Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | XLI | THE INDUSTRIAL SELECT SECTOR SPDR ETF | — | 89 | $14K | 0.01% | SOLD |
| 122 | SCHB | SCHWAB US BROAD MARKET ETF | — | 567 | $14K | 0.01% | SOLD |
| 123 | DIS | WALT DISNEY | Communication Services | 142 | $14K | 0.01% | SOLD |
| 124 | XLC | THE COMM SVCS SEL SECT SPDR ETF | — | 120 | $13K | 0.01% | SOLD |
| 125 | IJS | ISHARES S&P SM CAP VAL ETF | — | 111 | $13K | 0.00% | SOLD |
| 126 | VSS | VG WORLD EX-US SMALL CAP ETF | — | 88 | $13K | 0.00% | SOLD |
| 127 | CHRW | C.H. ROBINSON WORLDWIDE INC | Industrials | 77 | $13K | 0.00% | SOLD |
| 128 | CB | CHUBB LTD COM | Financial Services | 39 | $13K | 0.00% | SOLD |
| 129 | BKNG | BOOKING HOLDINGS | Consumer Cyclical | 3 | $13K | 0.00% | SOLD |
| 130 | SAIC | SCIENCE APPLICATIONS INTERNATIONAL CORP | Technology | 129 | $12K | 0.00% | SOLD |
| 131 | VFH | VANGUARD FINANCIAL ETF | — | 99 | $12K | 0.00% | SOLD |
| 132 | NDAQ | NASDAQ INC | Financial Services | 140 | $12K | 0.00% | SOLD |
| 133 | SHOP | SHOPIFY | Technology | 100 | $12K | 0.00% | SOLD |
| 134 | GLW | CORNING INC | Technology | 87 | $12K | 0.00% | SOLD |
| 135 | KOF | COCA-COLA FEMSA SAB de CV | Consumer Defensive | 120 | $12K | 0.00% | SOLD |
| 136 | FSK | FS KKR CAPITAL CORP COM | Financial Services | 1,145 | $12K | 0.00% | SOLD |
| 137 | BAI | ISHARES A.I. INNOVATION AND TECH ACT ETF | — | 341 | $11K | 0.00% | SOLD |
| 138 | XLP | SPDR - CONSUMER ETF | — | 135 | $11K | 0.00% | SOLD |
| 139 | — | L OREAL SA | — | 135 | $11K | 0.00% | SOLD |
| 140 | SIGA | SIGA TECHNOLOGIES INC | Healthcare | 2,000 | $11K | 0.00% | 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%