Curio Wealth, LLC New Holdings in Q4 2024

Curio Wealth, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
1.98K
New
$160.89 - $176.18 $318K - $349K
1.98K $320M
V
Visa Inc.

Financial Services
987
New
$273.87 - $320.91 $270K - $317K
987 $312M
LLY
Eli Lilly & CO

Healthcare
404
New
$727.2 - $932.06 $294K - $377K
404 $312M
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.9K
New
$25.15 - $27.57 $299K - $328K
11.9K $300M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11K
New
$25.33 - $51.16 $279K - $563K
11K $284M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
487
New
$521.84 - $558.82 $254K - $272K
487 $262M
BFB
Brown Forman Corp Cl B
6.75K
New
N/A
6.75K $256M
QQQ
Invesco Qqq Trust, Series 1

ETFs
489
New
$481.22 - $538.17 $235K - $263K
489 $250M
VUSB
Vanguard Bd Index Fds
4.94K
New
N/A
4.94K $245M
VEA
Vanguard Ftse Developed Market

ETFs
4.77K
New
$47.57 - $52.44 $227K - $250K
4.77K $228M
AVSE
American Centy ETF Tr Avantis

ETFs
4.18K
New
$50.47 - $56.52 $211K - $236K
4.18K $211M
AVRE
American Centy ETF Tr Avantis
4.94K
New
$41.03 - $46.91 $203K - $232K
4.94K $207M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.1K
New
$18.41 - $40.87 $205K - $455K
11.1K $206M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
452
New
$442.29 - $483.08 $200K - $218K
452 $205M
VTV
Vanguard Value ETF

ETFs
1.21K
New
$168.32 - $181.87 $203K - $220K
1.21K $204M
ACGL
Arch Capital Group Ltd.

Financial Services
2.18K
New
$88.71 - $114.86 $193K - $250K
2.18K $201M
AN
Autonation, Inc.

Consumer Cyclical
1.16K
New
$155.47 - $182.16 $180K - $211K
1.16K $197M
FDS
Factset Research Systems Inc

Financial Services
391
New
$449.69 - $495.72 $176K - $194K
391 $188M
DFSU
Dimensional ETF Tr Dimen Us Su
4.94K
New
N/A
4.94K $187M
ORCL
Oracle Corp

Technology
1.04K
New
$165.41 - $192.43 $172K - $200K
1.04K $173M
UNP
Union Pacific Corp

Industrials
758
New
$223.15 - $249.32 $169K - $189K
758 $173M
NFLX
Netflix Inc

Communication Services
190
New
$687.65 - $936.56 $131K - $178K
190 $169M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.71K
New
$61.68 - $67.87 $167K - $184K
2.71K $169M
AMD
Advanced Micro Devices Inc

Technology
1.32K
New
$118.88 - $172.8 $156K - $227K
1.32K $159M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
134
New
$1146.59 - $1270.6 $154K - $170K
134 $159M
MGV
Vanguard Mega Cap Value

ETFs
1.27K
New
$124.06 - $133.48 $157K - $169K
1.27K $159M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.52K
New
$60.13 - $67.31 $152K - $170K
2.52K $153M
GOOGL
Alphabet Inc.

Communication Services
780
New
$161.86 - $196.66 $126K - $153K
780 $148M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.31K
New
$44.04 - $49.49 $146K - $164K
3.31K $146M
AVSU
American Centy ETF Tr Avantis

ETFs
2.12K
New
$64.29 - $69.59 $136K - $147K
2.12K $140M
NVDA
Nvidia Corp

Technology
934
New
$117.0 - $148.88 $109K - $139K
934 $125M
BRO
Brown & Brown, Inc.

Financial Services
1.2K
New
$100.93 - $113.42 $121K - $136K
1.2K $122M
VV
Vanguard Large Cap ETF

ETFs
446
New
$260.27 - $280.65 $116K - $125K
446 $120M
ADP
Automatic Data Processing Inc

Industrials
410
New
$280.08 - $307.97 $115K - $126K
410 $120M
MA
Mastercard Inc

Financial Services
225
New
$491.3 - $536.15 $111K - $121K
225 $118M
QUAL
Ishares Msci Usa Quality Facto

ETFs
650
New
$176.42 - $186.91 $115K - $121K
650 $116M
CI
Cigna Corp

Healthcare
407
New
$265.59 - $358.58 $108K - $146K
407 $112M
DHI
Horton D R Inc

Consumer Cyclical
801
New
$137.24 - $194.56 $110K - $156K
801 $112M
VBR
Vanguard Small Cap Value ETF

ETFs
547
New
$197.36 - $217.3 $108K - $119K
547 $108M
PSA
Public Storage

Real Estate
358
New
$289.33 - $360.21 $104K - $129K
358 $107M
L
Loews Corp

Financial Services
1.26K
New
$76.49 - $87.05 $96.4K - $110K
1.26K $107M
HD
Home Depot, Inc.

Consumer Cyclical
271
New
$385.02 - $431.37 $104K - $117K
271 $105M
JNJ
Johnson & Johnson

Healthcare
717
New
$143.34 - $165.86 $103K - $119K
717 $104M
Dimensional World Equity ETF
1.49K
New
N/A
1.49K $93.1M
PG
Procter & Gamble CO

Consumer Defensive
550
New
$161.05 - $179.7 $88.6K - $98.8K
550 $92.2M
JPM
Jpmorgan Chase & CO

Financial Services
380
New
$205.18 - $250.29 $78K - $95.1K
380 $91.1M
T
At&T Inc.

Communication Services
3.97K
New
$21.22 - $23.88 $84.3K - $94.9K
3.97K $90.5M
DFSI
Dimensional ETF Tr Dimen Intl
2.73K
New
N/A
2.73K $89.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.24K
New
$26.93 - $84.95 $87.3K - $275K
3.24K $88.5M
Activity Summary
Buys All Purchases 304 New Holdings 304 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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