Cura Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Cura Wealth Advisors, LLCInvestment ActivityCura Wealth Advisors, LLC has $250.08 million in total holdings as of June 30, 2025.Cura Wealth Advisors, LLC owns shares of 116 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 5.33% of the portfolio was purchased this quarter.About 4.75% of the portfolio was sold this quarter.This quarter, Cura Wealth Advisors, LLC has purchased 105 new stocks and bought additional shares in 29 stocks.Cura Wealth Advisors, LLC sold shares of 35 stocks and completely divested from 10 stocks this quarter.Largest Holdings AbbVie $58,001,590FS KKR Capital $37,186,329Abbott Laboratories $31,715,472MidCap Financial Investment $8,947,064Apollo Commercial Real Estate Finance $8,279,304 Largest New Holdings this Quarter 77926X304 - ROUNDHILL ETF TRUST $404,239 Holding77926X205 - ROUNDHILL ETF TRUST $381,092 Holding433000106 - Hims & Hers Health $299,100 Holding781154109 - RUBRIK INC. $286,688 Holding92532F100 - Vertex Pharmaceuticals $255,990 Holding Largest Purchases this Quarter AbbVie 13,960 shares (about $2.59M)iShares 0-3 Month Treasury Bond ETF 20,430 shares (about $2.06M)MidCap Financial Investment 60,359 shares (about $761.73K)Vanguard Total Stock Market ETF 2,147 shares (about $652.56K)Granite Point Mortgage Trust 174,506 shares (about $431.03K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 18,600 shares (about $2.54M)IDEXX Laboratories 4,251 shares (about $2.28M)Amazon.com 2,621 shares (about $575.02K)Apple 2,794 shares (about $573.24K)SPDR S&P 500 ETF Trust 605 shares (about $373.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCura Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorABBVAbbVie$58,001,590$2,591,254 ▲4.7%312,47523.2%MedicalFSKFS KKR Capital$37,186,329$155,791 ▲0.4%1,792,11214.9%FinanceABTAbbott Laboratories$31,715,472$335,808 ▼-1.0%233,18512.7%MedicalMFICMidCap Financial Investment$8,947,064$761,731 ▲9.3%708,9593.6%FinanceARIApollo Commercial Real Estate Finance$8,279,304$77,440 ▲0.9%855,3003.3%FinanceACREAres Commercial Real Estate$4,680,439$84,615 ▲1.8%981,2241.9%FinanceEATON VANCE LIMITED DURATION$4,488,363$190,292 ▼-4.1%437,4621.8%COMACNAccenture$4,359,908$101,025 ▼-2.3%14,5871.7%Computer and TechnologyGPMTGranite Point Mortgage Trust$4,051,874$431,030 ▲11.9%1,640,4351.6%FinanceMQYBlackRock MuniYield Quality Fund$4,032,9300.0%363,0001.6%FinancePALANTIR TECHNOLOGIES INC$3,718,128$2,535,552 ▼-40.5%27,2751.5%CL AGBDCGolub Capital BDC$3,661,035$275,420 ▼-7.0%249,9001.5%FinanceBXMTBlackstone Mortgage Trust$3,551,606$111,650 ▼-3.0%184,4991.4%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$3,363,360$10,920 ▲0.3%308,0001.3%Financial ServicesGDXJVanEck Junior Gold Miners ETF$2,999,036$6,759 ▼-0.2%44,3711.2%ETFAAPLApple$2,970,611$573,236 ▼-16.2%14,4791.2%Computer and TechnologyVTVanguard Total World Stock ETF$2,961,653$227,740 ▲8.3%23,0441.2%ETFMSFTMicrosoft$2,929,749$76,104 ▼-2.5%5,8901.2%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,882,755$2,057,097 ▲249.1%28,6301.2%ETFGRAYSCALE BITCOIN TRUST ETF$2,323,4940.0%27,3900.9%SHS REP COM UTVTIVanguard Total Stock Market ETF$2,312,373$652,558 ▲39.3%7,6080.9%ETFORCLOracle$2,184,5510.0%9,9920.9%Computer and TechnologyIDXXIDEXX Laboratories$2,072,954$2,279,981 ▼-52.4%3,8650.8%MedicalEATON VANCE MUN BD FD$2,057,109$169,003 ▲9.0%212,7310.8%COMIVViShares Core S&P 500 ETF$1,594,471$147,774 ▲10.2%2,5680.6%ETFAMZNAmazon.com$1,560,960$575,021 ▼-26.9%7,1150.6%Retail/WholesaleBLWBlackRock Limited Duration Income Trust$1,350,4750.0%95,2380.5%Financial ServicesAMLPAlerian MLP ETF$1,285,018$1,612 ▼-0.1%26,3000.5%ETFRITMRithm Capital$1,248,889$293,540 ▼-19.0%110,6190.5%FinanceNADNuveen Quality Municipal Income Fund$1,241,9000.0%110,0000.5%Financial ServicesVOOVanguard S&P 500 ETF$1,105,386$151,096 ▲15.8%1,9460.4%ETFNKENIKE$1,099,344$70,685 ▼-6.0%15,4750.4%Consumer DiscretionaryBPBP$1,077,630$31,636 ▲3.0%36,0050.4%EnergyCOINCoinbase Global$1,051,4700.0%3,0000.4%FinanceKYNKayne Anderson Energy Infrastructure Fund$1,005,484$114 ▲0.0%79,0470.4%Financial ServicesSCHXSchwab US Large-Cap ETF$947,1480.0%38,7540.4%ETFSPYSPDR S&P 500 ETF Trust$871,902$373,849 ▼-30.0%1,4110.3%FinanceMETAMeta Platforms$856,188$7,381 ▲0.9%1,1600.3%Computer and TechnologyKMIKinder Morgan$830,491$147,000 ▼-15.0%28,2480.3%EnergyKREFKKR Real Estate Finance Trust$791,931$35,080 ▲4.6%90,3000.3%FinanceQQQInvesco QQQ$778,364$239,412 ▼-23.5%1,4110.3%FinanceNVDANVIDIA$752,191$80,417 ▲12.0%4,7610.3%Computer and TechnologyGDXVanEck Gold Miners ETF$734,7750.0%14,1140.3%ETFGOOGLAlphabet$708,271$49,168 ▼-6.5%4,0190.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$689,462$150,158 ▲27.8%13,9400.3%ETFPDIPIMCO Dynamic Income Fund$671,660$103,502 ▲18.2%35,4060.3%Financial ServicesETHEGrayscale Ethereum Trust (ETH)$663,3480.0%31,8000.3%MiscellaneousNEUBERGER BERMAN MUN FD INC$648,7800.0%66,0000.3%COMSHELShell$604,4700.0%8,5850.2%EnergyRSPInvesco S&P 500 Equal Weight ETF$590,160$144,496 ▼-19.7%3,2470.2%ETFPANWPalo Alto Networks$572,992$122,784 ▼-17.6%2,8000.2%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$571,914$14,088 ▼-2.4%5,2370.2%ETFVUGVanguard Growth ETF$566,851$15,344 ▲2.8%1,2930.2%ETFNTRSNorthern Trust$542,0270.0%4,2750.2%FinanceGRAYSCALE BITCOIN MINI TR ET$533,750$15,280 ▼-2.8%11,1780.2%SHS NEWVXUSVanguard Total International Stock ETF$499,866$27,636 ▼-5.2%7,2350.2%ETFJPMJPMorgan Chase & Co.$458,0730.0%1,5800.2%FinanceCEGConstellation Energy$444,118$88,759 ▼-16.7%1,3760.2%EnergyBROOKFIELD RENEWABLE CORP$438,105$4,425 ▼-1.0%13,3650.2%CL A EX SUB VTGSCHDSchwab US Dividend Equity ETF$438,078$121,637 ▲38.4%16,5310.2%ETFROUNDHILL ETF TRUST$404,239$404,239 ▲New Holding11,3870.2%INNOVATION 100 OVGTVanguard Information Technology ETF$390,0090.0%5880.2%ETFOXLCOxford Lane Capital$383,200$215,200 ▲128.1%91,2380.2%Financial ServicesPFEPfizer$382,068$72,113 ▼-15.9%15,7620.2%MedicalROUNDHILL ETF TRUST$381,092$381,092 ▲New Holding8,6220.2%S&P 500 ODTE COVHDHome Depot$372,506$48,030 ▼-11.4%1,0160.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$365,2460.0%1,7850.1%ETFJNJJohnson & Johnson$364,7670.0%2,3880.1%MedicalTDGTransdigm Group$354,309$15,206 ▼-4.1%2330.1%AerospaceVVisa$349,369$1,420 ▼-0.4%9840.1%Business ServicesLLYEli Lilly and Company$329,039$36,647 ▲12.5%4220.1%MedicalSAPSAP$316,264$7,603 ▼-2.3%1,0400.1%Computer and TechnologyVGKVanguard FTSE Europe ETF$312,630$232 ▲0.1%4,0340.1%ETFBXBlackstone$310,528$168,128 ▼-35.1%2,0760.1%FinanceNFLXNetflix$302,643$1,339 ▲0.4%2260.1%Consumer DiscretionaryHIMSHims & Hers Health$299,100$299,100 ▲New Holding6,0000.1%MedicalHEDJWisdomTree Europe Hedged Equity Fund$287,8540.0%5,9820.1%FinanceRUBRIK INC.$286,688$286,688 ▲New Holding3,2000.1%CL AVIGIVanguard International Dividend Appreciation ETF$286,231$71,648 ▼-20.0%3,1760.1%ETFVYMIVanguard International High Dividend Yield ETF$282,3880.0%3,5250.1%ETFCRMSalesforce$272,1460.0%9980.1%Computer and TechnologyICLNiShares Global Clean Energy ETF$268,755$2,727 ▲1.0%20,5000.1%ETFDSLDoubleLine Income Solutions Fund$268,1780.0%21,9100.1%Financial ServicesMCDMcDonald's$266,4690.0%9120.1%Retail/WholesaleXOMExxon Mobil$262,081$77,083 ▼-22.7%2,4310.1%EnergyVRTXVertex Pharmaceuticals$255,990$255,990 ▲New Holding5750.1%MedicalTAT&T$253,902$253,902 ▲New Holding8,7730.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$253,2890.0%1,9000.1%ETFHWMHowmet Aerospace$249,042$249,042 ▲New Holding1,3380.1%AerospaceVEAVanguard FTSE Developed Markets ETF$247,920$247,920 ▲New Holding4,3490.1%ETFTXNTexas Instruments$246,237$11,004 ▲4.7%1,1860.1%Computer and TechnologySUSuncor Energy$245,2230.0%6,5480.1%EnergyGLDSPDR Gold Shares$244,7780.0%8030.1%FinanceTSLATesla$241,104$241,104 ▲New Holding7590.1%Auto/Tires/TrucksGOOGAlphabet$239,477$239,477 ▲New Holding1,3500.1%Computer and TechnologyBABoeing$238,655$238,655 ▲New Holding1,1390.1%AerospaceXLEEnergy Select Sector SPDR Fund$234,8390.0%2,7690.1%ETFCCIFCarlyle Credit Income Fund$231,472$231,472 ▲New Holding35,7210.1%Financial ServicesIBMInternational Business Machines$231,402$94,329 ▼-29.0%7850.1%Computer and TechnologyNVSNovartis$230,645$10,286 ▼-4.3%1,9060.1%MedicalShowing largest 100 holdings. 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