Curio Wealth, LLC New Holdings in Q4 2024

Curio Wealth, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RNRPRF
Renaissancere Hldgs (Bermuda)
180
New
N/A
180 $4.03M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
80
New
$43.37 - $51.46 $3.47K - $4.12K
80 $3.85M
Ge Healthcare Technologies
45
New
N/A
45 $3.52M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
74
New
$45.38 - $46.88 $3.36K - $3.47K
74 $3.38M
VTRS
Viatris Inc

Healthcare
263
New
$11.32 - $13.37 $2.98K - $3.52K
263 $3.27M
SANA
Sana Biotechnology, Inc.

Healthcare
2K
New
$1.6 - $4.36 $3.2K - $8.72K
2K $3.26M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
175
New
$15.88 - $17.71 $2.78K - $3.1K
175 $2.85M
KHC
Kraft Heinz CO

Consumer Defensive
92
New
$30.1 - $36.02 $2.77K - $3.31K
92 $2.83M
NOC
Northrop Grumman Corp

Industrials
6
New
$466.52 - $543.88 $2.8K - $3.26K
6 $2.82M
KD
Kyndryl Holdings, Inc.

Technology
80
New
$22.43 - $35.79 $1.79K - $2.86K
80 $2.77M
VCIT
Vanguard Intermediate Term Cor

ETFs
33
New
$80.13 - $83.77 $2.64K - $2.76K
33 $2.65M
AVLV
American Centy ETF Tr Avantis
38
New
$65.51 - $71.22 $2.49K - $2.71K
38 $2.54M
XLP
Consumer Staples Sector Spdr

ETFs
31
New
N/A
31 $2.44M
KO
Coca Cola CO

Consumer Defensive
39
New
$61.74 - $71.71 $2.41K - $2.8K
39 $2.43M
IVR
Invesco Mortgage Capital Inc.

Real Estate
300
New
$7.72 - $9.16 $2.32K - $2.75K
300 $2.42M
QS
Quantum Scape Corp

Consumer Cyclical
437
New
$4.73 - $6.5 $2.07K - $2.84K
437 $2.27M
LNT
Alliant Energy Corp

Utilities
38
New
$56.24 - $63.63 $2.14K - $2.42K
38 $2.25M
DXC
Dxc Technology CO

Technology
100
New
$19.59 - $22.83 $1.96K - $2.28K
100 $2M
UAA
Under Armour, Inc.

Consumer Cyclical
200
New
$8.21 - $11.13 $1.64K - $2.23K
200 $1.66M
OGS
One Gas, Inc.

Utilities
23
New
$66.96 - $78.69 $1.54K - $1.81K
23 $1.59M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
New
$501.29 - $612.85 $1.5K - $1.84K
3 $1.56M
LPX
Louisiana Pacific Corp

Industrials
15
New
$98.02 - $120.27 $1.47K - $1.8K
15 $1.55M
GM
General Motors CO

Consumer Cyclical
29
New
$44.82 - $60.2 $1.3K - $1.75K
29 $1.55M
UA
Under Armour Inc Cl C

Consumer Cyclical
201
New
$7.37 - $9.94 $1.48K - $2K
201 $1.5M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
25
New
$56.61 - $61.63 $1.42K - $1.54K
25 $1.42M
UL
Unilever PLC

Consumer Defensive
22
New
$56.7 - $64.64 $1.25K - $1.42K
22 $1.25M
Lifeward LTD
714
New
N/A
714 $1.24M
Rolls Royce Holdings PLC
161
New
N/A
161 $1.15M
TWLO
Twilio Inc

Communication Services
10
New
$63.73 - $114.96 $637 - $1.15K
10 $1.08M
RIOT
Riot Blockchain, Inc.

Technology
100
New
$7.08 - $14.97 $708 - $1.5K
100 $1.02M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
New
$180.39 - $205.43 $902 - $1.03K
5 $948K
F&G Annuities & Life Inc
20
New
N/A
20 $829K
REZI
Resideo Technologies, Inc.

Industrials
26
New
$19.3 - $27.75 $502 - $722
26 $604K
SLDP
Solid Power, Inc.

Industrials
300
New
$1.02 - $2.14 $306 - $642
300 $567K
Lightstone Value Plus Reit
42
New
N/A
42 $492K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
New
$71.75 - $75.11 $359 - $376
5 $360K
Grail Ord Wi
16
New
N/A
16 $286K
Corbus Pharmaceuticals
23
New
N/A
23 $271K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3
New
$82.28 - $117.52 $247 - $353
3 $254K
Foresight Autonomous Holdings LTD
166
New
N/A
166 $246K
HBANM
Huntington Bancshares Inc

Financial Services
9
New
$22.64 - $25.23 $204 - $227
9 $227K
TWOPRC
Two Hbrs Invt Corp Cum Red Pfd
9
New
N/A
9 $222K
JPMPRL
Jpm Chase & CO Dep Shs Rep 1/4
10
New
N/A
10 $208K
ASIX
Advan Six Inc.

Basic Materials
6
New
$27.85 - $32.87 $167 - $197
6 $171K
COFPRJ
Capital One Finl Cor
8
New
N/A
8 $146K
Kala Bio Inc
20
New
N/A
20 $139K
GTX
Garrett Motion Inc.

Consumer Cyclical
15
New
$7.34 - $9.6 $110 - $144
15 $135K
BITO
Proshares Tr Bitcoin Strategy

ETFs
4
New
$16.99 - $27.42 $68 - $110
4 $91K
Dbv Technologies Sa
27
New
N/A
27 $83K
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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