Curio Wealth, LLC Purchases in Q4 2024

Curio Wealth, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFG
Principal Financial Group Inc

Financial Services
379
New
$74.91 - $91.26 $28.4K - $34.6K
379 $29.3M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.9K
New
$14.38 - $15.35 $27.3K - $29.2K
1.9K $28.4M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
3.31K
New
$8.43 - $9.68 $27.9K - $32.1K
3.31K $28.3M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
409
New
$68.55 - $74.48 $28K - $30.5K
409 $28.2M
TROW
Price T Rowe Group Inc

Financial Services
235
New
$106.48 - $124.69 $25K - $29.3K
235 $26.6M
Brookfield Renewable Corp
954
New
N/A
954 $26.4M
Thomson Reuters
163
New
N/A
163 $26.1M
VIG
Vanguard Dividend Appreciation

ETFs
132
New
N/A
132 $25.9M
RF
Regions Financial Corp

Financial Services
1K
New
$22.45 - $27.47 $22.5K - $27.5K
1K $23.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
41
New
$563.99 - $620.12 $23.1K - $25.4K
41 $23.4M
GE
General Electric CO

Industrials
137
New
$159.95 - $194.23 $21.9K - $26.6K
137 $22.9M
PLTR
Palantir Technologies Inc.

Technology
300
New
$36.46 - $82.38 $10.9K - $24.7K
300 $22.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
288
New
$77.02 - $78.58 $22.2K - $22.6K
288 $22.3M
PECO
Phillips Edison & Company, Inc.

Real Estate
591
New
$35.96 - $39.8 $21.3K - $23.5K
591 $22.1M
THW
Tekla World Healthcare Fund

Financial Services
2K
New
$10.96 - $13.33 $21.9K - $26.7K
2K $22M
SPMD
Spdr Portfolio

ETFs
397
New
$54.13 - $59.56 $21.5K - $23.6K
397 $21.7M
LEN
Lennar Corp

Consumer Cyclical
158
New
$136.2 - $188.96 $21.5K - $29.9K
158 $21.5M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.74K
New
$12.12 - $13.1 $21.1K - $22.8K
1.74K $21.2M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
1.02K
New
$19.62 - $21.98 $20K - $22.4K
1.02K $21.2M
MO
Altria Group, Inc.

Consumer Defensive
400
New
$49.06 - $57.74 $19.6K - $23.1K
400 $20.9M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
3.89K
New
$5.23 - $5.8 $20.4K - $22.6K
3.89K $20.7M
BFA
Brown Forman Corp Cl A
540
New
N/A
540 $20.4M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
4K
New
$4.76 - $5.09 $19K - $20.4K
4K $19.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
New
$4100.99 - $5300.34 $16.4K - $21.2K
4 $19.9M
ORA
Ormat Technologies, Inc.

Utilities
293
New
$67.12 - $83.84 $19.7K - $24.6K
293 $19.8M
VUG
Vanguard Growth ETF

ETFs
47
New
$378.79 - $428.11 $17.8K - $20.1K
47 $19.3M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
174
New
$105.45 - $117.99 $18.3K - $20.5K
174 $18.5M
XEL
Xcel Energy Inc

Utilities
259
New
$62.16 - $72.92 $16.1K - $18.9K
259 $17.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
62
New
$264.18 - $304.19 $16.4K - $18.9K
62 $17.4M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
705
New
$23.17 - $26.26 $16.3K - $18.5K
705 $16.9M
FNF
Fidelity National Financial, Inc.

Financial Services
300
New
$55.19 - $63.83 $16.6K - $19.1K
300 $16.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
276
New
$59.25 - $72.99 $16.4K - $20.1K
276 $16.5M
IVV
Ishares Core S&P 500 ETF

ETFs
28
New
$570.51 - $610.59 $16K - $17.1K
28 $16.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
365
New
$44.33 - $49.55 $16.2K - $18.1K
365 $16.4M
IWM
Ishares Russell 2000 ETF

ETFs
72
New
$216.13 - $242.4 $15.6K - $17.5K
72 $15.9M
CRBU
Caribou Biosciences, Inc.

Healthcare
10K
New
$1.59 - $2.79 $15.9K - $27.9K
10K $15.9M
RVT
Royce Value Trust, Inc.

Financial Services
1K
New
$15.15 - $16.9 $15.2K - $16.9K
1K $15.8M
Cannabist Company Holdings Inc
234K
New
N/A
234K $15.5M
SOFI
So Fi Technologies, Inc.

Financial Services
1K
New
$7.63 - $16.88 $7.63K - $16.9K
1K $15.4M
EW
Edwards Lifesciences Corp

Healthcare
208
New
$64.54 - $75.92 $13.4K - $15.8K
208 $15.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
180
New
$77.25 - $91.3 $13.9K - $16.4K
180 $15.4M
AVSD
American Centy ETF Tr Avantis

ETFs
263
New
$55.57 - $59.89 $14.6K - $15.8K
263 $14.6M
Zymeworks Inc
1K
New
N/A
1K $14.6M
SAIC
Science Applications International Corp

Technology
128
New
$110.11 - $154.1 $14.1K - $19.7K
128 $14.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
280
New
$49.79 - $51.14 $13.9K - $14.3K
280 $14M
UPS
United Parcel Service Inc

Industrials
110
New
$122.65 - $138.35 $13.5K - $15.2K
110 $13.9M
ED
Consolidated Edison Inc

Utilities
150
New
$88.87 - $107.38 $13.3K - $16.1K
150 $13.4M
ILMN
Illumina, Inc.

Healthcare
100
New
$128.99 - $155.15 $12.9K - $15.5K
100 $13.4M
VT
Vanguard Total World Stk Index

ETFs
110
New
$117.09 - $123.07 $12.9K - $13.5K
110 $12.9M
Activity Summary
Buys All Purchases 304 New Holdings 304 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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