CIK 2056729
CURA WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
141
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–141 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| BITW | BITWISE 10 CRYPTO INDEX ETF | 5K | $100K–$500K | SH |
| OXLC | OXFORD LANE CAP CORP | 18K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| SAP | SAP SE | 1K | $100K–$500K | SH |
| LIN | LINDE PLC | 594 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| RBRK | RUBRIK INC. | 3K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 827 | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 274 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 15K | $100K–$500K | SH |
| SLB | SLB LIMITED | 6K | $100K–$500K | SH |
| TSLA | TESLA INC | 522 | $100K–$500K | SH |
| CB | CHUBB LIMITED | 748 | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| IWM | ISHARES TR | 921 | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 7K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 250 | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 2K | $100K–$500K | SH |
| OKTA | OKTA INC | 3K | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 6K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 100 | $100K–$500K | SH |
| EXC | EXELON CORP | 5K | $100K–$500K | SH |
| HIMS | HIMS & HERS HEALTH INC | 7K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 500 | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 17K | $100K–$500K | SH |
| MSDL | MORGAN STANLEY DIRECT LENDIN | 10K | $100K–$500K | SH |
| CCIF | CARLYLE CREDIT INCOME FUND | 36K | $100K–$500K | SH |
| DBI | DESIGNER BRANDS INC | 14K | $100K–$500K | SH |
| NHS | NEUBERGER HIGH YIELD ST FD I | 12K | $50K–$100K | SH |
| CRGY | CRESCENT ENERGY COMPANY | 11K | $50K–$100K | SH |
| ABUS | ARBUTUS BIOPHARMA CORP | 15K | $50K–$100K | SH |