Curio Wealth, LLC Purchases in Q2 2025

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
36
+ 3600.0%
$274.32 - $302.46 $9.88K - $10.9K
37 $10.7M
JOBY
Joby Aviation, Inc.

Industrials
199
+ 19900.0%
$5.33 - $10.55 $1.06K - $2.1K
200 $2.11M
OKTA
Okta, Inc.

Technology
21
+ 2100.0%
$91.24 - $127.3 $1.92K - $2.67K
22 $2.2M
ROKU
Roku, Inc

Communication Services
25
+ 2500.0%
$55.1 - $87.89 $1.38K - $2.2K
26 $2.29M
GWRE
Guidewire Software, Inc.

Technology
4
+ 400.0%
$172.73 - $257.37 $691 - $1.03K
5 $1.18M
ISRG
Intuitive Surgical Inc

Healthcare
14
+ 1400.0%
$451.58 - $565.94 $6.32K - $7.92K
15 $8.15M
GH
Guardant Health, Inc.

Healthcare
13
+ 1300.0%
$37.05 - $52.04 $482 - $677
14 $729K
LDOS
Leidos Holdings, Inc.

Technology
18
+ 1800.0%
$132.9 - $160.3 $2.39K - $2.89K
19 $3M
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 100.0%
$361.04 - $536.34 $361 - $536
2 $1.07M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.8K
+ 179700.0%
$11.34 - $12.35 $20.4K - $22.2K
1.8K $21.4M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
24
+ 2400.0%
$52.84 - $65.52 $1.27K - $1.57K
25 $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
1.76K
+ 25085.71%
$167.32 - $223.3 $294K - $392K
1.76K $387M
XEL
Xcel Energy Inc

Utilities
339
+ 16950.0%
$65.65 - $72.39 $22.3K - $24.5K
341 $23.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
152
+ 15200.0%
$45.11 - $52.34 $6.86K - $7.96K
153 $8.01M
HRB
H&R Block Inc

Consumer Cyclical
85
+ 8500.0%
$54.32 - $63.04 $4.62K - $5.36K
86 $4.72M
Dbv Technologies Sa
26
+ 2600.0%
N/A
27 $247K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4
+ 400.0%
$66.89 - $111.18 $268 - $445
5 $556K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 400.0%
$141.37 - $228.57 $565 - $914
5 $1.13M
NKE
Nike, Inc.

Consumer Cyclical
2
New
$53.27 - $72.04 $107 - $144
2 $142K
IFNNY
Infineon Technologies Ag

Technology
11
+ 1100.0%
$26.41 - $42.58 $291 - $468
12 $511K
SAIC
Science Applications International Corp

Technology
127
+ 12700.0%
$100.22 - $123.41 $12.7K - $15.7K
128 $14.4M
UL
Unilever PLC

Consumer Defensive
21
+ 2100.0%
$57.9 - $65.43 $1.22K - $1.37K
22 $1.35M
XPEV
Xpeng Inc.

Consumer Cyclical
14
+ 1400.0%
$16.42 - $22.25 $230 - $312
15 $268K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2
+ 200.0%
$99.37 - $134.05 $199 - $268
3 $340K
XLP
Consumer Staples Sector Spdr

ETFs
30
+ 3000.0%
N/A
31 $2.51M
EDIT
Editas Medicine, Inc.

Healthcare
76
+ 7600.0%
$0.98 - $2.35 $74.5 - $179
77 $169K
Schwab Us Lg Cap Value Index
15
+ 1500.0%
N/A
16 $975K
AVLV
American Centy ETF Tr Avantis
37
+ 3700.0%
$56.85 - $68.21 $2.1K - $2.52K
38 $2.59M
RDFN
Redfin Corp

Real Estate
14
+ 1400.0%
$8.2 - $11.74 $115 - $164
15 $168K
IRBO
Ishares Robotics & Artificial

ETFs
9
+ 900.0%
N/A
10 $410K
SBUX
Starbucks Corp

Consumer Cyclical
23
+ 2300.0%
$79.69 - $99.41 $1.83K - $2.29K
24 $2.21M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 1400.0%
$285.55 - $321.23 $4K - $4.5K
15 $4.38M
BIDU
Baidu, Inc.

Communication Services
18
+ 1800.0%
$76.86 - $92.5 $1.38K - $1.67K
19 $1.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
84
+ 8400.0%
$50.36 - $50.68 $4.23K - $4.26K
85 $4.31M
Ishares Copper Metals Mining ETF
4
+ 400.0%
N/A
5 $151K
Atlanta Braves Holdings Srs A Ord
1
+ 100.0%
N/A
2 $98K
Ganfeng Lithium CO
48
+ 4800.0%
N/A
49 $142K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
21
+ 2100.0%
$13.24 - $18.0 $278 - $378
22 $373K
SOTGY
Sunny Optical Technology (Group) Company Limited

Technology
3
+ 300.0%
N/A
4 $359K
WBD
Warner Bros. Discovery, Inc.

Communication Services
6
+ 300.0%
$7.69 - $11.46 $46.1 - $68.8
8 $92K
Nu Ride Inc
22
+ 2200.0%
N/A
23 $32K
Amish Naturals
2.5K
+ 249900.0%
N/A
2.5K $0
COFPRJ
Capital One Finl Cor
7
+ 700.0%
N/A
8 $142K
BITO
Proshares Tr Bitcoin Strategy

ETFs
3
+ 300.0%
$16.69 - $23.43 $50.1 - $70.3
4 $86K
Genprex Inc
9
+ 900.0%
N/A
10 $2K
IYH
Ishares Tr

ETFs
4
+ 400.0%
$53.97 - $60.17 $216 - $241
5 $283K
TWOPRC
Two Hbrs Invt Corp Cum Red Pfd
8
+ 800.0%
N/A
9 $212K
JPMPRL
Jpm Chase & CO Dep Shs Rep 1/4
9
+ 900.0%
N/A
10 $196K
AOS
Smith A O Corp

Industrials
4
+ 400.0%
$59.63 - $70.52 $239 - $282
5 $328K
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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