY'S | Consumer Cyclical | 921 | $17K | 0.01% | SOLD |
| 114 | VT | VANGUARD TOTAL WORLD ETF | — | 118 | $16K | 0.01% | SOLD |
| 115 | TM | TOYOTA | Consumer Cyclical | 77 | $16K | 0.01% | SOLD |
| 116 | — | JPMORGAN ULTRA-SHORT INCOME ETF | — | 312 | $16K | 0.01% | SOLD |
| 117 | APA | APA Corp | Energy | 360 | $15K | 0.01% | SOLD |
| 118 | NVO | Novo Nordisk A/S | Healthcare | 415 | $15K | 0.01% | SOLD |
| 119 | MPLX | MPLX LP PARTNERSHIP UNITS | Energy | 263 | $15K | 0.01% | SOLD |
| 120 | — | THOMSON REUTERS | — | 163 | $15K | 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%