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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JOHNSON & JOHNSON
Shares:2.4K
Value:$396.0K
JPMORGAN CHASE & CO
Shares:1.6K
Value:$387.6K
Brookfield Renewable Corp
Shares:13.5K
Value:$376.9K
EXXON MOBIL CORP
Shares:3.1K
Value:$374.2K
FISERV INC
Shares:1.6K
Value:$359.3K
VISA INC.
Shares:988
Value:$346.3K
921908844
Shares:1.8K
Value:$346.2K
TransDigm Group INC
Shares:243
Value:$336.1K
808524797
Shares:11.9K
Value:$333.9K
Constellation Energy Corp
Shares:1.7K
Value:$332.9K
921946810
Shares:4.0K
Value:$329.3K
92204A702
Shares:588
Value:$318.9K
ELI LILLY & Co
Shares:375
Value:$309.7K
Shares:1.1K
Value:$285.9K
MCDONALDS CORP
Shares:912
Value:$284.9K
97717X701
Shares:6.0K
Value:$284.0K
922042874
Shares:4.0K
Value:$283.0K
DoubleLine Income Solutions Fund
Shares:21.9K
Value:$276.3K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:1.1K
Value:$274.8K
Elevance Health, Inc.
Shares:631
Value:$274.5K