Curio Wealth, LLC Incresed Positions in Q2 2025

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
39
+ 1950.0%
$468.22 - $566.51 $18.3K - $22.1K
41 $23.2M
ON
On Semiconductor Corp

Technology
12
+ 1200.0%
$31.95 - $54.21 $383 - $651
13 $681K
XLY
Select Sector Spdr Consumer Di

ETFs
19
+ 1900.0%
$176.34 - $218.59 $3.35K - $4.15K
20 $4.35M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 400.0%
$34.78 - $43.42 $139 - $174
5 $217K
GM
General Motors CO

Consumer Cyclical
37
+ 1850.0%
$42.48 - $50.46 $1.57K - $1.87K
39 $1.94M
MKC
Mccormick & CO Inc

Consumer Defensive
399
+ 39900.0%
$71.11 - $82.25 $28.4K - $32.8K
400 $30.3M
NVCR
Novo Cure LTD

Healthcare
14
+ 1400.0%
$15.37 - $19.4 $215 - $272
15 $267K
OKE
Oneok Inc

Energy
9
+ 900.0%
$78.71 - $100.37 $708 - $903
10 $816K
VBK
Vanguard Small Cap Growth ETF

ETFs
61
+ 6100.0%
$219.76 - $276.94 $13.4K - $16.9K
62 $17.2M
UA
Under Armour Inc Cl C

Consumer Cyclical
200
+ 20000.0%
$4.73 - $6.59 $946 - $1.32K
201 $1.3M
SWKS
Skyworks Solutions, Inc.

Technology
17
+ 1700.0%
$49.2 - $74.95 $836 - $1.27K
18 $1.31M
Intuitive Machines Cl A
29
+ 2900.0%
N/A
30 $326K
LPX
Louisiana Pacific Corp

Industrials
14
+ 1400.0%
$81.16 - $95.48 $1.14K - $1.34K
15 $1.29M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
79
+ 7900.0%
$41.37 - $53.28 $3.27K - $4.21K
80 $3.58M
UAA
Under Armour, Inc.

Consumer Cyclical
199
+ 19900.0%
$4.94 - $7.03 $983 - $1.4K
200 $1.37M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20
+ 1000.0%
$72.02 - $73.82 $1.44K - $1.48K
22 $1.6M
Fortrea Holdings Inc
21
+ 2100.0%
N/A
22 $109K
CRM
Salesforce, Inc.

Technology
4
+ 400.0%
$236.26 - $291.15 $945 - $1.16K
5 $1.37M
BACPRM
Bank Amer Corp Dep Shs Repstg
389
+ 38900.0%
N/A
390 $8.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 200.0%
$390.26 - $489.06 $781 - $978
3 $1.22M
CMCSA
Comcast Corp

Communication Services
191
+ 19100.0%
$32.84 - $36.72 $6.27K - $7.01K
192 $6.85M
Byd CO LTD
18
+ 1800.0%
N/A
19 $297K
IWM
Ishares Russell 2000 ETF

ETFs
71
+ 7100.0%
$174.82 - $215.79 $12.4K - $15.3K
72 $15.5M
IFF
International Flavors & Fragrances Inc

Basic Materials
34
+ 3400.0%
$66.85 - $79.33 $2.27K - $2.7K
35 $2.57M
RRX
Regal Rexnord Corp

Industrials
37
+ 3700.0%
$94.06 - $147.0 $3.48K - $5.44K
38 $5.51M
GMED
Globus Medical Inc

Healthcare
16
+ 1600.0%
$55.82 - $75.5 $893 - $1.21K
17 $1M
MDB
Mongo Db, Inc.

Technology
18
+ 1800.0%
$145.85 - $225.38 $2.63K - $4.06K
19 $3.99M
Arista Networks
63
+ 6300.0%
N/A
64 $6.55M
COP
Conocophillips

Energy
55
+ 5500.0%
$82.66 - $106.1 $4.55K - $5.84K
56 $5.03M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
73
+ 7300.0%
$86.97 - $102.82 $6.35K - $7.51K
74 $7.1M
AVIG
American Centy ETF Tr Avantis

ETFs
1.35K
+ 67350.0%
$40.41 - $41.62 $54.4K - $56.1K
1.35K $56.1M
ENTG
Entegris Inc

Technology
35
+ 3500.0%
$62.92 - $86.2 $2.2K - $3.02K
36 $2.9M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
173
+ 17300.0%
$83.8 - $101.39 $14.5K - $17.5K
174 $17.6M
Atlassian
20
+ 2000.0%
N/A
21 $4.27M
IMMR
Immersion Corp

Technology
999
+ 99900.0%
$6.63 - $7.98 $6.62K - $7.97K
1K $7.88M
TREX
Trex CO Inc

Industrials
61
+ 6100.0%
$50.52 - $61.77 $3.08K - $3.77K
62 $3.37M
BMY
Bristol Myers Squibb CO

Healthcare
90
+ 4500.0%
$44.12 - $59.6 $3.97K - $5.36K
92 $4.25M
IJS
Ishares S&P Smallcap 600 Value

ETFs
110
+ 11000.0%
$83.54 - $100.04 $9.19K - $11K
111 $11M
Ishares Ethereum Trust ETF
167
+ 16700.0%
N/A
168 $3.2M
Fidelity Ethereum Fund
126
+ 12600.0%
N/A
127 $3.2M
VTRS
Viatris Inc

Healthcare
246
+ 12300.0%
$7.26 - $9.12 $1.79K - $2.24K
248 $2.22M
TFC
Truist Financial Corp

Financial Services
3.02K
+ 151000.0%
$34.79 - $42.99 $105K - $130K
3.02K $130M
CBT
Cabot Corp

Basic Materials
81
+ 8100.0%
$72.47 - $84.35 $5.87K - $6.83K
82 $6.15M
PECO
Phillips Edison & Company, Inc.

Real Estate
590
+ 59000.0%
$33.53 - $37.33 $19.8K - $22K
591 $20.7M
TJX
Tjx Companies Inc

Consumer Cyclical
5.7K
+ 47500.0%
$119.13 - $135.03 $679K - $770K
5.71K $705M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
269
+ 26900.0%
$90.56 - $109.49 $24.4K - $29.5K
270 $29.5M
APA
Apa Corp

Energy
352
+ 35200.0%
$14.03 - $21.24 $4.94K - $7.48K
353 $6.46M
TM
Toyota Motor Corp

Consumer Cyclical
76
+ 7600.0%
$158.63 - $195.39 $12.1K - $14.8K
77 $13.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
265
+ 6625.0%
$149.76 - $186.42 $39.7K - $49.4K
269 $50.1M
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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