CURA WEALTH ADVISORS, LLC
CIK
2056729
City
CHICAGO
State / Country
IL
Top Portfolio Positions
89 positions ·
$186,276,474 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
292,983 | $63,720,872 | 34.21% |
| ABT |
Abbott Laboratories
Healthcare
|
229,627 | $23,575,804 | 12.66% |
| FSK |
FS KKR Capital Corp
Financial Services
|
2,264,934 | $23,057,028 | 12.38% |
| MFIC |
MidCap Financial Investment Corp
Financial Services
|
613,918 | $6,900,438 | 3.70% |
| ARI |
Apollo Commercial Real Estate Finance, Inc.
Real Estate
|
437,233 | $4,617,180 | 2.48% |
| ACRE |
Ares Commercial Real Estate Corp
Real Estate
|
905,601 | $4,346,884 | 2.33% |
| AAPL |
Apple Inc.
Technology
|
14,594 | $3,703,811 | 1.99% |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
302,000 | $3,391,460 | 1.82% |
| MQY |
Blackrock Muniyield Quality Fund, Inc.
Financial Services
|
270,000 | $2,964,600 | 1.59% |
| ACN |
Accenture plc
Technology
|
14,170 | $2,809,769 | 1.51% |
Portfolio Trend
Holdings in KYN
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,128,162 | 79,003 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $977,933 | 78,993 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $977,019 | 78,983 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,005,477 | 79,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,014,057 | 79,038 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $934,515 | 73,526 | Shares | Sole | 2025-02-14 | |
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