Cura Wealth Advisors, LLC Purchases in Q4 2024

Cura Wealth Advisors, LLC

  • $226 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
7.94K
New
$60.63 - $70.23 $481K - $557K
7.94K $497M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.8K
New
$95.27 - $107.82 $457K - $518K
4.8K $496M
META
Meta Platforms, Inc.

Communication Services
827
New
$554.08 - $632.68 $458K - $523K
827 $484M
IBM
International Business Machines Corp

Technology
2.2K
New
$204.9 - $238.04 $451K - $524K
2.2K $484M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.9K
New
$44.04 - $49.49 $480K - $540K
10.9K $480M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
14.1K
New
$33.77 - $44.09 $477K - $622K
14.1K $479M
NTRS
Northern Trust Corp

Financial Services
4.28K
New
$88.4 - $111.16 $378K - $475K
4.28K $438M
NVDA
Nvidia Corp

Technology
3.26K
New
$117.0 - $148.88 $381K - $485K
3.26K $438M
QCOM
Qualcomm Inc

Technology
2.73K
New
$150.4 - $178.04 $411K - $487K
2.73K $420M
PANW
Palo Alto Networks Inc

Technology
2.2K
New
$181.96 - $405.9 $400K - $893K
2.2K $400M
IWM
Ishares Russell 2000 ETF

ETFs
1.72K
New
$216.13 - $242.4 $372K - $417K
1.72K $380M
Brookfield Renewable Corp
13.5K
New
N/A
13.5K $373M
HD
Home Depot, Inc.

Consumer Cyclical
947
New
$385.02 - $431.37 $365K - $409K
947 $368M
MGK
Vanguard Mega Cap Growth ETF

ETFs
975
New
$316.94 - $357.88 $309K - $349K
975 $335M
CRM
Salesforce, Inc.

Technology
998
New
$270.87 - $367.87 $270K - $367K
998 $334M
V
Visa Inc.

Financial Services
988
New
$273.87 - $320.91 $271K - $317K
988 $312M
INTC
Intel Corp

Technology
15.4K
New
$19.07 - $26.23 $294K - $405K
15.4K $309M
JNJ
Johnson & Johnson

Healthcare
2.14K
New
$143.34 - $165.86 $306K - $354K
2.14K $309M
TSLA
Tesla, Inc.

Consumer Cyclical
759
New
$213.65 - $479.86 $162K - $364K
759 $307M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.2K
New
$26.93 - $84.95 $301K - $949K
11.2K $305M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.66K
New
$79.93 - $88.06 $293K - $322K
3.66K $293M
BIIB
Biogen Inc.

Healthcare
1.81K
New
$146.47 - $191.55 $265K - $347K
1.81K $277M
DSL
Double Line Income Solutions Fund

Financial Services
21.9K
New
$12.32 - $13.0 $270K - $285K
21.9K $275M
XOM
Exxon Mobil Corp

Energy
2.47K
New
$105.51 - $125.37 $261K - $310K
2.47K $266M
SAP
Sap Se

Technology
1.07K
New
$218.13 - $255.54 $233K - $273K
1.07K $263M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
5.98K
New
$42.8 - $44.98 $256K - $269K
5.98K $262M
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
New
$205.18 - $250.29 $220K - $269K
1.07K $257M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.03K
New
$63.27 - $70.31 $255K - $283K
4.03K $256M
ICLN
Ishares

ETFs
21.6K
New
$11.35 - $14.51 $246K - $314K
21.6K $246M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.9K
New
$126.68 - $134.74 $241K - $256K
1.9K $242M
Blackrock Inc
235
New
N/A
235 $241M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.53K
New
$67.29 - $73.38 $237K - $259K
3.53K $239M
XLE
Energy Sector Spdr

ETFs
2.77K
New
$83.32 - $97.27 $231K - $269K
2.77K $237M
SU
Suncor Energy Inc

Energy
6.55K
New
$34.5 - $41.53 $226K - $272K
6.55K $234M
VIG
Vanguard Dividend Appreciation

ETFs
1.18K
New
N/A
1.18K $232M
VGT
Vanguard Information Technolog

ETFs
358
New
$571.78 - $647.97 $205K - $232K
358 $223M
ET
Energy Transfer LP

Energy
11.4K
New
$16.05 - $19.86 $182K - $226K
11.4K $223M
CVX
Chevron Corp

Energy
1.49K
New
$141.15 - $162.53 $210K - $242K
1.49K $216M
VRT
Vertiv Holdings CO

Industrials
1.86K
New
N/A
1.86K $211M
Rubrik Inc.
3.2K
New
N/A
3.2K $209M
Linde PLC
490
New
N/A
490 $205M
CCL
Carnival Corp

Consumer Cyclical
8.1K
New
$17.34 - $26.8 $140K - $217K
8.1K $202M
AGNC
Agnc Investment Corp.

Real Estate
20K
New
$9.21 - $10.59 $184K - $212K
20K $184M
OXLC
Oxford Lane Capital Corp.

Financial Services
20K
New
$5.05 - $5.45 $101K - $109K
20K $101M
ABUS
Arbutus Biopharma Corp

Healthcare
15K
New
$3.18 - $4.2 $47.7K - $63K
15K $49.1M
Activity Summary
Buys All Purchases 96 New Holdings 96 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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