CURA WEALTH ADVISORS, LLC
CIK: 0002056729SEC EDGAR →
Portfolio Value
$263.8M
Holdings
141
As of
Q4 2025
New Positions
17
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ABBVIE INC | 281,826 | $64.4M | 24.41% |
| 2 | FS KKR CAP CORP | 2,345,376 | $34.7M | 13.17% |
| 3 | ABBOTT LABS | 227,873 | $28.6M | 10.82% |
| 4 | APOLLO COML REAL EST FIN INC | 823,233 | $8.0M | 3.02% |
| 5 | MIDCAP FINANCIAL INVSTMNT CO | 641,918 | $7.3M | 2.78% |
| 6 | VANGUARD INTL EQUITY INDEX F | 40,078 | $5.7M | 2.14% |
| 7 | APPLE INC | 18,664 | $5.1M | 1.92% |
| 8 | VANECK ETF TRUST | 40,673 | $4.6M | 1.75% |
| 9 | GRANITE PT MTG TR INC | 1,894,666 | $4.5M | 1.72% |
| 10 | ARES COML REAL ESTATE CORP | 907,074 | $4.3M | 1.64% |
Quarterly Changes
New Positions (25)
$1.8M · 9K shares
$1.0M · 9K shares
$946K · 32K shares
$423K · 748 shares
$408K · 781 shares
$321K · 2K shares
$320K · 4K shares
$300K · 149 shares
$291K · 2K shares
$270K · 5K shares
$250K · 3K shares
$244K · 827 shares
$240K · 274 shares
$233K · 748 shares
$227K · 1K shares
$226K · 3K shares
$219K · 250 shares
$216K · 2K shares
$214K · 100 shares
$212K · 5K shares
$210K · 500 shares
$207K · 3K shares
$202K · 1K shares
$202K · 3K shares
$168K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 13 | $98.4M | 37.3% |
| Financial Services | 49 | $86.3M | 32.7% |
| Technology | 30 | $31.6M | 12.0% |
| Real Estate | 5 | $21.3M | 8.1% |
| Unknown | 9 | $7.9M | 3.0% |
| Consumer Cyclical | 7 | $4.9M | 1.9% |
| Energy | 10 | $4.1M | 1.6% |
| Communication Services | 4 | $3.9M | 1.5% |
| Utilities | 6 | $2.9M | 1.1% |
| Industrials | 5 | $1.6M | 0.6% |
| Consumer Defensive | 2 | $433K | 0.2% |
| Basic Materials | 1 | $253K | 0.1% |