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CURA WEALTH ADVISORS, LLC13F | |
| CURA WEALTH ADVISORS, LLC | |
| Last update 2025-05-15 | 105 Stocks (14 new) |
| Value $247.00 Mil | Turnover 8 % |
CURA WEALTH ADVISORS, LLC Top Holdings of 2025-03-31
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| 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 | +9.57% | +6.89% | 326,519.6 | Drug Manufacturers | |
FSK | FS KKR Capital Corp | 1,784,604 | 37,387.4 | +1.10% | 15.130 | +0.16% | 0.640 | +19.81% | +8.55% | 6,172.7 | Asset Management | |
ABT | Abbott Laboratories | 235,654 | 31,259.6 | +0.62% | 12.650 | +0.08% | 0.010 | -3.78% | +11.59% | 216,470.5 | Medical Devices & Instruments | |
MFIC | MidCap Financial Investment Corp | 648,600 | 8,341.0 | +354.22% | 3.380 | +2.64% | 0.700 | +17.61% | +3.08% | 1,223.2 | 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 | +21.83% | +17.99% | 1,347.8 | REITs | |
ACN | Accenture PLC | 14,925 | 4,657.2 | +0.63% | 1.880 | +0.01% | 0.000 | +1.66% | -18.56% | 175,924.7 | 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 | +8.88% | +8.60% | 1,171.3 | Asset Management | |
ACRE | Ares Commercial Real Estate Corp | 963,485 | 4,460.9 | +32.12% | 1.810 | +0.44% | 1.750 | +29.79% | -18.97% | 246.4 | 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 | +2.35% | -3.00% | 774.4 | Asset Management | |
GBDC | Golub Capital BDC Inc | 268,700 | 4,068.1 | +11.49% | 1.650 | +0.17% | 0.100 | +12.19% | +5.11% | 4,033.1 | Asset Management |
CURA WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns
CURA WEALTH ADVISORS, LLC's Top Stock Picks
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| 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 | $13.11 | -3.60% | Add 354.22% | 648,600 | 505,807 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -1.12% | 64.98 ($87.82) 124.62 | $151.79 | 72.84% | 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 | $15.17 | -13.86% | 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 | $10.08 | -0.40% | 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 | $9.70 | 2.21% | 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 | $4.48 | -15.31% | 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 | $100.60 | 0.09% | New holding | 8,200 | 8,200 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.24% | 209.68 ($231.67) 247.1 | $212.48 | -8.28% | 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 | $2.43 | -14.74% | Add 16.76% | 1,465,929 | 210,408 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.22% | 375.39 ($407.71) 447.2 | $510.06 | 25.10% | Add 31.94% | 6,043 | 1,463 |
CURA WEALTH ADVISORS, LLC Total Holding History ($B)
CURA WEALTH ADVISORS, LLC's Asset Allocation
CURA WEALTH ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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CURA WEALTH ADVISORS, LLC's Holdings Bubble Chart
CURA WEALTH ADVISORS, LLC News
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