Cura-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", "BEPC", "ARI", "ACN", "ABT", "ABBV", "VONG", "GOOGL", "GDXJ", "BLK", "MFIC", "BLW", "EIM", "NAD", "PDI", "ACRE", "HD", "MCD", "EVV", "QCOM", null, "ABUS", null, "META", "NBH", "OXLC", "KMI", "LIN", "MA", "MDT", "MSFT", "NTRS", "NVS", "BX", "ORCL", "OKE", null, "PANW", "GBDC", "IVV", "AAPL", "SPY", "NVDA", "INTC", "PLTR", "PFE", null, "SCHX", "SHEL", "GLD", "SAP", null, "RITM", "BP", "IBM", "TXN", "TDG", "AGNC", null, "VWO", "KYN", "DSL", "VIG", "SU", "FSK", "VYM", "GPMT", "FI", "KREF", "IDXX", "VIGI", "AMZN", "NEA", "VGT", "VUG", "VGK", "VYMI", "MGK", "VXUS", "VT", "VOO", "V", null, "SCHD", "ET", "BIIB", null, "CRM", "BXMT", "MQY", "CVX", "COIN", "CEG", "DBI", "RSP", "NKE", "QQQ", "IWM", "ELV", "XOM", "JNJ", "LLY", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified97 identified8 unidentified
Holdings
105 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.1K | QoQ NEW(+1.1K) YoY- | All Managers (Combined) | $203.6K | QoQ NEW(+$203.6K) YoY- | |
20.0K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $191.6K | YoY- | |
40.0K | YoY- | All Managers (Combined) | $188.8K | YoY- | |
15.0K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $52.4K | YoY- | |
14.1K | QoQ NEW(+14.1K) YoY- | All Managers (Combined) | $51.5K | QoQ NEW(+$51.5K) YoY- |