Cura Wealth Advisors, LLC Portfolio Holdings by Sector
Cura Wealth Advisors, LLC
- $250 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
FSK AINV EVV MQY GBDC NEA EIM BLW 19 stocks |
$70.7 Million
28.63% of portfolio
|
11
|
2
|
4
|
- |
1
Calls
2
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV PFE JNJ LLY NVS 5 stocks |
$59.3 Million
24.02% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$31.9 Million
12.93% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|
|
ETFs | ETFs
GDXJ VT SGOV GBTC IVV AMLP VOO SCHX 28 stocks |
$25 Million
10.13% of portfolio
|
10
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ARI ACRE GPMT BXMT NRZ KREF AGNC 7 stocks |
$22.8 Million
9.23% of portfolio
|
5
|
2
|
1
|
- |
1
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT ORCL PANW 4 stocks |
$9.41 Million
3.81% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$4.59 Million
1.86% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.97 Million
1.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
BP SHEL XOM SU CVX 5 stocks |
$2.4 Million
0.97% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
1
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.31 Million
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$2.07 Million
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1.8 Million
0.73% of portfolio
|
3
|
- |
2
|
- |
0
Calls
1
Puts
|
|
Software—Application | Technology
COIN SAP CRM 3 stocks |
$1.64 Million
0.66% of portfolio
|
1
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.56 Million
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1.1 Million
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ET 2 stocks |
$1.04 Million
0.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN 2 stocks |
$998,428
0.4% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG HWM BA 3 stocks |
$842,006
0.34% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$458,073
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$444,118
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR GE 2 stocks |
$411,122
0.17% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$372,506
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$349,369
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$302,643
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX ABUS 2 stocks |
$302,340
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS 1 stocks |
$299,100
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$266,469
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$253,902
0.1% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$241,104
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$227,772
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$223,433
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$201,425
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CRGY 1 stocks |
$86,000
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
DBI 1 stocks |
$33,558
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|