Cura Wealth Advisors, LLC Portfolio Holdings

Cura Wealth Advisors, LLC

  • $262 Billion
  • Q3 2025

Cura Wealth Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $65.8B, Fs Kkr Capital Corp with a value of $37.3B, Abbott Laboratories with a value of $30.4B, Apollo Commercial Real Estate Finance, Inc. with a value of $8.42B, and Apollo Investment Corp with a value of $7.41B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $250B to 262B.

Cura Wealth Advisors, LLC is based out at Chicago, IL

Below you can find more details about Cura Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $262 Billion
Healthcare: $101 Billion
Financial Services: $66.1 Billion
ETFs: $32.6 Billion
Real Estate: $23.1 Billion
Technology: $21.7 Billion
Energy: $3.76 Billion
Consumer Cyclical: $3.65 Billion
Communication Services: $2.93 Billion
Other: $2.31 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$414B
$65.8 Billion 25.13% of portfolio
283,982
Q3 2025 Reduced 9.12%
$0
$37.3 Billion 14.24% of portfolio
2,495,696
Q3 2025 Added 39.26%
$228B
$30.4 Billion 11.63% of portfolio
227,251
Q3 2025 New
$1.39B
$8.42 Billion 3.22% of portfolio
831,683
Q3 2025 Reduced 2.76%
$893M
$7.41 Billion 2.83% of portfolio
617,918
Q3 2025 Reduced 12.84%
$144M
$5.39 Billion 2.06% of portfolio
1,797,001
Q3 2025 Added 9.54%
$268M
$4.85 Billion 1.85% of portfolio
1,074,505
Q3 2025 Added 9.51%
$0
$4.22 Billion 1.61% of portfolio
362,000
Q3 2025 Reduced 0.28%
$4.3T
$4.01 Billion 1.53% of portfolio
15,757
Q3 2025 Added 8.83%
$152B
$3.61 Billion 1.38% of portfolio
14,657
Q3 2025 Added 0.48%
$0
$3.51 Billion 1.34% of portfolio
308,000
Q2 2025 Added 0.33%
$3.16B
$3.38 Billion 1.29% of portfolio
183,860
Q3 2025 Reduced 0.35%
$2.37B
$3.21 Billion 1.23% of portfolio
234,700
Q3 2025 Reduced 6.08%
$3.78T
$3.22 Billion 1.23% of portfolio
6,223
Q3 2025 Added 5.65%
$51.1B
$2.46 Billion 0.94% of portfolio
27,390
Q4 2024 New
$342B
$2.17 Billion 0.83% of portfolio
11,902
Q3 2025 Reduced 56.36%
$593B
$2.08 Billion 0.79% of portfolio
7,390
Q3 2025 Reduced 26.04%
$57.4B
$1.97 Billion 0.75% of portfolio
3,081
Q3 2025 Reduced 20.28%
$2.39T
$1.74 Billion 0.66% of portfolio
7,906
Q3 2025 Added 11.12%
$662B
$1.39 Billion 0.53% of portfolio
2,758
Q3 2025 New
$465B
$1.31 Billion 0.5% of portfolio
7,027
Q3 2025 Added 47.6%
$0
$1.29 Billion 0.49% of portfolio
110,000
Q1 2025 Reduced 11.59%
$1.65T
$1.04 Billion 0.4% of portfolio
4,290
Q3 2025 New
$40.3B
$1.01 Billion 0.39% of portfolio
3,000
Q3 2025 New
$1.37T
$972 Million 0.37% of portfolio
1,324
Q3 2025 Added 14.14%
$0
$977 Million 0.37% of portfolio
78,983
Q3 2025 Reduced 0.08%
$112B
$950 Million 0.36% of portfolio
27,560
Q3 2025 Reduced 23.46%
$574M
$888 Million 0.34% of portfolio
98,696
Q3 2025 Added 9.3%
$79.2B
$769 Million 0.29% of portfolio
11,032
Q3 2025 Reduced 28.71%
$270B
$763 Million 0.29% of portfolio
10,665
Q3 2025 Added 24.23%
$0
$702 Million 0.27% of portfolio
68,000
Q3 2025 Added 3.03%
$61.6B
$719 Million 0.27% of portfolio
25,414
Q3 2025 Reduced 10.03%
$0
$606 Million 0.23% of portfolio
30,584
Q3 2025 Reduced 13.62%
$0
$593 Million 0.23% of portfolio
58,428
Q3 2025 Reduced 86.64%
$881B
$590 Million 0.23% of portfolio
1,870
Q3 2025 Added 18.35%
$61.4B
$576 Million 0.22% of portfolio
2,830
Q3 2025 Added 1.07%
$26.6B
$552 Million 0.21% of portfolio
4,099
Q3 2025 Reduced 4.12%
$141B
$504 Million 0.19% of portfolio
19,793
Q3 2025 Added 25.57%
$522B
$504 Million 0.19% of portfolio
2,716
Q3 2025 Added 13.74%
$971B
$436 Million 0.17% of portfolio
571
Q3 2025 Added 35.31%
$367B
$401 Million 0.15% of portfolio
990
Q3 2025 Reduced 2.56%
$98.1B
$367 Million 0.14% of portfolio
2,148
Q3 2025 New
$1.74T
$359 Million 0.14% of portfolio
1,472
Q3 2025 Added 9.04%
$533B
$354 Million 0.14% of portfolio
1,037
Q3 2025 Added 5.39%
$111B
$379 Million 0.14% of portfolio
1,153
Q3 2025 Reduced 16.21%
$7.35B
$340 Million 0.13% of portfolio
6,000
Q2 2025 New
$72.7B
$307 Million 0.12% of portfolio
233
Q2 2025 Reduced 4.12%
$49.1B
$301 Million 0.12% of portfolio
251
Q3 2025 Added 11.06%
$490B
$297 Million 0.11% of portfolio
2,635
Q3 2025 Added 8.39%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $262 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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