Cura Wealth Advisors, LLC Purchases in Q3 2025

Cura Wealth Advisors, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
227K
New
$120.51 - $136.62 $27.4M - $31M
227K $30.4B
VT
Vanguard Total World Stk Index

ETFs
13K
+ 56.61%
$128.41 - $138.03 $1.68M - $1.8M
36.1K $4.97B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.76K
New
$459.11 - $506.91 $1.27M - $1.4M
2.76K $1.39B
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
157K
+ 9.54%
$2.43 - $3.1 $380K - $485K
1.8M $5.39B
GOOGL
Alphabet Inc.

Communication Services
4.29K
New
$174.36 - $254.72 $748K - $1.09M
4.29K $1.04B
AAPL
Apple Inc.

Technology
1.28K
+ 8.83%
$202.38 - $256.87 $259K - $328K
15.8K $4.01B
COIN
Coinbase Global, Inc.

Technology
3K
New
$297.99 - $419.78 $894K - $1.26M
3K $1.01B
NVDA
Nvidia Corp

Technology
2.27K
+ 47.6%
$153.3 - $186.58 $347K - $423K
7.03K $1.31B
Brookfield Renewable Corp
13.4K
New
N/A
13.4K $461M
BX
Blackstone Inc.

Financial Services
2.15K
New
$152.77 - $188.68 $328K - $405K
2.15K $367M
Arista Networks Inc
2.04K
New
N/A
2.04K $297M
AVGO
Broadcom Inc.

Technology
897
New
$264.74 - $369.57 $237K - $332K
897 $296M
MSFT
Microsoft Corp

Technology
333
+ 5.65%
$491.09 - $535.64 $164K - $178K
6.22K $3.22B
ACWI
Ishares Msci Acwi ETF

ETFs
2.09K
New
$128.32 - $138.41 $268K - $289K
2.09K $289M
INTC
Intel Corp

Technology
8.43K
New
$19.31 - $35.5 $163K - $299K
8.43K $283M
CVX
Chevron Corp

Energy
1.7K
New
$145.57 - $161.83 $248K - $276K
1.7K $264M
PG
Procter & Gamble CO

Consumer Defensive
1.71K
New
$150.47 - $161.22 $258K - $276K
1.71K $263M
T
At&T Inc.

Communication Services
8.98K
New
$26.94 - $29.62 $242K - $266K
8.98K $254M
OKTA
Okta, Inc.

Technology
2.5K
New
$88.51 - $101.1 $221K - $253K
2.5K $229M
APH
Amphenol Corp

Technology
1.85K
New
$97.39 - $125.4 $180K - $232K
1.85K $229M
MA
Mastercard Inc

Financial Services
400
New
$550.18 - $598.96 $220K - $240K
400 $228M
MRK
Merck & Co., Inc.

Healthcare
2.71K
New
$77.6 - $87.37 $210K - $236K
2.71K $227M
IWM
Ishares Russell 2000 ETF

ETFs
921
New
$214.92 - $244.84 $198K - $225K
921 $223M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.1K
New
$20.76 - $21.78 $210K - $220K
10.1K $218M
Barrick Mng Corp
6.5K
New
N/A
6.5K $213M
Ge Vernova Inc
346
New
N/A
346 $213M
SLB
Schlumberger Limited

Energy
6.14K
New
$32.37 - $37.31 $199K - $229K
6.14K $211M
VCIF
Vertical Capital Income Fund

Financial Services
35.7K
New
N/A
35.7K $208M
Blackrock Inc
175
New
N/A
175 $204M
AGNC
Agnc Investment Corp.

Real Estate
20K
New
$9.2 - $10.37 $184K - $207K
20K $196M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
155
+ 7.97%
$567.77 - $614.76 $88K - $95.3K
2.1K $1.29B
AMZN
Amazon Com Inc

Consumer Cyclical
791
+ 11.12%
$211.65 - $238.24 $167K - $188K
7.91K $1.74B
ACRE
Ares Commercial Real Estate Corp

Real Estate
93.3K
+ 9.51%
$4.14 - $5.13 $386K - $479K
1.07M $4.85B
SHEL
Shell PLC

Energy
2.08K
+ 24.23%
$69.82 - $73.93 $145K - $154K
10.7K $763M
JNJ
Johnson & Johnson

Healthcare
328
+ 13.74%
$155.17 - $185.42 $50.9K - $60.8K
2.72K $504M
JPM
Jpmorgan Chase & CO

Financial Services
290
+ 18.35%
$282.78 - $316.06 $82K - $91.7K
1.87K $590M
PFE
Pfizer Inc

Healthcare
4.03K
+ 25.57%
$23.29 - $25.88 $93.9K - $104K
19.8K $504M
GOOG
Alphabet Inc.

Communication Services
122
+ 9.04%
$175.16 - $255.24 $21.4K - $31.1K
1.47K $359M
META
Meta Platforms, Inc.

Communication Services
164
+ 14.14%
$695.21 - $791.73 $114K - $130K
1.32K $972M
LLY
Eli Lilly & CO

Healthcare
149
+ 35.31%
$625.65 - $812.69 $93.2K - $121K
571 $436M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.18K
+ 12.09%
$46.51 - $50.07 $148K - $159K
29.5K $1.38B
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
8.4K
+ 9.3%
$8.77 - $9.87 $73.6K - $82.9K
98.7K $888M
GE
General Electric CO

Industrials
187
+ 23.85%
$244.75 - $305.63 $45.8K - $57.2K
971 $292M
FSK
Fs Kkr Capital Corp

Financial Services
704K
+ 39.26%
$14.93 - $22.48 $10.5M - $15.8M
2.5M $37.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.57%
$546.99 - $602.2 $4.38K - $4.82K
1.42K $852M
VONG
Vanguard Russell 1000 Growth E

ETFs
97
+ 1.85%
$108.08 - $121.73 $10.5K - $11.8K
5.33K $643M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.14%
$617.65 - $666.84 $1.24K - $1.33K
1.41K $941M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16
+ 0.11%
$49.43 - $54.52 $791 - $872
14K $756M
VEA
Vanguard Ftse Developed Market

ETFs
784
+ 18.03%
$56.02 - $60.3 $43.9K - $47.3K
5.13K $308M
Activity Summary
Buys All Purchases 72 New Holdings 26 Increased Positions 46 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 1
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