Curio Wealth, LLC Purchases in Q4 2024

Curio Wealth, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
567
New
$22.01 - $66.82 $12.5K - $37.9K
567 $12.9M
MTB
M&T Bank Corp

Financial Services
68
New
$172.48 - $221.95 $11.7K - $15.1K
68 $12.8M
HUM
Humana Inc

Healthcare
50
New
$233.89 - $304.18 $11.7K - $15.2K
50 $12.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
111
New
$104.59 - $118.05 $11.6K - $13.1K
111 $12.1M
CDXS
Codexis, Inc.

Healthcare
2.5K
New
$2.91 - $5.81 $7.28K - $14.5K
2.5K $11.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
100
New
$114.08 - $125.68 $11.4K - $12.6K
100 $11.4M
CEG
Constellation Energy Corp

Utilities
50
New
$224.28 - $285.52 $11.2K - $14.3K
50 $11.2M
Ge Vernova LLC Com
34
New
N/A
34 $11.2M
EBAY
Ebay Inc

Consumer Cyclical
180
New
$57.51 - $67.17 $10.4K - $12.1K
180 $11.2M
IEFA
Ishares Tr

ETFs
156
New
$70.06 - $77.43 $10.9K - $12.1K
156 $11M
EMB
Ishares Tr

ETFs
119
New
$88.94 - $93.46 $10.6K - $11.1K
119 $10.6M
NDAQ
Nasdaq, Inc.

Financial Services
135
New
$70.87 - $83.05 $9.57K - $11.2K
135 $10.4M
GMRE
Global Medical Reit Inc.

Real Estate
1.29K
New
$7.53 - $9.83 $9.69K - $12.7K
1.29K $9.94M
SCHC
Schwab Strategic Tr Intl Small

ETFs
288
New
$33.93 - $38.37 $9.77K - $11.1K
288 $9.89M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
1K
New
$9.7 - $10.62 $9.7K - $10.6K
1K $9.8M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1K
New
$9.32 - $10.4 $9.32K - $10.4K
1K $9.75M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
1.02K
New
$9.1 - $9.51 $9.29K - $9.71K
1.02K $9.51M
ACHR
Archer Aviation Inc.

Industrials
960
New
$2.94 - $11.33 $2.82K - $10.9K
960 $9.36M
OKE
Oneok Inc

Energy
93
New
$92.28 - $117.05 $8.58K - $10.9K
93 $9.34M
AVGO
Broadcom Inc.

Technology
40
New
$159.67 - $250.0 $6.39K - $10K
40 $9.27M
BACPRM
Bank Amer Corp Dep Shs Repstg
390
New
N/A
390 $8.84M
CVV
Cvd Equipment Corp

Industrials
2K
New
$2.77 - $4.26 $5.54K - $8.52K
2K $8.8M
IMMR
Immersion Corp

Technology
1K
New
$8.31 - $9.79 $8.31K - $9.79K
1K $8.73M
CMCSA
Comcast Corp

Communication Services
232
New
$37.39 - $45.14 $8.67K - $10.5K
232 $8.71M
VGT
Vanguard Information Technolog

ETFs
14
New
$571.78 - $647.97 $8K - $9.07K
14 $8.71M
APA
Apa Corp

Energy
353
New
$20.47 - $27.07 $7.23K - $9.56K
353 $8.15M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
153
New
$51.09 - $55.27 $7.82K - $8.46K
153 $7.82M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
2K
New
$3.8 - $4.57 $7.6K - $9.14K
2K $7.72M
BIT
Black Rock Multi Sector Income Trust

Financial Services
513
New
$14.25 - $15.15 $7.31K - $7.77K
513 $7.49M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
400
New
$17.93 - $18.8 $7.17K - $7.52K
400 $7.29M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
25
New
$278.19 - $315.36 $6.95K - $7.88K
25 $7.2M
LMT
Lockheed Martin Corp

Industrials
14
New
$479.66 - $614.62 $6.72K - $8.6K
14 $6.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
615
New
$7.33 - $12.37 $4.51K - $7.61K
615 $6.5M
LTRN
Lantern Pharma Inc.

Healthcare
2K
New
$2.9 - $4.26 $5.8K - $8.52K
2K $6.38M
EXC
Exelon Corp

Utilities
151
New
$36.22 - $40.97 $5.47K - $6.19K
151 $5.68M
VGI
Virtus Global Multi Sector Income Fund

Financial Services
725
New
$7.59 - $8.19 $5.5K - $5.94K
725 $5.54M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
54
New
$100.24 - $101.35 $5.41K - $5.47K
54 $5.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
40
New
$126.68 - $134.74 $5.07K - $5.39K
40 $5.08M
WM
Waste Management Inc

Industrials
24
New
$201.79 - $228.46 $4.84K - $5.48K
24 $4.84M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
593
New
$7.95 - $8.86 $4.71K - $5.25K
593 $4.75M
DIS
Walt Disney CO

Communication Services
41
New
$92.39 - $117.6 $3.79K - $4.82K
41 $4.57M
HRB
H&R Block Inc

Consumer Cyclical
86
New
$52.14 - $63.36 $4.48K - $5.45K
86 $4.54M
BMY
Bristol Myers Squibb CO

Healthcare
80
New
$51.92 - $59.94 $4.15K - $4.8K
80 $4.53M
XLY
Select Sector Spdr Consumer Di

ETFs
20
New
$194.8 - $239.43 $3.9K - $4.79K
20 $4.49M
SR
Spire Inc

Utilities
66
New
$62.24 - $73.38 $4.11K - $4.84K
66 $4.48M
MCD
Mcdonalds Corp

Consumer Cyclical
15
New
$288.47 - $316.54 $4.33K - $4.75K
15 $4.35M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
85
New
$50.37 - $50.6 $4.28K - $4.3K
85 $4.28M
Ishares Ethereum Trust ETF
168
New
N/A
168 $4.25M
Fidelity Ethereum Fund
127
New
N/A
127 $4.24M
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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