Institutions / Curio Wealth, LLC / Activity
Activity — Curio Wealth, LLC
467 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 | New | 780087102 Common stock | $1.09M | +5K | 5,289 0.34% 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 | Trim | 25434V872 Common stock | $-552.5K | -13K -16.09% | 68,267 0.89% of portfolio | low |
| Q2 2026 as of | Trim | 025072703 Common stock | $-541.5K | -6K -3.57% | 163,921 4.54% 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 | Exit | 02368A810 Common stock | $-390.1K | -17K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 25434V302 Common stock | $-387.0K | -10K -5.35% | 170,344 2.13% 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 | Trim | 25434V708 Common stock | $-290.0K | -7K -5.71% | 107,931 1.49% 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 | Exit | 921910873 Common stock | $-228.9K | -901 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908744 Common stock | $-225.1K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287630 Common stock | $-221.3K | -1K -100.00% | 0 | 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 | Exit | Oracle Corp Common stock | $-205.0K | -1K -100.00% | 0 | 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 | Exit | O Reilly Automotive Inc Common stock | $-185.7K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Tesla Inc Common stock | $-180.6K | -372 -100.00% | 0 | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-176.1K | -876 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287663 Common stock | $-173.5K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287622 Common stock | $-171.3K | -453 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 315912808 Common stock | $-161.6K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-156.1K | -209 -8.30% | 2,310 0.54% of portfolio | low |
| Q2 2026 as of | Exit | Truist Financial Corp Common stock | $-153.3K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908611 Common stock | $-152.0K | -706 -100.00% | 0 | low |
| Q2 2026 as of | Exit | JPMorgan Chase & Co Common stock | $-151.2K | -459 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Arch Capital Group Ltd. Common stock | $-143.3K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922908637 Common stock | $-142.1K | -446 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 921943858 Common stock | $-140.5K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287507 Common stock | $-135.8K | -2K -100.00% | 0 | 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 | Exit | 921910840 Common stock | $-132.5K | -930 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Mastercard Inc Common stock | $-130.4K | -225 -100.00% | 0 | low |
| Q2 2026 as of | Exit | 25434V690 Common stock | $-123.1K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 25434V831 Common stock | $-121.3K | -3K -21.27% | 10,755 0.14% of portfolio | low |
| Q2 2026 as of | Exit | Citigroup Inc Common stock | $-120.7K | -993 -100.00% | 0 | 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 | Trim | Alphabet Inc. Common stock | $-119.4K | -338 -4.68% | 6,879 0.75% of portfolio | low |
| Q2 2026 as of | Exit | 921937827 Common stock | $-113.5K | -1K -100.00% | 0 | low |