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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.2 Billion 14.87% of portfolio
1,792,112
Q2 2025 Added 0.42%
$0
$4.49 Billion 1.79% of portfolio
437,462
Q2 2025 Reduced 4.07%
$0
$4.03 Billion 1.61% of portfolio
363,000
Q1 2025 Added 6.14%
$0
$3.36 Billion 1.34% of portfolio
308,000
Q2 2025 Added 0.33%
$0
$2.06 Billion 0.82% of portfolio
212,731
Q2 2025 Added 8.95%
$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%
$0
$1.01 Billion 0.4% of portfolio
79,047
Q2 2025 Added 0.01%
$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%
$0
$383 Million 0.15% of portfolio
91,238
Q2 2025 Added 128.1%
$0
$268 Million 0.11% of portfolio
21,910
Q4 2024 New
$0
$93.1 Million 0.04% of portfolio
12,282
Q2 2025 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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