Cura Wealth Advisors, LLC Portfolio Holdings

Cura Wealth Advisors, LLC

  • $262 Billion
  • Q3 2025

Cura Wealth Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $65.8B, Fs Kkr Capital Corp with a value of $37.3B, Abbott Laboratories with a value of $30.4B, Apollo Commercial Real Estate Finance, Inc. with a value of $8.42B, and Apollo Investment Corp with a value of $7.41B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $250B to 262B.

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 $262 Billion
Healthcare: $101 Billion
Financial Services: $66.1 Billion
ETFs: $32.6 Billion
Real Estate: $23.1 Billion
Technology: $21.7 Billion
Energy: $3.76 Billion
Consumer Cyclical: $3.65 Billion
Communication Services: $2.93 Billion
Other: $2.31 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$414B
$65.8 Billion 25.13% of portfolio
283,982
Q3 2025 Reduced 9.12%
$0
$37.3 Billion 14.24% of portfolio
2,495,696
Q3 2025 Added 39.26%
$228B
$30.4 Billion 11.63% of portfolio
227,251
Q3 2025 New
$1.39B
$8.42 Billion 3.22% of portfolio
831,683
Q3 2025 Reduced 2.76%
$893M
$7.41 Billion 2.83% of portfolio
617,918
Q3 2025 Reduced 12.84%
$144M
$5.39 Billion 2.06% of portfolio
1,797,001
Q3 2025 Added 9.54%
$0
$4.97 Billion 1.9% of portfolio
36,090
Q3 2025 Added 56.61%
$268M
$4.85 Billion 1.85% of portfolio
1,074,505
Q3 2025 Added 9.51%
$0
$4.23 Billion 1.62% of portfolio
42,756
Q3 2025 Reduced 3.64%
$0
$4.22 Billion 1.61% of portfolio
362,000
Q3 2025 Reduced 0.28%
$4.3T
$4.01 Billion 1.53% of portfolio
15,757
Q3 2025 Added 8.83%
$152B
$3.61 Billion 1.38% of portfolio
14,657
Q3 2025 Added 0.48%
$0
$3.51 Billion 1.34% of portfolio
308,000
Q2 2025 Added 0.33%
$3.16B
$3.38 Billion 1.29% of portfolio
183,860
Q3 2025 Reduced 0.35%
$2.37B
$3.21 Billion 1.23% of portfolio
234,700
Q3 2025 Reduced 6.08%
$3.78T
$3.22 Billion 1.23% of portfolio
6,223
Q3 2025 Added 5.65%
$51.1B
$2.46 Billion 0.94% of portfolio
27,390
Q4 2024 New
$0
$2.3 Billion 0.88% of portfolio
7,019
Q3 2025 Reduced 7.74%
$342B
$2.17 Billion 0.83% of portfolio
11,902
Q3 2025 Reduced 56.36%
$0
$2.1 Billion 0.8% of portfolio
210,908
Q3 2025 Reduced 0.86%
$593B
$2.08 Billion 0.79% of portfolio
7,390
Q3 2025 Reduced 26.04%
$57.4B
$1.97 Billion 0.75% of portfolio
3,081
Q3 2025 Reduced 20.28%
$0
$1.72 Billion 0.66% of portfolio
2,568
Q2 2025 Added 10.21%
$2.39T
$1.74 Billion 0.66% of portfolio
7,906
Q3 2025 Added 11.12%
$662B
$1.39 Billion 0.53% of portfolio
2,758
Q3 2025 New
$0
$1.38 Billion 0.53% of portfolio
29,480
Q3 2025 Added 12.09%
$465B
$1.31 Billion 0.5% of portfolio
7,027
Q3 2025 Added 47.6%
$0
$1.29 Billion 0.49% of portfolio
110,000
Q1 2025 Reduced 11.59%
$0
$1.29 Billion 0.49% of portfolio
2,101
Q3 2025 Added 7.97%
Grayscale Ethereum Trust ETF
-
$1.09 Billion 0.42% of portfolio
-
Q1 2025 Added 0.95%
$1.65T
$1.04 Billion 0.4% of portfolio
4,290
Q3 2025 New
$40.3B
$1.01 Billion 0.39% of portfolio
3,000
Q3 2025 New
$0
$1.02 Billion 0.39% of portfolio
38,754
Q4 2024 New
$0
$1.01 Billion 0.39% of portfolio
13,214
Q3 2025 Reduced 6.38%
$1.37T
$972 Million 0.37% of portfolio
1,324
Q3 2025 Added 14.14%
$0
$977 Million 0.37% of portfolio
78,983
Q3 2025 Reduced 0.08%
$0
$941 Million 0.36% of portfolio
1,413
Q3 2025 Added 0.14%
$112B
$950 Million 0.36% of portfolio
27,560
Q3 2025 Reduced 23.46%
$574M
$888 Million 0.34% of portfolio
98,696
Q3 2025 Added 9.3%
$0
$852 Million 0.33% of portfolio
1,419
Q3 2025 Added 0.57%
$79.2B
$769 Million 0.29% of portfolio
11,032
Q3 2025 Reduced 28.71%
$270B
$763 Million 0.29% of portfolio
10,665
Q3 2025 Added 24.23%
$0
$756 Million 0.29% of portfolio
13,956
Q3 2025 Added 0.11%
$0
$702 Million 0.27% of portfolio
68,000
Q3 2025 Added 3.03%
$61.6B
$719 Million 0.27% of portfolio
25,414
Q3 2025 Reduced 10.03%
$0
$643 Million 0.25% of portfolio
5,334
Q3 2025 Added 1.85%
$0
$620 Million 0.24% of portfolio
1,293
Q2 2025 Added 2.78%
$0
$617 Million 0.24% of portfolio
3,253
Q3 2025 Added 0.18%
$0
$606 Million 0.23% of portfolio
30,584
Q3 2025 Reduced 13.62%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $262 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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