Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | NEXT | NEXTDECADE CORP | Energy | 1,003 | $8K | 0.00% | SOLD |
| 162 | OFRM | ONCE UPON A FARM PBC | Consumer Defensive | 482 | $8K | 0.00% | SOLD |
| 163 | HIMX | HIMAX TECHNOLOGIES INC | Technology | 1,000 | $8K | 0.00% | SOLD |
| 164 | VCIT | VG INTERM CORP BOND ETF | — | 92 | $8K | 0.00% | SOLD |
| 165 | RRX | REGAL REXNORD CORP | Industrials | 38 | $7K | 0.00% | SOLD |
| 166 | INTC | INTEL CORP | Technology | 161 | $7K | 0.00% | SOLD |
| 167 | GEV | GE VERNOVA LLC COM | Utilities | 8 | $7K | 0.00% | SOLD |
| 168 | ACHR | ARCHER AVIATION CL A | Industrials | 1,349 | $7K | 0.00% | SOLD |
| 169 | ISRG | INTUITIVE SURGICAL | Healthcare | 15 | $7K | 0.00% | SOLD |
| 170 | — | CANNABIST COMPANY HOLDING | — | 234,090 | $7K | 0.00% | SOLD |
| 171 | MET | METLIFE INC | Financial Services | 93 | $7K | 0.00% | SOLD |
| 172 | LYV | LIVE NATION | Communication Services | 43 | $7K | 0.00% | SOLD |
| 173 | LH | LABCORP HOLDINGS INC | Healthcare | 24 | $6K | 0.00% | SOLD |
| 174 | VYM | VANGUARD HIGH DIV'D YD ETF | — | 41 | $6K | 0.00% | SOLD |
| 175 | NOK | NOKIA OYJ | Technology | 700 | $6K | 0.00% | SOLD |
| 176 | — | SAFE BULKERS | — | 215 | $6K | 0.00% | SOLD |
| 177 | SBUX | STARBUCKS | Consumer Cyclical | 62 | $6K | 0.00% | SOLD |
| 178 | ECL | ECOLAB INC | Basic Materials | 21 | $6K | 0.00% | SOLD |
| 179 | IMMR | IMMERSION CORP | Technology | 1,000 | $5K | 0.00% | SOLD |
| 180 | VONV | VANGUARD RUSSELL 1000 VALUE ETF | — | 58 | $5K | 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%