Cura Wealth Advisors, LLC Portfolio Holdings

Cura Wealth Advisors, LLC

  • $250 Billion
  • Q2 2025

Cura Wealth Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $250 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $58B, Fs Kkr Capital Corp with a value of $37.2B, Apollo Investment Corp with a value of $8.95B, Apollo Commercial Real Estate Finance, Inc. with a value of $8.28B, and Ares Commercial Real Estate Corp with a value of $4.68B.

Examining the 13F form we can see an increase of $2.96B in the current position value, from $247B to 250B.

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 $250 Billion
Healthcare: $93.6 Billion
Financial Services: $71.7 Billion
ETFs: $27.3 Billion
Real Estate: $22.8 Billion
Technology: $19.6 Billion
Consumer Cyclical: $3.8 Billion
Energy: $3.52 Billion
Communication Services: $2.36 Billion
Other: $2.22 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$418B
$58 Billion 23.19% of portfolio
312,475
Q2 2025 Added 4.68%
$0
$37.2 Billion 14.87% of portfolio
1,792,112
Q2 2025 Added 0.42%
$893M
$8.95 Billion 3.58% of portfolio
708,959
Q2 2025 Added 9.31%
$1.44B
$8.28 Billion 3.31% of portfolio
855,300
Q2 2025 Added 0.94%
$250M
$4.68 Billion 1.87% of portfolio
981,224
Q2 2025 Added 1.84%
$0
$4.49 Billion 1.79% of portfolio
437,462
Q2 2025 Reduced 4.07%
$154B
$4.36 Billion 1.74% of portfolio
14,587
Q2 2025 Reduced 2.26%
$155M
$4.05 Billion 1.62% of portfolio
1,640,435
Q2 2025 Added 11.9%
$0
$4.03 Billion 1.61% of portfolio
363,000
Q1 2025 Added 6.14%
$367B
$3.72 Billion 1.49% of portfolio
27,275
Q2 2025 Reduced 40.54%
$2.35B
$3.66 Billion 1.46% of portfolio
249,900
Q2 2025 Reduced 7.0%
$3.2B
$3.55 Billion 1.42% of portfolio
184,499
Q2 2025 Reduced 3.05%
$0
$3.36 Billion 1.34% of portfolio
308,000
Q2 2025 Added 0.33%
$4.13T
$2.97 Billion 1.19% of portfolio
14,479
Q2 2025 Reduced 16.18%
$3.84T
$2.93 Billion 1.17% of portfolio
5,890
Q2 2025 Reduced 2.53%
$62.2B
$2.32 Billion 0.93% of portfolio
27,390
Q4 2024 New
$52.8B
$2.07 Billion 0.83% of portfolio
3,865
Q2 2025 Reduced 52.38%
$0
$2.06 Billion 0.82% of portfolio
212,731
Q2 2025 Added 8.95%
$2.27T
$1.56 Billion 0.62% of portfolio
7,115
Q2 2025 Reduced 26.92%
$0
$1.35 Billion 0.54% of portfolio
95,238
Q1 2025 Reduced 4.99%
$0
$1.24 Billion 0.5% of portfolio
110,000
Q1 2025 Reduced 11.59%
$5.08B
$1.25 Billion 0.5% of portfolio
110,619
Q2 2025 Reduced 19.03%
$93.9B
$1.1 Billion 0.44% of portfolio
15,475
Q2 2025 Reduced 6.04%
$104B
$1.08 Billion 0.43% of portfolio
36,005
Q2 2025 Added 3.02%
$0
$1.01 Billion 0.4% of portfolio
79,047
Q2 2025 Added 0.01%
$1.65T
$856 Million 0.34% of portfolio
1,160
Q2 2025 Added 0.87%
$63.4B
$830 Million 0.33% of portfolio
28,248
Q2 2025 Reduced 15.04%
$618M
$792 Million 0.32% of portfolio
90,300
Q2 2025 Added 4.63%
$471B
$752 Million 0.3% of portfolio
4,761
Q2 2025 Added 11.97%
$0
$672 Million 0.27% of portfolio
35,406
Q2 2025 Added 18.22%
$0
$649 Million 0.26% of portfolio
66,000
Q1 2025 Reduced 22.4%
$255B
$604 Million 0.24% of portfolio
8,585
Q1 2025 Added 8.19%
$62.6B
$573 Million 0.23% of portfolio
2,800
Q2 2025 Reduced 17.65%
$27.8B
$542 Million 0.22% of portfolio
4,275
Q4 2024 New
$902B
$458 Million 0.18% of portfolio
1,580
Q1 2025 Added 47.11%
$108B
$444 Million 0.18% of portfolio
1,376
Q2 2025 Reduced 16.66%
$404B
$373 Million 0.15% of portfolio
1,016
Q2 2025 Reduced 11.42%
$152B
$382 Million 0.15% of portfolio
15,762
Q2 2025 Reduced 15.88%
$486B
$365 Million 0.15% of portfolio
2,388
Q1 2025 Added 11.85%
$0
$383 Million 0.15% of portfolio
91,238
Q2 2025 Added 128.1%
$566B
$349 Million 0.14% of portfolio
984
Q2 2025 Reduced 0.4%
$69.6B
$354 Million 0.14% of portfolio
233
Q2 2025 Reduced 4.12%
$318B
$316 Million 0.13% of portfolio
1,040
Q2 2025 Reduced 2.35%
$779B
$329 Million 0.13% of portfolio
422
Q2 2025 Added 12.53%
$11.5B
$299 Million 0.12% of portfolio
6,000
Q2 2025 New
$517B
$303 Million 0.12% of portfolio
226
Q2 2025 Added 0.44%
$221B
$266 Million 0.11% of portfolio
912
Q1 2025 New
$239B
$272 Million 0.11% of portfolio
998
Q4 2024 New
$0
$268 Million 0.11% of portfolio
21,910
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $250 Billion
  • Prior Value $247 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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