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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$264M
$4.46 Billion 1.81% of portfolio
963,485
Q1 2025 Added 32.12%
$124M
$3.81 Billion 1.54% of portfolio
1,465,929
Q1 2025 Added 16.76%
$135M
$51.5 Million 0.02% of portfolio
14,100
Q1 2025 New

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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