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Cura Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

141 positions

CompanyClassValueShares% of portfolio
Arbutus Biopharma CorpABUSCommon Stock$72.2K15,0000.0%
Crescent Energy Co$91.0K10,8490.0%
Neuberger High Yield Strategies Fund Inc.NHSClosed-End Fund$91.4K12,2820.0%
Designer Brands Inc.DBICommon Stock$105.9K14,2520.0%
Carlyle Credit Income FundCCIFClosed-End Fund$167.5K35,7210.1%
Morgan Stanley Direct Lending FundMSDLCommon Stock$168.1K10,2000.1%
DoubleLine Income Solutions FundDSLClosed-End Fund$193.4K17,1650.1%
QUALCOMM INC/DE$202.1K1,1820.1%
NEXTERA ENERGY INC$202.2K2,5190.1%
Monster Beverage Corp$207.1K2,7010.1%
Quanta Services Inc$210.8K5000.1%
HIMS & HERS HEALTH, INC.$211.4K6,5120.1%
Exelon Corp$212.9K4,8850.1%
Markel Group Inc$215.0K1000.1%
GRAYSCALE BITCOIN MINI TR ET$216.0K5,5780.1%
Okta, Inc.$216.2K2,5000.1%
ASTRAZENECA PLC$216.2K2,3520.1%
Parker-Hannifin Corp$219.7K2500.1%
Carnival Corp Ltd.$220.1K7,2080.1%
COCA COLA CO$226.6K3,2410.1%
ISHARES TR$226.7K9210.1%
CARDINAL HEALTH INC$227.1K1,1050.1%
Arista Networks, Inc.ANETCommon Stock$232.8K1,7770.1%
Chubb Ltd$233.4K7480.1%
Tesla Inc$234.8K5220.1%
SLB LIMITED/NV$235.6K6,1390.1%
Energy Transfer LPETMLP$239.2K14,5070.1%
THE GOLDMAN SACHS GROUP, INC.$240.6K2740.1%
AMPLIFY ETF TR$241.1K3,0000.1%
INTERNATIONAL BUSINESS MACHINES CORP$244.9K8270.1%
ONEOK Inc$250.9K3,4140.1%
Rubrik, Inc.$252.5K3,3020.1%
CHEVRON CORP$252.7K1,6580.1%
LINDE PLC$253.3K5940.1%
SAP SE$255.1K1,0500.1%
NOVARTIS AG$257.4K1,8670.1%
Medtronic plc$262.8K2,7360.1%
TEXAS INSTRUMENTS INC$262.8K1,5150.1%
OXFORD LANE CAP CORP$267.1K18,2470.1%
BITWISE 10 CRYPTO INDEX ETF$270.0K4,5950.1%
INTEL CORP$272.5K7,3840.1%
VANGUARD WHITEHALL FDS$272.7K1,9000.1%
SUNCOR ENERGY INC NEW$284.2K6,4060.1%
RTX Corp$291.1K1,5870.1%
VANGUARD WHITEHALL FDS$291.3K3,1850.1%
ISHARES TR$296.5K2,0950.1%
GE Vernova Inc.$300.6K4600.1%
MercadoLibre, Inc.$300.7K1490.1%
Mastercard Inc$306.6K5370.1%
MCDONALD'S CORP$310.2K1,0150.1%
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