Back to CURA WEALTH ADVISORS, LLC

Cura Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

141 positions

CompanyClassValueShares% of portfolio
INVESCO EXCHANGE TRADED FD T$685.8K3,5800.3%
VANGUARD INDEX FDS$679.6K1,3930.3%
KINDER MORGAN, INC.$676.9K24,6220.3%
JOHNSON & JOHNSON$616.4K2,9790.2%
Coinbase Global, Inc.$612.6K2,7090.2%
Palo Alto Networks Inc$612.6K3,3260.2%
Constellation Energy Corp$592.7K1,6780.2%
VANGUARD STAR FDS$592.5K7,8540.2%
Alphabet Inc.$561.8K1,7900.2%
NORTHERN TRUST CORP$559.9K4,0990.2%
Howmet Aerospace Inc.$558.5K2,7240.2%
TransDigm Group Inc.$546.6K4110.2%
PIMCO Dynamic Income FundPDIClosed-End Fund$545.8K30,8190.2%
BROOKFIELD RENEWABLE CORP$513.2K13,3850.2%
PFIZER INC$496.0K19,9200.2%
SCHWAB STRATEGIC TR$456.3K16,6340.2%
AMPHENOL CORP /DE$446.0K3,3000.2%
VANGUARD WORLD FD$443.2K5880.2%
EATON VANCE LIMITED DURATION$435.1K43,9030.2%
Intuitive Surgical Inc$423.7K7480.2%
VANGUARD SPECIALIZED FUNDS$422.4K1,9220.2%
Salesforce Inc$415.1K1,5670.2%
HOME DEPOT, INC.$411.8K1,1970.2%
S&P Global Inc.$408.3K7810.2%
Visa Inc$394.8K1,1260.1%
Blackstone Inc$384.0K2,4920.1%
EXXON MOBIL CORP$369.2K3,0680.1%
Netflix Inc$369.1K3,9370.1%
GENERAL ELECTRIC CO$366.5K1,1900.1%
ROUNDHILL ETF TRUST$351.2K11,3870.1%
VERTEX PHARMACEUTICALS INC / MA$344.4K7600.1%
VANGUARD TAX-MANAGED FDS$343.2K5,4940.1%
ROUNDHILL ETF TRUST$342.0K8,6220.1%
VANGUARD INTL EQUITY INDEX F$341.2K4,0810.1%
Merck & Co., Inc.$336.6K3,1970.1%
Ares Management Corporation$321.5K1,9890.1%
Evergy, Inc.$320.5K4,4210.1%
SPDR GOLD TR$319.4K8060.1%
WISDOMTREE TR$317.4K5,9820.1%
VANGUARD WHITEHALL FDS$317.3K3,5250.1%
ISHARES TR$312.2K19,0000.1%
MCDONALD'S CORP$310.2K1,0150.1%
Mastercard Inc$306.6K5370.1%
MercadoLibre, Inc.$300.7K1490.1%
GE Vernova Inc.$300.6K4600.1%
ISHARES TR$296.5K2,0950.1%
VANGUARD WHITEHALL FDS$291.3K3,1850.1%
RTX Corp$291.1K1,5870.1%
SUNCOR ENERGY INC NEW$284.2K6,4060.1%
VANGUARD WHITEHALL FDS$272.7K1,9000.1%
← PrevPage 2 of 3Next →