Curio Wealth, LLC Sells in Q1 2025

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
-19
- 95.0%
$192.6 - $233.2 $3.66K - $4.43K
1 $4.49M
SLDP
Solid Power, Inc.

Industrials
-298
- 99.33%
$1.05 - $2.21 $313 - $659
2 $567K
SOFI
So Fi Technologies, Inc.

Financial Services
-999
- 99.9%
$11.18 - $18.03 $11.2K - $18K
1 $15.4M
SAIC
Science Applications International Corp

Technology
-127
- 99.22%
$95.77 - $119.82 $12.2K - $15.2K
1 $14.3M
Zymeworks Inc
-999
- 99.9%
N/A
1 $14.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-11K
- 99.97%
$23.16 - $27.04 $255K - $297K
3 $284M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-36.5K
- 99.99%
$21.75 - $24.28 $795K - $887K
4 $847M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-566
- 99.82%
$21.23 - $23.75 $12K - $13.4K
1 $12.9M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-287
- 99.65%
$33.57 - $37.22 $9.63K - $10.7K
1 $9.89M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-11.1K
- 99.96%
$18.36 - $20.51 $204K - $228K
5 $206M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-39
- 95.12%
$522.96 - $601.18 $20.4K - $23.4K
2 $23.4M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-747
- 99.87%
$81.1 - $94.7 $60.6K - $70.7K
1 $67.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-73
- 98.65%
$44.81 - $46.22 $3.27K - $3.37K
1 $3.38M
UNP
Union Pacific Corp

Industrials
-752
- 99.21%
$225.21 - $254.42 $169K - $191K
6 $173M
UL
Unilever PLC

Consumer Defensive
-21
- 95.45%
$54.72 - $60.29 $1.15K - $1.27K
1 $1.25M
UA
Under Armour Inc Cl C

Consumer Cyclical
-200
- 99.5%
$5.95 - $7.79 $1.19K - $1.56K
1 $1.5M
UAA
Under Armour, Inc.

Consumer Cyclical
-199
- 99.5%
$6.25 - $8.66 $1.24K - $1.72K
1 $1.66M
TWOPRC
Two Hbrs Invt Corp Cum Red Pfd
-8
- 88.89%
N/A
1 $222K
TWLO
Twilio Inc

Communication Services
-9
- 90.0%
$94.9 - $148.35 $854 - $1.34K
1 $1.08M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
-174
- 99.43%
$16.21 - $17.94 $2.82K - $3.12K
1 $2.85M
Thomson Reuters
-162
- 99.39%
N/A
1 $26.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 66.67%
$497.6 - $606.74 $995 - $1.21K
1 $1.56M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-364
- 99.73%
$40.03 - $46.81 $14.6K - $17K
1 $16.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-596
- 99.83%
$64.88 - $72.1 $38.7K - $43K
1 $41.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-152
- 99.35%
$49.78 - $53.19 $7.57K - $8.08K
1 $7.82M
SPMD
Spdr Portfolio

ETFs
-395
- 99.5%
$50.21 - $57.73 $19.8K - $22.8K
2 $21.7M
RPM
Rpm International Inc

Basic Materials
-659
- 99.85%
$114.03 - $128.31 $75.1K - $84.6K
1 $81.2M
ILMN
Illumina, Inc.

Healthcare
-99
- 99.0%
$79.34 - $144.22 $7.85K - $14.3K
1 $13.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-37.3K
- 99.94%
$59.61 - $66.71 $2.23M - $2.49M
21 $2.38B
CSCO
Cisco Systems, Inc.

Technology
-6.79K
- 99.91%
$58.74 - $64.87 $399K - $440K
6 $402M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-849
- 99.88%
$47.79 - $59.89 $40.6K - $50.8K
1 $51.3M
CRBU
Caribou Biosciences, Inc.

Healthcare
-10K
- 99.99%
$0.88 - $1.88 $8.8K - $18.8K
1 $15.9M
COFPRJ
Capital One Finl Cor
-7
- 87.5%
N/A
1 $146K
Canopy Growth
-1
- 50.0%
N/A
1 $5K
Cannabist Company Holdings Inc
-234K
- 100.0%
N/A
1 $15.5M
Canadian Pacific Railway
-537
- 99.63%
N/A
2 $39M
BRO
Brown & Brown, Inc.

Financial Services
-1.2K
- 99.92%
$100.54 - $124.4 $121K - $149K
1 $122M
Brookfield Renewable Corp
-953
- 99.9%
N/A
1 $26.4M
BR
Broadridge Financial Solutions, Inc.

Technology
-199
- 99.5%
$221.46 - $244.83 $44.1K - $48.7K
1 $45.2M
AVGO
Broadcom Inc.

Technology
-39
- 97.5%
$167.43 - $244.7 $6.53K - $9.54K
1 $9.27M
CDXS
Codexis, Inc.

Healthcare
-2.5K
- 99.96%
$2.53 - $5.43 $6.32K - $13.6K
1 $11.9M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-704
- 99.86%
$23.43 - $25.55 $16.5K - $18K
1 $16.9M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-42.1K
- 99.97%
$39.96 - $43.3 $1.68M - $1.82M
12 $1.72B
DFIV
Dimensional ETF Tr

ETFs
-16.7K
- 99.95%
$35.33 - $40.77 $591K - $682K
9 $594M
DFSI
Dimensional ETF Tr Dimen Intl
-2.73K
- 99.85%
N/A
4 $89.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
-43.6K
- 99.82%
$26.09 - $30.21 $1.14M - $1.32M
80 $1.16B
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.18K
- 99.83%
N/A
2 $39.1M
Dbv Technologies Sa
-26
- 96.3%
N/A
1 $83K
DHI
Horton D R Inc

Consumer Cyclical
-799
- 99.75%
$125.29 - $147.65 $100K - $118K
2 $112M
Activity Summary
Buys All Purchases 107 New Holdings 107 Increased Positions 0 Sells All Sells 283 Reductions 283 Sold out 0 Options Calls 0 Puts 0
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