Cura Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Cura Wealth Advisors, LLCInvestment ActivityCura Wealth Advisors, LLC has $247.12 million in total holdings as of March 31, 2025.Cura Wealth Advisors, LLC owns shares of 105 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.86% of the portfolio was purchased this quarter.About 3.88% of the portfolio was sold this quarter.This quarter, Cura Wealth Advisors, LLC has purchased 96 new stocks and bought additional shares in 46 stocks.Cura Wealth Advisors, LLC sold shares of 22 stocks and completely divested from 5 stocks this quarter.Largest Holdings AbbVie $62,544,867FS KKR Capital $37,387,454Abbott Laboratories $31,259,560MidCap Financial Investment $8,340,996Apollo Commercial Real Estate Finance $8,108,661 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $825,494 Holding337738108 - Fiserv $359,290 Holding893641100 - TransDigm Group $336,139 Holding532457108 - Eli Lilly and Company $309,718 Holding580135101 - McDonald's $284,887 Holding Largest Purchases this Quarter MidCap Financial Investment 505,807 shares (about $6.50M)Apollo Commercial Real Estate Finance 158,200 shares (about $1.51M)Ares Commercial Real Estate 234,258 shares (about $1.08M)iShares 0-3 Month Treasury Bond ETF 8,200 shares (about $825.49K)Apple 2,700 shares (about $599.75K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 33,400 shares (about $2.82M)EATON VANCE LIMITED DURATION 163,448 shares (about $1.63M)International Business Machines 1,096 shares (about $272.53K)AbbVie 1,137 shares (about $238.22K)EATON VANCE MUN BD FD 20,835 shares (about $207.72K) 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$62,544,867$238,224 ▼-0.4%298,51525.3%MedicalFSKFS KKR Capital$37,387,454$405,739 ▲1.1%1,784,60415.1%FinanceABTAbbott Laboratories$31,259,560$192,873 ▲0.6%235,65412.6%MedicalMFICMidCap Financial Investment$8,340,996$6,504,678 ▲354.2%648,6003.4%FinanceARIApollo Commercial Real Estate Finance$8,108,661$1,513,974 ▲23.0%847,3003.3%FinanceACNAccenture$4,657,197$29,332 ▲0.6%14,9251.9%Computer and TechnologyEATON VANCE LIMITED DURATION$4,550,966$1,631,210 ▼-26.4%456,0091.8%COMACREAres Commercial Real Estate$4,460,935$1,084,614 ▲32.1%963,4851.8%FinanceMQYBlackRock MuniYield Quality Fund$4,250,730$245,910 ▲6.1%363,0001.7%FinanceGBDCGolub Capital BDC$4,068,118$419,378 ▲11.5%268,7001.6%FinancePALANTIR TECHNOLOGIES INC$3,871,850$2,818,960 ▼-42.1%45,8751.6%CL AAAPLApple$3,836,853$599,751 ▲18.5%17,2731.6%Computer and TechnologyGPMTGranite Point Mortgage Trust$3,811,415$547,061 ▲16.8%1,465,9291.5%FinanceBXMTBlackstone Mortgage Trust$3,805,980$140,000 ▲3.8%190,2991.5%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$3,438,400$71,590 ▲2.1%307,0001.4%Financial ServicesIDXXIDEXX Laboratories$3,408,314$32,336 ▲1.0%8,1161.4%MedicalGDXJVanEck Junior Gold Miners ETF$2,543,741$102,960 ▲4.2%44,4711.0%ETFVTVanguard Total World Stock ETF$2,466,543$50,787 ▲2.1%21,2721.0%ETFMSFTMicrosoft$2,268,483$549,196 ▲31.9%6,0430.9%Computer and TechnologyEATON VANCE MUN BD FD$1,946,682$207,725 ▼-9.6%195,2540.8%COMAMZNAmazon.com$1,852,371$434,744 ▲30.7%9,7360.7%Retail/WholesaleGRAYSCALE BITCOIN TRUST ETF$1,785,0060.0%27,3900.7%SHS REP COM UTRITMRithm Capital$1,564,288$137,400 ▼-8.1%136,6190.6%FinanceVTIVanguard Total Stock Market ETF$1,500,981$32,983 ▲2.2%5,4610.6%ETFORCLOracle$1,396,9820.0%9,9920.6%Computer and TechnologyAMLPAlerian MLP ETF$1,367,7360.0%26,3330.6%ETFBLWBlackRock Limited Duration Income Trust$1,346,665$70,700 ▼-5.0%95,2380.5%Financial ServicesIVViShares Core S&P 500 ETF$1,309,227$347,254 ▲36.1%2,3300.5%ETFNADNuveen Quality Municipal Income Fund$1,267,200$166,118 ▼-11.6%110,0000.5%Financial ServicesBPBP$1,180,890$153,744 ▲15.0%34,9480.5%EnergySPYSPDR S&P 500 ETF Trust$1,127,789$8,951 ▲0.8%2,0160.5%FinanceNKENIKE$1,045,5160.0%16,4700.4%Consumer DiscretionaryKYNKayne Anderson Energy Infrastructure Fund$1,014,056$70,719 ▲7.5%79,0380.4%Financial ServicesKMIKinder Morgan$948,565$26,447 ▼-2.7%33,2480.4%EnergyKREFKKR Real Estate Finance Trust$932,040$118,800 ▲14.6%86,3000.4%FinanceQQQInvesco QQQ$865,157$13,130 ▼-1.5%1,8450.4%FinanceVOOVanguard S&P 500 ETF$863,369$269,803 ▲45.5%1,6800.3%ETFSCHXSchwab US Large-Cap ETF$855,6880.0%38,7540.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$825,494$825,494 ▲New Holding8,2000.3%ETFRSPInvesco S&P 500 Equal Weight ETF$700,156$55,084 ▲8.5%4,0420.3%ETFNEUBERGER BERMAN MUN FD INC$686,400$198,162 ▼-22.4%66,0000.3%COMGOOGLAlphabet$664,644$47,320 ▼-6.6%4,2980.3%Computer and TechnologyMETAMeta Platforms$662,815$186,165 ▲39.1%1,1500.3%Computer and TechnologyGDXVanEck Gold Miners ETF$648,8210.0%14,1140.3%ETFSHELShell$629,109$47,632 ▲8.2%8,5850.3%EnergyPDIPIMCO Dynamic Income Fund$593,019$1,089 ▲0.2%29,9500.2%Financial ServicesPANWPalo Alto Networks$580,176$204,768 ▲54.5%3,4000.2%Computer and TechnologyCOINCoinbase Global$516,690$103,338 ▼-16.7%3,0000.2%FinanceVONGVanguard Russell 1000 Growth ETF$497,955$52,524 ▲11.8%5,3660.2%ETFVWOVanguard FTSE Emerging Markets ETF$493,5150.0%10,9040.2%ETFETHEGrayscale Ethereum Trust (ETH)$483,996$4,566 ▲1.0%31,8000.2%MiscellaneousPFEPfizer$474,791$101,942 ▲27.3%18,7370.2%MedicalVXUSVanguard Total International Stock ETF$474,134$145,935 ▼-23.5%7,6350.2%ETFVUGVanguard Growth ETF$466,4920.0%1,2580.2%ETFNVDANVIDIA$460,832$107,513 ▲30.4%4,2520.2%Computer and TechnologyBXBlackstone$447,296$38,579 ▲9.4%3,2000.2%FinanceNTRSNorthern Trust$421,7290.0%4,2750.2%FinanceHDHome Depot$420,364$73,298 ▲21.1%1,1470.2%Retail/WholesaleQCOMQUALCOMM$419,8160.0%2,7330.2%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$419,562$54,005 ▼-11.4%11,4980.2%SHS NEWJNJJohnson & Johnson$396,026$41,958 ▲11.9%2,3880.2%MedicalJPMJPMorgan Chase & Co.$387,580$124,124 ▲47.1%1,5800.2%FinanceBROOKFIELD RENEWABLE CORP$376,9200.0%13,5000.2%CL A EX SUB VTGXOMExxon Mobil$374,164$80,280 ▲27.3%3,1460.2%EnergyFIFiserv$359,290$359,290 ▲New Holding1,6270.1%Business ServicesVVisa$346,2540.0%9880.1%Business ServicesVIGVanguard Dividend Appreciation ETF$346,187$116,559 ▲50.8%1,7850.1%ETFTDGTransDigm Group$336,139$336,139 ▲New Holding2430.1%AerospaceSCHDSchwab US Dividend Equity ETF$333,872$21,362 ▲6.8%11,9410.1%ETFCEGConstellation Energy$332,891$136,100 ▼-29.0%1,6510.1%EnergyVIGIVanguard International Dividend Appreciation ETF$329,317$25,791 ▲8.5%3,9710.1%ETFVGTVanguard Information Technology ETF$318,919$124,747 ▲64.2%5880.1%ETFLLYEli Lilly and Company$309,718$309,718 ▲New Holding3750.1%MedicalSAPSAP$285,889$1,342 ▼-0.5%1,0650.1%Computer and TechnologyMCDMcDonald's$284,887$284,887 ▲New Holding9120.1%Retail/WholesaleHEDJWisdomTree Europe Hedged Equity Fund$284,0250.0%5,9820.1%FinanceVGKVanguard FTSE Europe ETF$283,019$70 ▲0.0%4,0310.1%ETFDSLDoubleLine Income Solutions Fund$276,2850.0%21,9100.1%Financial ServicesIBMInternational Business Machines$274,769$272,531 ▼-49.8%1,1050.1%Computer and TechnologyELVElevance Health$274,460$274,460 ▲New Holding6310.1%MedicalCRMSalesforce$267,8230.0%9980.1%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$259,7570.0%3,5250.1%ETFXLEEnergy Select Sector SPDR Fund$258,7630.0%2,7690.1%ETFSUSuncor Energy$253,5390.0%6,5480.1%EnergyBIIBBiogen$247,9540.0%1,8120.1%MedicalBLACKROCK INC$246,085$23,662 ▲10.6%2600.1%COMVYMVanguard High Dividend Yield ETF$245,0240.0%1,9000.1%ETFCVXChevron$243,407$6,022 ▼-2.4%1,4550.1%EnergyICLNiShares Global Clean Energy ETF$231,735$15,417 ▼-6.2%20,2920.1%ETFMGKVanguard Mega Cap Growth ETF$231,660$69,498 ▼-23.1%7500.1%ETFGLDSPDR Gold Shares$231,376$231,376 ▲New Holding8030.1%FinanceLINDE PLC$228,1640.0%4900.1%SHSOKEONEOK$225,031$225,031 ▲New Holding2,2680.1%EnergyIWMiShares Russell 2000 ETF$223,628$119,694 ▼-34.9%1,1210.1%FinanceNVSNovartis$221,957$221,957 ▲New Holding1,9910.1%MedicalMAMastercard$221,440$221,440 ▲New Holding4040.1%Business ServicesMDTMedtronic$216,742$216,742 ▲New Holding2,4120.1%MedicalETEnergy Transfer$211,352$130 ▲0.1%11,3690.1%EnergyNFLXNetflix$209,819$209,819 ▲New Holding2250.1%Consumer DiscretionaryINTCIntel$209,568$140,802 ▼-40.2%9,2280.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
