CURA WEALTH ADVISORS, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$261.7M

Holdings

126

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (126 positions)

StockValue
ABBVABBVIE INC
$65.8M
FSKFS KKR CAP CORP
$37.3M
ABTABBOTT LABS
$30.4M
ARIAPOLLO COML REAL EST FIN INC
$8.4M
MFICMIDCAP FINANCIAL INVSTMNT CO
$7.4M
GPMTGRANITE PT MTG TR INC
$5.4M
VTVANGUARD INTL EQUITY INDEX F
$5.0M
ACREARES COML REAL ESTATE CORP
$4.8M
GDXJVANECK ETF TRUST
$4.2M
MQYBLACKROCK MUNIYILD QULT FD I
$4.2M
AAPLAPPLE INC
$4.0M
ACNACCENTURE PLC IRELAND
$3.6M
XNEAXNUVEEN AMT FREE QLTY MUN INC
$3.5M
BXMTBLACKSTONE MTG TR INC
$3.4M
MSFTMICROSOFT CORP
$3.2M
GBDCGOLUB CAP BDC INC
$3.2M
NVDANVIDIA CORPORATION
$3.2M
SGOVISHARES TR
$2.8M
GBTCGRAYSCALE BITCOIN TRUST ETF
$2.5M
VTIVANGUARD INDEX FDS
$2.3M
PLTRPALANTIR TECHNOLOGIES INC
$2.2M
EIMEATON VANCE MUN BD FD
$2.1M
ORCLORACLE CORP
$2.1M
IDXXIDEXX LABS INC
$2.0M
AMZNAMAZON COM INC
$1.7M
IVVISHARES TR
$1.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.4M
AMLPALPS ETF TR
$1.4M
VOOVANGUARD INDEX FDS
$1.3M
NADNUVEEN QUALITY MUNCP INCOME
$1.3M
ETHEGRAYSCALE ETHEREUM TRUST ETF
$1.1M
GOOGLALPHABET INC
$1.0M
SCHXSCHWAB STRATEGIC TR
$1.0M
COINCOINBASE GLOBAL INC
$1.0M
GDXVANECK ETF TRUST
$1.0M
KYNKAYNE ANDERSON ENERGY INFRST
$977K
METAMETA PLATFORMS INC
$972K
BPBP PLC
$950K
SPYSPDR S&P 500 ETF TR
$941K
KREFKKR REAL ESTATE FIN TR INC
$888K
NDQINVESCO QQQ TR
$852K
NKENIKE INC
$769K
SHELSHELL PLC
$763K
VWOVANGUARD INTL EQUITY INDEX F
$756K
KMIKINDER MORGAN INC DEL
$719K
NBHNEUBERGER BERMAN MUN FD INC
$702K
VONGVANGUARD SCOTTSDALE FDS
$643K
VUGVANGUARD INDEX FDS
$620K
RSPINVESCO EXCHANGE TRADED FD T
$617K
PDIPIMCO DYNAMIC INCOME FD
$606K
XEVVXEATON VANCE LIMITED DURATION
$593K
JPMJPMORGAN CHASE & CO.
$590K
PANWPALO ALTO NETWORKS INC
$576K
NTRSNORTHERN TR CORP
$552K
VXUSVANGUARD STAR FDS
$536K
BTCGRAYSCALE BITCOIN MINI TR ET
$510K
PFEPFIZER INC
$504K
JNJJOHNSON & JOHNSON
$504K
BEPCBROOKFIELD RENEWABLE CORP
$461K
SCHDSCHWAB STRATEGIC TR
$453K
VGTVANGUARD WORLD FD
$439K
LLYELI LILLY & CO
$436K
QDTEROUNDHILL ETF TRUST
$405K
HDHOME DEPOT INC
$401K
VIGVANGUARD SPECIALIZED FUNDS
$397K
XDTEROUNDHILL ETF TRUST
$381K
CEGCONSTELLATION ENERGY CORP
$379K
BXBLACKSTONE INC
$367K
GOOGALPHABET INC
$359K
VVISA INC
$354K
HIMSHIMS & HERS HEALTH INC
$340K
VGKVANGUARD INTL EQUITY INDEX F
$326K
ICLNISHARES TR
$317K
OXLCOXFORD LANE CAP CORP
$309K
VEAVANGUARD TAX-MANAGED FDS
$308K
T7DTRANSDIGM GROUP INC
$307K
HEDJWISDOMTREE TR
$301K
NFLXNETFLIX INC
$301K
VYMIVANGUARD WHITEHALL FDS
$298K
XOMEXXON MOBIL CORP
$297K
ANETARISTA NETWORKS INC
$297K
AVGOBROADCOM INC
$296K
CRMSALESFORCE INC
$292K
GEGE AEROSPACE
$292K
ACWIISHARES TR
$289K
VRTXVERTEX PHARMACEUTICALS INC
$287K
GQ9SPDR GOLD TR
$287K
SAPSAP SE
$285K
VIGIVANGUARD WHITEHALL FDS
$285K
INTCINTEL CORP
$283K
HWMHOWMET AEROSPACE INC
$272K
SUSUNCOR ENERGY INC NEW
$271K
VYMVANGUARD WHITEHALL FDS
$268K
CVXCHEVRON CORP NEW
$264K
PGPROCTER AND GAMBLE CO
$263K
RBRKRUBRIK INC.
$263K
MDTMEDTRONIC PLC
$256K
NVSNNOVARTIS AG
$255K
TAT&T INC
$254K
VRTVERTIV HOLDINGS CO
$251K
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