Curio Wealth, LLC Purchases in Q2 2025

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
799
+ 39950.0%
$115.1 - $129.63 $92K - $104K
801 $103M
PEP
Pepsico Inc

Consumer Defensive
462
+ 46200.0%
$128.02 - $151.37 $59.1K - $69.9K
463 $61.1M
Ge Vernova LLC Com
1
+ 50.0%
N/A
3 $1.59M
TILT
Flexshares Tr

ETFs
334
+ 33400.0%
$181.13 - $224.01 $60.5K - $74.8K
335 $75M
SOFI
So Fi Technologies, Inc.

Financial Services
259
+ 25900.0%
$9.5 - $18.21 $2.46K - $4.72K
260 $4.74M
MTB
M&T Bank Corp

Financial Services
39
+ 1950.0%
$156.58 - $193.99 $6.11K - $7.57K
41 $7.95M
ED
Consolidated Edison Inc

Utilities
66
+ 3300.0%
$98.05 - $113.3 $6.47K - $7.48K
68 $6.82M
FDS
Factset Research Systems Inc

Financial Services
390
+ 39000.0%
$398.85 - $473.32 $156K - $185K
391 $175M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6.79K
+ 169825.0%
$86.93 - $109.64 $591K - $745K
6.8K $745M
FNF
Fidelity National Financial, Inc.

Financial Services
63
+ 6300.0%
$53.62 - $66.59 $3.38K - $4.2K
64 $3.59M
DFSV
Dimensional ETF Tr Dimensional

ETFs
37.6K
+ 110441.18%
$24.21 - $29.47 $909K - $1.11M
37.6K $1.11B
TROW
Price T Rowe Group Inc

Financial Services
414
+ 20700.0%
$80.27 - $98.06 $33.2K - $40.6K
416 $40.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.7K
+ 52557.14%
$77.94 - $79.5 $1.15M - $1.17M
14.7K $1.17B
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 23920.0%
$144.7 - $178.6 $173K - $214K
1.2K $212M
DIHP
Dimensional ETF Tr Dimensional

ETFs
10K
+ 50090.0%
$24.32 - $29.74 $244K - $298K
10K $296M
CRLBF
Cresco Labs Inc.

Healthcare
40.3K
+ 4032100.0%
$0.43 - $0.98 $17.3K - $39.5K
40.3K $20.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
299
+ 29900.0%
$160.0 - $195.62 $47.8K - $58.5K
300 $48.8M
MRK
Merck & Co., Inc.

Healthcare
872
+ 43600.0%
$73.47 - $87.12 $64.1K - $76K
874 $69.2M
Canadian Pacific Railway
248
+ 12400.0%
N/A
250 $19.8M
ACGL
Arch Capital Group Ltd.

Financial Services
1.99K
+ 49775.0%
$84.99 - $96.82 $169K - $193K
2K $182M
GE
General Electric CO

Industrials
10
+ 500.0%
$166.81 - $257.39 $1.67K - $2.57K
12 $3.09M
MS
Morgan Stanley

Financial Services
525
+ 26250.0%
$99.83 - $140.86 $52.4K - $74K
527 $74.2M
AXP
American Express CO

Financial Services
23
+ 1150.0%
$231.39 - $318.98 $5.32K - $7.34K
25 $7.98M
MGV
Vanguard Mega Cap Value

ETFs
973
+ 16216.67%
$114.87 - $131.25 $112K - $128K
979 $128M
LMT
Lockheed Martin Corp

Industrials
1.41K
+ 70600.0%
$430.82 - $486.45 $608K - $687K
1.41K $655M
VB
Vanguard Small Cap ETF

ETFs
75
+ 2500.0%
$193.73 - $237.37 $14.5K - $17.8K
78 $18.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.94K
+ 89420.0%
$74.88 - $91.97 $670K - $822K
8.95K $823M
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 5325.0%
$335.24 - $380.78 $71.4K - $81.1K
217 $79.7M
BNDX
Vanguard Total International B

ETFs
16.2K
+ 124376.92%
$48.77 - $49.55 $789K - $801K
16.2K $801M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.92K
+ 63900.0%
$51.16 - $62.02 $98.1K - $119K
1.92K $119M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1
+ 100.0%
$45.98 - $56.15 $46 - $56.2
2 $112K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
11K
+ 220240.0%
$61.25 - $63.4 $674K - $698K
11K $698M
VEA
Vanguard Ftse Developed Market

ETFs
2.64K
+ 44066.67%
$45.65 - $57.01 $121K - $151K
2.65K $151M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.26K
+ 18042.86%
$39.89 - $49.46 $50.4K - $62.5K
1.27K $62.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21.4K
+ 82292.31%
$29.36 - $35.56 $628K - $761K
21.4K $762M
BFB
Brown Forman Corp Cl B
6.75K
+ 224866.67%
N/A
6.75K $182M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.32K
+ 18814.29%
$141.87 - $164.49 $187K - $217K
1.32K $218M
VTI
Vanguard Total Stock Market Et

ETFs
2.24K
+ 17253.85%
$243.75 - $303.93 $547K - $682K
2.26K $686M
DFAT
Dimensional ETF Tr U S Target

ETFs
57.7K
+ 125467.39%
$44.8 - $53.97 $2.59M - $3.11M
57.8K $3.12B
VNQ
Vanguard Specialized Funds Van

ETFs
11.4K
+ 23691.67%
$79.79 - $91.42 $907K - $1.04M
11.4K $1.02B
GOOG
Alphabet Inc.

Communication Services
7.28K
+ 40466.67%
$146.58 - $180.01 $1.07M - $1.31M
7.3K $1.3B
AAPL
Apple Inc.

Technology
6.08K
+ 35741.18%
$172.42 - $223.89 $1.05M - $1.36M
6.09K $1.25B
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.7K
+ 33474.47%
$26.18 - $26.93 $412K - $424K
15.8K $421M
VO
Vanguard Mid Cap ETF

ETFs
7.71K
+ 5277.4%
$228.54 - $279.83 $1.76M - $2.16M
7.85K $2.2B
DFIP
Dimensional ETF Tr Inflation P

ETFs
17.6K
+ 31346.43%
$41.11 - $42.42 $722K - $745K
17.6K $736M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
84.6K
+ 47018.33%
$41.1 - $42.37 $3.48M - $3.59M
84.8K $3.58B
Activity Summary
Buys All Purchases 347 New Holdings 19 Increased Positions 328 Sells All Sells 2 Reductions 1 Sold out 1 Options Calls 0 Puts 0
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