Cura Wealth Advisors, LLC New Holdings in Q4 2024

Cura Wealth Advisors, LLC

  • $226 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
300K
New
$164.99 - $203.87 $49.4M - $61.1M
300K $53.2B
FSK
Fs Kkr Capital Corp

Financial Services
1.77M
New
$19.71 - $22.22 $34.8M - $39.2M
1.77M $38.3B
ABT
Abbott Laboratories

Healthcare
234K
New
$111.93 - $119.39 $26.2M - $28M
234K $26.5B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
619K
New
$9.77 - $10.51 $6.05M - $6.51M
619K $6.05B
PLTR
Palantir Technologies Inc.

Technology
79.3K
New
$36.46 - $82.38 $2.89M - $6.53M
79.3K $6B
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
689K
New
$8.61 - $9.3 $5.93M - $6.41M
689K $5.97B
ACN
Accenture PLC

Technology
14.8K
New
$343.9 - $376.86 $5.1M - $5.59M
14.8K $5.22B
ACRE
Ares Commercial Real Estate Corp

Real Estate
729K
New
$5.89 - $7.29 $4.3M - $5.32M
729K $4.3B
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
342K
New
$11.44 - $13.22 $3.91M - $4.52M
342K $3.94B
GBDC
Golub Capital Bdc, Inc.

Financial Services
241K
New
$14.69 - $15.67 $3.54M - $3.78M
241K $3.65B
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
1.26M
New
$2.78 - $3.58 $3.49M - $4.49M
1.26M $3.5B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
301K
New
$11.1 - $12.03 $3.34M - $3.62M
301K $3.39B
IDXX
Idexx Laboratories Inc

Healthcare
8.04K
New
$406.92 - $495.42 $3.27M - $3.98M
8.04K $3.32B
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
183K
New
$17.41 - $19.29 $3.19M - $3.54M
183K $3.19B
VT
Vanguard Total World Stk Index

ETFs
20.8K
New
$117.09 - $123.07 $2.44M - $2.56M
20.8K $2.45B
EIM
Eaton Vance Municipal Bond Fund

Financial Services
216K
New
$10.26 - $10.82 $2.22M - $2.34M
216K $2.24B
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
116K
New
$16.4 - $17.85 $1.91M - $2.07M
116K $2.04B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
27.4K
New
$47.29 - $84.74 $1.3M - $2.32M
27.4K $2.03B
MSFT
Microsoft Corp

Technology
4.58K
New
$406.35 - $454.46 $1.86M - $2.08M
4.58K $1.93B
AINV
Apollo Investment Corp

Financial Services
143K
New
N/A
143K $1.93B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
42.7K
New
$42.32 - $55.35 $1.81M - $2.36M
42.7K $1.82B
ORCL
Oracle Corp

Technology
9.99K
New
$165.41 - $192.43 $1.65M - $1.92M
9.99K $1.67B
AMZN
Amazon Com Inc

Consumer Cyclical
7.45K
New
$180.88 - $232.93 $1.35M - $1.74M
7.45K $1.63B
NRZ
New Residential Investment Corp.

Real Estate
149K
New
N/A
149K $1.61B
VTI
Vanguard Total Stock Market Et

ETFs
5.34K
New
$280.04 - $302.45 $1.5M - $1.62M
5.34K $1.55B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
124K
New
$11.39 - $12.41 $1.42M - $1.54M
124K $1.45B
BLW
Blackrock LTD Duration Income Trust

Financial Services
100K
New
$13.98 - $14.51 $1.4M - $1.45M
100K $1.42B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
26.3K
New
$46.48 - $51.32 $1.22M - $1.35M
26.3K $1.27B
NKE
Nike, Inc.

Consumer Cyclical
16.5K
New
$73.36 - $89.13 $1.21M - $1.47M
16.5K $1.25B
SPY
Spdr S&P 500 ETF Trust

ETFs
2K
New
$567.81 - $607.81 $1.14M - $1.22M
2K $1.17B
IVV
Ishares Core S&P 500 ETF

ETFs
1.71K
New
$570.51 - $610.59 $977K - $1.05M
1.71K $1.01B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.87K
New
$481.22 - $538.17 $901K - $1.01M
1.87K $958M
KMI
Kinder Morgan, Inc.

Energy
34.2K
New
$22.59 - $28.54 $772K - $975K
34.2K $936M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
73.5K
New
$11.18 - $13.68 $822K - $1.01M
73.5K $935M
BP
Bp PLC

Energy
30.4K
New
$28.16 - $33.14 $856K - $1.01M
30.4K $899M
SCHX
Schwab Strategic Tr Us Large C

ETFs
38.8K
New
$22.4 - $68.28 $868K - $2.65M
38.8K $898M
COIN
Coinbase Global, Inc.

Technology
3.6K
New
$163.17 - $343.62 $587K - $1.24M
3.6K $894M
Grayscale Ethereum Trust ETF
31.5K
New
N/A
31.5K $883M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
85.1K
New
$10.22 - $11.24 $869K - $956K
85.1K $880M
GOOGL
Alphabet Inc.

Communication Services
4.6K
New
$161.86 - $196.66 $745K - $905K
4.6K $872M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
75.3K
New
$10.1 - $12.06 $761K - $908K
75.3K $761M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.72K
New
$174.22 - $187.62 $649K - $699K
3.72K $653M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
New
$521.84 - $558.82 $603K - $645K
1.16K $622M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.99K
New
$58.88 - $64.8 $588K - $647K
9.99K $588M
PDI
Pimco Dynamic Income Fund

Financial Services
29.9K
New
$18.33 - $20.85 $548K - $623K
29.9K $548M
Grayscale Bitcoin Mini Tr Et
13K
New
N/A
13K $543M
CEG
Constellation Energy Corp

Utilities
2.33K
New
$224.28 - $285.52 $522K - $664K
2.33K $520M
VUG
Vanguard Growth ETF

ETFs
1.26K
New
$378.79 - $428.11 $477K - $539K
1.26K $516M
BX
Blackstone Inc.

Financial Services
2.92K
New
$148.45 - $199.05 $434K - $582K
2.92K $504M
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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