Cura Wealth Advisors, LLC Portfolio Holdings

Cura Wealth Advisors, LLC

  • $247 Billion
  • Q1 2025

Cura Wealth Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $247 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $62.5B, Fs Kkr Capital Corp with a value of $37.4B, Abbott Laboratories with a value of $31.3B, Apollo Investment Corp with a value of $8.34B, and Apollo Commercial Real Estate Finance, Inc. with a value of $8.11B.

Examining the 13F form we can see an increase of $21B in the current position value, from $226B to 247B.

Cura Wealth Advisors, LLC is based out at Chicago, IL

Below you can find more details about Cura Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $247 Billion
Healthcare: $99.4 Billion
Financial Services: $71.2 Billion
Real Estate: $22.9 Billion
ETFs: $22.4 Billion
Technology: $19.6 Billion
Energy: $4.07 Billion
Consumer Cyclical: $3.65 Billion
Communication Services: $1.54 Billion
Other: $669 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$339B
$62.5 Billion 25.31% of portfolio
298,515
Q1 2025 Reduced 0.38%
$0
$37.4 Billion 15.13% of portfolio
1,784,604
Q1 2025 Added 1.1%
$231B
$31.3 Billion 12.65% of portfolio
235,654
Q1 2025 Added 0.62%
$893M
$8.34 Billion 3.38% of portfolio
648,600
Q1 2025 Added 354.22%
$1.4B
$8.11 Billion 3.28% of portfolio
847,300
Q1 2025 Added 22.96%
$176B
$4.66 Billion 1.88% of portfolio
14,925
Q1 2025 Added 0.63%
$0
$4.55 Billion 1.84% of portfolio
456,009
Q1 2025 Reduced 26.39%
$256M
$4.46 Billion 1.81% of portfolio
963,485
Q1 2025 Added 32.12%
$0
$4.25 Billion 1.72% of portfolio
363,000
Q1 2025 Added 6.14%
$2.61B
$4.07 Billion 1.65% of portfolio
268,700
Q1 2025 Added 11.49%
$293B
$3.87 Billion 1.57% of portfolio
45,875
Q1 2025 Reduced 42.13%
$3.35T
$3.84 Billion 1.55% of portfolio
17,273
Q1 2025 Added 18.53%
$132M
$3.81 Billion 1.54% of portfolio
1,465,929
Q1 2025 Added 16.76%
$3.4B
$3.81 Billion 1.54% of portfolio
190,299
Q1 2025 Added 3.82%
$0
$3.44 Billion 1.39% of portfolio
307,000
Q1 2025 Added 2.13%
$44.2B
$3.41 Billion 1.38% of portfolio
8,116
Q1 2025 Added 0.96%
$0
$1.95 Billion 0.79% of portfolio
195,254
Q1 2025 Reduced 9.64%
$2.3T
$1.85 Billion 0.75% of portfolio
9,736
Q1 2025 Added 30.67%
$59.6B
$1.79 Billion 0.72% of portfolio
27,390
Q4 2024 New
$5.08B
$1.56 Billion 0.63% of portfolio
136,619
Q1 2025 Reduced 8.07%
$618B
$1.4 Billion 0.57% of portfolio
9,992
Q4 2024 New
$0
$1.35 Billion 0.54% of portfolio
95,238
Q1 2025 Reduced 4.99%
$0
$1.27 Billion 0.51% of portfolio
110,000
Q1 2025 Reduced 11.59%
$98.4B
$1.18 Billion 0.48% of portfolio
34,948
Q1 2025 Added 14.97%
$91B
$1.05 Billion 0.42% of portfolio
16,470
Q4 2024 New
$0
$1.01 Billion 0.41% of portfolio
79,038
Q1 2025 Added 7.5%
$63.7B
$949 Million 0.38% of portfolio
33,248
Q1 2025 Reduced 2.71%
$638M
$932 Million 0.38% of portfolio
86,300
Q1 2025 Added 14.61%
$0
$686 Million 0.28% of portfolio
66,000
Q1 2025 Reduced 22.4%
$1.62T
$663 Million 0.27% of portfolio
1,150
Q1 2025 Added 39.06%
$1.07T
$665 Million 0.27% of portfolio
4,298
Q1 2025 Reduced 6.65%
$256B
$629 Million 0.25% of portfolio
8,585
Q1 2025 Added 8.19%
$0
$593 Million 0.24% of portfolio
29,950
Q1 2025 Added 0.18%
$57.1B
$580 Million 0.23% of portfolio
3,400
Q1 2025 Added 54.55%
$55.9B
$517 Million 0.21% of portfolio
3,000
Q1 2025 Reduced 16.67%
$142B
$475 Million 0.19% of portfolio
18,737
Q1 2025 Added 27.34%
$409B
$461 Million 0.19% of portfolio
4,252
Q1 2025 Added 30.43%
$116B
$447 Million 0.18% of portfolio
3,200
Q1 2025 Added 9.44%
$173B
$420 Million 0.17% of portfolio
2,733
Q4 2024 New
$26.4B
$422 Million 0.17% of portfolio
4,275
Q4 2024 New
$379B
$420 Million 0.17% of portfolio
1,147
Q1 2025 Added 21.12%
$410B
$396 Million 0.16% of portfolio
2,388
Q1 2025 Added 11.85%
$847B
$388 Million 0.16% of portfolio
1,580
Q1 2025 Added 47.11%
$475B
$374 Million 0.15% of portfolio
3,146
Q1 2025 Added 27.32%
$79.5B
$359 Million 0.15% of portfolio
1,627
Q1 2025 New
$573B
$346 Million 0.14% of portfolio
988
Q4 2024 New
$85.4B
$336 Million 0.14% of portfolio
243
Q1 2025 New
$760B
$310 Million 0.13% of portfolio
375
Q1 2025 New
$102B
$333 Million 0.13% of portfolio
1,651
Q1 2025 Reduced 29.02%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $247 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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