Curio Wealth, LLC Purchases in Q2 2025

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TDOC
Teladoc Health, Inc.

Healthcare
38
+ 3800.0%
$6.51 - $8.71 $247 - $331
39 $340K
MET
Metlife Inc

Financial Services
14
+ 1400.0%
$68.42 - $82.49 $958 - $1.15K
15 $1.21M
HBANM
Huntington Bancshares Inc

Financial Services
8
+ 800.0%
$21.44 - $23.68 $172 - $189
9 $199K
ZM
Zoom Video Communications, Inc.

Technology
7
+ 700.0%
$66.7 - $84.62 $467 - $592
8 $624K
MTCH
Match Group, Inc.

Communication Services
23
+ 2300.0%
$27.03 - $31.93 $622 - $734
24 $751K
SBPRC
Safe Bulkers, Inc Cum Red Perp
214
+ 21400.0%
N/A
215 $5.44M
ZG
Zillow Group, Inc.

Communication Services
14
+ 1400.0%
$59.44 - $70.64 $832 - $989
15 $1.03M
BIIB
Biogen Inc.

Healthcare
1
+ 100.0%
$113.38 - $135.49 $113 - $135
2 $251K
ARES
Ares Management Corp

Financial Services
14
+ 1400.0%
$118.04 - $175.83 $1.65K - $2.46K
15 $2.6M
CVX
Chevron Corp

Energy
34
+ 3400.0%
$133.73 - $168.51 $4.55K - $5.73K
35 $5.01M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
73
+ 7300.0%
$43.63 - $45.4 $3.18K - $3.31K
74 $3.31M
CMA
Comerica Inc

Financial Services
39
+ 3900.0%
$50.42 - $59.65 $1.97K - $2.33K
40 $2.39M
FSLY
Fastly, Inc.

Technology
41
+ 4100.0%
$5.0 - $8.28 $205 - $339
42 $297K
MRNA
Moderna, Inc.

Healthcare
7
+ 700.0%
$23.65 - $28.54 $166 - $200
8 $221K
Corbus Pharmaceuticals
22
+ 2200.0%
N/A
23 $159K
DDOG
Datadog, Inc.

Technology
12
+ 1200.0%
$87.0 - $134.33 $1.04K - $1.61K
13 $1.75M
IQI
Invesco Quality Municipal Income Trust

Financial Services
1.13K
+ 113400.0%
$9.09 - $9.79 $10.3K - $11.1K
1.14K $10.6M
DOCU
Docusign, Inc.

Technology
9
+ 900.0%
$70.35 - $93.84 $633 - $845
10 $779K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
39
+ 1950.0%
$468.22 - $566.51 $18.3K - $22.1K
41 $23.2M
ON
On Semiconductor Corp

Technology
12
+ 1200.0%
$31.95 - $54.21 $383 - $651
13 $681K
XLY
Select Sector Spdr Consumer Di

ETFs
19
+ 1900.0%
$176.34 - $218.59 $3.35K - $4.15K
20 $4.35M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 400.0%
$34.78 - $43.42 $139 - $174
5 $217K
GM
General Motors CO

Consumer Cyclical
37
+ 1850.0%
$42.48 - $50.46 $1.57K - $1.87K
39 $1.94M
MKC
Mccormick & CO Inc

Consumer Defensive
399
+ 39900.0%
$71.11 - $82.25 $28.4K - $32.8K
400 $30.3M
NVCR
Novo Cure LTD

Healthcare
14
+ 1400.0%
$15.37 - $19.4 $215 - $272
15 $267K
OKE
Oneok Inc

Energy
9
+ 900.0%
$78.71 - $100.37 $708 - $903
10 $816K
VBK
Vanguard Small Cap Growth ETF

ETFs
61
+ 6100.0%
$219.76 - $276.94 $13.4K - $16.9K
62 $17.2M
UA
Under Armour Inc Cl C

Consumer Cyclical
200
+ 20000.0%
$4.73 - $6.59 $946 - $1.32K
201 $1.3M
RNRPRF
Renaissancere Hldgs (Bermuda)
179
+ 17900.0%
N/A
180 $3.82M
SWKS
Skyworks Solutions, Inc.

Technology
17
+ 1700.0%
$49.2 - $74.95 $836 - $1.27K
18 $1.31M
Intuitive Machines Cl A
29
+ 2900.0%
N/A
30 $326K
LPX
Louisiana Pacific Corp

Industrials
14
+ 1400.0%
$81.16 - $95.48 $1.14K - $1.34K
15 $1.29M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
79
+ 7900.0%
$41.37 - $53.28 $3.27K - $4.21K
80 $3.58M
UAA
Under Armour, Inc.

Consumer Cyclical
199
+ 19900.0%
$4.94 - $7.03 $983 - $1.4K
200 $1.37M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20
+ 1000.0%
$72.02 - $73.82 $1.44K - $1.48K
22 $1.6M
Fortrea Holdings Inc
21
+ 2100.0%
N/A
22 $109K
CRM
Salesforce, Inc.

Technology
4
+ 400.0%
$236.26 - $291.15 $945 - $1.16K
5 $1.37M
BACPRM
Bank Amer Corp Dep Shs Repstg
389
+ 38900.0%
N/A
390 $8.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 200.0%
$390.26 - $489.06 $781 - $978
3 $1.22M
CMCSA
Comcast Corp

Communication Services
191
+ 19100.0%
$32.84 - $36.72 $6.27K - $7.01K
192 $6.85M
Byd CO LTD
18
+ 1800.0%
N/A
19 $297K
IWM
Ishares Russell 2000 ETF

ETFs
71
+ 7100.0%
$174.82 - $215.79 $12.4K - $15.3K
72 $15.5M
IFF
International Flavors & Fragrances Inc

Basic Materials
34
+ 3400.0%
$66.85 - $79.33 $2.27K - $2.7K
35 $2.57M
RRX
Regal Rexnord Corp

Industrials
37
+ 3700.0%
$94.06 - $147.0 $3.48K - $5.44K
38 $5.51M
GMED
Globus Medical Inc

Healthcare
16
+ 1600.0%
$55.82 - $75.5 $893 - $1.21K
17 $1M
MDB
Mongo Db, Inc.

Technology
18
+ 1800.0%
$145.85 - $225.38 $2.63K - $4.06K
19 $3.99M
Arista Networks
63
+ 6300.0%
N/A
64 $6.55M
COP
Conocophillips

Energy
55
+ 5500.0%
$82.66 - $106.1 $4.55K - $5.84K
56 $5.03M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
73
+ 7300.0%
$86.97 - $102.82 $6.35K - $7.51K
74 $7.1M
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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