Curio Wealth, LLC Sells in Q1 2025

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-1.9K
- 99.95%
$14.21 - $15.67 $27K - $29.8K
1 $28.4M
TILT
Flexshares Tr

ETFs
-393
- 99.75%
$202.06 - $225.8 $79.4K - $88.7K
1 $85.1M
Foresight Autonomous Holdings LTD
-165
- 99.4%
N/A
1 $246K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-1.02K
- 99.9%
$8.46 - $9.3 $8.63K - $9.49K
1 $9.51M
DFSB
Dimensional ETF Tr Dimensional
-16.7K
- 99.94%
N/A
10 $853M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-399
- 99.75%
$16.57 - $18.85 $6.61K - $7.52K
1 $7.29M
DFSU
Dimensional ETF Tr Dimen Us Su
-4.94K
- 99.92%
N/A
4 $187M
Grail Ord Wi
-15
- 93.75%
N/A
1 $286K
GS
Goldman Sachs Group Inc

Financial Services
-51
- 98.08%
$524.81 - $672.19 $26.8K - $34.3K
1 $29.7M
HRB
H&R Block Inc

Consumer Cyclical
-85
- 98.84%
$49.96 - $55.97 $4.25K - $4.76K
1 $4.54M
HUM
Humana Inc

Healthcare
-49
- 98.0%
$249.11 - $303.11 $12.2K - $14.9K
1 $12.7M
HBANM
Huntington Bancshares Inc

Financial Services
-8
- 88.89%
$22.32 - $24.75 $179 - $198
1 $227K
QS
Quantum Scape Corp

Consumer Cyclical
-435
- 99.54%
$4.15 - $6.58 $1.81K - $2.86K
2 $2.32M
GLD
Spdr Gold Trust

ETFs
-1.56K
- 99.62%
$243.19 - $288.14 $378K - $448K
6 $378M
KD
Kyndryl Holdings, Inc.

Technology
-78
- 97.5%
$31.32 - $43.45 $2.44K - $3.39K
2 $3.08M
PFE
Pfizer Inc

Healthcare
-1.19K
- 99.75%
$25.01 - $27.13 $29.7K - $32.2K
3 $32.1M
GM
General Motors CO

Consumer Cyclical
-27
- 93.1%
$45.22 - $54.92 $1.22K - $1.48K
2 $2.09M
BMY
Bristol Myers Squibb CO

Healthcare
-78
- 97.5%
$53.9 - $63.11 $4.2K - $4.92K
2 $5.17M
Dfa Us Large Cap Value ETF
-17.9K
- 99.77%
N/A
42 $540M
VNQ
Vanguard Specialized Funds Van

ETFs
-13K
- 99.63%
$85.55 - $94.34 $1.11M - $1.23M
48 $1.17B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3
- 60.0%
$71.17 - $73.66 $214 - $221
2 $1.9M
ABBV
Abb Vie Inc.

Healthcare
-329
- 99.1%
$169.2 - $216.66 $55.7K - $71.3K
3 $60.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.24K
- 99.88%
$27.01 - $28.54 $87.4K - $92.4K
4 $90.6M
AVSC
American Centy ETF Tr Avantis
-12K
- 99.89%
$48.08 - $56.12 $575K - $671K
13 $653M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-15.2K
- 99.82%
$77.7 - $78.94 $1.18M - $1.2M
28 $1.19B
DIS
Walt Disney CO

Communication Services
-37
- 90.24%
$96.87 - $114.0 $3.58K - $4.22K
4 $6.98M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-46.8K
- 99.88%
$40.27 - $42.11 $1.88M - $1.97M
56 $1.9B
WM
Waste Management Inc

Industrials
-23
- 95.83%
$200.54 - $233.78 $4.61K - $5.38K
1 $8.27M
DFAT
Dimensional ETF Tr U S Target

ETFs
-58.1K
- 99.92%
$50.44 - $58.1 $2.93M - $3.38M
46 $3.24B
AVRE
American Centy ETF Tr Avantis
-4.93K
- 99.78%
$40.62 - $44.31 $200K - $218K
11 $211M
VTI
Vanguard Total Stock Market Et

ETFs
-2.75K
- 99.53%
$271.18 - $303.12 $745K - $833K
13 $805M
PLTR
Palantir Technologies Inc.

Technology
-298
- 99.33%
$64.98 - $124.62 $19.4K - $37.1K
2 $28M
XEL
Xcel Energy Inc

Utilities
-257
- 99.23%
$63.37 - $72.1 $16.3K - $18.5K
2 $23M
ED
Consolidated Edison Inc

Utilities
-148
- 98.67%
$88.0 - $110.59 $13K - $16.4K
2 $19.5M
MTB
M&T Bank Corp

Financial Services
-66
- 97.06%
$170.47 - $201.98 $11.3K - $13.3K
2 $20.5M
PG
Procter & Gamble CO

Consumer Defensive
-547
- 99.45%
$158.56 - $176.26 $86.7K - $96.4K
3 $101M
HD
Home Depot, Inc.

Consumer Cyclical
-267
- 98.52%
$347.25 - $424.87 $92.7K - $113K
4 $115M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-206
- 98.1%
$168.84 - $202.89 $34.8K - $41.8K
4 $51.9M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-11.9K
- 99.83%
$25.1 - $27.85 $298K - $331K
20 $312M
MSFT
Microsoft Corp

Technology
-2.27K
- 99.65%
$375.39 - $447.2 $854K - $1.02M
8 $974M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-484
- 98.98%
$468.34 - $539.52 $227K - $261K
5 $264M
DFAX
Dimensional ETF Tr
-35.6K
- 99.94%
$24.45 - $27.2 $871K - $969K
22 $901M
JPM
Jpmorgan Chase & CO

Financial Services
-376
- 98.95%
$225.19 - $279.95 $84.7K - $105K
4 $106M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-40.8K
- 99.88%
$25.69 - $26.89 $1.05M - $1.1M
47 $1.07B
GOOG
Alphabet Inc.

Communication Services
-7.78K
- 99.77%
$156.06 - $207.71 $1.21M - $1.62M
18 $1.5B
KO
Coca Cola CO

Consumer Defensive
-34
- 87.18%
$60.81 - $72.32 $2.07K - $2.46K
5 $17.9M
WMT
Walmart Inc.

Consumer Defensive
-4.61K
- 99.91%
$84.5 - $105.05 $389K - $484K
4 $432M
LLY
Eli Lilly & CO

Healthcare
-401
- 99.26%
$725.72 - $929.72 $291K - $373K
3 $331M
XOM
Exxon Mobil Corp

Energy
-644
- 99.38%
$105.44 - $118.93 $67.9K - $76.6K
4 $89.5M
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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