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CIK: 0002056729
Total reported value
$234.3M
$234.3M
105 檔
63.0%
The Q1 2025 SEC filing reveals that Cura Wealth Advisors, LLC held a total portfolio value of $234.3M, covering 105 public equity positions.
During Q1 2025, Cura Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | Stock-Healthcare | 25.31% | +2.62% | -0.38% | |
| 2 | FSK | Fs Kkr Capital CORP | Stock-Financials | 15.13% | -0.76% | +1.10% | |
| 3 | ABT | Abbott Laboratories | Stock-Healthcare | 12.65% | -1.72% | +0.62% | |
| 4 | MFIC | Midcap Financial Investment | Stock-Other | 3.38% | -0.88% | +354.22% | |
| 5 | ARI | Apollo Commercial Real Estat | Stock-Other | 3.28% | -0.81% | +22.96% | |
| 6 | ACN | Accenture plc | Stock-Tech | 1.88% | -0.52% | +0.63% | |
| 7 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.84% | -0.01% | -26.39% | |
| 8 | ACRE | Ares Commercial Real Estate | Stock-Other | 1.81% | -0.22% | +32.12% | |
| 9 | MQY | Blackrock Muniyield Quality | Stock-Other | 1.72% | — | +6.14% | |
| 10 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.65% | -0.02% | +11.49% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.57% | -0.15% | -42.13% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.18% | +18.53% | |
| 13 | GPMT | Granite Point Mortgage Trust | Stock-Other | 1.54% | -0.09% | +16.76% | |
| 14 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 1.54% | -0.05% | +3.82% | |
| 15 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.39% | -0.01% | +2.13% | |
| 16 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.38% | -0.06% | +0.96% | |
| 17 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 1.03% | -0.39% | +4.22% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.00% | +0.23% | +2.10% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | +0.06% | +31.94% | |
| 20 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.79% | -0.03% | -9.64% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.11% | +30.67% | |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.72% | -0.11% | — | |
| 23 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.63% | — | -8.07% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.23% | +2.25% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.03% | — | |
| 26 | AMLP | Alerian Mlp ETF | ETF-Other | 0.55% | -0.04% | — | |
| 27 | BLW | Blackrock LTD Durat Inc Tr | Stock-Other | 0.54% | — | -4.99% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.07% | +36.10% | |
| 29 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.51% | — | -11.59% | |
| 30 | BP | Bp Plc-spons Adr | Stock-Energy | 0.48% | -0.14% | +14.97% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.05% | +0.80% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.42% | -0.07% | — | |
| 33 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.41% | -0.03% | +7.50% | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.38% | -0.03% | -2.71% | |
| 35 | KREF | Kkr Real Estate Finance Trus | Stock-Other | 0.38% | +0.01% | +14.61% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.09% | -1.49% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.12% | +45.45% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.35% | +0.05% | — | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.33% | — | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | -0.10% | +8.54% | |
| 41 | NBH | Neuberger Municipal Fund Inc | Stock-Other | 0.28% | — | -22.40% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.12% | -6.65% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | +39.06% | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.26% | -0.11% | — | |
| 45 | SHEL | Shell Plc-adr | Stock-Energy | 0.25% | -0.09% | +8.19% | |
| 46 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.24% | -0.02% | +0.18% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.23% | +0.20% | +54.55% | |
| 48 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.21% | -0.08% | -16.67% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.20% | +0.03% | +11.79% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.20% | +0.02% | — |
According to official SEC Form 13F filings, Cura Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $234.3M across 105 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ABBV, FSK, ABT) accounted for 63.0% of total reported equity market value during Q1 2025.
During Q1 2025, Cura Wealth Advisors, LLC's top holdings by market value included ABBV (25.3%)、FSK (15.1%)、ABT (12.7%). The largest single position, ABBV, represented 25.3% of total portfolio value.
In Q1 2025, Cura Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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