CW

CURA WEALTH ADVISORS, LLC

13F
CURA WEALTH ADVISORS, LLC
Last update 2025-05-15 105 Stocks (14 new)
Value $247.00 Mil Turnover 8 %
Countries:
Top Holdings: ABBV(25.31%)FSK(15.13%)ABT(12.65%)MFIC(3.38%)ARI(3.28%)
Summary Stock Picks Current Portfolio
CURA WEALTH ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ABBV
AbbVie Inc
298,515
62,544.9
-0.38%
25.310
-0.09%
0.020
+6.71%
+10.35%
337,082.7
Drug Manufacturers
FSK
FS KKR Capital Corp
1,784,604
37,387.4
+1.10%
15.130
+0.16%
0.640
+14.96%
+9.68%
6,237.1
Asset Management
ABT
Abbott Laboratories
235,654
31,259.6
+0.62%
12.650
+0.08%
0.010
-2.45%
+12.68%
218,593.1
Medical Devices & Instruments
MFIC
MidCap Financial Investment Corp
648,600
8,341.0
+354.22%
3.380
+2.64%
0.700
+12.30%
+2.45%
1,215.7
Asset Management
ARI
Apollo Commercial Real Estate Finance Inc
Apollo Commercial Real Estate Finance Inc
847,300
8,108.7
+22.96%
3.280
+0.61%
0.610
+10.86%
+19.45%
1,364.4
REITs
ACN
Accenture PLC
14,925
4,657.2
+0.63%
1.880
+0.01%
0.000
-2.85%
-18.78%
175,463.8
Software
EVV
Eaton Vance Ltd Duration Income Fund
Eaton Vance Ltd Duration Income Fund
456,009
4,551.0
-26.39%
1.840
-0.71%
0.390
+5.32%
+8.49%
1,170.2
Asset Management
ACRE
Ares Commercial Real Estate Corp
963,485
4,460.9
+32.12%
1.810
+0.44%
1.750
+23.93%
-16.98%
252.5
REITs
MQY
Blackrock Muniyield Quality Fund Inc
Blackrock Muniyield Quality Fund Inc
363,000
4,250.7
+6.14%
1.720
+0.10%
0.510
-0.17%
-2.64%
777.2
Asset Management
GBDC
Golub Capital BDC Inc
268,700
4,068.1
+11.49%
1.650
+0.17%
0.100
+9.02%
+6.64%
4,091.7
Asset Management

CURA WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

CURA WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MFIC
MidCap Financial Investment Corp
2025-03-31
Add
Add
+2.64%
●
12.42 ($13.6) 14.71
$13.03
-4.19%
Add 354.22%
648,600
505,807
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-1.12%
●
64.98 ($87.82) 124.62
$154.86
76.34%
Reduce -42.13%
45,875
-33,400
BCSF
Bain Capital Specialty Finance Inc
2025-03-31
Sold Out
Sold Out
-0.90%
●
16.48 ($17.61) 19.07
$15.36
-12.78%
Sold Out
0
-116,174
EVV
Eaton Vance Ltd Duration Income Fund
Eaton Vance Ltd Duration Income Fund
2025-03-31
Reduce
Reduce
-0.71%
●
9.83 ($10.12) 10.34
$10.07
-0.49%
Reduce -26.39%
456,009
-163,448
ARI
Apollo Commercial Real Estate Finance Inc
Apollo Commercial Real Estate Finance Inc
2025-03-31
Add
Add
+0.61%
●
8.57 ($9.49) 10.13
$9.82
3.48%
Add 22.96%
847,300
158,200
ACRE
Ares Commercial Real Estate Corp
2025-03-31
Add
Add
+0.44%
●
4.63 ($5.29) 6.18
$4.59
-13.23%
Add 32.12%
963,485
234,258
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
New Buy
New Buy
+0.33%
●
100.34 ($100.51) 100.68
$100.64
0.13%
New holding
8,200
8,200
AAPL
Apple Inc
2025-03-31
Add
Add
+0.24%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
Add 18.53%
17,273
2,700
GPMT
Granite Point Mortgage Trust Inc
2025-03-31
Add
Add
+0.22%
●
2.6 ($2.85) 3.19
$2.64
-7.37%
Add 16.76%
1,465,929
210,408
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.22%
●
375.39 ($407.71) 447.2
$510.88
25.30%
Add 31.94%
6,043
1,463

CURA WEALTH ADVISORS, LLC Total Holding History ($B)

To

CURA WEALTH ADVISORS, LLC's Asset Allocation

To

CURA WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CURA WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

CURA WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CURA WEALTH ADVISORS, LLC's Holdings Heat Map

Size field:

CURA WEALTH ADVISORS, LLC's Holdings Bubble Chart

CURA WEALTH ADVISORS, LLC News

  • 1

Discussions on CURA WEALTH ADVISORS, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.