Cura Wealth Advisors, LLC Portfolio Holdings

Cura Wealth Advisors, LLC

  • $226 Billion
  • Q4 2024

Cura Wealth Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $226 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $53.2B, Fs Kkr Capital Corp with a value of $38.3B, Abbott Laboratories with a value of $26.5B, Eaton Vance LTD Duration Income Fund with a value of $6.05B, and Palantir Technologies Inc. with a value of $6B.

Examining the 13F form we can see an increase of $226B in the current position value.

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 $226 Billion
Healthcare: $84.1 Billion
Financial Services: $68.7 Billion
Technology: $22 Billion
ETFs: $20.2 Billion
Real Estate: $19.5 Billion
Consumer Cyclical: $3.76 Billion
Energy: $3.27 Billion
Communication Services: $1.36 Billion
Other: $732 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$347B
$53.2 Billion 23.55% of portfolio
299,652
Q4 2024 New
$228B
$26.5 Billion 11.72% of portfolio
234,200
Q4 2024 New
$245B
$6 Billion 2.65% of portfolio
79,275
Q4 2024 New
$244B
$5.22 Billion 2.31% of portfolio
14,831
Q4 2024 New
$3.93T
$3.65 Billion 1.61% of portfolio
14,573
Q4 2024 New
$3.05T
$1.93 Billion 0.85% of portfolio
4,580
Q4 2024 New
$485B
$1.67 Billion 0.74% of portfolio
9,992
Q4 2024 New
$2.31T
$1.63 Billion 0.72% of portfolio
7,451
Q4 2024 New
$1.1T
$872 Million 0.39% of portfolio
4,604
Q4 2024 New
$241B
$497 Million 0.22% of portfolio
7,935
Q4 2024 New
$236B
$484 Million 0.21% of portfolio
2,201
Q4 2024 New
$1.61T
$484 Million 0.21% of portfolio
827
Q4 2024 New
$347B
$438 Million 0.19% of portfolio
3,260
Q4 2024 New
$413B
$368 Million 0.16% of portfolio
947
Q4 2024 New
$329B
$334 Million 0.15% of portfolio
998
Q4 2024 New
$583B
$312 Million 0.14% of portfolio
988
Q4 2024 New
$405B
$309 Million 0.14% of portfolio
2,135
Q4 2024 New
$459B
$266 Million 0.12% of portfolio
2,471
Q4 2024 New
$342B
$263 Million 0.12% of portfolio
1,070
Q4 2024 New
$821B
$257 Million 0.11% of portfolio
1,074
Q4 2024 New
$306B
$216 Million 0.1% of portfolio
1,491
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $226 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 96 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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