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
+8.55%
+10.19%
336,588.1
Drug Manufacturers
FSK
FS KKR Capital Corp
1,784,604
37,387.4
+1.10%
15.130
+0.16%
0.640
+17.30%
+10.13%
6,262.3
Asset Management
ABT
Abbott Laboratories
235,654
31,259.6
+0.62%
12.650
+0.08%
0.010
-2.65%
+12.85%
218,923.7
Medical Devices & Instruments
MFIC
MidCap Financial Investment Corp
648,600
8,341.0
+354.22%
3.380
+2.64%
0.700
+14.73%
+3.71%
1,230.7
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
+11.08%
+19.69%
1,367.2
REITs
ACN
Accenture PLC
14,925
4,657.2
+0.63%
1.880
+0.01%
0.000
-0.24%
-17.53%
178,160.8
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
+6.40%
+8.81%
1,173.7
Asset Management
ACRE
Ares Commercial Real Estate Corp
963,485
4,460.9
+32.12%
1.810
+0.44%
1.750
+26.12%
-16.61%
253.6
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
+1.77%
-2.46%
778.7
Asset Management
GBDC
Golub Capital BDC Inc
268,700
4,068.1
+11.49%
1.650
+0.17%
0.100
+10.79%
+7.47%
4,123.7
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
$13.19
-3.01%
Add 354.22%
648,600
505,807
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-1.12%
●
64.98 ($87.82) 124.62
$154.63
76.08%
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
$15.49
-12.04%
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
$10.10
-0.20%
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
$9.84
3.69%
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
$4.61
-12.85%
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
$100.63
0.12%
New holding
8,200
8,200
AAPL
Apple Inc
2025-03-31
Add
Add
+0.24%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
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
$2.58
-9.47%
Add 16.76%
1,465,929
210,408
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.22%
●
375.39 ($407.71) 447.2
$505.87
24.08%
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

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