Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | AXON | AXON ENTERPRISE | Industrials | 25 | $11K | 0.00% | SOLD |
| 142 | ACN | ACCENTURE LTD ORD | Technology | 53 | $11K | 0.00% | SOLD |
| 143 | MTN | VAIL RESORTS INC | Consumer Cyclical | 81 | $10K | 0.00% | SOLD |
| 144 | COF | CAPITAL ONE FINANCIAL CORP | Financial Services | 56 | $10K | 0.00% | SOLD |
| 145 | AMGN | AMGEN INC | Healthcare | 28 | $10K | 0.00% | SOLD |
| 146 | UNH | UNITEDHEALTH GROUP | Healthcare | 35 | $9K | 0.00% | SOLD |
| 147 | VKTX | Viking Therapeutics Inc | Healthcare | 279 | $9K | 0.00% | SOLD |
| 148 | CEG | CONSTELLATION ENERGY | Utilities | 32 | $9K | 0.00% | SOLD |
| 149 | MTB | M&T BANK | Financial Services | 43 | $9K | 0.00% | SOLD |
| 150 | PANW | PALO ALTO NETWORKS | Technology | 55 | $9K | 0.00% | SOLD |
| 151 | IRM | IRON MOUNTAIN | Real Estate | 86 | $9K | 0.00% | SOLD |
| 152 | XLV | SPDR - HEALTH CARE ETF | — | 59 | $9K | 0.00% | SOLD |
| 153 | GE | GENERAL ELECTRIC | Industrials | 30 | $9K | 0.00% | SOLD |
| 154 | CVX | CHEVRONTEXACO | Energy | 41 | $8K | 0.00% | SOLD |
| 155 | ANET | ARISTA NETWORKS | Technology | 69 | $8K | 0.00% | SOLD |
| 156 | — | BANK AMERICA 5.375pcnt PFD | — | 390 | $8K | 0.00% | SOLD |
| 157 | FDN | FIRST TRUST DOW JONES INTERNET ETF | — | 36 | $8K | 0.00% | SOLD |
| 158 | CVV | CVD EQUIPTMENT CORP | Industrials | 2,000 | $8K | 0.00% | SOLD |
| 159 | CMCSA | COMCAST | Communication Services | 287 | $8K | 0.00% | SOLD |
| 160 | SYK | STRYKER CORP COM | Healthcare | 25 | $8K | 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%