As per corporate shareholdings filed for Apr-2025, people matching CURA WEALTH ADVISORS, LLC publicly holds 69 stocks with a net worth of over US$ 211.4 M.
These are shares held by CURA WEALTH ADVISORS, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.
| Stock Name | Holders Name | Current Price US$ | Quantity Held | Holding Percent | Change from Previous Qtr | Holding Value US$ | History | |
|---|---|---|---|---|---|---|---|---|
| Apple Inc | Cura Wealth Advisors, Llc | 201.00 | 17,273 | 0.00% | 0.00 | 3.5 M | ||
| Abbvie Inc | Cura Wealth Advisors, Llc | 185.30 | 298,515 | 0.02% | 0.00 | 55.3 M | ||
| Abbott Laboratories | Cura Wealth Advisors, Llc | 132.99 | 235,654 | 0.01% | 0.00 | 31.3 M | ||
| Arbutus Biopharma Corp | Cura Wealth Advisors, Llc | 3.43 | 15,000 | 0.01% | 0.00 | 51.5 K | ||
| Accenture plc - Ordinary Shares - Class A | Cura Wealth Advisors, Llc | 285.37 | 14,925 | 0.00% | 0.00 | 4.3 M | ||
| Ares Commercial Real Estate Corp | Cura Wealth Advisors, Llc | 4.85 | 963,485 | 1.75% | 0.43 | 4.7 M | ||
| AGNC Investment Corp | Cura Wealth Advisors, Llc | 9.24 | 20,000 | 0.00% | 0.00 | 184.8 K | ||
| Amazon.com Inc. | Cura Wealth Advisors, Llc | 209.69 | 9,736 | 0.00% | 0.00 | 2.0 M | ||
| Apollo Commercial Real Estate Finance Inc | Cura Wealth Advisors, Llc | 9.87 | 847,300 | 0.61% | 0.11 | 8.4 M | ||
| Brookfield Renewable Corporation - Ordinary Shares - Class A (Sub Voting) | Cura Wealth Advisors, Llc | 31.42 | 13,500 | 0.01% | 0.00 | 424.2 K | ||
| Biogen Inc | Cura Wealth Advisors, Llc | 127.04 | 1,812 | 0.00% | 0.00 | 230.2 K | ||
| Blackrock Inc. | Cura Wealth Advisors, Llc | 974.44 | 260 | 0.00% | 0.00 | 253.4 K | ||
| BlackRock Limited Duration Income Trust | Cura Wealth Advisors, Llc | 13.96 | 95,238 | 0.25% | -0.01 | 1.3 M | ||
| BP plc - ADR | Cura Wealth Advisors, Llc | 31.25 | 34,948 | 0.00% | 0.00 | 1.1 M | ||
| Blackstone Inc | Cura Wealth Advisors, Llc | 137.69 | 3,200 | 0.00% | 0.00 | 440.6 K | ||
| Blackstone Mortgage Trust Inc - Ordinary Shares - Class A | Cura Wealth Advisors, Llc | 19.33 | 190,299 | 0.11% | 0.00 | 3.7 M | ||
| Constellation Energy Corporation | Cura Wealth Advisors, Llc | 304.92 | 1,651 | 0.00% | 0.00 | 503.4 K | ||
| Coinbase Global Inc - Ordinary Shares - Class A | Cura Wealth Advisors, Llc | 308.38 | 3,000 | 0.00% | 0.00 | 925.1 K | ||
| Salesforce Inc | Cura Wealth Advisors, Llc | 260.63 | 998 | 0.00% | 0.00 | 260.1 K | ||
| Chevron Corp. | Cura Wealth Advisors, Llc | 149.55 | 1,455 | 0.00% | 0.00 | 217.6 K | ||
| Designer Brands Inc - Ordinary Shares - Class A | Cura Wealth Advisors, Llc | 2.29 | 14,100 | 0.03% | NEW | 32.3 K | ||
| Doubleline Income Solutions Fund | Cura Wealth Advisors, Llc | 12.07 | 21,910 | 0.02% | 0.00 | 264.5 K | ||
| Elevance Health Inc | Cura Wealth Advisors, Llc | 374.52 | 631 | 0.00% | NEW | 236.3 K | ||
| Energy Transfer LP - Unit | Cura Wealth Advisors, Llc | 17.85 | 11,369 | 0.00% | 0.00 | 202.9 K | ||
| Fiserv, Inc. | Cura Wealth Advisors, Llc | 163.38 | 1,627 | 0.00% | NEW | 265.8 K | ||
| FS KKR Capital Corp | Cura Wealth Advisors, Llc | 20.61 | 1,784,604 | 0.64% | 0.01 | 36.8 M | ||
| Golub Capital BDC Inc | Cura Wealth Advisors, Llc | 14.61 | 268,700 | 0.10% | 0.01 | 3.9 M | ||
| Alphabet Inc - Ordinary Shares - Class A | Cura Wealth Advisors, Llc | 166.64 | 4,298 | 0.00% | 0.00 | 716.2 K | ||
| Granite Point Mortgage Trust Inc | Cura Wealth Advisors, Llc | 2.42 | 1,465,929 | 3.03% | 0.43 | 3.5 M | ||
| Home Depot, Inc. | Cura Wealth Advisors, Llc | 349.62 | 1,147 | 0.00% | 0.00 | 401.0 K | ||
| International Business Machines Corp. | Cura Wealth Advisors, Llc | 280.97 | 1,105 | 0.00% | 0.00 | 310.5 K | ||
| Idexx Laboratories, Inc. | Cura Wealth Advisors, Llc | 523.92 | 8,116 | 0.01% | 0.00 | 4.3 M | ||
| Intel Corp. | Cura Wealth Advisors, Llc | 21.08 | 9,228 | 0.00% | 0.00 | 194.5 K | ||
| Johnson & Johnson | Cura Wealth Advisors, Llc | 149.79 | 2,388 | 0.00% | 0.00 | 357.7 K | ||
| JPMorgan Chase & Co. | Cura Wealth Advisors, Llc | 275.00 | 1,580 | 0.00% | 0.00 | 434.5 K | ||
| Kinder Morgan Inc - Ordinary Shares - Class P | Cura Wealth Advisors, Llc | 28.01 | 33,248 | 0.00% | 0.00 | 931.3 K | ||
| KKR Real Estate Finance Trust Inc | Cura Wealth Advisors, Llc | 9.23 | 86,300 | 0.13% | 0.02 | 796.5 K | ||
| Linde Plc. | Cura Wealth Advisors, Llc | 455.86 | 490 | 0.00% | 0.00 | 223.4 K | ||
| Lilly(Eli) & Co | Cura Wealth Advisors, Llc | 762.73 | 375 | 0.00% | NEW | 286.0 K | ||
| Mastercard Incorporated - Ordinary Shares - Class A | Cura Wealth Advisors, Llc | 532.97 | 404 | 0.00% | NEW | 215.3 K | ||
| McDonald`s Corp | Cura Wealth Advisors, Llc | 287.46 | 912 | 0.00% | NEW | 262.2 K | ||
| Medtronic Plc | Cura Wealth Advisors, Llc | 86.34 | 2,412 | 0.00% | NEW | 208.3 K | ||
| Meta Platforms Inc - Ordinary Shares - Class A | Cura Wealth Advisors, Llc | 682.35 | 1,150 | 0.00% | 0.00 | 784.7 K | ||
| MidCap Financial Investment Corporation | Cura Wealth Advisors, Llc | 12.31 | 648,600 | 0.70% | 0.54 | 8.0 M | ||
| BlackRock MuniYield Quality Fund Inc | Cura Wealth Advisors, Llc | 10.92 | 363,000 | 0.51% | 0.03 | 4.0 M | ||
| Microsoft Corporation | Cura Wealth Advisors, Llc | 477.40 | 6,043 | 0.00% | 0.00 | 2.9 M | ||
| Nuveen Quality Municipal Income Fund | Cura Wealth Advisors, Llc | 11.16 | 110,000 | 0.05% | -0.01 | 1.2 M | ||
| Nuveen AMT-Free Quality Municipal Income Fund | Cura Wealth Advisors, Llc | 10.80 | 307,000 | 0.10% | 0.00 | 3.3 M | ||
| Netflix Inc. | Cura Wealth Advisors, Llc | 1231.41 | 225 | 0.00% | NEW | 277.1 K | ||
| Nike, Inc. - Ordinary Shares - Class B | Cura Wealth Advisors, Llc | 59.79 | 16,470 | 0.00% | 0.00 | 984.7 K | ||
| Northern Trust Corp. | Cura Wealth Advisors, Llc | 111.85 | 4,275 | 0.00% | 0.00 | 478.2 K | ||
| NVIDIA Corp | Cura Wealth Advisors, Llc | 143.85 | 4,252 | 0.00% | 0.00 | 611.7 K | ||
| Novartis AG - ADR | Cura Wealth Advisors, Llc | 115.77 | 1,991 | 0.00% | NEW | 230.5 K | ||
| Oneok Inc. | Cura Wealth Advisors, Llc | 82.37 | 2,268 | 0.00% | NEW | 186.8 K | ||
| Oracle Corp. | Cura Wealth Advisors, Llc | 205.17 | 9,992 | 0.00% | 0.00 | 2.1 M | ||
| Oxford Lane Capital Corp | Cura Wealth Advisors, Llc | 4.08 | 40,000 | 0.01% | 0.00 | 163.2 K | ||
| Palo Alto Networks Inc | Cura Wealth Advisors, Llc | 199.24 | 3,400 | 0.00% | 0.00 | 677.4 K | ||
| PIMCO Dynamic Income Fund | Cura Wealth Advisors, Llc | 18.72 | 29,950 | 0.01% | 0.00 | 560.7 K | ||
| Pfizer Inc. | Cura Wealth Advisors, Llc | 23.97 | 18,737 | 0.00% | 0.00 | 449.1 K | ||
| Palantir Technologies Inc - Ordinary Shares - Class A | Cura Wealth Advisors, Llc | 137.30 | 45,875 | 0.00% | 0.00 | 6.3 M | ||
| Qualcomm, Inc. | Cura Wealth Advisors, Llc | 151.32 | 2,733 | 0.00% | 0.00 | 413.6 K | ||
| Rithm Capital Corporation | Cura Wealth Advisors, Llc | 11.21 | 136,619 | 0.03% | 0.00 | 1.5 M | ||
| Sap SE - ADR | Cura Wealth Advisors, Llc | 287.59 | 1,065 | 0.00% | 0.00 | 306.3 K | ||
| Shell Plc - ADR (Representing - Ordinary Shares) | Cura Wealth Advisors, Llc | 72.40 | 8,585 | 0.00% | 0.00 | 621.6 K | ||
| Suncor Energy, Inc. | Cura Wealth Advisors, Llc | 40.15 | 6,548 | 0.00% | 0.00 | 262.9 K | ||
| Transdigm Group Incorporated | Cura Wealth Advisors, Llc | 1442.44 | 243 | 0.00% | NEW | 350.5 K | ||
| Texas Instruments Inc. | Cura Wealth Advisors, Llc | 198.20 | 1,133 | 0.00% | NEW | 224.6 K | ||
| Visa Inc - Ordinary Shares - Class A | Cura Wealth Advisors, Llc | 338.57 | 988 | 0.00% | 0.00 | 334.5 K | ||
| Exxon Mobil Corp. | Cura Wealth Advisors, Llc | 114.70 | 3,146 | 0.00% | 0.00 | 360.8 K | ||
| Vertiv Holdings Co - Ordinary Shares - Class A | 118.54 | - | Investor holds below 1% | |||||
| Carnival Corp. - Ordinary Shares (Paired Stock) | 23.77 | - | Investor holds below 1% | |||||
| Tesla Inc | 322.16 | - | Investor holds below 1% | |||||
| Kayne Anderson Energy Infrastructure Fund Inc | 12.37 | - | Investor holds below 1% | |||||
| Bain Capital Specialty Finance Inc | 14.92 | - | Investor holds below 1% | |||||
| Rubrik Inc. - Ordinary Shares - Class A | 85.51 | - | Investor holds below 1% |