Curio Wealth, LLC New Holdings in Q4 2024

Curio Wealth, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
401
New
$204.9 - $238.04 $82.2K - $95.5K
401 $88.2M
MRK
Merck & Co., Inc.

Healthcare
874
New
$96.31 - $114.76 $84.2K - $100K
874 $86.9M
FISV
Fiserv Inc

Technology
416
New
N/A
416 $85.5M
VZ
Verizon Communications Inc

Communication Services
2.13K
New
$39.6 - $45.21 $84.3K - $96.3K
2.13K $85.1M
TILT
Flexshares Tr

ETFs
394
New
$210.31 - $227.39 $82.9K - $89.6K
394 $85.1M
INTU
Intuit Inc

Technology
134
New
$602.01 - $706.25 $80.7K - $94.6K
134 $84.2M
RPM
Rpm International Inc

Basic Materials
660
New
$120.09 - $140.26 $79.3K - $92.6K
660 $81.2M
NSC
Norfolk Southern Corp

Industrials
313
New
$230.6 - $277.0 $72.2K - $86.7K
313 $73.5M
LOW
Lowes Companies Inc

Consumer Cyclical
293
New
$244.52 - $284.07 $71.6K - $83.2K
293 $72.3M
PEP
Pepsico Inc

Consumer Defensive
463
New
$151.29 - $176.1 $70K - $81.5K
463 $70.4M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
748
New
$89.81 - $104.0 $67.2K - $77.8K
748 $67.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.14K
New
$58.88 - $64.8 $67.1K - $73.9K
1.14K $67.2M
QCOM
Qualcomm Inc

Technology
400
New
$150.4 - $178.04 $60.2K - $71.2K
400 $61.4M
ABBV
Abb Vie Inc.

Healthcare
332
New
$164.99 - $203.87 $54.8K - $67.7K
332 $59M
AVIG
American Centy ETF Tr Avantis

ETFs
1.4K
New
$40.48 - $42.48 $56.6K - $59.4K
1.4K $56.7M
Investment CO Of America
932
New
N/A
932 $53.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
519
New
$94.43 - $105.47 $49K - $54.7K
519 $52.7M
VB
Vanguard Small Cap ETF

ETFs
215
New
$233.76 - $261.58 $50.3K - $56.2K
215 $51.7M
CPRT
Copart Inc

Consumer Cyclical
900
New
$51.36 - $63.8 $46.2K - $57.4K
900 $51.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
681
New
$75.1 - $82.99 $51.1K - $56.5K
681 $51.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
850
New
$55.73 - $66.16 $47.4K - $56.2K
850 $51.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
514
New
$96.64 - $101.23 $49.7K - $52K
514 $49.8M
ABT
Abbott Laboratories

Healthcare
432
New
$111.93 - $119.39 $48.4K - $51.6K
432 $48.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
545
New
$88.59 - $94.57 $48.3K - $51.5K
545 $48.4M
PM
Philip Morris International Inc.

Consumer Defensive
400
New
$118.38 - $133.06 $47.4K - $53.2K
400 $48.1M
Fidelity Wise Origin Bitcoin ETF
579
New
N/A
579 $47.2M
Ishares Bitcoin Trust ETF
889
New
N/A
889 $47.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
366
New
$124.26 - $134.12 $45.5K - $49.1K
366 $47.1M
BR
Broadridge Financial Solutions, Inc.

Technology
200
New
$209.64 - $236.44 $41.9K - $47.3K
200 $45.2M
TFC
Truist Financial Corp

Financial Services
1.04K
New
$41.51 - $48.1 $43K - $49.9K
1.04K $45M
FDX
Fedex Corp

Industrials
160
New
$260.5 - $305.15 $41.7K - $48.8K
160 $44.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
597
New
$66.77 - $71.52 $39.9K - $42.7K
597 $41.2M
Blackrock Inc Com
40
New
N/A
40 $41M
PNC
Pnc Financial Services Group, Inc.

Financial Services
210
New
$178.39 - $215.0 $37.5K - $45.2K
210 $40.5M
DFSE
Dimensional ETF Tr Dimen Emrgn
1.18K
New
N/A
1.18K $39.1M
Canadian Pacific Railway
539
New
N/A
539 $39M
AXP
American Express CO

Financial Services
125
New
$267.35 - $305.57 $33.4K - $38.2K
125 $37.1M
CRLBF
Cresco Labs Inc.

Healthcare
40.3K
New
$0.83 - $1.71 $33.5K - $69K
40.3K $36.8M
AFL
Aflac Inc

Financial Services
350
New
$100.37 - $115.27 $35.1K - $40.3K
350 $36.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.38K
New
$26.16 - $28.82 $36.1K - $39.8K
1.38K $36.1M
HON
Honeywell International Inc

Industrials
156
New
$202.84 - $236.0 $31.6K - $36.8K
156 $35.2M
MU
Micron Technology Inc

Technology
400
New
$84.16 - $113.41 $33.7K - $45.4K
400 $33.7M
IIM
Invesco Value Municipal Income Trust

Financial Services
2.72K
New
$11.71 - $12.93 $31.9K - $35.2K
2.72K $32.3M
PFE
Pfizer Inc

Healthcare
1.19K
New
$24.8 - $30.19 $29.5K - $35.9K
1.19K $31.5M
MS
Morgan Stanley

Financial Services
250
New
$104.42 - $134.99 $26.1K - $33.7K
250 $31.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
270
New
$113.92 - $127.38 $30.8K - $34.4K
270 $31.1M
MKC
Mccormick & CO Inc

Consumer Defensive
400
New
$73.97 - $84.09 $29.6K - $33.6K
400 $30.5M
GS
Goldman Sachs Group Inc

Financial Services
52
New
$486.1 - $608.57 $25.3K - $31.6K
52 $29.7M
IBP
Installed Building Products, Inc.

Consumer Cyclical
169
New
$174.32 - $254.42 $29.5K - $43K
169 $29.6M
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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