Cura Wealth Advisors, LLC Purchases in Q2 2025

Cura Wealth Advisors, LLC

  • $250 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.4K
+ 249.15%
$100.35 - $100.71 $2.05M - $2.06M
28.6K $2.88B
VTI
Vanguard Total Stock Market Et

ETFs
2.15K
+ 39.32%
$243.75 - $303.93 $523K - $653K
7.61K $2.31B
AINV
Apollo Investment Corp

Financial Services
60.4K
+ 9.31%
N/A
709K $8.95B
VT
Vanguard Total World Stk Index

ETFs
1.77K
+ 8.33%
$103.16 - $128.52 $183K - $228K
23K $2.96B
Roundhill ETF Trust
11.4K
New
N/A
11.4K $404M
Roundhill ETF Trust
8.62K
New
N/A
8.62K $381M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
6K
New
$25.35 - $64.65 $152K - $388K
6K $299M
NVDA
Nvidia Corp

Technology
509
+ 11.97%
$94.31 - $157.99 $48K - $80.4K
4.76K $752M
Rubrik Inc.
3.2K
New
N/A
3.2K $287M
IVV
Ishares Core S&P 500 ETF

ETFs
238
+ 10.21%
$498.8 - $620.9 $119K - $148K
2.57K $1.59B
HWM
Howmet Aerospace Inc.

Industrials
1.34K
New
$112.33 - $186.13 $150K - $249K
1.34K $249M
VEA
Vanguard Ftse Developed Market

ETFs
4.35K
New
$45.65 - $57.01 $199K - $248K
4.35K $248M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
266
+ 15.83%
$456.74 - $568.03 $121K - $151K
1.95K $1.11B
TSLA
Tesla, Inc.

Consumer Cyclical
759
New
$221.86 - $362.89 $168K - $275K
759 $241M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
175K
+ 11.9%
$1.61 - $2.69 $281K - $469K
1.64M $4.05B
GOOG
Alphabet Inc.

Communication Services
1.35K
New
$146.58 - $180.01 $198K - $243K
1.35K $239M
BA
Boeing CO

Industrials
1.14K
New
$136.59 - $217.51 $156K - $248K
1.14K $239M
CCL
Carnival Corp

Consumer Cyclical
8.1K
New
$16.43 - $28.12 $133K - $228K
8.1K $228M
VRT
Vertiv Holdings CO

Industrials
1.74K
New
N/A
1.74K $223M
ACRE
Ares Commercial Real Estate Corp

Real Estate
17.7K
+ 1.84%
$3.5 - $5.07 $62.1K - $89.9K
981K $4.68B
EMR
Emerson Electric CO

Industrials
1.57K
New
$94.15 - $133.33 $148K - $209K
1.57K $209M
Amplify ETF Tr
2.4K
New
N/A
2.4K $207M
GE
General Electric CO

Industrials
784
New
$166.81 - $257.39 $131K - $202K
784 $202M
SPGI
S&P Global Inc.

Financial Services
382
New
$438.31 - $527.29 $167K - $201K
382 $201M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.04K
+ 27.84%
$39.89 - $49.46 $121K - $150K
13.9K $689M
OXLC
Oxford Lane Capital Corp.

Financial Services
51.2K
+ 128.1%
$4.01 - $4.96 $205K - $254K
91.2K $383M
META
Meta Platforms, Inc.

Communication Services
10
+ 0.87%
$484.66 - $738.09 $4.85K - $7.38K
1.16K $856M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
8K
+ 0.94%
$7.98 - $10.06 $63.8K - $80.5K
855K $8.28B
EIM
Eaton Vance Municipal Bond Fund

Financial Services
17.5K
+ 8.95%
$9.33 - $10.06 $163K - $176K
213K $2.06B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.59K
+ 38.44%
$24.32 - $27.87 $112K - $128K
16.5K $438M
VUG
Vanguard Growth ETF

ETFs
35
+ 2.78%
$329.49 - $438.4 $11.5K - $15.3K
1.29K $567M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
12.3K
New
$6.87 - $7.76 $84.4K - $95.3K
12.3K $93.1M
NFLX
Netflix Inc

Communication Services
1
+ 0.44%
$855.86 - $1339.13 $856 - $1.34K
226 $303M
CRGY
Crescent Energy CO

Energy
10K
New
$7.29 - $11.18 $72.9K - $112K
10K $86M
PDI
Pimco Dynamic Income Fund

Financial Services
5.46K
+ 18.22%
$17.02 - $19.87 $92.9K - $108K
35.4K $672M
TXN
Texas Instruments Inc

Technology
53
+ 4.68%
N/A
1.19K $246M
ICLN
Ishares

ETFs
208
+ 1.03%
$10.56 - $13.31 $2.2K - $2.77K
20.5K $269M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3
+ 0.07%
$62.73 - $78.42 $188 - $235
4.03K $313M
LLY
Eli Lilly & CO

Healthcare
47
+ 12.53%
$713.71 - $898.95 $33.5K - $42.3K
422 $329M
ET
Energy Transfer LP

Energy
43
+ 0.38%
$15.65 - $18.93 $673 - $814
11.4K $207M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
9
+ 0.01%
$10.49 - $12.99 $94.4 - $117
79K $1.01B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1K
+ 0.33%
$10.29 - $11.24 $10.3K - $11.2K
308K $3.36B
BP
Bp PLC

Energy
1.06K
+ 3.02%
$26.11 - $33.81 $27.6K - $35.7K
36K $1.08B
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
4K
+ 4.63%
$8.6 - $10.66 $34.4K - $42.6K
90.3K $792M
FSK
Fs Kkr Capital Corp

Financial Services
7.51K
+ 0.42%
$17.95 - $21.5 $135K - $161K
1.79M $37.2B
ABBV
Abb Vie Inc.

Healthcare
14K
+ 4.68%
$170.16 - $206.27 $2.38M - $2.88M
312K $58B
Activity Summary
Buys All Purchases 47 New Holdings 18 Increased Positions 29 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 6 Puts 4
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