Curio Wealth, LLC Incresed Positions in Q2 2025

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
314
+ 10466.67%
$170.16 - $206.27 $53.4K - $64.8K
317 $58.8M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
3.23K
+ 322800.0%
$4.93 - $5.9 $15.9K - $19K
3.23K $18.7M
THO
Thor Industries Inc

Consumer Cyclical
333
+ 33300.0%
$64.83 - $89.72 $21.6K - $29.9K
334 $29.7M
LUV
Southwest Airlines CO

Industrials
2.12K
+ 70800.0%
$24.04 - $34.36 $51.1K - $73K
2.13K $69M
MGC
Vanguard Mega Cap ETF

ETFs
932
+ 11650.0%
$179.23 - $224.92 $167K - $210K
940 $211M
Cannabist Company Holding
234K
+ 0.0%
N/A
234K $12.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
57
+ 1425.0%
$58.63 - $59.9 $3.34K - $3.41K
61 $3.67M
UPS
United Parcel Service Inc

Industrials
109
+ 10900.0%
$91.92 - $110.2 $10K - $12K
110 $11.1M
CVV
Cvd Equipment Corp

Industrials
2K
+ 199900.0%
$2.52 - $3.5 $5.04K - $7K
2K $5.96M
Ge Healthcare Technologies
2
+ 100.0%
N/A
4 $296K
Dimensional World Equity ETF
1.32K
+ 44133.33%
N/A
1.33K $89M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
2.53K
+ 253100.0%
$8.0 - $9.55 $20.2K - $24.2K
2.53K $23.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.24K
+ 80900.0%
$24.32 - $27.87 $78.7K - $90.2K
3.24K $85.9M
PG
Procter & Gamble CO

Consumer Defensive
597
+ 19900.0%
$157.66 - $172.39 $94.1K - $103K
600 $95.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
747
+ 74700.0%
$69.8 - $85.28 $52.1K - $63.7K
748 $62M
PFE
Pfizer Inc

Healthcare
1.1K
+ 36600.0%
$21.59 - $24.84 $23.7K - $27.3K
1.1K $26.7M
IIM
Invesco Value Municipal Income Trust

Financial Services
2.3K
+ 115000.0%
$11.31 - $12.11 $26K - $27.9K
2.3K $26.8M
UNH
Unitedhealth Group Inc

Healthcare
29
+ 2900.0%
$274.35 - $599.47 $7.96K - $17.4K
30 $9.35M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11K
+ 366433.34%
$20.42 - $25.3 $224K - $278K
11K $278M
THW
Tekla World Healthcare Fund

Financial Services
1.47K
+ 147200.0%
$10.05 - $11.31 $14.8K - $16.6K
1.47K $15.1M
ABT
Abbott Laboratories

Healthcare
305
+ 15250.0%
$123.95 - $138.08 $37.8K - $42.1K
307 $41.8M
TTD
Trade Desk, Inc.

Technology
159
+ 15900.0%
$45.27 - $79.4 $7.2K - $12.6K
160 $11.5M
LOW
Lowes Companies Inc

Consumer Cyclical
290
+ 9666.67%
$210.83 - $235.28 $61.1K - $68.2K
293 $65M
XOM
Exxon Mobil Corp

Energy
757
+ 18925.0%
$99.93 - $119.04 $75.6K - $90.1K
761 $82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
133
+ 13300.0%
$48.13 - $49.85 $6.4K - $6.63K
134 $6.57M
CPRT
Copart Inc

Consumer Cyclical
899
+ 89900.0%
$47.72 - $63.84 $42.9K - $57.4K
900 $44.2M
IWN
Ishares Russell2000 Val ETF

ETFs
1.19K
+ 59650.0%
$131.84 - $157.76 $157K - $188K
1.2K $189M
AMGN
Amgen Inc

Healthcare
23
+ 1150.0%
$262.28 - $309.85 $6.03K - $7.13K
25 $6.98M
FDX
Fedex Corp

Industrials
158
+ 7900.0%
$198.07 - $245.17 $31.3K - $38.7K
160 $36.3M
RPM
Rpm International Inc

Basic Materials
659
+ 65900.0%
$96.97 - $117.58 $63.9K - $77.5K
660 $72.5M
DHI
Horton D R Inc

Consumer Cyclical
799
+ 39950.0%
$115.1 - $129.63 $92K - $104K
801 $103M
PEP
Pepsico Inc

Consumer Defensive
462
+ 46200.0%
$128.02 - $151.37 $59.1K - $69.9K
463 $61.1M
Ge Vernova LLC Com
1
+ 50.0%
N/A
3 $1.59M
TILT
Flexshares Tr

ETFs
334
+ 33400.0%
$181.13 - $224.01 $60.5K - $74.8K
335 $75M
SOFI
So Fi Technologies, Inc.

Financial Services
259
+ 25900.0%
$9.5 - $18.21 $2.46K - $4.72K
260 $4.74M
MTB
M&T Bank Corp

Financial Services
39
+ 1950.0%
$156.58 - $193.99 $6.11K - $7.57K
41 $7.95M
ED
Consolidated Edison Inc

Utilities
66
+ 3300.0%
$98.05 - $113.3 $6.47K - $7.48K
68 $6.82M
FDS
Factset Research Systems Inc

Financial Services
390
+ 39000.0%
$398.85 - $473.32 $156K - $185K
391 $175M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6.79K
+ 169825.0%
$86.93 - $109.64 $591K - $745K
6.8K $745M
FNF
Fidelity National Financial, Inc.

Financial Services
63
+ 6300.0%
$53.62 - $66.59 $3.38K - $4.2K
64 $3.59M
FISV
Fiserv Inc

Technology
415
+ 41500.0%
N/A
416 $71.7M
DFSV
Dimensional ETF Tr Dimensional

ETFs
37.6K
+ 110441.18%
$24.21 - $29.47 $909K - $1.11M
37.6K $1.11B
TROW
Price T Rowe Group Inc

Financial Services
414
+ 20700.0%
$80.27 - $98.06 $33.2K - $40.6K
416 $40.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.7K
+ 52557.14%
$77.94 - $79.5 $1.15M - $1.17M
14.7K $1.17B
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 23920.0%
$144.7 - $178.6 $173K - $214K
1.2K $212M
DIHP
Dimensional ETF Tr Dimensional

ETFs
10K
+ 50090.0%
$24.32 - $29.74 $244K - $298K
10K $296M
CRLBF
Cresco Labs Inc.

Healthcare
40.3K
+ 4032100.0%
$0.43 - $0.98 $17.3K - $39.5K
40.3K $20.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
299
+ 29900.0%
$160.0 - $195.62 $47.8K - $58.5K
300 $48.8M
MRK
Merck & Co., Inc.

Healthcare
872
+ 43600.0%
$73.47 - $87.12 $64.1K - $76K
874 $69.2M
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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