CURA WEALTH ADVISORS, LLC
Top Portfolio Positions
90 positions ·
$187,673,821 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
292,983 | $63,720,872 | 33.95% | |
| ABT |
Abbott Laboratories
Healthcare
|
229,627 | $23,575,804 | 12.56% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
2,264,934 | $23,057,028 | 12.29% | |
| MFIC |
MidCap Financial Investment Corp
Financial Services
|
613,918 | $6,900,438 | 3.68% | |
| ARI |
Apollo Commercial Real Estate Finance, Inc.
Real Estate
|
437,233 | $4,617,180 | 2.46% | |
| ACRE |
Ares Commercial Real Estate Corp
Real Estate
|
905,601 | $4,346,884 | 2.32% | |
| AAPL |
Apple Inc.
Technology
|
14,594 | $3,703,811 | 1.97% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
302,000 | $3,391,460 | 1.81% | |
| MQY |
Blackrock Muniyield Quality Fund, Inc.
Financial Services
|
270,000 | $2,964,600 | 1.58% | |
| ACN |
Accenture plc
Technology
|
14,170 | $2,809,769 | 1.50% |
Portfolio Trend
6 quarters · across all stocks
Holdings in EIM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,483,035 | 254,149 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,375,569 | 244,149 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,096,425 | 210,908 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,057,108 | 212,731 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,946,682 | 195,254 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,238,682 | 216,089 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||