Cura Wealth Advisors, LLC
- SEC CIK
- 0002056729
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.
- Positions
- 96
- No filing for Q3 2024
- Portfolio value
- $226.1M
- No filing for Q3 2024
Cura Wealth Advisors, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Stock | 299,652 | $53.2M | 23.6% | – | – | History |
| FSKFS KKR Capital Corp | COM | 1,765,237 | $38.3M | 17.0% | – | – | History |
| ABTAbbott Laboratories | Stock | 234,200 | $26.5M | 11.7% | – | – | History |
| EVVEaton Vance Ltd Duration Income Fund | COM | 619,457 | $6.05M | 2.7% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 79,275 | $6.00M | 2.7% | – | – | History |
| ARIApollo Commercial Real Estate Finance, Inc. | COM | 689,100 | $5.97M | 2.6% | – | – | History |
| ACNAccenture plc | Stock | 14,831 | $5.22M | 2.3% | – | – | History |
| ACREAres Commercial Real Estate Corp | COM | 729,227 | $4.30M | 1.9% | – | – | History |
| MQYBlackRock Muniyield Quality Fund, Inc. | COM | 342,000 | $3.94M | 1.7% | – | – | History |
| GBDCGolub Capital BDC, Inc. | COM | 241,000 | $3.65M | 1.6% | – | – | History |
| AAPLApple Inc. | Stock | 14,573 | $3.65M | 1.6% | – | – | History |
| GPMTGranite Point Mortgage Trust Inc. | COM STK | 1,255,521 | $3.50M | 1.5% | – | – | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 300,608 | $3.39M | 1.5% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 8,039 | $3.32M | 1.5% | – | – | History |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 183,299 | $3.19M | 1.4% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 20,834 | $2.45M | 1.1% | – | – | – |
| EIMEaton Vance Municipal Bond Fund | COM | 216,089 | $2.24M | 1.0% | – | – | History |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 116,174 | $2.04M | 0.9% | – | – | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 27,390 | $2.03M | 0.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 4,580 | $1.93M | 0.9% | – | – | History |
| MFICMidCap Financial Investment Corp | COM NEW | 142,793 | $1.93M | 0.9% | – | – | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 42,671 | $1.82M | 0.8% | – | – | – |
| ORCLOracle Corp | Stock | 9,992 | $1.67M | 0.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 7,451 | $1.63M | 0.7% | – | – | History |
| RITMRithm Capital Corp. | REIT | 148,619 | $1.61M | 0.7% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,341 | $1.55M | 0.7% | – | – | – |
| NADNuveen Quality Municipal Income Fund | COM | 124,420 | $1.45M | 0.6% | – | – | History |
| BLWBlackRock Ltd Duration Income Trust | COM SHS | 100,238 | $1.42M | 0.6% | – | – | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 26,333 | $1.27M | 0.6% | – | – | – |
| NKENIKE, Inc. | Stock | 16,470 | $1.25M | 0.6% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,000 | $1.17M | 0.5% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,712 | $1.01M | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,873 | $957.5K | 0.4% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 34,175 | $936.4K | 0.4% | – | – | History |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 73,526 | $934.5K | 0.4% | – | – | History |
| BPBP PLC | ADR | 30,398 | $898.6K | 0.4% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 38,754 | $898.3K | 0.4% | – | – | – |
| COINCoinbase Global, Inc. | COM CL A | 3,600 | $893.9K | 0.4% | – | – | History |
| ETHEGrayscale Ethereum Staking ETF | ETF | 31,500 | $882.6K | 0.4% | – | – | History |
| NBHNeuberger Municipal Fund Inc. | COM | 85,054 | $880.3K | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 4,604 | $871.5K | 0.4% | – | – | History |
| KREFKKR Real Estate Finance Trust Inc. | COM | 75,300 | $760.5K | 0.3% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,724 | $652.5K | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,155 | $622.3K | 0.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,985 | $588.4K | 0.3% | – | – | – |
| PDIPIMCO Dynamic Income Fund | SHS | 29,895 | $548.3K | 0.2% | – | – | History |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 12,978 | $543.4K | 0.2% | – | – | History |
| CEGConstellation Energy Corp | Stock | 2,326 | $520.3K | 0.2% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,258 | $516.3K | 0.2% | – | – | – |
| BXBlackstone Inc. | COM | 2,924 | $504.2K | 0.2% | – | – | History |
| SHELShell plc | ADR | 7,935 | $497.1K | 0.2% | – | – | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 4,800 | $495.8K | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 827 | $484.2K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 2,201 | $483.8K | 0.2% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,904 | $480.2K | 0.2% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 14,114 | $478.6K | 0.2% | – | – | – |
| NTRSNorthern Trust Corp | COM | 4,275 | $438.2K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 3,260 | $437.8K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 2,733 | $419.8K | 0.2% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 2,200 | $400.3K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 14,714 | $390.4K | 0.2% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,721 | $380.3K | 0.2% | – | – | – |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 13,500 | $373.4K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 947 | $368.4K | 0.2% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 975 | $334.8K | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 998 | $333.7K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 988 | $312.2K | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 15,428 | $309.3K | 0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,135 | $308.8K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 759 | $306.5K | 0.1% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,177 | $305.4K | 0.1% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 3,660 | $292.8K | 0.1% | – | – | – |
| BIIBBiogen Inc. | COM | 1,812 | $277.1K | 0.1% | – | – | History |
| DSLDoubleLine Income Solutions Fund | COM | 21,910 | $275.4K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 2,471 | $265.8K | 0.1% | – | – | History |
| SAPSAP SE | ADR | 1,070 | $263.4K | 0.1% | – | – | History |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 5,982 | $261.5K | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,074 | $257.4K | 0.1% | – | – | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,030 | $255.8K | 0.1% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 21,642 | $246.3K | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,900 | $242.4K | 0.1% | – | – | – |
| BLKBlackRock, Inc. | Stock | 235 | $240.9K | 0.1% | – | – | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,525 | $239.3K | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,769 | $237.2K | 0.1% | – | – | – |
| SUSuncor Energy Inc | Stock | 6,548 | $233.6K | 0.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,184 | $231.9K | 0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 358 | $222.6K | 0.1% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 11,362 | $222.6K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 1,491 | $216.0K | 0.1% | – | – | History |
| VRTVertiv Holdings Co | COM CL A | 1,860 | $211.3K | 0.1% | – | – | History |
| RBRKRubrik, Inc. | Stock | 3,200 | $209.2K | 0.1% | – | – | History |
| LINLinde PLC | Stock | 490 | $205.1K | 0.1% | – | – | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 8,100 | $201.9K | 0.1% | – | – | History |
| AGNCAGNC Investment Corp. | REIT | 20,000 | $184.2K | 0.1% | – | – | History |
| OXLCOxford Lane Capital Corp. | COM | 20,000 | $101.4K | <0.1% | – | – | History |
| ABUSArbutus Biopharma Corp | COM | 15,000 | $49.0K | <0.1% | – | – | History |