Cura Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Cura Wealth Advisors, LLCInvestment ActivityCura Wealth Advisors, LLC has $223.45 million in total holdings as of March 31, 2026.Cura Wealth Advisors, LLC owns shares of 126 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.46% of the portfolio was purchased this quarter.About 10.49% of the portfolio was sold this quarter.This quarter, Cura Wealth Advisors, LLC has purchased 141 new stocks and bought additional shares in 32 stocks.Cura Wealth Advisors, LLC sold shares of 49 stocks and completely divested from 28 stocks this quarter.Largest Holdings AbbVie $63,720,895Abbott Laboratories $23,575,774FS KKR Capital $23,057,027MidCap Financial Investment $6,900,438Vanguard Total World Stock ETF $5,568,701 Largest New Holdings this Quarter 29446M102 - Equinor ASA $300,464 Holding78463X541 - SPDR S&P Global Natural Resources ETF $298,680 Holding81369Y506 - Energy Select Sector SPDR Fund $258,241 Holding92537N108 - Vertiv $255,592 Holding539830109 - Lockheed Martin $248,023 Holding Largest Purchases this Quarter AbbVie 11,157 shares (about $2.43M)Vanguard Total Stock Market ETF 2,218 shares (about $711.55K)Vanguard Total International Stock ETF 7,805 shares (about $601.85K)Equinor ASA 7,120 shares (about $300.46K)SPDR S&P Global Natural Resources ETF 4,000 shares (about $298.68K) Largest Sales this Quarter Apollo Commercial Real Estate Finance 386,000 shares (about $4.08M)Blackstone Mortgage Trust 155,210 shares (about $2.97M)Golub Capital BDC 127,500 shares (about $1.61M)Amazon.com 6,028 shares (about $1.26M)Apple 4,070 shares (about $1.03M) 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$63,720,895$2,426,537 ▲4.0%292,98328.5%MedicalABTAbbott Laboratories$23,575,774$180,083 ▲0.8%229,62710.6%MedicalFSKFS KKR Capital$23,057,027$818,900 ▼-3.4%2,264,93410.3%FinanceMFICMidCap Financial Investment$6,900,438$314,720 ▼-4.4%613,9183.1%FinanceVTVanguard Total World Stock ETF$5,568,701$25,174 ▲0.5%40,2602.5%ETFARIApollo Commercial Real Estate Finance$4,617,180$4,076,160 ▼-46.9%437,2332.1%FinanceGDXJVanEck Junior Gold Miners ETF$4,537,091$345,360 ▼-7.1%37,7962.0%ETFACREAres Commercial Real Estate$4,346,887$7,070 ▼-0.2%905,6011.9%FinanceAAPLApple$3,703,742$1,032,906 ▼-21.8%14,5941.7%Computer and TechnologyNEANuveen AMT-Free Quality Municipal Income Fund$3,391,460$56,150 ▼-1.6%302,0001.5%Financial ServicesVTIVanguard Total Stock Market ETF$3,136,872$711,555 ▲29.3%9,7781.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,970,376$49,323 ▲1.7%29,5091.3%ETFMQYBlackRock MuniYield Quality Fund$2,964,600$10,980 ▼-0.4%270,0001.3%FinanceACNAccenture$2,809,769$7,733 ▲0.3%14,1701.3%Computer and TechnologyGPMTGranite Point Mortgage Trust$2,762,363$15,097 ▲0.5%1,905,0781.2%FinanceEATON VANCE MUN BD FD$2,483,036$97,700 ▲4.1%254,1491.1%COMAMLPAlerian MLP ETF$2,255,624$1,316 ▲0.1%42,8501.0%ETFMSFTMicrosoft$2,238,124$296,886 ▼-11.7%6,0461.0%Computer and TechnologyIVViShares Core S&P 500 ETF$1,684,7980.0%2,5790.8%ETFGBDCGolub Capital BDC$1,521,732$1,614,150 ▼-51.5%120,2000.7%FinanceNVDANVIDIA$1,519,821$132,014 ▼-8.0%8,7150.7%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$1,439,820$5,276 ▼-0.4%27,2900.6%SHS REP COM UTBRK.BBerkshire Hathaway$1,397,339$60,379 ▼-4.1%2,9160.6%FinanceAMZNAmazon.com$1,389,209$1,255,495 ▼-47.5%6,6700.6%Retail/WholesaleVOOVanguard S&P 500 ETF$1,358,640$22,106 ▲1.7%2,2740.6%ETFBPBP$1,297,8100.0%27,6130.6%EnergyGOOGLAlphabet$1,278,660$216,225 ▼-14.5%4,4470.6%Computer and TechnologyNADNuveen Quality Municipal Income Fund$1,265,0000.0%110,0000.6%Financial ServicesGDXVanEck Gold Miners ETF$1,212,6490.0%13,2140.5%ETFPALANTIR TECHNOLOGIES INC$1,211,158$278,947 ▼-18.7%8,2800.5%CL AVXUSVanguard Total International Stock ETF$1,207,487$601,854 ▲99.4%15,6590.5%ETFIDXXIDEXX Laboratories$1,173,1660.0%2,0880.5%MedicalKYNKayne Anderson Energy Infrastructure Fund$1,128,158$143 ▲0.0%79,0030.5%Financial ServicesDUKDuke Energy$1,127,767$8,904 ▲0.8%8,6130.5%UtilitiesJPMORGAN CHASE FINL CO LLC$1,093,8990.0%31,6430.5%CAL LKD 44METAMeta Platforms$1,070,846$105,826 ▼-9.0%1,8720.5%Computer and TechnologyORCLOracle$1,050,802$43,691 ▼-4.0%7,1430.5%Computer and TechnologySCHXSchwab US Large-Cap ETF$992,627$1,026 ▼-0.1%38,7140.4%ETFSHELShell$989,148$1,581 ▼-0.2%10,6360.4%EnergySPYSPDR S&P 500 ETF Trust$938,757$11,060 ▲1.2%1,4430.4%FinanceKMIKinder Morgan$825,5760.0%24,6220.4%EnergyQQQInvesco QQQ$824,909$38,099 ▼-4.4%1,4290.4%FinanceVWOVanguard FTSE Emerging Markets ETF$757,5470.0%14,0160.3%ETFJNJJohnson & Johnson$731,233$2,934 ▲0.4%2,9910.3%MedicalNEUBERGER MUN FD INC$690,2000.0%68,0000.3%COMRSPInvesco S&P 500 Equal Weight ETF$688,320$1,152 ▲0.2%3,5860.3%ETFVONGVanguard Russell 1000 Growth ETF$664,182$17,660 ▲2.7%6,0550.3%ETFVUGVanguard Growth ETF$628,997$20,530 ▲3.4%1,4400.3%ETFBXMTBlackstone Mortgage Trust$618,545$2,972,272 ▼-82.8%32,3000.3%FinanceKREFKKR Real Estate Finance Trust$615,152$961 ▼-0.2%100,5150.3%FinanceVYMIVanguard International High Dividend Yield ETF$607,848$275,652 ▲83.0%6,4500.3%ETFNKENIKE$606,809$2,324 ▼-0.4%11,4880.3%Consumer DiscretionaryJPMJPMorgan Chase & Co.$589,766$154,722 ▼-20.8%2,0050.3%FinanceVYMVanguard High Dividend Yield ETF$577,590$296,200 ▲105.3%3,9000.3%ETFNTRSNorthern Trust$572,0970.0%4,0990.3%FinancePFEPfizer$560,849$1,488 ▲0.3%19,9730.3%MedicalPDIPIMCO Dynamic Income Fund$535,269$7,956 ▲1.5%31,2840.2%Financial ServicesBROOKFIELD RENEWABLE CORP$533,1250.0%13,3850.2%CL A EX SUB VTGLLYEli Lilly and Company$523,834$272,945 ▼-34.3%5700.2%MedicalXOMExxonMobil$515,494$5,090 ▼-1.0%3,0380.2%EnergyGOOGAlphabet$512,265$1,147 ▼-0.2%1,7860.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$511,704$1,381 ▲0.3%16,6790.2%ETFGRAYSCALE ETHEREUM STAKING E$508,686$34,140 ▼-6.3%29,8000.2%SHSCOINCoinbase Global$473,717$698 ▲0.1%2,7130.2%FinancePANWPalo Alto Networks$437,805$95,384 ▼-17.9%2,7310.2%Computer and TechnologySUSuncor Energy$423,5010.0%6,4060.2%EnergyVIGVanguard Dividend Appreciation ETF$413,4120.0%1,9220.2%ETFVGTVanguard Information Technology ETF$410,2590.0%5880.2%ETFVEAVanguard FTSE Developed Markets ETF$409,193$57,156 ▲16.2%6,3860.2%ETFVVisa$373,177$32,936 ▲9.7%1,2350.2%Business ServicesEVERGY INC$365,305$3,113 ▲0.9%4,4590.2%COMAVGOBroadcom$353,696$303,875 ▼-46.2%1,1430.2%Computer and TechnologyICLNiShares Global Clean Energy ETF$347,5100.0%19,0000.2%ETFGLDSPDR Gold Shares$346,8140.0%8060.2%FinanceCVXChevron$343,0400.0%1,6580.2%EnergyVRTXVertex Pharmaceuticals$339,2610.0%7600.2%MedicalCEGConstellation Energy$328,617$139,879 ▼-29.9%1,1770.1%EnergyINTCIntel$325,8560.0%7,3840.1%Computer and TechnologyEATON VANCE LIMITED DURATION$325,078$89,803 ▼-21.6%34,4000.1%COMHDHome Depot$324,542$69,051 ▼-17.5%9870.1%Retail/WholesaleVGKVanguard FTSE Europe ETF$322,384$14,013 ▼-4.2%3,9110.1%ETFHWMHowmet Aerospace$319,418$308,356 ▼-49.1%1,3860.1%AerospaceROUNDHILL ETF TRUST$316,6000.0%8,6220.1%S&P 500 ODTE COVMCDMcDonald's$316,164$622 ▲0.2%1,0170.1%Retail/WholesaleSLBSLB$315,4830.0%6,1390.1%EnergyMRKMerck & Co., Inc.$313,934$70,605 ▼-18.4%2,6100.1%MedicalHEDJWisdomTree Europe Hedged Equity Fund$312,8590.0%5,9820.1%FinanceLINDE PLC$307,953$13,389 ▲4.5%6210.1%SHSEQNREquinor ASA$300,464$300,464 ▲New Holding7,1200.1%EnergyGNRSPDR S&P Global Natural Resources ETF$298,680$298,680 ▲New Holding4,0000.1%ETFACWIiShares MSCI ACWI ETF$285,788$4,152 ▼-1.4%2,0650.1%ManufacturingNVSNovartis$284,573$611 ▼-0.2%1,8630.1%MedicalVIGIVanguard International Dividend Appreciation ETF$282,288$531 ▲0.2%3,1910.1%ETFETEnergy Transfer$280,836$849 ▲0.3%14,5510.1%EnergyCRMSalesforce$270,863$21,654 ▼-7.4%1,4510.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$258,241$258,241 ▲New Holding4,2150.1%ETFVRTVertiv$255,592$255,592 ▲New Holding1,0200.1%Computer and TechnologyBXBlackstone$248,928$37,598 ▼-13.1%2,1650.1%FinanceLMTLockheed Martin$248,023$248,023 ▲New Holding4100.1%AerospaceIXCiShares Global Energy ETF$247,723$247,723 ▲New Holding4,3000.1%ETFShowing 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 Email Me a Login Link 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.
