Curio Wealth, LLC Sells in Q1 2025

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVV
Cvd Equipment Corp

Industrials
-2K
- 99.95%
$2.95 - $4.59 $5.9K - $9.18K
1 $8.8M
CRLBF
Cresco Labs Inc.

Healthcare
-40.3K
- 100.0%
$0.7 - $1.13 $28.2K - $45.6K
1 $36.8M
Corbus Pharmaceuticals
-22
- 95.65%
N/A
1 $271K
CPRT
Copart Inc

Consumer Cyclical
-899
- 99.89%
$52.3 - $59.83 $47K - $53.8K
1 $51.7M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
-592
- 99.83%
$7.97 - $8.55 $4.72K - $5.06K
1 $4.75M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 75.0%
$4295.4 - $5141.88 $12.9K - $15.4K
1 $19.9M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-3.31K
- 99.97%
$8.69 - $9.43 $28.8K - $31.2K
1 $28.3M
ACGL
Arch Capital Group Ltd.

Financial Services
-2.17K
- 99.82%
$88.13 - $96.94 $192K - $211K
4 $201M
APA
Apa Corp

Energy
-352
- 99.72%
$18.54 - $25.45 $6.53K - $8.96K
1 $8.15M
AXP
American Express CO

Financial Services
-123
- 98.4%
$255.39 - $325.87 $31.4K - $40.1K
2 $37.1M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
-4K
- 99.98%
$4.81 - $5.25 $19.2K - $21K
1 $19.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2
- 66.67%
$80.53 - $147.57 $161 - $295
1 $254K
AFL
Aflac Inc

Financial Services
-349
- 99.71%
$100.99 - $111.19 $35.2K - $38.8K
1 $36.2M
THW
Tekla World Healthcare Fund

Financial Services
-2K
- 99.95%
$11.09 - $12.2 $22.2K - $24.4K
1 $22M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-2K
- 99.95%
$3.75 - $4.08 $7.5K - $8.16K
1 $7.72M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-999
- 99.9%
$9.82 - $10.44 $9.81K - $10.4K
1 $9.8M
ABT
Abbott Laboratories

Healthcare
-430
- 99.54%
$111.1 - $140.22 $47.8K - $60.3K
2 $48.9M
ACHR
Archer Aviation Inc.

Industrials
-959
- 99.9%
$6.8 - $11.51 $6.52K - $11K
1 $9.36M
ADP
Automatic Data Processing Inc

Industrials
-409
- 99.76%
$286.85 - $318.64 $117K - $130K
1 $120M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-512
- 99.81%
$14.43 - $14.85 $7.39K - $7.6K
1 $7.49M
Blackrock Inc Com
-39
- 97.5%
N/A
1 $41M
MGV
Vanguard Mega Cap Value

ETFs
-1.26K
- 99.53%
$123.61 - $133.01 $156K - $168K
6 $159M
BACPRM
Bank Amer Corp Dep Shs Repstg
-389
- 99.74%
N/A
1 $8.84M
AVLV
American Centy ETF Tr Avantis
-37
- 97.37%
$63.51 - $70.42 $2.35K - $2.61K
1 $2.54M
AVSE
American Centy ETF Tr Avantis

ETFs
-4.17K
- 99.78%
$48.73 - $53.38 $203K - $222K
9 $211M
Amish Naturals
-2.5K
- 99.96%
N/A
1 $0
AVIG
American Centy ETF Tr Avantis

ETFs
-1.4K
- 99.86%
$40.06 - $41.55 $55.9K - $58K
2 $56.7M
AVSU
American Centy ETF Tr Avantis

ETFs
-2.11K
- 99.76%
$61.4 - $69.08 $130K - $146K
5 $140M
AVSD
American Centy ETF Tr Avantis

ETFs
-261
- 99.24%
$54.89 - $62.11 $14.3K - $16.2K
2 $14.6M
AN
Autonation, Inc.

Consumer Cyclical
-1.16K
- 99.91%
$156.67 - $195.15 $182K - $226K
1 $197M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-3.89K
- 99.97%
$5.3 - $5.8 $20.6K - $22.6K
1 $20.7M
FNF
Fidelity National Financial, Inc.

Financial Services
-299
- 99.67%
$54.25 - $65.27 $16.2K - $19.5K
1 $16.8M
EBAY
Ebay Inc

Consumer Cyclical
-179
- 99.44%
$61.61 - $70.93 $11K - $12.7K
1 $11.2M
DXC
Dxc Technology CO

Technology
-99
- 99.0%
$16.43 - $22.61 $1.63K - $2.24K
1 $2M
Ge Healthcare Technologies
-43
- 95.56%
N/A
2 $3.52M
Ge Vernova LLC Com
-32
- 94.12%
N/A
2 $11.2M
Dimensional World Equity ETF
-1.49K
- 99.8%
N/A
3 $93.1M
GE
General Electric CO

Industrials
-135
- 98.54%
$168.59 - $212.13 $22.8K - $28.6K
2 $22.9M
FDS
Factset Research Systems Inc

Financial Services
-390
- 99.74%
$427.5 - $476.51 $167K - $186K
1 $188M
Dimensional Ultrashort Fxd Inc ETF
-10.3K
- 99.97%
N/A
3 $520M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.38K
- 99.93%
$25.35 - $27.46 $35K - $37.9K
1 $36.1M
GDV
Gabelli Dividend & Income Trust

Financial Services
-952
- 99.9%
$23.47 - $25.3 $22.3K - $24.1K
1 $23M
EW
Edwards Lifesciences Corp

Healthcare
-207
- 99.52%
$67.95 - $76.19 $14.1K - $15.8K
1 $15.4M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-1.02K
- 99.9%
$18.72 - $21.24 $19.1K - $21.6K
1 $21.2M
Fidelity Ethereum Fund
-126
- 99.21%
N/A
1 $4.24M
FDX
Fedex Corp

Industrials
-158
- 98.75%
$230.33 - $281.53 $36.4K - $44.5K
2 $44.9M
FISV
Fiserv Inc

Technology
-415
- 99.76%
N/A
1 $85.5M
F&G Annuities & Life Inc
-19
- 95.0%
N/A
1 $829K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-408
- 99.76%
$67.85 - $77.32 $27.7K - $31.5K
1 $28.2M
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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