CURA WEALTH ADVISORS, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$250.1M
Holdings
116
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (116 positions)
| Stock | Value |
|---|---|
ABBVABBVIE INC | $58.0M |
FSKFS KKR CAP CORP | $37.2M |
ABTABBOTT LABS | $31.7M |
MFICMIDCAP FINANCIAL INVSTMNT CO | $8.9M |
ARIAPOLLO COML REAL EST FIN INC | $8.3M |
ACREARES COML REAL ESTATE CORP | $4.7M |
XEVVXEATON VANCE LIMITED DURATION | $4.5M |
ACNACCENTURE PLC IRELAND | $4.4M |
GPMTGRANITE PT MTG TR INC | $4.1M |
MQYBLACKROCK MUNIYILD QULT FD I | $4.0M |
PLTRPALANTIR TECHNOLOGIES INC | $3.7M |
GBDCGOLUB CAP BDC INC | $3.7M |
BXMTBLACKSTONE MTG TR INC | $3.6M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $3.4M |
GDXJVANECK ETF TRUST | $3.0M |
AAPLAPPLE INC | $3.0M |
VTVANGUARD INTL EQUITY INDEX F | $3.0M |
MSFTMICROSOFT CORP | $2.9M |
SGOVISHARES TR | $2.9M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $2.3M |
VTIVANGUARD INDEX FDS | $2.3M |
ORCLORACLE CORP | $2.2M |
IDXXIDEXX LABS INC | $2.1M |
EIMEATON VANCE MUN BD FD | $2.1M |
IVVISHARES TR | $1.6M |
AMZNAMAZON COM INC | $1.6M |
BLWBLACKROCK LTD DURATION INCOM | $1.4M |
AMLPALPS ETF TR | $1.3M |
RITMRITHM CAPITAL CORP | $1.2M |
NADNUVEEN QUALITY MUNCP INCOME | $1.2M |
VOOVANGUARD INDEX FDS | $1.1M |
NKENIKE INC | $1.1M |
BPBP PLC | $1.1M |
COINCOINBASE GLOBAL INC | $1.1M |
KYNKAYNE ANDERSON ENERGY INFRST | $1.0M |
SCHXSCHWAB STRATEGIC TR | $947K |
SPYSPDR S&P 500 ETF TR | $872K |
METAMETA PLATFORMS INC | $856K |
KMIKINDER MORGAN INC DEL | $830K |
KREFKKR REAL ESTATE FIN TR INC | $792K |
NDQINVESCO QQQ TR | $778K |
NVDANVIDIA CORPORATION | $752K |
GDXVANECK ETF TRUST | $735K |
GOOGLALPHABET INC | $708K |
VWOVANGUARD INTL EQUITY INDEX F | $689K |
PDIPIMCO DYNAMIC INCOME FD | $672K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $663K |
NBHNEUBERGER BERMAN MUN FD INC | $649K |
SHELSHELL PLC | $604K |
RSPINVESCO EXCHANGE TRADED FD T | $590K |
PANWPALO ALTO NETWORKS INC | $573K |
VONGVANGUARD SCOTTSDALE FDS | $572K |
VUGVANGUARD INDEX FDS | $567K |
NTRSNORTHERN TR CORP | $542K |
BTCGRAYSCALE BITCOIN MINI TR ET | $534K |
VXUSVANGUARD STAR FDS | $500K |
JPMJPMORGAN CHASE & CO. | $458K |
CEGCONSTELLATION ENERGY CORP | $444K |
BEPCBROOKFIELD RENEWABLE CORP | $438K |
SCHDSCHWAB STRATEGIC TR | $438K |
QDTEROUNDHILL ETF TRUST | $404K |
VGTVANGUARD WORLD FD | $390K |
OXLCLOXFORD LANE CAP CORP | $383K |
PFEPFIZER INC | $382K |
XDTEROUNDHILL ETF TRUST | $381K |
HDHOME DEPOT INC | $373K |
VIGVANGUARD SPECIALIZED FUNDS | $365K |
JNJJOHNSON & JOHNSON | $365K |
T7DTRANSDIGM GROUP INC | $354K |
VVISA INC | $349K |
LLYELI LILLY & CO | $329K |
SAPSAP SE | $316K |
VGKVANGUARD INTL EQUITY INDEX F | $313K |
BXBLACKSTONE INC | $311K |
NFLXNETFLIX INC | $303K |
HIMSHIMS & HERS HEALTH INC | $299K |
HEDJWISDOMTREE TR | $288K |
RBRKRUBRIK INC. | $287K |
VIGIVANGUARD WHITEHALL FDS | $286K |
VYMIVANGUARD WHITEHALL FDS | $282K |
CRMSALESFORCE INC | $272K |
ICLNISHARES TR | $269K |
DSLDOUBLELINE INCOME SOLUTIONS | $268K |
MCDMCDONALDS CORP | $266K |
XOMEXXON MOBIL CORP | $262K |
VRTXVERTEX PHARMACEUTICALS INC | $256K |
TAT&T INC | $254K |
VYMVANGUARD WHITEHALL FDS | $253K |
HWMHOWMET AEROSPACE INC | $249K |
VEAVANGUARD TAX-MANAGED FDS | $248K |
TXNTEXAS INSTRS INC | $246K |
SUSUNCOR ENERGY INC NEW | $245K |
GQ9SPDR GOLD TR | $245K |
TSLATESLA INC | $241K |
GOOGALPHABET INC | $239K |
BABOEING CO | $239K |
XLESELECT SECTOR SPDR TR | $235K |
CCIFCARLYLE CREDIT INCOME FUND | $231K |
IBMINTERNATIONAL BUSINESS MACHS | $231K |
NVSNNOVARTIS AG | $231K |
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