Cura Wealth Advisors, LLC Reduced Holdings in Q1 2025

Cura Wealth Advisors, LLC

  • $247 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-33.4K
- 42.13%
$64.98 - $124.62 $2.17M - $4.16M
45.9K $3.87B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-163K
- 26.39%
$9.83 - $10.34 $1.61M - $1.69M
456K $4.55B
COIN
Coinbase Global, Inc.

Technology
-600
- 16.67%
$172.23 - $301.3 $103K - $181K
3K $517M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-20.8K
- 9.64%
$9.89 - $10.46 $206K - $218K
195K $1.95B
IBM
International Business Machines Corp

Technology
-1.1K
- 49.8%
$217.4 - $264.74 $238K - $290K
1.11K $275M
GOOGL
Alphabet Inc.

Communication Services
-306
- 6.65%
$154.33 - $206.19 $47.2K - $63.1K
4.3K $665M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
-19.1K
- 22.4%
$10.14 - $10.82 $193K - $206K
66K $686M
CEG
Constellation Energy Corp

Utilities
-675
- 29.02%
$201.63 - $347.44 $136K - $235K
1.65K $333M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-14.4K
- 11.59%
$11.4 - $11.96 $164K - $172K
110K $1.27B
IWM
Ishares Russell 2000 ETF

ETFs
-600
- 34.86%
$198.1 - $229.79 $119K - $138K
1.12K $224M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.35K
- 23.54%
$58.01 - $64.46 $136K - $151K
7.64K $474M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-225
- 23.08%
$307.43 - $357.48 $69.2K - $80.4K
750 $232M
INTC
Intel Corp

Technology
-6.2K
- 40.19%
$19.1 - $27.39 $118K - $170K
9.23K $210M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-28
- 1.49%
$468.34 - $539.52 $13.1K - $15.1K
1.85K $865M
BLW
Blackrock LTD Duration Income Trust

Financial Services
-5K
- 4.99%
$13.95 - $14.38 $69.8K - $71.9K
95.2K $1.35B
NRZ
New Residential Investment Corp.

Real Estate
-12K
- 8.07%
N/A
137K $1.56B
ICLN
Ishares

ETFs
-1.35K
- 6.24%
$10.94 - $11.86 $14.8K - $16K
20.3K $232M
KMI
Kinder Morgan, Inc.

Energy
-927
- 2.71%
$26.1 - $31.22 $24.2K - $28.9K
33.2K $949M
SAP
Sap Se

Technology
-5
- 0.47%
$241.4 - $293.69 $1.21K - $1.47K
1.07K $286M
CVX
Chevron Corp

Energy
-36
- 2.41%
$146.71 - $167.97 $5.28K - $6.05K
1.46K $243M
ABBV
Abb Vie Inc.

Healthcare
-1.14K
- 0.38%
$169.2 - $216.66 $192K - $246K
299K $62.5B
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
Track This Portfolio

Track Cura Wealth Advisors, LLC Portfolio

Follow Cura Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cura Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cura Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email