Curio Wealth, LLC Incresed Positions in Q2 2025

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 400.0%
$141.37 - $228.57 $565 - $914
5 $1.13M
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
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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
84
+ 8400.0%
$50.36 - $50.68 $4.23K - $4.26K
85 $4.31M
BIDU
Baidu, Inc.

Communication Services
18
+ 1800.0%
$76.86 - $92.5 $1.38K - $1.67K
19 $1.63M
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
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
ZG
Zillow Group, Inc.

Communication Services
14
+ 1400.0%
$59.44 - $70.64 $832 - $989
15 $1.03M
SBPRC
Safe Bulkers, Inc Cum Red Perp
214
+ 21400.0%
N/A
215 $5.44M
BIIB
Biogen Inc.

Healthcare
1
+ 100.0%
$113.38 - $135.49 $113 - $135
2 $251K
CVX
Chevron Corp

Energy
34
+ 3400.0%
$133.73 - $168.51 $4.55K - $5.73K
35 $5.01M
ARES
Ares Management Corp

Financial Services
14
+ 1400.0%
$118.04 - $175.83 $1.65K - $2.46K
15 $2.6M
LTRN
Lantern Pharma Inc.

Healthcare
2K
+ 199900.0%
$2.58 - $4.34 $5.16K - $8.68K
2K $6.32M
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
Corbus Pharmaceuticals
22
+ 2200.0%
N/A
23 $159K
MRNA
Moderna, Inc.

Healthcare
7
+ 700.0%
$23.65 - $28.54 $166 - $200
8 $221K
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
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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