Cura Wealth Advisors, LLC Portfolio Holdings by Sector
Cura Wealth Advisors, LLC
- $226 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
FSK EVV MQY GBDC NEA EIM BCSF AINV 17 stocks |
$68.1 Million
30.46% of portfolio
|
17
|
- |
17
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV PFE JNJ BIIB 4 stocks |
$54.2 Million
24.25% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$26.5 Million
11.84% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ARI ACRE GPMT BXMT NRZ KREF AGNC 7 stocks |
$19.5 Million
8.72% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
VT GBTC GDXJ AMLP SPY IVV QQQ SCHX 27 stocks |
$18.7 Million
8.36% of portfolio
|
27
|
- |
27
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT ORCL PANW 4 stocks |
$9.99 Million
4.47% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$5.7 Million
2.55% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.65 Million
1.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$3.32 Million
1.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
BP SHEL XOM SU CVX 5 stocks |
$2.11 Million
0.94% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.63 Million
0.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.55 Million
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
COIN CRM SAP 3 stocks |
$1.49 Million
0.67% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1.36 Million
0.61% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1.25 Million
0.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM INTC 3 stocks |
$1.17 Million
0.52% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ET 2 stocks |
$1.16 Million
0.52% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$520,349
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$368,374
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$312,248
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$306,515
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$257,449
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$211,315
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$201,852
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ABUS 1 stocks |
$49,050
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|