Curio Wealth, LLC Portfolio Holdings

Curio Wealth, LLC

  • $186 Billion
  • Q4 2024

Curio Wealth, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Billion distributed in 304 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $30.2B, Dimensional ETF Tr Short Durat with a value of $25.7B, Dfa Global Core Fixed Income ETF with a value of $20.5B, American Centy ETF Tr Avantis with a value of $11.2B, and Dimensional ETF Tr with a value of $7.44B.

Examining the 13F form we can see an increase of $186B in the current position value.

Curio Wealth, LLC is based out at Annapolis, MD

Below you can find more details about Curio Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Billion
ETFs: $144 Billion
Technology: $3.59 Billion
Communication Services: $2.56 Billion
Consumer Cyclical: $2.12 Billion
Financial Services: $2.03 Billion
Healthcare: $879 Million
Consumer Defensive: $702 Million
Industrials: $519 Million
Other: $386 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.15T
$1.48 Billion 0.8% of portfolio
7,797
Q4 2024 New
$3.66T
$1.3 Billion 0.7% of portfolio
5,205
Q4 2024 New
$3.07T
$962 Million 0.52% of portfolio
2,282
Q4 2024 New
$1.61T
$560 Million 0.3% of portfolio
956
Q4 2024 New
$279B
$416 Million 0.22% of portfolio
4,609
Q4 2024 New
$258B
$402 Million 0.22% of portfolio
6,793
Q4 2024 New
$2.38T
$360 Million 0.19% of portfolio
1,640
Q4 2024 New
$826B
$312 Million 0.17% of portfolio
404
Q4 2024 New
$574B
$312 Million 0.17% of portfolio
987
Q4 2024 New
$614B
$205 Million 0.11% of portfolio
452
Q4 2024 New
$457B
$169 Million 0.09% of portfolio
190
Q4 2024 New
$482B
$173 Million 0.09% of portfolio
1,038
Q4 2024 New
$1.11T
$148 Million 0.08% of portfolio
780
Q4 2024 New
$333B
$125 Million 0.07% of portfolio
934
Q4 2024 New
$424B
$105 Million 0.06% of portfolio
271
Q4 2024 New
$539B
$118 Million 0.06% of portfolio
225
Q4 2024 New
$223B
$88.2 Million 0.05% of portfolio
401
Q4 2024 New
$219B
$86.9 Million 0.05% of portfolio
874
Q4 2024 New
$795B
$91.1 Million 0.05% of portfolio
380
Q4 2024 New
$397B
$92.2 Million 0.05% of portfolio
550
Q4 2024 New
$462B
$69.7 Million 0.04% of portfolio
648
Q4 2024 New
$230B
$48.9 Million 0.03% of portfolio
432
Q4 2024 New
$337B
$59 Million 0.03% of portfolio
332
Q4 2024 New
$227B
$48.1 Million 0.03% of portfolio
400
Q4 2024 New
$233B
$31.4 Million 0.02% of portfolio
250
Q4 2024 New
$222B
$29.7 Million 0.02% of portfolio
52
Q4 2024 New
$232B
$37.1 Million 0.02% of portfolio
125
Q4 2024 New
$229B
$22.7 Million 0.01% of portfolio
300
Q4 2024 New
$224B
$22.9 Million 0.01% of portfolio
137
Q4 2024 New
$279B
$2.43 Million 0.0% of portfolio
39
Q4 2024 New
$295B
$254,000 0.0% of portfolio
3
Q4 2024 New
$227B
$4.35 Million 0.0% of portfolio
15
Q4 2024 New
$217B
$1.56 Million 0.0% of portfolio
3
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 304
  • Current Value $186 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 304 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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