Cura Wealth Advisors, LLC Incresed Positions in Q4 2025

Cura Wealth Advisors, LLC

  • $264 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Linde PLC
91
+ 18.09%
N/A
594 $253M
HD
Home Depot, Inc.

Consumer Cyclical
207
+ 20.91%
$358.03 - $397.02 $74.1K - $82.2K
1.2K $412M
BP
Bp PLC

Energy
53
+ 0.19%
$32.78 - $37.35 $1.74K - $1.98K
27.6K $959M
ACWI
Ishares Msci Acwi ETF

ETFs
5
+ 0.24%
$135.71 - $142.56 $679 - $713
2.1K $296M
MDT
Medtronic PLC

Healthcare
47
+ 1.75%
$90.06 - $98.43 $4.23K - $4.63K
2.74K $263M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 0.16%
$88.45 - $91.41 $442 - $457
3.19K $291M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
53
+ 0.32%
$26.44 - $27.53 $1.4K - $1.46K
16.6K $456M
CRGY
Crescent Energy CO

Energy
849
+ 8.49%
$7.99 - $9.69 $6.78K - $8.23K
10.8K $91M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
10
+ 0.01%
$11.32 - $12.35 $113 - $124
79K $978M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
60
+ 0.43%
$52.54 - $55.77 $3.15K - $3.35K
14K $753M
Rubrik Inc.
102
+ 3.19%
N/A
3.3K $253M
NKE
Nike, Inc.

Consumer Cyclical
500
+ 4.53%
$60.8 - $74.57 $30.4K - $37.3K
11.5K $735M
PDI
Pimco Dynamic Income Fund

Financial Services
235
+ 0.77%
$18.04 - $19.91 $4.24K - $4.68K
30.8K $546M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
1.98K
+ 2.0%
$7.79 - $9.05 $15.4K - $17.9K
101K $828M
AINV
Apollo Investment Corp

Financial Services
24K
+ 3.88%
N/A
642K $7.34B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
512
+ 8.53%
$36.05 - $62.76 $18.5K - $32.1K
6.51K $211M
ORCL
Oracle Corp

Technology
50
+ 0.68%
$217.57 - $313.0 $10.9K - $15.7K
7.44K $1.45B
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
97.7K
+ 5.43%
$2.58 - $3.0 $252K - $293K
1.89M $4.55B
ABT
Abbott Laboratories

Healthcare
622
+ 0.27%
$123.62 - $134.59 $76.9K - $83.7K
228K $28.6B
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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