Curio Wealth, LLC Purchases in Q2 2025

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVSD
American Centy ETF Tr Avantis

ETFs
261
+ 13050.0%
$53.85 - $67.74 $14.1K - $17.7K
263 $17.8M
CEG
Constellation Energy Corp

Utilities
30
+ 3000.0%
$170.96 - $322.76 $5.13K - $9.68K
31 $10M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
544
+ 54400.0%
$85.42 - $94.39 $46.5K - $51.3K
545 $51.2M
LRLCY
L'Oreal CO Adr

Consumer Defensive
134
+ 13400.0%
$72.9 - $88.25 $9.77K - $11.8K
135 $11.5M
KO
Coca Cola CO

Consumer Defensive
285
+ 5700.0%
$68.37 - $73.9 $19.5K - $21.1K
290 $20.5M
SCHC
Schwab Strategic Tr Intl Small

ETFs
287
+ 28700.0%
$32.41 - $42.59 $9.3K - $12.2K
288 $12.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
365
+ 36500.0%
$108.12 - $135.04 $39.5K - $49.3K
366 $49.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
277
+ 27700.0%
$50.08 - $63.14 $13.9K - $17.5K
278 $17.6M
SLDP
Solid Power, Inc.

Industrials
1.3K
+ 64900.0%
$0.93 - $2.28 $1.21K - $2.96K
1.3K $2.85M
QCOM
Qualcomm Inc

Technology
399
+ 39900.0%
$124.66 - $159.48 $49.7K - $63.6K
400 $63.7M
TMUS
T Mobile Us, Inc.

Communication Services
102
+ 10200.0%
$220.99 - $268.54 $22.5K - $27.4K
103 $24.5M
Richtech Robotics Inc
1K
New
N/A
1K $1.95M
AVGO
Broadcom Inc.

Technology
39
+ 3900.0%
$146.29 - $275.65 $5.71K - $10.8K
40 $11M
Dimensional Ultrashort Fxd Inc ETF
10.3K
+ 342833.34%
N/A
10.3K $522M
CERT
Certara, Inc.

Healthcare
140
New
$9.05 - $14.47 $1.27K - $2.03K
140 $1.64M
NDAQ
Nasdaq, Inc.

Financial Services
134
+ 13400.0%
$66.4 - $89.42 $8.9K - $12K
135 $12.1M
VEEV
Veeva Systems Inc

Healthcare
20
+ 2000.0%
$209.39 - $289.94 $4.19K - $5.8K
21 $6.05M
SYM
Symbotic Inc.

Financial Services
40
New
$17.5 - $38.85 $700 - $1.55K
40 $1.55M
UNP
Union Pacific Corp

Industrials
752
+ 12533.33%
$208.27 - $238.46 $157K - $179K
758 $174M
VUG
Vanguard Growth ETF

ETFs
46
+ 4600.0%
$329.49 - $438.4 $15.2K - $20.2K
47 $20.6M
RGTI
Rigetti Computing, Inc.

Technology
107
New
$7.5 - $14.29 $803 - $1.53K
107 $1.27M
PANW
Palo Alto Networks Inc

Technology
53
+ 5300.0%
$152.44 - $204.64 $8.08K - $10.8K
54 $11.1M
VT
Vanguard Total World Stk Index

ETFs
109
+ 10900.0%
$103.16 - $128.52 $11.2K - $14K
110 $14.1M
VUSB
Vanguard Bd Index Fds
4.94K
+ 164500.0%
N/A
4.94K $246M
VIG
Vanguard Dividend Appreciation

ETFs
129
+ 4300.0%
N/A
132 $27.1M
UBER
Uber Technologies, Inc

Technology
34
+ 3400.0%
$64.62 - $93.3 $2.2K - $3.17K
35 $3.27M
WM
Waste Management Inc

Industrials
40
+ 4000.0%
$216.47 - $242.1 $8.66K - $9.68K
41 $9.38M
Rolls Royce Holdings PLC
160
+ 16000.0%
N/A
161 $2.15M
Asset Entities Cl B Ord
260
New
N/A
260 $975K
QUBT
Quantum Computing Inc.

Technology
50
+ 5000.0%
$5.87 - $21.22 $294 - $1.06K
51 $978K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
9
+ 900.0%
$224.32 - $326.09 $2.02K - $2.93K
10 $3.26M
IVV
Ishares Core S&P 500 ETF

ETFs
27
+ 2700.0%
$498.8 - $620.9 $13.5K - $16.8K
28 $17.4M
SHOP
Shopify Inc.

Technology
99
+ 9900.0%
$76.89 - $115.35 $7.61K - $11.4K
100 $11.5M
SYK
Stryker Corp

Healthcare
24
+ 2400.0%
$337.37 - $395.63 $8.1K - $9.5K
25 $9.89M
NXPI
Nxp Semiconductors N.V.

Technology
81
+ 8100.0%
$153.5 - $218.72 $12.4K - $17.7K
82 $17.9M
EW
Edwards Lifesciences Corp

Healthcare
207
+ 20700.0%
$67.07 - $78.22 $13.9K - $16.2K
208 $16.3M
IBP
Installed Building Products, Inc.

Consumer Cyclical
168
+ 16800.0%
$153.99 - $182.0 $25.9K - $30.6K
169 $30.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 400.0%
$321.63 - $509.31 $1.29K - $2.04K
5 $2.55M
CNI
Canadian National Railway CO

Industrials
316
+ 31600.0%
$92.66 - $108.13 $29.3K - $34.2K
317 $33M
DIS
Walt Disney CO

Communication Services
59
+ 1475.0%
$81.72 - $124.01 $4.82K - $7.32K
63 $7.78M
PFG
Principal Financial Group Inc

Financial Services
378
+ 37800.0%
$69.56 - $86.19 $26.3K - $32.6K
379 $30.1M
Labcorp Holdings Inc
21
+ 2100.0%
N/A
22 $5.78M
QS
Quantum Scape Corp

Consumer Cyclical
444
+ 22200.0%
$3.47 - $7.65 $1.54K - $3.4K
446 $3M
KD
Kyndryl Holdings, Inc.

Technology
87
+ 4350.0%
$27.77 - $41.96 $2.42K - $3.65K
89 $3.73M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
566
+ 56600.0%
$19.1 - $23.83 $10.8K - $13.5K
567 $13.5M
TTWO
Take Two Interactive Software Inc

Communication Services
9
+ 900.0%
$194.58 - $243.05 $1.75K - $2.19K
10 $2.43M
VGT
Vanguard Information Technolog

ETFs
13
+ 1300.0%
$470.37 - $663.28 $6.11K - $8.62K
14 $9.29M
EXC
Exelon Corp

Utilities
92
+ 9200.0%
$42.2 - $47.37 $3.88K - $4.36K
93 $4.04M
VZ
Verizon Communications Inc

Communication Services
158
+ 15800.0%
$41.67 - $45.62 $6.58K - $7.21K
159 $6.88M
Activity Summary
Buys All Purchases 347 New Holdings 19 Increased Positions 328 Sells All Sells 2 Reductions 1 Sold out 1 Options Calls 0 Puts 0
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