Curio Wealth, LLC Incresed Positions in Q2 2025

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional Ultrashort Fxd Inc ETF
10.3K
+ 342833.34%
N/A
10.3K $522M
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
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
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
Rolls Royce Holdings PLC
160
+ 16000.0%
N/A
161 $2.15M
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
SHOP
Shopify Inc.

Technology
99
+ 9900.0%
$76.89 - $115.35 $7.61K - $11.4K
100 $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
27
+ 2700.0%
$498.8 - $620.9 $13.5K - $16.8K
28 $17.4M
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
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
39
+ 3900.0%
$114.78 - $133.31 $4.48K - $5.2K
40 $5.31M
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
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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