Curi Wealth Management, LLC Top Holdings and 13F Report (2024)

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About Curi Wealth Management, LLC

Investment Activity

Curi Wealth Management, LLC has $0.00 in total holdings as of March 31, 2024.
Curi Wealth Management, LLC owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.
About ∞ of the portfolio was sold this quarter.
This quarter, Curi Wealth Management, LLC has purchased 160 new stocks and bought additional shares in 0 stocks.
Curi Wealth Management, LLC sold shares of 0 stocks and completely divested from 161 stocks this quarter.

Largest Holdings

N/A: $0

Largest New Holdings this Quarter

N/A: $0 Holding

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	% of Portfolio	Sector
N/A	$0		New Holding	NaN	N/A
SCHX Schwab US Large-Cap ETF	$0	$70,500,580 ▼	-100.0%	NaN	ETF
IVV iShares Core S&P 500 ETF	$0	$64,496,265 ▼	-100.0%	NaN	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$0	$47,919,378 ▼	-100.0%	NaN	Manufacturing
SCHM Schwab U.S. Mid-Cap ETF	$0	$24,851,161 ▼	-100.0%	NaN	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$0	$22,247,310 ▼	-100.0%	NaN	Manufacturing
IJH iShares Core S&P Mid-Cap ETF	$0	$20,628,361 ▼	-100.0%	NaN	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$0	$20,295,082 ▼	-100.0%	NaN	ETF
SCHF Schwab International Equity ETF	$0	$19,725,347 ▼	-100.0%	NaN	ETF
MSFT Microsoft	$0	$18,898,162 ▼	-100.0%	NaN	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$0	$16,952,501 ▼	-100.0%	NaN	ETF
JPM JPMorgan Chase & Co.	$0	$15,529,413 ▼	-100.0%	NaN	Finance
AMAT Applied Materials	$0	$14,770,567 ▼	-100.0%	NaN	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$0	$13,382,631 ▼	-100.0%	NaN	ETF
MA Mastercard	$0	$13,374,001 ▼	-100.0%	NaN	Business Services
V Visa	$0	$12,731,657 ▼	-100.0%	NaN	Business Services
MCHP Microchip Technology	$0	$12,534,690 ▼	-100.0%	NaN	Computer and Technology
UNH UnitedHealth Group	$0	$12,371,224 ▼	-100.0%	NaN	Medical
SCHA Schwab US Small-Cap ETF	$0	$12,366,576 ▼	-100.0%	NaN	ETF
GOOG Alphabet	$0	$12,263,024 ▼	-100.0%	NaN	Computer and Technology
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$0	$12,118,674 ▼	-100.0%	NaN	Manufacturing
MRK Merck & Co., Inc.	$0	$11,583,745 ▼	-100.0%	NaN	Medical
IQV IQVIA	$0	$11,298,054 ▼	-100.0%	NaN	Medical
IJR iShares Core S&P Small-Cap ETF	$0	$10,987,588 ▼	-100.0%	NaN	ETF
SCHW Charles Schwab	$0	$10,537,133 ▼	-100.0%	NaN	Finance
SYY Sysco	$0	$9,631,192 ▼	-100.0%	NaN	Consumer Staples
CRL Charles River Laboratories International	$0	$9,460,255 ▼	-100.0%	NaN	Medical
TOTL SPDR Doubleline Total Return Tactical ETF	$0	$9,316,055 ▼	-100.0%	NaN	ETF
ADBE Adobe	$0	$9,279,517 ▼	-100.0%	NaN	Computer and Technology
AMZN Amazon.com	$0	$9,157,576 ▼	-100.0%	NaN	Retail/Wholesale
HD Home Depot	$0	$8,647,990 ▼	-100.0%	NaN	Retail/Wholesale
USFD US Foods	$0	$8,622,996 ▼	-100.0%	NaN	Consumer Staples
NOC Northrop Grumman	$0	$7,423,204 ▼	-100.0%	NaN	Aerospace
AAPL Apple	$0	$7,251,714 ▼	-100.0%	NaN	Computer and Technology
RLY SPDR SSgA Multi-Asset Real Return ETF	$0	$7,088,623 ▼	-100.0%	NaN	ETF
TMO Thermo Fisher Scientific	$0	$6,796,522 ▼	-100.0%	NaN	Medical
SPY SPDR S&P 500 ETF Trust	$0	$6,650,635 ▼	-100.0%	NaN	Finance
ABT Abbott Laboratories	$0	$6,525,320 ▼	-100.0%	NaN	Medical
DHR Danaher	$0	$6,495,448 ▼	-100.0%	NaN	Multi-Sector Conglomerates
CLOI VanEck CLO ETF	$0	$6,279,466 ▼	-100.0%	NaN	ETF
PFGC Performance Food Group	$0	$6,130,839 ▼	-100.0%	NaN	Retail/Wholesale
DCMB Doubleline Commercial Real Estate ETF	$0	$6,086,804 ▼	-100.0%	NaN	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$0	$5,914,383 ▼	-100.0%	NaN	ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$0	$4,399,785 ▼	-100.0%	NaN	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$0	$4,247,424 ▼	-100.0%	NaN	ETF
SCHD Schwab US Dividend Equity ETF	$0	$4,195,566 ▼	-100.0%	NaN	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$0	$3,527,884 ▼	-100.0%	NaN	Finance
KEYS Keysight Technologies	$0	$3,420,753 ▼	-100.0%	NaN	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$0	$3,145,755 ▼	-100.0%	NaN	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$0	$3,063,281 ▼	-100.0%	NaN	ETF
IWB iShares Russell 1000 ETF	$0	$1,933,453 ▼	-100.0%	NaN	ETF
PEP PepsiCo	$0	$1,707,081 ▼	-100.0%	NaN	Consumer Staples
PG Procter & Gamble	$0	$1,660,676 ▼	-100.0%	NaN	Consumer Staples
GOOGL Alphabet	$0	$1,514,799 ▼	-100.0%	NaN	Computer and Technology
DUK Duke Energy	$0	$1,484,038 ▼	-100.0%	NaN	Utilities
LMT Lockheed Martin	$0	$1,452,306 ▼	-100.0%	NaN	Aerospace
DVY iShares Select Dividend ETF	$0	$1,438,802 ▼	-100.0%	NaN	ETF
MBB iShares MBS ETF	$0	$1,344,310 ▼	-100.0%	NaN	ETF
IWR iShares Russell Mid-Cap ETF	$0	$1,319,666 ▼	-100.0%	NaN	ETF
JNJ Johnson & Johnson	$0	$1,257,480 ▼	-100.0%	NaN	Medical
IBM International Business Machines	$0	$1,227,247 ▼	-100.0%	NaN	Computer and Technology
BRK.B Berkshire Hathaway	$0	$1,141,669 ▼	-100.0%	NaN	Finance
CVX Chevron	$0	$1,116,515 ▼	-100.0%	NaN	Oils/Energy
FDX FedEx	$0	$1,036,962 ▼	-100.0%	NaN	Transportation
PECO Phillips Edison & Company, Inc.	$0	$1,019,340 ▼	-100.0%	NaN	Finance
NSC Norfolk Southern	$0	$1,015,903 ▼	-100.0%	NaN	Transportation
DFAT Dimensional U.S. Targeted Value ETF	$0	$940,066 ▼	-100.0%	NaN	ETF
RSP Invesco S&P 500 Equal Weight ETF	$0	$940,052 ▼	-100.0%	NaN	ETF
HON Honeywell International	$0	$907,921 ▼	-100.0%	NaN	Multi-Sector Conglomerates
DFAS Dimensional U.S. Small Cap ETF	$0	$904,197 ▼	-100.0%	NaN	ETF
PNC The PNC Financial Services Group	$0	$899,296 ▼	-100.0%	NaN	Finance
DE Deere & Company	$0	$840,532 ▼	-100.0%	NaN	Industrial Products
VO Vanguard Mid-Cap ETF	$0	$829,137 ▼	-100.0%	NaN	ETF
LOW Lowe's Companies	$0	$792,452 ▼	-100.0%	NaN	Retail/Wholesale
NVDA NVIDIA	$0	$772,576 ▼	-100.0%	NaN	Computer and Technology
CVS CVS Health	$0	$630,935 ▼	-100.0%	NaN	Retail/Wholesale
BAC Bank of America	$0	$621,986 ▼	-100.0%	NaN	Finance
QCOM QUALCOMM	$0	$602,807 ▼	-100.0%	NaN	Computer and Technology
ABBV AbbVie	$0	$594,859 ▼	-100.0%	NaN	Medical
VZ Verizon Communications	$0	$582,785 ▼	-100.0%	NaN	Computer and Technology
BX Blackstone	$0	$581,257 ▼	-100.0%	NaN	Finance
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$0	$572,881 ▼	-100.0%	NaN	ETF
DFUV Dimensional US Marketwide Value ETF	$0	$569,505 ▼	-100.0%	NaN	ETF
BRK.A Berkshire Hathaway	$0	$542,626 ▼	-100.0%	NaN	Finance
ITW Illinois Tool Works	$0	$532,958 ▼	-100.0%	NaN	Industrial Products
DFUS Dimensional U.S. Equity ETF	$0	$524,301 ▼	-100.0%	NaN	ETF
PFE Pfizer	$0	$522,797 ▼	-100.0%	NaN	Medical
IBDP iShares iBonds Dec 2024 Term Corporate ETF	$0	$514,218 ▼	-100.0%	NaN	ETF
NEE NextEra Energy	$0	$499,816 ▼	-100.0%	NaN	Utilities
JEPI JPMorgan Equity Premium Income ETF	$0	$499,786 ▼	-100.0%	NaN	ETF
PTC PTC	$0	$485,514 ▼	-100.0%	NaN	Computer and Technology
IWM iShares Russell 2000 ETF	$0	$473,815 ▼	-100.0%	NaN	Finance
EFA iShares MSCI EAFE ETF	$0	$471,487 ▼	-100.0%	NaN	Finance
XLK Technology Select Sector SPDR Fund	$0	$471,021 ▼	-100.0%	NaN	ETF
RTX RTX	$0	$456,139 ▼	-100.0%	NaN	Aerospace
CSCO Cisco Systems	$0	$451,631 ▼	-100.0%	NaN	Computer and Technology
KMI Kinder Morgan	$0	$451,274 ▼	-100.0%	NaN	Oils/Energy
NDSN Nordson	$0	$437,284 ▼	-100.0%	NaN	Industrial Products
BLK BlackRock	$0	$430,910 ▼	-100.0%	NaN	Finance
CRWD CrowdStrike	$0	$403,151 ▼	-100.0%	NaN	Computer and Technology