Cura Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AbbVie Inc. | $64.39M | 24.4% |
| FS KKR Capital CorpFSK | $34.74M | 13.2% |
| ABBOTT LABORATORIES | $28.55M | 10.8% |
| Apollo Commercial Real Estate Finance, Inc. | $7.97M | 3.0% |
| MidCap Financial Investment CorpMFIC | $7.34M | 2.8% |
| VANGUARD INTL EQUITY INDEX F | $5.65M | 2.1% |
| Apple Inc. | $5.07M | 1.9% |
| VANECK ETF TRUST | $4.63M | 1.8% |
| Granite Point Mortgage Trust Inc. | $4.55M | 1.7% |
| Ares Commercial Real Estate Corp | $4.34M | 1.6% |
| Accenture plc | $3.79M | 1.4% |
| Blackstone Mortgage Trust Inc | $3.59M | 1.4% |
| NUVEEN AMT FREE QLTY MUN INC | $3.57M | 1.4% |
| GOLUB CAP BDC INC | $3.36M | 1.3% |
| MICROSOFT CORP | $3.31M | 1.3% |
| BLACKROCK MUNIYIELD QUALITY FUND, INC.MQY | $3.06M | 1.2% |
| Amazon.com Inc | $2.93M | 1.1% |
| ISHARES TR | $2.91M | 1.1% |
| VANGUARD INDEX FDS | $2.53M | 1.0% |
| EATON VANCE MUN BD FD | $2.38M | 0.9% |
| ALPS ETF TR | $2.01M | 0.8% |
| GRAYSCALE BITCOIN TRUST ETF | $1.87M | 0.7% |
| Palantir Technologies Inc | $1.81M | 0.7% |
| ISHARES TR | $1.77M | 0.7% |
| NVIDIA Corp | $1.77M | 0.7% |
| Alphabet Inc. | $1.63M | 0.6% |
| Warren E. Buffett | $1.53M | 0.6% |
| ORACLE CORP | $1.45M | 0.5% |
| IDEXX LABORATORIES INC /DE | $1.41M | 0.5% |
| VANGUARD INDEX FDS | $1.40M | 0.5% |
| Meta Platforms Inc | $1.36M | 0.5% |
| Nuveen Quality Municipal Income FundNAD | $1.32M | 0.5% |
| VANECK ETF TRUST | $1.13M | 0.4% |
| SCHWAB STRATEGIC TR | $1.04M | 0.4% |
| Duke Energy Corp | $1.00M | 0.4% |
| Kayne Anderson Energy Infrastructure Fund, Inc.KYN | $977.9K | 0.4% |
| SPDR S&P 500 ETF TR | $972.7K | 0.4% |
| BP PLC | $959.0K | 0.4% |
| JPMORGAN CHASE FINL CO LLC | $946.4K | 0.4% |
| ELI LILLY & Co | $932.1K | 0.4% |
| INVESCO QQQ TR | $918.3K | 0.3% |
| KKR Real Estate Finance Trust Inc. | $827.5K | 0.3% |
| JPMORGAN CHASE & CO | $815.5K | 0.3% |
| SHELL PLC | $782.8K | 0.3% |
| GRAYSCALE ETHEREUM TRUST ETF | $775.0K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $753.5K | 0.3% |
| Broadcom Inc. | $735.6K | 0.3% |
| NIKE, Inc. | $734.7K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $717.6K | 0.3% |
| NEUBERGER MUNICIPAL FUND INC.NBH | $688.2K | 0.3% |