Cura Wealth Advisors, LLC Portfolio Holdings by Sector
Cura Wealth Advisors, LLC
- $262 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Drug Manufacturers—General | Healthcare
ABBV PFE JNJ LLY NVS MRK 6 stocks |
$67.7 Million
26.35% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FSK AINV MQY NEA GBDC EIM NAD KYN 17 stocks |
$63.5 Million
24.74% of portfolio
|
4
|
10
|
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$30.7 Million
11.95% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
VT GDXJ SGOV GBTC IVV AMLP VOO SCHX 30 stocks |
$30.3 Million
11.8% of portfolio
|
18
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ARI GPMT ACRE BXMT KREF AGNC 6 stocks |
$23.1 Million
9.0% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL PANW OKTA 5 stocks |
$8.28 Million
3.22% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.01 Million
1.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA NVDA AVGO INTC TXN 5 stocks |
$3.97 Million
1.55% of portfolio
|
4
|
1
|
3
|
- |
0
Calls
1
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$3.61 Million
1.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
BP SHEL XOM SU CVX 5 stocks |
$2.55 Million
0.99% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$2.37 Million
0.92% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.3 Million
0.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$1.97 Million
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.74 Million
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
COIN CRM SAP 3 stocks |
$1.59 Million
0.62% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.39 Million
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ET 2 stocks |
$916,106
0.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG HWM BA 3 stocks |
$785,839
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$769,261
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS PG 2 stocks |
$603,522
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$589,854
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$581,535
0.23% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$401,138
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$379,418
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX ABUS 2 stocks |
$355,564
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$300,929
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$292,096
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$253,708
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$250,880
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$249,494
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$229,314
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$229,061
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$215,244
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$210,997
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CRGY 1 stocks |
$89,200
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
DBI 1 stocks |
$50,452
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|