Curio Wealth, LLC Sells in Q1 2025

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.7K
- 99.89%
$57.21 - $65.8 $155K - $178K
3 $169M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-678
- 99.56%
$74.85 - $84.89 $50.7K - $57.6K
3 $51.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-647
- 99.54%
$168.16 - $186.21 $109K - $120K
3 $116M
LTRN
Lantern Pharma Inc.

Healthcare
-2K
- 99.95%
$3.3 - $5.42 $6.6K - $10.8K
1 $6.38M
Kala Bio Inc
-19
- 95.0%
N/A
1 $139K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-84
- 98.82%
$50.39 - $50.66 $4.23K - $4.26K
1 $4.28M
JPMPRL
Jpm Chase & CO Dep Shs Rep 1/4
-9
- 90.0%
N/A
1 $208K
JNJ
Johnson & Johnson

Healthcare
-716
- 99.86%
$142.06 - $167.7 $102K - $120K
1 $104M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-513
- 99.81%
$95.85 - $99.25 $49.2K - $50.9K
1 $49.8M
IGV
Ishares Expanded Tech Software

ETFs
-25K
- 99.92%
$88.3 - $107.83 $2.2M - $2.69M
19 $2.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
-518
- 99.81%
$92.45 - $106.69 $47.9K - $55.3K
1 $52.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-27
- 96.43%
$554.06 - $615.85 $15K - $16.6K
1 $16.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
-9.69K
- 99.9%
$82.81 - $92.93 $803K - $901K
10 $858M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-24
- 96.0%
$254.58 - $302.92 $6.11K - $7.27K
1 $7.2M
IWM
Ishares Russell 2000 ETF

ETFs
-71
- 98.61%
$198.1 - $229.79 $14.1K - $16.3K
1 $15.9M
IMMR
Immersion Corp

Technology
-999
- 99.9%
$7.44 - $8.97 $7.43K - $8.96K
1 $8.73M
RVT
Royce Value Trust, Inc.

Financial Services
-999
- 99.9%
$14.07 - $16.68 $14.1K - $16.7K
1 $15.8M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-79
- 98.75%
$42.3 - $53.69 $3.34K - $4.24K
1 $3.85M
VBR
Vanguard Small Cap Value ETF

ETFs
-544
- 99.45%
$183.02 - $207.75 $99.6K - $113K
3 $108M
VB
Vanguard Small Cap ETF

ETFs
-212
- 98.6%
$217.89 - $252.64 $46.2K - $53.6K
3 $51.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
-61
- 98.39%
$247.97 - $296.33 $15.1K - $18.1K
1 $17.4M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-173
- 99.43%
$94.32 - $110.46 $16.3K - $19.1K
1 $18.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-483
- 99.18%
$507.05 - $563.67 $245K - $272K
4 $262M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.97K
- 99.65%
$156.61 - $168.02 $309K - $331K
7 $320M
MGC
Vanguard Mega Cap ETF

ETFs
-998
- 99.2%
$199.2 - $222.69 $199K - $222K
8 $214M
VV
Vanguard Large Cap ETF

ETFs
-444
- 99.55%
$253.32 - $282.66 $112K - $126K
2 $120M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-39
- 97.5%
$126.11 - $135.06 $4.92K - $5.27K
1 $5.08M
VEA
Vanguard Ftse Developed Market

ETFs
-4.77K
- 99.87%
$47.4 - $52.99 $226K - $253K
6 $228M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-7.22K
- 99.94%
$96.93 - $109.51 $700K - $791K
4 $758M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-12.2K
- 99.96%
$61.23 - $63.33 $748K - $774K
5 $758M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-24
- 96.0%
$55.47 - $61.45 $1.33K - $1.47K
1 $1.42M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.14K
- 99.74%
$58.01 - $64.46 $66K - $73.3K
3 $67.2M
VT
Vanguard Total World Stk Index

ETFs
-109
- 99.09%
$115.08 - $123.97 $12.5K - $13.5K
1 $12.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4
- 80.0%
$175.5 - $209.86 $702 - $839
1 $948K
V
Visa Inc.

Financial Services
-985
- 99.8%
$306.92 - $362.71 $302K - $357K
2 $312M
VGI
Virtus Global Multi Sector Income Fund

Financial Services
-724
- 99.86%
$7.58 - $7.94 $5.49K - $5.75K
1 $5.54M
VTRS
Viatris Inc

Healthcare
-261
- 99.24%
$8.68 - $12.42 $2.27K - $3.24K
2 $3.27M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-99
- 99.0%
$110.75 - $119.78 $11K - $11.9K
1 $11.4M
VUSB
Vanguard Bd Index Fds
-4.94K
- 99.94%
N/A
3 $245M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-284
- 98.61%
$76.94 - $78.28 $21.9K - $22.2K
4 $22.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-279
- 99.64%
$49.25 - $50.66 $13.7K - $14.1K
1 $14M
VCIT
Vanguard Intermediate Term Cor

ETFs
-32
- 96.97%
$79.17 - $82.04 $2.53K - $2.63K
1 $2.65M
VGT
Vanguard Information Technolog

ETFs
-13
- 92.86%
$542.38 - $646.34 $7.05K - $8.4K
1 $8.71M
VIG
Vanguard Dividend Appreciation

ETFs
-129
- 97.73%
N/A
3 $25.9M
VTV
Vanguard Value ETF

ETFs
-1.2K
- 99.42%
$167.73 - $179.21 $201K - $215K
7 $204M
VUG
Vanguard Growth ETF

ETFs
-46
- 97.87%
$369.1 - $427.61 $17K - $19.7K
1 $19.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.3K
- 99.79%
$42.5 - $46.71 $140K - $154K
7 $146M
UPS
United Parcel Service Inc

Industrials
-109
- 99.09%
$109.66 - $136.26 $12K - $14.9K
1 $13.9M
XLP
Consumer Staples Sector Spdr

ETFs
-30
- 96.77%
N/A
1 $2.44M
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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