Cura Wealth Advisors, LLC Reduced Holdings in Q3 2025

Cura Wealth Advisors, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-379K
- 86.64%
$10.03 - $10.4 $3.8M - $3.94M
58.4K $593M
PLTR
Palantir Technologies Inc.

Technology
-15.4K
- 56.36%
$130.68 - $186.97 $2.01M - $2.87M
11.9K $2.17B
AINV
Apollo Investment Corp

Financial Services
-91K
- 12.84%
N/A
618K $7.41B
BLW
Blackrock LTD Duration Income Trust

Financial Services
-78K
- 81.93%
$14.0 - $14.26 $1.09M - $1.11M
17.2K $241M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-15.2K
- 6.08%
$13.69 - $15.48 $208K - $235K
235K $3.21B
NKE
Nike, Inc.

Consumer Cyclical
-4.44K
- 28.71%
$69.24 - $79.24 $308K - $352K
11K $769M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-639
- 0.35%
$18.41 - $20.12 $11.8K - $12.9K
184K $3.38B
BP
Bp PLC

Energy
-8.45K
- 23.46%
$30.25 - $35.69 $255K - $301K
27.6K $950M
KMI
Kinder Morgan, Inc.

Energy
-2.83K
- 10.03%
$26.23 - $28.5 $74.3K - $80.8K
25.4K $719M
ORCL
Oracle Corp

Technology
-2.6K
- 26.04%
$218.96 - $328.33 $570K - $854K
7.39K $2.08B
PDI
Pimco Dynamic Income Fund

Financial Services
-4.82K
- 13.62%
$18.85 - $20.07 $90.9K - $96.8K
30.6K $606M
CEG
Constellation Energy Corp

Utilities
-223
- 16.21%
$298.82 - $354.89 $66.6K - $79.1K
1.15K $379M
DSL
Double Line Income Solutions Fund

Financial Services
-4.75K
- 21.66%
$11.99 - $12.67 $56.9K - $60.1K
17.2K $211M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-401
- 1.4%
$100.37 - $100.74 $40.2K - $40.4K
28.2K $2.84B
TXN
Texas Instruments Inc

Technology
-20
- 1.69%
N/A
1.17K $214M
BA
Boeing CO

Industrials
-181
- 15.89%
$209.79 - $237.38 $38K - $43K
958 $207M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-64
- 0.08%
$12.11 - $12.64 $775 - $809
79K $977M
TSLA
Tesla, Inc.

Consumer Cyclical
-275
- 36.23%
$293.94 - $444.72 $80.8K - $122K
484 $215M
Grayscale Bitcoin Mini Tr Et
-1.1K
- 9.84%
N/A
10.1K $510M
MCD
Mcdonalds Corp

Consumer Cyclical
-91
- 9.98%
$291.67 - $316.99 $26.5K - $28.8K
821 $249M
VTI
Vanguard Total Stock Market Et

ETFs
-589
- 7.74%
$303.93 - $329.86 $179K - $194K
7.02K $2.3B
CCL
Carnival Corp

Consumer Cyclical
-168
- 2.07%
$28.37 - $32.49 $4.77K - $5.46K
7.93K $229M
NTRS
Northern Trust Corp

Financial Services
-176
- 4.12%
$123.6 - $134.6 $21.8K - $23.7K
4.1K $552M
SU
Suncor Energy Inc

Energy
-63
- 0.96%
$37.83 - $43.02 $2.38K - $2.71K
6.49K $271M
VRT
Vertiv Holdings CO

Industrials
-77
- 4.43%
N/A
1.66K $251M
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 2.56%
$357.4 - $423.42 $9.29K - $11K
990 $401M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-1.82K
- 0.86%
$9.44 - $10.39 $17.2K - $18.9K
211K $2.1B
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-23.6K
- 2.76%
$9.62 - $11.02 $227K - $260K
832K $8.42B
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-1K
- 0.28%
$10.78 - $11.84 $10.8K - $11.8K
362K $4.22B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-900
- 6.38%
$50.79 - $76.4 $45.7K - $68.8K
13.2K $1.01B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-1.62K
- 3.64%
$64.22 - $99.03 $104K - $160K
42.8K $4.23B
ABBV
Abb Vie Inc.

Healthcare
-28.5K
- 9.12%
$184.85 - $231.54 $5.27M - $6.6M
284K $65.8B
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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