Institutions / Curio Wealth, LLC / Activity
Activity — Curio Wealth, LLC
40 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 25434V583 Common stock | $9.16M | +168K +22.06% | 930,622 15.73% of portfolio | medium |
| Q2 2026 as of | Add | 25434V104 Common stock | $7.29M | +141K +14.59% | 1,108,237 17.77% of portfolio | medium |
| Q2 2026 as of | Add | 25434V864 Common stock | $4.92M | +103K +11.07% | 1,033,379 15.31% of portfolio | low |
| Q2 2026 as of | Add | 25434V203 Common stock | $2.98M | +72K +18.65% | 459,122 5.88% of portfolio | low |
| Q2 2026 as of | Add | 25434V641 Common stock | $1.81M | +22K +20.92% | 127,323 3.25% of portfolio | low |
| Q2 2026 as of | Add | 025072604 Common stock | $1.48M | +15K +16.42% | 108,998 3.26% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $1.47M | +18K +274.61% | 24,953 0.62% of portfolio | low |
| Q2 2026 as of | Add | 25434V500 Common stock | $1.18M | +14K +12.34% | 130,300 3.33% of portfolio | low |
| Q2 2026 as of | Add | 25434V823 Common stock | $844.7K | +32K +12.05% | 300,258 2.44% of portfolio | low |
| Q2 2026 as of | Add | 25434V591 Common stock | $802.9K | +16K +130.20% | 27,955 0.44% of portfolio | low |
| Q2 2026 as of | Add | 025072802 Common stock | $561.3K | +5K +9.39% | 63,452 2.03% of portfolio | low |
| Q2 2026 as of | Add | 25434V666 Common stock | $477.4K | +12K +59.25% | 32,452 0.40% of portfolio | low |
| Q2 2026 as of | Add | 025072877 Common stock | $409.2K | +3K +9.11% | 39,290 1.52% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $340.9K | +903 +2257.50% | 943 0.11% of portfolio | low |
| Q2 2026 as of | Add | 25434V401 Common stock | $278.2K | +3K +9.27% | 40,002 1.02% of portfolio | low |
| Q2 2026 as of | Add | 92206C409 Common stock | $212.3K | +3K +18.81% | 16,965 0.42% of portfolio | low |
| Q2 2026 as of | Add | 025072323 Common stock | $203.5K | +3K +21.22% | 15,854 0.36% of portfolio | low |
| Q2 2026 as of | Add | 025072885 Common stock | $133.1K | +1K +1.56% | 67,669 2.69% of portfolio | low |
| Q2 2026 as of | Add | 25434V807 Common stock | $119.8K | +2K +13.05% | 19,201 0.32% of portfolio | low |
| Q2 2026 as of | Add | 46432F842 Common stock | $90.7K | +939 +41.94% | 3,178 0.10% of portfolio | low |
| Q2 2026 as of | Add | 922908553 Common stock | $59.0K | +612 +5.41% | 11,923 0.36% of portfolio | low |
| Q2 2026 as of | Add | 25434V880 Common stock | $34.9K | +946 +2.82% | 34,466 0.39% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $33.2K | +166 +7.90% | 2,268 0.14% of portfolio | low |
| Q2 2026 as of | Add | 464287499 Common stock | $24.0K | +218 +2.63% | 8,519 0.29% of portfolio | low |
| Q2 2026 as of | Add | 25434V674 Common stock | $16.6K | +319 +1.53% | 21,108 0.34% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $16.4K | +44 +1.94% | 2,308 0.27% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $14.0K | +28 +3.21% | 899 0.14% of portfolio | low |
| Q2 2026 as of | Add | Micron Technology Inc Common stock | $9.2K | +8 +2.00% | 408 0.15% of portfolio | low |
| Q2 2026 as of | Add | 808524201 Common stock | $8.2K | +280 +0.73% | 38,602 0.35% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $7.2K | +6 +1.40% | 434 0.16% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $3.8K | +11 +1.11% | 998 0.11% of portfolio | low |
| Q2 2026 as of | Add | 808524805 Common stock | $3.3K | +118 +1.08% | 11,026 0.09% of portfolio | low |
| Q2 2026 as of | Add | Union Pacific Corp Common stock | $1.4K | +5 +0.66% | 763 0.06% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $1.1K | +4 +0.30% | 1,354 0.12% of portfolio | low |
| Q2 2026 as of | Add | 025072356 Common stock | $995 | +21 +0.36% | 5,924 0.09% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $933 | +8 +0.11% | 7,618 0.28% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $563 | +1 +0.09% | 1,075 0.19% of portfolio | low |
| Q2 2026 as of | Add | 25434V716 Common stock | $560 | +12 +0.22% | 5,392 0.08% of portfolio | low |
| Q2 2026 as of | Add | Autonation, Inc. Common stock | $186 | +1 +0.09% | 1,161 0.07% of portfolio | low |
| Q2 2026 as of | Add | 025072281 Common stock | $177 | +2 +0.08% | 2,578 0.07% of portfolio | low |