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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$7.35B
$340 Million 0.13% of portfolio
6,000
Q2 2025 New
$5.6B
$196 Million 0.07% of portfolio
20,000
Q3 2025 New

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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