Cura-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
105
Total Value
247122327
Accession Number
0002056729-25-000002
Form Type
13F-HR
Manager Name
Cura-Wealth-Advisors
Data Enrichment
92% identified
97 identified8 unidentified

Holdings

105 positions
Manager:
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NEUBERGER BERMAN MUNICIPAL FUND INC.
Shares:66.0K
Value:$686.4K
Alphabet Inc.
Shares:4.3K
Value:$664.6K
Meta Platforms, Inc.
Shares:1.1K
Value:$662.8K
92189F106
Shares:14.1K
Value:$648.8K
Shell plc
Shares:8.6K
Value:$629.1K
PIMCO Dynamic Income Fund
Shares:29.9K
Value:$593.0K
Palo Alto Networks Inc
Shares:3.4K
Value:$580.2K
Coinbase Global, Inc.
Shares:3.0K
Value:$516.7K
92206C680
Shares:5.4K
Value:$498.0K
922042858
Shares:10.9K
Value:$493.5K
389638107
Shares:31.8K
Value:$484.0K
PFIZER INC
Shares:18.7K
Value:$474.8K
921909768
Shares:7.6K
Value:$474.1K
922908736
Shares:1.3K
Value:$466.5K
NVIDIA CORP
Shares:4.3K
Value:$460.8K
Blackstone Inc.
Shares:3.2K
Value:$447.3K
NORTHERN TRUST CORP
Shares:4.3K
Value:$421.7K
HOME DEPOT, INC.
Shares:1.1K
Value:$420.4K
QUALCOMM INC/DE
Shares:2.7K
Value:$419.8K
389930207
Shares:11.5K
Value:$419.6K