Curio Wealth, LLC Incresed Positions in Q2 2025

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Canadian Pacific Railway
248
+ 12400.0%
N/A
250 $19.8M
ACGL
Arch Capital Group Ltd.

Financial Services
1.99K
+ 49775.0%
$84.99 - $96.82 $169K - $193K
2K $182M
GE
General Electric CO

Industrials
10
+ 500.0%
$166.81 - $257.39 $1.67K - $2.57K
12 $3.09M
MS
Morgan Stanley

Financial Services
525
+ 26250.0%
$99.83 - $140.86 $52.4K - $74K
527 $74.2M
AXP
American Express CO

Financial Services
23
+ 1150.0%
$231.39 - $318.98 $5.32K - $7.34K
25 $7.98M
MGV
Vanguard Mega Cap Value

ETFs
973
+ 16216.67%
$114.87 - $131.25 $112K - $128K
979 $128M
LMT
Lockheed Martin Corp

Industrials
1.41K
+ 70600.0%
$430.82 - $486.45 $608K - $687K
1.41K $655M
VB
Vanguard Small Cap ETF

ETFs
75
+ 2500.0%
$193.73 - $237.37 $14.5K - $17.8K
78 $18.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.94K
+ 89420.0%
$74.88 - $91.97 $670K - $822K
8.95K $823M
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 5325.0%
$335.24 - $380.78 $71.4K - $81.1K
217 $79.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.92K
+ 63900.0%
$51.16 - $62.02 $98.1K - $119K
1.92K $119M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1
+ 100.0%
$45.98 - $56.15 $46 - $56.2
2 $112K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
11K
+ 220240.0%
$61.25 - $63.4 $674K - $698K
11K $698M
VEA
Vanguard Ftse Developed Market

ETFs
2.64K
+ 44066.67%
$45.65 - $57.01 $121K - $151K
2.65K $151M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.26K
+ 18042.86%
$39.89 - $49.46 $50.4K - $62.5K
1.27K $62.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21.4K
+ 82292.31%
$29.36 - $35.56 $628K - $761K
21.4K $762M
BFB
Brown Forman Corp Cl B
6.75K
+ 224866.67%
N/A
6.75K $182M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.32K
+ 18814.29%
$141.87 - $164.49 $187K - $217K
1.32K $218M
VTI
Vanguard Total Stock Market Et

ETFs
2.24K
+ 17253.85%
$243.75 - $303.93 $547K - $682K
2.26K $686M
DFAT
Dimensional ETF Tr U S Target

ETFs
57.7K
+ 125467.39%
$44.8 - $53.97 $2.59M - $3.11M
57.8K $3.12B
VNQ
Vanguard Specialized Funds Van

ETFs
11.4K
+ 23691.67%
$79.79 - $91.42 $907K - $1.04M
11.4K $1.02B
GOOG
Alphabet Inc.

Communication Services
7.28K
+ 40466.67%
$146.58 - $180.01 $1.07M - $1.31M
7.3K $1.3B
AAPL
Apple Inc.

Technology
6.08K
+ 35741.18%
$172.42 - $223.89 $1.05M - $1.36M
6.09K $1.25B
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.7K
+ 33474.47%
$26.18 - $26.93 $412K - $424K
15.8K $421M
VO
Vanguard Mid Cap ETF

ETFs
7.71K
+ 5277.4%
$228.54 - $279.83 $1.76M - $2.16M
7.85K $2.2B
DFIP
Dimensional ETF Tr Inflation P

ETFs
17.6K
+ 31346.43%
$41.11 - $42.42 $722K - $745K
17.6K $736M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
84.6K
+ 47018.33%
$41.1 - $42.37 $3.48M - $3.59M
84.8K $3.58B
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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