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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Page 5 of 6
Salesforce, Inc.
Shares:998
Value:$267.8K
921946794
Shares:3.5K
Value:$259.8K
81369Y506
Shares:2.8K
Value:$258.8K
SUNCOR ENERGY INC
Shares:6.5K
Value:$253.5K
BIOGEN INC.
Shares:1.8K
Value:$248.0K
BlackRock, Inc.
Shares:260
Value:$246.1K
921946406
Shares:1.9K
Value:$245.0K
CHEVRON CORP
Shares:1.5K
Value:$243.4K
464288224
Shares:20.3K
Value:$231.7K
921910816
Shares:750
Value:$231.7K
SPDR GOLD TRUST
Shares:803
Value:$231.4K
LINDE PLC
Shares:490
Value:$228.2K
ONEOK INC /NEW/
Shares:2.3K
Value:$225.0K
464287655
Shares:1.1K
Value:$223.6K
NOVARTIS AG
Shares:2.0K
Value:$222.0K
Mastercard Inc
Shares:404
Value:$221.4K
Medtronic plc
Shares:2.4K
Value:$216.7K
Energy Transfer LP
Shares:11.4K
Value:$211.4K
NETFLIX INC
Shares:225
Value:$209.8K
INTEL CORP
Shares:9.2K
Value:$209.6K