CURA WEALTH ADVISORS, LLC
127 holdingsFiling period: 2026-03-31Current AUM: $237.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | 293.0K | $63.7M | $73.5M | 31.00% | +11.2K | 2026-03-31 |
| 2 | ABT | ABBOTT LABORATORIES | 229.6K | $23.6M | $24.3M | 10.23% | +1.8K | 2026-03-31 |
| 3 | FSK | FS KKR CAP CORP | 2.26M | $23.1M | $23.9M | 10.09% | -80,442 | 2026-03-31 |
| 4 | MFIC | MIDCAP FINANCIAL INVSTMNT CO | 613.9K | $6.9M | $5.9M | 2.47% | -28,000 | 2026-03-31 |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | 40.3K | $5.6M | $6.3M | 2.65% | +182 | 2026-03-31 |
| 6 | ARI | APOLLO COML REAL ESTATE FIN | 437.2K | $4.6M | $2.9M | 1.22% | -386,000 | 2026-03-31 |
| 7 | GDXJ | VANECK ETF TRUST | 37.8K | $4.5M | $3.6M | 1.52% | -2,877 | 2026-03-31 |
| 8 | ACRE | ARES COML REAL ESTATE CORP | 905.6K | $4.3M | $3.9M | 1.63% | -1,473 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 14.6K | $3.7M | $4.5M | 1.90% | -4,070 | 2026-03-31 |
| 10 | XNEAX | NUVEEN AMT FREE QLTY MUN INC | 302.0K | $3.4M | $3.4M | 1.43% | -5,000 | 2026-03-31 |
| 11 | VTI | VANGUARD INDEX FDS | 9.8K | $3.1M | $3.6M | 1.52% | +2.2K | 2026-03-31 |
| 12 | SGOV | ISHARES TR | 29.5K | $3.0M | $3.0M | 1.25% | +490 | 2026-03-31 |
| 13 | MQY | BLACKROCK MUNIYILD QULT FD I | 270.0K | $3.0M | $3.0M | 1.27% | -1,000 | 2026-03-31 |
| 14 | — | ACCENTURE PLC IRELAND | 14.2K | $2.8M | $2.8M | 1.18% | +39 | 2026-03-31 |
| 15 | GPMT | GRANITE PT MTG TR INC | 1.91M | $2.8M | $2.7M | 1.16% | +10.4K | 2026-03-31 |
| 16 | EIM | EATON VANCE MUN BD FD | 254.1K | $2.5M | $2.4M | 1.02% | +10.0K | 2026-03-31 |
| 17 | AMLP | ALPS ETF TR | 42.9K | $2.3M | $2.4M | 1.00% | +25 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 6.0K | $2.2M | $2.8M | 1.18% | -802 | 2026-03-31 |
| 19 | IVV | ISHARES TR | 2.6K | $1.7M | $1.9M | 0.82% | -- | 2026-03-31 |
| 20 | GBDC | GOLUB CAP BDC INC | 120.2K | $1.5M | $1.5M | 0.65% | -127,500 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 8.7K | $1.5M | $1.7M | 0.74% | -757 | 2026-03-31 |
| 22 | GBTC | GRAYSCALE BITCOIN TRUST ETF | 27.3K | $1.4M | $1.3M | 0.56% | -100 | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.9K | $1.4M | $1.4M | 0.59% | -126 | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 6.7K | $1.4M | $1.8M | 0.76% | -6,028 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 2.3K | $1.4M | $1.6M | 0.66% | +37 | 2026-03-31 |
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