Cura Wealth Advisors, LLC Purchases in Q1 2025

Cura Wealth Advisors, LLC

  • $247 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AINV
Apollo Investment Corp

Financial Services
506K
+ 354.22%
N/A
649K $8.34B
ABT
Abbott Laboratories

Healthcare
1.45K
+ 0.62%
$111.1 - $140.22 $162K - $204K
236K $31.3B
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
158K
+ 22.96%
$8.57 - $10.13 $1.36M - $1.6M
847K $8.11B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.2K
New
$100.34 - $100.68 $823K - $826K
8.2K $825M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.8K
+ 4.22%
$43.79 - $57.46 $78.8K - $103K
44.5K $2.54B
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
7K
+ 3.82%
$17.15 - $21.07 $120K - $147K
190K $3.81B
GBDC
Golub Capital Bdc, Inc.

Financial Services
27.7K
+ 11.49%
$14.46 - $15.96 $401K - $442K
269K $4.07B
FISV
Fiserv Inc

Technology
1.63K
New
N/A
1.63K $359M
MSFT
Microsoft Corp

Technology
1.46K
+ 31.94%
$375.39 - $447.2 $549K - $654K
6.04K $2.27B
TDG
Trans Digm Group Inc

Industrials
243
New
$1251.32 - $1394.11 $304K - $339K
243 $336M
LLY
Eli Lilly & CO

Healthcare
375
New
$725.72 - $929.72 $272K - $349K
375 $310M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
210K
+ 16.76%
$2.6 - $3.19 $547K - $671K
1.47M $3.81B
IVV
Ishares Core S&P 500 ETF

ETFs
618
+ 36.1%
$554.06 - $615.85 $342K - $381K
2.33K $1.31B
MCD
Mcdonalds Corp

Consumer Cyclical
912
New
$279.74 - $321.29 $255K - $293K
912 $285M
BP
Bp PLC

Energy
4.55K
+ 14.97%
$29.93 - $35.31 $136K - $161K
34.9K $1.18B
ELV
Elevance Health, Inc.

Healthcare
631
New
$365.9 - $436.25 $231K - $275K
631 $274M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
525
+ 45.45%
$507.05 - $563.67 $266K - $296K
1.68K $863M
GLD
Spdr Gold Trust

ETFs
803
New
$243.19 - $288.14 $195K - $231K
803 $231M
OKE
Oneok Inc

Energy
2.27K
New
$89.57 - $109.85 $203K - $249K
2.27K $225M
NVS
Novartis Ag

Healthcare
1.99K
New
$97.14 - $115.57 $193K - $230K
1.99K $222M
MA
Mastercard Inc

Financial Services
404
New
$504.67 - $576.31 $204K - $233K
404 $221M
AMZN
Amazon Com Inc

Consumer Cyclical
2.29K
+ 30.67%
$190.26 - $242.06 $435K - $553K
9.74K $1.85B
MDT
Medtronic PLC

Healthcare
2.41K
New
$79.84 - $94.5 $193K - $228K
2.41K $217M
NFLX
Netflix Inc

Communication Services
225
New
$828.4 - $1058.6 $186K - $238K
225 $210M
TXN
Texas Instruments Inc

Technology
1.13K
New
N/A
1.13K $204M
AAPL
Apple Inc.

Technology
2.7K
+ 18.53%
$209.68 - $247.1 $566K - $667K
17.3K $3.84B
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 54.55%
$167.82 - $208.28 $201K - $250K
3.4K $580M
META
Meta Platforms, Inc.

Communication Services
323
+ 39.06%
$576.36 - $736.67 $186K - $238K
1.15K $663M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
11K
+ 14.61%
$9.92 - $11.41 $109K - $126K
86.3K $932M
ACRE
Ares Commercial Real Estate Corp

Real Estate
234K
+ 32.12%
$4.63 - $6.18 $1.08M - $1.45M
963K $4.46B
SHEL
Shell PLC

Energy
650
+ 8.19%
$62.84 - $73.29 $40.8K - $47.6K
8.59K $629M
JPM
Jpmorgan Chase & CO

Financial Services
506
+ 47.11%
$225.19 - $279.95 $114K - $142K
1.58K $388M
VIG
Vanguard Dividend Appreciation

ETFs
601
+ 50.76%
N/A
1.79K $346M
XOM
Exxon Mobil Corp

Energy
675
+ 27.32%
$105.44 - $118.93 $71.2K - $80.3K
3.15K $374M
VGT
Vanguard Information Technolog

ETFs
230
+ 64.25%
$542.38 - $646.34 $125K - $149K
588 $319M
OXLC
Oxford Lane Capital Corp.

Financial Services
20K
+ 100.0%
$4.3 - $5.17 $86K - $103K
40K $189M
JNJ
Johnson & Johnson

Healthcare
253
+ 11.85%
$142.06 - $167.7 $35.9K - $42.4K
2.39K $396M
IDXX
Idexx Laboratories Inc

Healthcare
77
+ 0.96%
$406.29 - $469.04 $31.3K - $36.1K
8.12K $3.41B
PFE
Pfizer Inc

Healthcare
4.02K
+ 27.34%
$25.01 - $27.13 $101K - $109K
18.7K $475M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
5.51K
+ 7.5%
$11.96 - $13.56 $65.9K - $74.7K
79K $1.01B
HD
Home Depot, Inc.

Consumer Cyclical
200
+ 21.12%
$347.25 - $424.87 $69.5K - $85K
1.15K $420M
DBI
Designer Brands Inc.

Consumer Cyclical
14.1K
New
$3.25 - $5.93 $45.8K - $83.6K
14.1K $51.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
318
+ 8.54%
$169.43 - $182.84 $53.9K - $58.1K
4.04K $700M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
6.39K
+ 2.13%
$11.13 - $11.61 $71.1K - $74.2K
307K $3.44B
PDI
Pimco Dynamic Income Fund

Financial Services
55
+ 0.18%
$18.51 - $20.05 $1.02K - $1.1K
30K $593M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
311
+ 8.5%
$78.97 - $85.82 $24.6K - $26.7K
3.97K $329M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
764
+ 6.84%
$27.01 - $28.54 $20.6K - $21.8K
11.9K $334M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.02%
$63.07 - $73.5 $63.1 - $73.5
4.03K $283M
NVDA
Nvidia Corp

Technology
992
+ 30.43%
$106.98 - $149.43 $106K - $148K
4.25K $461M
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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