HoldingsChannel.com
Curi Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Curi Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Curi Wealth Management LLC. In the Curi Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Curi Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Curi Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 923,641 +73,851 $41,250
     SCHX923,641+73,851$41,250
ISHARES TR (IVV) 99,885 +14,116 $37,871
     IVV99,885+14,116$37,871
UNITEDHEALTH GROUP INC 38,456 +480 $19,752
     UNH38,456+480$19,752
ISHARES TR (SLQD) 343,106 +36,567 $16,627
     SLQD343,106+36,567$16,627
MICROSOFT CORP 63,794 +1,939 $16,384
     MSFT63,794+1,939$16,384
IQVIA HLDGS INC 66,524 +1,057 $14,434
     IQV66,524+1,057$14,434
ALPHABET INC 6,562 -94 $14,353
     GOOG6,562-94$14,353
ISHARES TR (QLTA) 291,222 +42,660 $14,057
     QLTA291,222+42,660$14,057
SCHWAB STRATEGIC TR 218,724 +21,902 $13,721
     SCHM218,724+21,902$13,721
NORTHROP GRUMMAN CORP 28,604 +48 $13,688
     NOC28,604+48$13,688
MASTERCARD INCORPORATED 42,482 +892 $13,401
     MA42,482+892$13,401
JPMORGAN CHASE & CO 114,368 +2,012 $12,878
     JPM114,368+2,012$12,878
ISHARES TR (IJH) 56,438 +6,394 $12,768
     IJH56,438+6,394$12,768
MARAVAI LIFESCIENCES HLDGS I 430,451 +10,005 $12,229
     MRVI430,451+10,005$12,229
VISA INC 61,888 -31 $12,184
     V61,888-31$12,184
APPLIED MATLS INC 120,562 -5,890 $10,968
     AMAT120,562-5,890$10,968
THERMO FISHER SCIENTIFIC INC 20,100 +25 $10,920
     TMO20,100+25$10,920
MICROCHIP TECHNOLOGY INC. 184,006 -647 $10,686
     MCHP184,006-647$10,686
MERCK & CO INC 114,844 +244 $10,469
     MRK114,844+244$10,469
INVESCO EXCHANGE TRADED FD T (PPA) 140,128 +15,411 $9,822
     PPA140,128+15,411$9,822
ABBOTT LABS 90,095 +728 $9,788
     ABT90,095+728$9,788
ISHARES TR (IEFA) 163,900 +15,322 $9,646
     IEFA163,900+15,322$9,646
DANAHER CORPORATION 37,622 +5,131 $9,537
     DHR37,622+5,131$9,537
SCHWAB STRATEGIC TR 294,850 +29,986 $9,273
     SCHF294,850+29,986$9,273
CHARLES RIV LABS INTL INC 40,416 +16,104 $8,647
     CRL40,416+16,104$8,647
ADOBE SYSTEMS INCORPORATED 22,785 +233 $8,340
     ADBE22,785+233$8,340
SCHWAB STRATEGIC TR 308,838 +52,416 $7,838
     SCHE308,838+52,416$7,838
ISHARES TR (IEI) 65,201 +2,083 $7,781
     IEI65,201+2,083$7,781
AMAZON COM INC 70,249 +66,741 $7,460
     AMZN70,249+66,741$7,460
HOME DEPOT INC 25,377 +161 $6,960
     HD25,377+161$6,960
KEYSIGHT TECHNOLOGIES INC 48,865 +192 $6,735
     KEYS48,865+192$6,735
ISHARES TR (IJR) 71,019 +8,798 $6,563
     IJR71,019+8,798$6,563
SCHWAB STRATEGIC TR 163,890 +13,687 $6,390
     SCHA163,890+13,687$6,390
ISHARES INC (IEMG) 121,652 +4,004 $5,968
     IEMG121,652+4,004$5,968
BALL CORP 76,781 -18,512 $5,280
     BLL76,781-18,512$5,280
INDEXIQ ETF TR (MNA) 169,921 +15,019 $5,261
     MNA169,921+15,019$5,261
ISHARES TR (SHYG) 128,080 +15,441 $5,194
     SHYG128,080+15,441$5,194
ETF SER SOLUTIONS (NETL) 198,037 +20,076 $5,099
     NETL198,037+20,076$5,099
SSGA ACTIVE ETF TR (TOTL) 99,387 +4,346 $4,192
     TOTL99,387+4,346$4,192
GOLUB CAP BDC INC 286,723 +2,733 $3,716
     GBDC286,723+2,733$3,716
APPLE INC      $3,601
     AAPL39,138+3,281$5,351
     Put12,800+12,800$1,750
SCHWAB STRATEGIC TR 90,737 +9,625 $1,914
     SCHH90,737+9,625$1,914
FIDELITY COVINGTON TRUST 65,172 +8,768 $1,770
     FREL65,172+8,768$1,770
INVESCO EXCHANGE TRADED FD T (RYT) 7,283 +689 $1,721
     RYT7,283+689$1,721
ISHARES TR (IYW) 19,134 +2,653 $1,530
     IYW19,134+2,653$1,530
SPDR INDEX SHS FDS (GMF) 14,188 -265 $1,460
     GMF14,188-265$1,460
ISHARES INC (EEMA) 19,902 +3,198 $1,355
     EEMA19,902+3,198$1,355
ISHARES TR (DVY) 8,915 -33 $1,049
     DVY8,915-33$1,049
BERKSHIRE HATHAWAY INC DEL      $972
     BRK.B3,559+1,158$972
INTERNATIONAL BUSINESS MACHS 6,737 +66 $951
     IBM6,737+66$951

See Full List: All Stocks Held By Curi Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Curi Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $519,551
At 03/31/2022: $577,673

Curi Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Curi Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Curi Capital Top Holdings 13F Filings | www.HoldingsChannel.com

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