Curio Wealth, LLC Sells in Q1 2025

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
-7.51K
- 99.84%
$112.81 - $126.16 $848K - $948K
12 $707M
VZ
Verizon Communications Inc

Communication Services
-2.13K
- 99.95%
$37.81 - $46.49 $80.5K - $98.9K
1 $6.36M
T
At&T Inc.

Communication Services
-3.97K
- 99.9%
$21.56 - $28.28 $85.6K - $112K
4 $23.6M
OKE
Oneok Inc

Energy
-92
- 98.92%
$89.57 - $109.85 $8.24K - $10.1K
1 $1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-613
- 99.67%
$9.47 - $11.46 $5.81K - $7.02K
2 $85K
CI
Cigna Corp

Healthcare
-404
- 99.26%
$274.49 - $329.0 $111K - $133K
3 $107M
CEG
Constellation Energy Corp

Utilities
-49
- 98.0%
$201.63 - $347.44 $9.88K - $17K
1 $6.94M
EXC
Exelon Corp

Utilities
-150
- 99.34%
$37.3 - $46.08 $5.6K - $6.91K
1 $3.5M
CMCSA
Comcast Corp

Communication Services
-231
- 99.57%
$33.19 - $38.23 $7.67K - $8.83K
1 $7.21M
MCD
Mcdonalds Corp

Consumer Cyclical
-14
- 93.33%
$279.74 - $321.29 $3.92K - $4.5K
1 $4.35M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.74K
- 99.94%
$12.03 - $12.69 $20.9K - $22.1K
1 $21.2M
NSC
Norfolk Southern Corp

Industrials
-311
- 99.36%
$227.69 - $259.76 $70.8K - $80.8K
2 $73.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-290
- 98.98%
$222.66 - $268.42 $64.6K - $77.8K
3 $72.3M
NDAQ
Nasdaq, Inc.

Financial Services
-134
- 99.26%
$72.17 - $83.76 $9.67K - $11.2K
1 $10.4M
MA
Mastercard Inc

Financial Services
-224
- 99.56%
$504.67 - $576.31 $113K - $129K
1 $118M
MU
Micron Technology Inc

Technology
-399
- 99.75%
$86.89 - $109.38 $34.7K - $43.6K
1 $33.7M
META
Meta Platforms, Inc.

Communication Services
-954
- 99.79%
$576.36 - $736.67 $550K - $703K
2 $560M
MKC
Mccormick & CO Inc

Consumer Defensive
-399
- 99.75%
$71.24 - $84.73 $28.4K - $33.8K
1 $30.5M
MRK
Merck & Co., Inc.

Healthcare
-872
- 99.77%
$83.01 - $101.02 $72.4K - $88.1K
2 $86.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-133
- 99.25%
$1187.71 - $1432.58 $158K - $191K
1 $159M
Rolls Royce Holdings PLC
-160
- 99.38%
N/A
1 $1.15M
RIOT
Riot Blockchain, Inc.

Technology
-99
- 99.0%
$7.12 - $13.54 $705 - $1.34K
1 $1.02M
RNRPRF
Renaissancere Hldgs (Bermuda)
-179
- 99.44%
N/A
1 $4.03M
RF
Regions Financial Corp

Financial Services
-999
- 99.9%
$20.84 - $24.77 $20.8K - $24.7K
1 $23.5M
QCOM
Qualcomm Inc

Technology
-399
- 99.75%
$151.94 - $175.86 $60.6K - $70.2K
1 $61.4M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-3
- 75.0%
$17.57 - $25.81 $52.7 - $77.4
1 $91K
ORCL
Oracle Corp

Technology
-1.04K
- 99.9%
$139.81 - $186.47 $145K - $193K
1 $173M
PFG
Principal Financial Group Inc

Financial Services
-378
- 99.74%
$76.34 - $89.04 $28.9K - $33.7K
1 $29.3M
PECO
Phillips Edison & Company, Inc.

Real Estate
-590
- 99.83%
$34.43 - $37.49 $20.3K - $22.1K
1 $22.1M
PEP
Pepsico Inc

Consumer Defensive
-462
- 99.78%
$142.64 - $156.42 $65.9K - $72.3K
1 $70.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-179
- 99.44%
$65.15 - $91.81 $11.7K - $16.4K
1 $15.4M
ORA
Ormat Technologies, Inc.

Utilities
-292
- 99.66%
$62.47 - $72.93 $18.2K - $21.3K
1 $19.8M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-999
- 99.9%
$8.4 - $10.21 $8.39K - $10.2K
1 $9.75M
Lifeward LTD
-713
- 99.86%
N/A
1 $1.24M
LEN
Lennar Corp

Consumer Cyclical
-157
- 99.37%
$113.93 - $141.54 $17.9K - $22.2K
1 $21.5M
LDOS
Leidos Holdings, Inc.

Technology
-18
- 94.74%
$126.82 - $161.11 $2.28K - $2.9K
1 $2.74M
EMB
Ishares Tr

ETFs
-118
- 99.16%
$88.64 - $92.03 $10.5K - $10.9K
1 $10.6M
Ishares Ethereum Trust ETF
-167
- 99.4%
N/A
1 $4.25M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.52K
- 99.92%
$59.28 - $66.1 $149K - $167K
2 $153M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-269
- 99.63%
$102.49 - $119.96 $27.6K - $32.3K
1 $31.1M
IEFA
Ishares Tr

ETFs
-155
- 99.36%
$69.57 - $78.65 $10.8K - $12.2K
1 $11M
Ishares Bitcoin Trust ETF
-888
- 99.89%
N/A
1 $47.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-52
- 96.3%
$100.59 - $103.47 $5.23K - $5.38K
2 $5.43M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-544
- 99.82%
$87.68 - $94.52 $47.7K - $51.4K
1 $48.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-365
- 99.73%
$120.29 - $134.6 $43.9K - $49.1K
1 $47.1M
IIM
Invesco Value Municipal Income Trust

Financial Services
-2.72K
- 99.93%
$11.84 - $12.49 $32.2K - $34K
2 $32.3M
IQI
Invesco Quality Municipal Income Trust

Financial Services
-1.09K
- 99.91%
$9.59 - $10.1 $10.5K - $11K
1 $10.8M
INTU
Intuit Inc

Technology
-133
- 99.25%
$555.63 - $630.23 $73.9K - $83.8K
1 $84.2M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-168
- 99.41%
$162.22 - $206.22 $27.3K - $34.6K
1 $29.6M
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
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