Cura Wealth Advisors, LLC Incresed Positions in Q3 2025

Cura Wealth Advisors, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
13K
+ 56.61%
$128.41 - $138.03 $1.68M - $1.8M
36.1K $4.97B
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
157K
+ 9.54%
$2.43 - $3.1 $380K - $485K
1.8M $5.39B
AAPL
Apple Inc.

Technology
1.28K
+ 8.83%
$202.38 - $256.87 $259K - $328K
15.8K $4.01B
NVDA
Nvidia Corp

Technology
2.27K
+ 47.6%
$153.3 - $186.58 $347K - $423K
7.03K $1.31B
MSFT
Microsoft Corp

Technology
333
+ 5.65%
$491.09 - $535.64 $164K - $178K
6.22K $3.22B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
155
+ 7.97%
$567.77 - $614.76 $88K - $95.3K
2.1K $1.29B
AMZN
Amazon Com Inc

Consumer Cyclical
791
+ 11.12%
$211.65 - $238.24 $167K - $188K
7.91K $1.74B
ACRE
Ares Commercial Real Estate Corp

Real Estate
93.3K
+ 9.51%
$4.14 - $5.13 $386K - $479K
1.07M $4.85B
SHEL
Shell PLC

Energy
2.08K
+ 24.23%
$69.82 - $73.93 $145K - $154K
10.7K $763M
JNJ
Johnson & Johnson

Healthcare
328
+ 13.74%
$155.17 - $185.42 $50.9K - $60.8K
2.72K $504M
PFE
Pfizer Inc

Healthcare
4.03K
+ 25.57%
$23.29 - $25.88 $93.9K - $104K
19.8K $504M
GOOG
Alphabet Inc.

Communication Services
122
+ 9.04%
$175.16 - $255.24 $21.4K - $31.1K
1.47K $359M
META
Meta Platforms, Inc.

Communication Services
164
+ 14.14%
$695.21 - $791.73 $114K - $130K
1.32K $972M
LLY
Eli Lilly & CO

Healthcare
149
+ 35.31%
$625.65 - $812.69 $93.2K - $121K
571 $436M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.18K
+ 12.09%
$46.51 - $50.07 $148K - $159K
29.5K $1.38B
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
8.4K
+ 9.3%
$8.77 - $9.87 $73.6K - $82.9K
98.7K $888M
GE
General Electric CO

Industrials
187
+ 23.85%
$244.75 - $305.63 $45.8K - $57.2K
971 $292M
FSK
Fs Kkr Capital Corp

Financial Services
704K
+ 39.26%
$14.93 - $22.48 $10.5M - $15.8M
2.5M $37.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.57%
$546.99 - $602.2 $4.38K - $4.82K
1.42K $852M
VONG
Vanguard Russell 1000 Growth E

ETFs
97
+ 1.85%
$108.08 - $121.73 $10.5K - $11.8K
5.33K $643M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.14%
$617.65 - $666.84 $1.24K - $1.33K
1.41K $941M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16
+ 0.11%
$49.43 - $54.52 $791 - $872
14K $756M
VEA
Vanguard Ftse Developed Market

ETFs
784
+ 18.03%
$56.02 - $60.3 $43.9K - $47.3K
5.13K $308M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
2K
+ 3.03%
$9.69 - $10.49 $19.4K - $21K
68K $702M
MDT
Medtronic PLC

Healthcare
277
+ 11.48%
$87.67 - $95.74 $24.3K - $26.5K
2.69K $256M
GLD
Spdr Gold Trust

ETFs
3
+ 0.37%
$300.96 - $355.47 $903 - $1.07K
806 $287M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
60
+ 0.83%
$68.24 - $73.73 $4.09K - $4.42K
7.3K $536M
XOM
Exxon Mobil Corp

Energy
204
+ 8.39%
$105.83 - $117.22 $21.6K - $23.9K
2.64K $297M
VIG
Vanguard Dividend Appreciation

ETFs
55
+ 3.08%
N/A
1.84K $397M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
159
+ 27.65%
$366.54 - $479.53 $58.3K - $76.2K
734 $287M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.18%
$181.56 - $190.33 $1.09K - $1.14K
3.25K $617M
NVS
Novartis Ag

Healthcare
82
+ 4.3%
$113.5 - $129.73 $9.31K - $10.6K
1.99K $255M
HWM
Howmet Aerospace Inc.

Industrials
48
+ 3.59%
$171.0 - $196.23 $8.21K - $9.42K
1.39K $272M
CRM
Salesforce, Inc.

Technology
235
+ 23.55%
$231.66 - $273.65 $54.4K - $64.3K
1.23K $292M
DBI
Designer Brands Inc.

Consumer Cyclical
152
+ 1.08%
$2.56 - $4.73 $389 - $719
14.3K $50.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
50
+ 0.3%
$26.38 - $27.95 $1.32K - $1.4K
16.6K $453M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
45
+ 1.12%
$75.26 - $80.19 $3.39K - $3.61K
4.08K $326M
Linde PLC
13
+ 2.65%
N/A
503 $239M
V
Visa Inc.

Financial Services
53
+ 5.39%
$332.09 - $358.86 $17.6K - $19K
1.04K $354M
PANW
Palo Alto Networks Inc

Technology
30
+ 1.07%
$167.06 - $208.19 $5.01K - $6.25K
2.83K $576M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4
+ 0.13%
$86.07 - $90.74 $344 - $363
3.18K $285M
NFLX
Netflix Inc

Communication Services
25
+ 11.06%
$1147.87 - $1297.18 $28.7K - $32.4K
251 $301M
ET
Energy Transfer LP

Energy
47
+ 0.41%
$17.11 - $18.16 $804 - $854
11.5K $197M
SAP
Sap Se

Technology
27
+ 2.6%
$252.42 - $311.93 $6.82K - $8.42K
1.07K $285M
ACN
Accenture PLC

Technology
70
+ 0.48%
$232.56 - $304.78 $16.3K - $21.3K
14.7K $3.61B
Activity Summary
Buys All Purchases 72 New Holdings 26 Increased Positions 46 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 1
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