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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$4.36 Billion 1.74% of portfolio
14,587
Q2 2025 Reduced 2.26%
$66.3B
$2.32 Billion 0.93% of portfolio
27,390
Q4 2024 New
$54.3B
$2.07 Billion 0.83% of portfolio
3,865
Q2 2025 Reduced 52.38%
$94.4B
$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%
$59.7B
$830 Million 0.33% of portfolio
28,248
Q2 2025 Reduced 15.04%
$52.5B
$573 Million 0.23% of portfolio
2,800
Q2 2025 Reduced 17.65%
$26.5B
$542 Million 0.22% of portfolio
4,275
Q4 2024 New
$111B
$444 Million 0.18% of portfolio
1,376
Q2 2025 Reduced 16.66%
$138B
$382 Million 0.15% of portfolio
15,762
Q2 2025 Reduced 15.88%
$76.5B
$354 Million 0.14% of portfolio
233
Q2 2025 Reduced 4.12%
$75.1B
$249 Million 0.1% of portfolio
1,338
Q2 2025 New
$99.5B
$256 Million 0.1% of portfolio
575
Q2 2025 New
$177B
$246 Million 0.1% of portfolio
1,186
Q2 2025 Added 4.68%
$53B
$245 Million 0.1% of portfolio
6,548
Q4 2024 New
$139B
$239 Million 0.1% of portfolio
1,139
Q2 2025 New
$33B
$228 Million 0.09% of portfolio
8,100
Q2 2025 New
$78.6B
$209 Million 0.08% of portfolio
1,570
Q2 2025 New
$182B
$201 Million 0.08% of portfolio
382
Q2 2025 New
$122B
$210 Million 0.08% of portfolio
2,412
Q1 2025 New
$53.7B
$207 Million 0.08% of portfolio
11,412
Q2 2025 Added 0.38%

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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