Cura Wealth Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Cura Wealth Advisors, LLC

CIK Number: 0002056729

250.08M
Market Value
102
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ABBV AbbVie Inc.
236.58
-3.19% 312.48K +4.68% 58M 178.05 23.19% Share
2 FSK FS KKR Capital ...
15.30
+3.24% 1.79M +0.42% 37.19M 21.71 14.87% Share
3 ABT Abbott Laborato...
133.00
-0.35% 233.19K +100.00% 31.72M 136.01 12.68% Call
4 MFIC MidCap Financia...
11.96
+1.18% 708.96K +9.31% 8.95M 12.97 3.58% Share
5 ARI Apollo Commerci...
10.23
+1.14% 855.3K +0.94% 8.28M 8.84 3.31% Share
6 ACRE Ares Commercial...
4.60
+2.00% 981.22K +1.84% 4.68M 5.57 1.87% Share
7 ACN Accenture plc
244.33
+0.25% 14.59K -2.26% 4.36M 351.54 1.74% Share
8 GPMT Granite Point M...
2.98
-0.83% 1.64M +11.90% 4.05M 2.73 1.62% Share
9 PLTR Palantir Techno...
187.05
+1.14% 27.27K -40.55% 3.72M 75.63 1.49% Share
10 GBDC Golub Capital B...
13.74
+1.70% 249.9K -7% 3.66M 15.16 1.46% Share
11 BXMT Blackstone Mort...
18.70
+0.62% 184.5K -3.05% 3.55M 17.51 1.42% Share
12 GDXJ VanEck Junior G...
99.58
-0.32% 44.37K -0.22% 3M 43.33 1.20% Share
13 AAPL Apple Inc.
257.13
+0.66% 14.48K -16.18% 2.97M 246 1.19% Share
14 VT Vanguard Total ...
138.72
+0.15% 23.04K +8.33% 2.96M 118.3 1.18% Share
15 MSFT Microsoft Corpo...
515.74
-0.76% 5.89K -2.53% 2.93M 410.34 1.17% Share
16 SGOV iShares 0-3 Mon...
100.39
+0.01% 28.63K +249.15% 2.88M 100.68 1.15% Share
17 GBTC Grayscale Bitco...
94.94
+2.97% 27.39K 0.00% 2.32M 74.02 0.93% Share
18 VTI Vanguard Total ...
329.77
+0.14% 7.61K +39.32% 2.31M 293.56 0.92% Share
19 ORCL Oracle Corporat...
289.01
0.00% 9.99K 0.00% 2.18M 166.64 0.87% Share
20 IDXX IDEXX Laborator...
633.84
+2.21% 3.87K -52.38% 2.07M 413.5 0.83% Share
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