Curio Wealth, LLC New Holdings in Q1 2025

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
2
New
$149.27 - $169.4 $299 - $339
2 $196M
BAC
Bank Of America Corp

Financial Services
2
New
$39.61 - $47.74 $79.2 - $95.5
2 $90.6M
LUV
Southwest Airlines CO

Industrials
3
New
$28.18 - $34.84 $84.5 - $105
3 $71.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
1
New
$161.05 - $222.93 $161 - $223
1 $66.3M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
New
$203.38 - $274.79 $203 - $275
1 $46.1M
TSLA
Tesla, Inc.

Consumer Cyclical
2
New
$222.15 - $428.22 $444 - $856
2 $36.3M
SASR
Sandy Spring Bancorp Inc

Financial Services
1
New
$27.6 - $35.08 $27.6 - $35.1
1 $33.7M
CNI
Canadian National Railway CO

Industrials
1
New
$95.46 - $106.79 $95.5 - $107
1 $32.2M
THO
Thor Industries Inc

Consumer Cyclical
1
New
$75.81 - $105.39 $75.8 - $105
1 $32M
WHR
Whirlpool Corp

Consumer Cyclical
1
New
$88.58 - $133.14 $88.6 - $133
1 $28.9M
TMUS
T Mobile Us, Inc.

Communication Services
1
New
$211.3 - $272.83 $211 - $273
1 $22.5M
TTD
Trade Desk, Inc.

Technology
1
New
$53.59 - $126.58 $53.6 - $127
1 $18.8M
NXPI
Nxp Semiconductors N.V.

Technology
1
New
$189.99 - $245.86 $190 - $246
1 $17M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1
New
$54.25 - $57.64 $54.3 - $57.6
1 $15.3M
UNH
Unitedhealth Group Inc

Healthcare
1
New
$461.52 - $548.18 $462 - $548
1 $15M
TM
Toyota Motor Corp

Consumer Cyclical
1
New
$176.53 - $195.35 $177 - $195
1 $15M
AMGN
Amgen Inc

Healthcare
2
New
$258.59 - $327.36 $517 - $655
2 $15M
AXON
Axon Enterprise, Inc.

Industrials
1
New
$496.65 - $710.01 $497 - $710
1 $14.9M
VKTX
Viking Therapeutics, Inc.

Healthcare
1
New
$24.15 - $42.89 $24.2 - $42.9
1 $13.5M
SHOP
Shopify Inc.

Technology
1
New
$90.59 - $129.31 $90.6 - $129
1 $10.6M
CB
Chubb LTD

Financial Services
1
New
$257.71 - $301.99 $258 - $302
1 $10.2M
PANW
Palo Alto Networks Inc

Technology
1
New
$167.82 - $208.28 $168 - $208
1 $9.83M
SYK
Stryker Corp

Healthcare
1
New
$355.18 - $399.9 $355 - $400
1 $9M
LRLCY
L'Oreal CO Adr

Consumer Defensive
1
New
$67.11 - $80.24 $67.1 - $80.2
1 $8.8M
ISRG
Intuitive Surgical Inc

Healthcare
1
New
$476.63 - $610.45 $477 - $610
1 $7.83M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1
New
$96.18 - $109.82 $96.2 - $110
1 $7.65M
CBT
Cabot Corp

Basic Materials
1
New
$81.12 - $92.51 $81.1 - $92.5
1 $7.49M
Arista Networks
1
New
N/A
1 $7.07M
NVO
Novo Nordisk A S

Healthcare
1
New
$69.3 - $90.95 $69.3 - $91
1 $6.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
4
New
$57.44 - $59.4 $230 - $238
4 $6.4M
RRX
Regal Rexnord Corp

Industrials
1
New
$113.85 - $167.1 $114 - $167
1 $5.9M
COP
Conocophillips

Energy
1
New
$88.6 - $105.85 $88.6 - $106
1 $5.55M
SBPRC
Safe Bulkers, Inc Cum Red Perp
1
New
N/A
1 $5.48M
Atlassian
1
New
N/A
1 $5.11M
CVX
Chevron Corp

Energy
1
New
$146.71 - $167.97 $147 - $168
1 $5.07M
Labcorp Holdings Inc
1
New
N/A
1 $5.05M
MDB
Mongo Db, Inc.

Technology
1
New
$175.4 - $298.52 $175 - $299
1 $4.42M
VEEV
Veeva Systems Inc

Healthcare
1
New
$210.58 - $246.8 $211 - $247
1 $4.42M
TREX
Trex CO Inc

Industrials
1
New
$54.0 - $74.44 $54 - $74.4
1 $4.28M
ENTG
Entegris Inc

Technology
1
New
$87.48 - $109.53 $87.5 - $110
1 $3.57M
IFF
International Flavors & Fragrances Inc

Basic Materials
1
New
$76.48 - $87.72 $76.5 - $87.7
1 $2.96M
ARES
Ares Management Corp

Financial Services
1
New
$140.19 - $198.28 $140 - $198
1 $2.66M
Neos Nasdaq 100 High Income ETF
1
New
N/A
1 $2.48M
CMA
Comerica Inc

Financial Services
1
New
$56.11 - $68.38 $56.1 - $68.4
1 $2.47M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
New
$233.07 - $290.7 $233 - $291
1 $2.35M
LYV
Live Nation Entertainment, Inc.

Communication Services
1
New
$115.79 - $154.66 $116 - $155
1 $2.33M
SBUX
Starbucks Corp

Consumer Cyclical
1
New
$91.75 - $115.81 $91.8 - $116
1 $2.17M
UBER
Uber Technologies, Inc

Technology
1
New
$63.17 - $81.49 $63.2 - $81.5
1 $2.11M
ROKU
Roku, Inc

Communication Services
1
New
$67.36 - $99.07 $67.4 - $99.1
1 $1.93M
Activity Summary
Buys All Purchases 107 New Holdings 107 Increased Positions 0 Sells All Sells 283 Reductions 283 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Curio Wealth, LLC Portfolio

Follow Curio Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email