Cura Wealth Advisors, LLC Portfolio Holdings by Sector
Cura Wealth Advisors, LLC
- $247 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
FSK AINV EVV MQY GBDC NEA EIM BLW 16 stocks |
$70.2 Million
28.62% of portfolio
|
9
|
5
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV PFE JNJ LLY BIIB NVS 6 stocks |
$64.2 Million
26.16% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$31.5 Million
12.83% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ARI ACRE GPMT BXMT NRZ KREF AGNC 7 stocks |
$22.9 Million
9.32% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
GDXJ VT GBTC AMLP IVV SPY QQQ VOO 29 stocks |
$20.9 Million
8.5% of portfolio
|
14
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT ORCL PANW 4 stocks |
$8.12 Million
3.31% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN FISV IBM 3 stocks |
$5.29 Million
2.16% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.84 Million
1.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$3.41 Million
1.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
BP SHEL XOM SU CVX 5 stocks |
$2.68 Million
1.09% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.85 Million
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.5 Million
0.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI OKE ET 3 stocks |
$1.38 Million
0.56% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1.33 Million
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM INTC TXN 4 stocks |
$1.29 Million
0.53% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
COIN SAP CRM 3 stocks |
$1.07 Million
0.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1.05 Million
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$567,694
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$420,364
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$387,580
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$336,139
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$332,891
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$284,887
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$274,460
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$209,819
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ABUS 1 stocks |
$52,350
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
DBI 1 stocks |
$51,465
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|