Cura Wealth Advisors, LLC New Holdings in Q4 2025

Cura Wealth Advisors, LLC

  • $264 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
ISRG
Intuitive Surgical Inc

Healthcare
748
New
$429.59 - $576.2 $321K - $431K
748 $424M
SPGI
S&P Global Inc.

Financial Services
781
New
$472.05 - $502.96 $369K - $393K
781 $408M
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
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
GS
Goldman Sachs Group Inc

Financial Services
274
New
$744.6 - $838.97 $204K - $230K
274 $241M
CB
Chubb LTD

Financial Services
748
New
$268.2 - $296.22 $201K - $222K
748 $233M
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
PH
Parker Hannifin Corp

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