Cura Wealth Advisors, LLC Purchases in Q4 2025

Cura Wealth Advisors, LLC

  • $264 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
4.79K
+ 60.61%
$213.04 - $254.0 $1.02M - $1.22M
12.7K $2.93B
AAPL
Apple Inc.

Technology
2.91K
+ 18.45%
$245.27 - $275.25 $713K - $800K
18.7K $5.07B
DUK
Duke Energy Corp

Utilities
8.55K
New
$121.57 - $129.03 $1.04M - $1.1M
8.55K $1B
Jpmorgan Chase Finl CO LLC
31.6K
New
N/A
31.6K $946M
VT
Vanguard Total World Stk Index

ETFs
3.99K
+ 11.05%
$135.16 - $141.78 $539K - $565K
40.1K $5.65B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.3K
+ 45.27%
$44.68 - $47.47 $596K - $633K
42.8K $2.01B
GOOGL
Alphabet Inc.

Communication Services
909
+ 21.19%
$236.57 - $291.31 $215K - $265K
5.2K $1.63B
LLY
Eli Lilly & CO

Healthcare
296
+ 51.84%
$799.57 - $1025.28 $237K - $303K
867 $932M
NVDA
Nvidia Corp

Technology
2.45K
+ 34.79%
$179.83 - $207.04 $440K - $506K
9.47K $1.77B
AVGO
Broadcom Inc.

Technology
1.23K
+ 136.9%
$324.63 - $385.98 $399K - $474K
2.13K $736M
SPGI
S&P Global Inc.

Financial Services
781
New
$472.05 - $502.96 $369K - $393K
781 $408M
META
Meta Platforms, Inc.

Communication Services
733
+ 55.36%
$609.01 - $751.67 $446K - $551K
2.06K $1.36B
ARES
Ares Management Corp

Financial Services
1.99K
New
$140.88 - $155.5 $280K - $309K
1.99K $321M
EVRG
Evergy, Inc.

Utilities
4.42K
New
$75.56 - $78.73 $334K - $348K
4.42K $320M
MELI
Mercadolibre Inc

Consumer Cyclical
149
New
$2024.98 - $2360.76 $302K - $352K
149 $301M
RTX
Raytheon Technologies Corp

Industrials
1.59K
New
$157.0 - $179.44 $249K - $285K
1.59K $291M
HWM
Howmet Aerospace Inc.

Industrials
1.34K
+ 96.54%
$184.09 - $209.74 $246K - $281K
2.72K $558M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
33.2K
+ 15.76%
$9.85 - $10.02 $327K - $333K
244K $2.38B
BITW
Bitwise 10 Crypto Index Fund
4.6K
New
$62.81 - $86.28 $289K - $396K
4.6K $270M
OKE
Oneok Inc

Energy
3.41K
New
$64.31 - $72.98 $220K - $249K
3.41K $251M
IBM
International Business Machines Corp

Technology
827
New
$275.97 - $314.98 $228K - $260K
827 $245M
GS
Goldman Sachs Group Inc

Financial Services
274
New
$744.6 - $838.97 $204K - $230K
274 $241M
TDG
Trans Digm Group Inc

Industrials
178
+ 76.39%
$1237.71 - $1359.3 $220K - $242K
411 $547M
CB
Chubb LTD

Financial Services
748
New
$268.2 - $296.22 $201K - $222K
748 $233M
VTI
Vanguard Total Stock Market Et

ETFs
541
+ 7.71%
$321.8 - $337.95 $174K - $183K
7.56K $2.53B
CAH
Cardinal Health Inc

Healthcare
1.11K
New
$153.27 - $206.06 $169K - $228K
1.11K $227M
KO
Coca Cola CO

Consumer Defensive
3.24K
New
$66.1 - $71.61 $214K - $232K
3.24K $227M
JPM
Jpmorgan Chase & CO

Financial Services
661
+ 35.35%
$294.11 - $320.41 $194K - $212K
2.53K $816M
PH
Parker Hannifin Corp

Industrials
250
New
$716.66 - $857.93 $179K - $214K
250 $220M
APH
Amphenol Corp

Technology
1.45K
+ 78.28%
$121.7 - $143.85 $176K - $208K
3.3K $446M
AZN
Astrazeneca PLC

Healthcare
2.35K
New
$81.15 - $89.4 $191K - $210K
2.35K $216M
MKL
Markel Corp

Financial Services
100
New
$1826.32 - $2091.91 $183K - $209K
100 $215M
CEG
Constellation Energy Corp

Utilities
525
+ 45.53%
$335.74 - $401.43 $176K - $211K
1.68K $593M
EXC
Exelon Corp

Utilities
4.89K
New
$44.97 - $48.24 $220K - $236K
4.89K $213M
PWR
Quanta Services, Inc.

Industrials
500
New
$412.21 - $453.83 $206K - $227K
500 $211M
MNST
Monster Beverage Corp

Consumer Defensive
2.7K
New
$66.31 - $71.91 $179K - $194K
2.7K $207M
GOOG
Alphabet Inc.

Communication Services
318
+ 21.6%
$237.49 - $291.74 $75.5K - $92.8K
1.79K $562M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3.65K
+ 1.99%
$17.81 - $18.82 $65K - $68.7K
188K $3.59B
NEE
Nextera Energy Inc

Utilities
2.52K
New
$78.18 - $86.03 $197K - $217K
2.52K $202M
QCOM
Qualcomm Inc

Technology
1.18K
New
$153.59 - $187.68 $182K - $222K
1.18K $202M
Morgan Stanley Direct Lendin
10.2K
New
N/A
10.2K $168M
GBDC
Golub Capital Bdc, Inc.

Financial Services
13K
+ 5.54%
$13.33 - $14.31 $173K - $186K
248K $3.36B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
284
+ 10.3%
$475.68 - $513.11 $135K - $146K
3.04K $1.53B
CRM
Salesforce, Inc.

Technology
334
+ 27.09%
$235.69 - $263.41 $78.7K - $88K
1.57K $415M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
136
+ 6.47%
$600.51 - $631.95 $81.7K - $85.9K
2.24K $1.4B
JNJ
Johnson & Johnson

Healthcare
263
+ 9.68%
$185.98 - $199.58 $48.9K - $52.5K
2.98K $616M
MRK
Merck & Co., Inc.

Healthcare
491
+ 18.14%
$82.49 - $92.93 $40.5K - $45.6K
3.2K $337M
MSFT
Microsoft Corp

Technology
625
+ 10.04%
$496.82 - $542.07 $311K - $339K
6.85K $3.31B
Ge Vernova Inc
114
+ 32.95%
N/A
460 $301M
Activity Summary
Buys All Purchases 94 New Holdings 24 Increased Positions 70 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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