Cura Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Cura Wealth Advisors, LLC reported 96 stock positions worth $226.1 million. Its top holding was Abbvie (ABBV) at 23.6% of the portfolio, followed by FS KKR Capital (FSK, 17.0%) and Abbott Laboratories (ABT, 11.7%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0002056729
- Portfolio Value
- $226.1M (Q4 2024)
- SEC Filing
- 0002056729-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 96 stocks · $226.1M
| ABBV Abbvie Inc. | 23.55% | 299,652 | $53.2M | — |
| FSK FS KKR Capital Corp. | 16.96% | 1,765,237 | $38.3M | — |
| ABT Abbott Laboratories | 11.72% | 234,200 | $26.5M | — |
| XEVVX Eaton Vance Ltd. Durat Inc. | 2.68% | 619,457 | $6.1M | — |
| PLTR Palantir Technologies Inc. Class A | 2.65% | 79,275 | $6.0M | — |
| ARI Apollo Commercial Real Estat | 2.64% | 689,100 | $6.0M | — |
| ACN Accenture PLC Class A | 2.31% | 14,831 | $5.2M | — |
| ACRE Ares Commercial Real Estate | 1.90% | 729,227 | $4.3M | — |
| MQY BlackRock Muniyield Quality | 1.74% | 342,000 | $3.9M | — |
| GBDC Golub Capital BDC Inc. | 1.62% | 241,000 | $3.7M | — |
| AAPL Apple Inc. | 1.61% | 14,573 | $3.6M | — |
| GPMT Granite Point Mortgage Trust | 1.55% | 1,255,521 | $3.5M | — |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 1.50% | 300,608 | $3.4M | — |
| IDXX Idexx Laboratories Inc. | 1.47% | 8,039 | $3.3M | — |
| BXMT Blackstone Mortgage Tru Class A | 1.41% | 183,299 | $3.2M | — |
| VT Vanguard Tot World STK ETF | 1.08% | 20,834 | $2.4M | — |
| EIM Eaton Vance Municipal Bond | 0.99% | 216,089 | $2.2M | — |
| BCSF Bain Capital Specialty Finan | 0.90% | 116,174 | $2.0M | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.90% | 27,390 | $2.0M | — |
| MSFT Microsoft Corp. | 0.85% | 4,580 | $1.9M | — |
| MFIC Midcap Financial Investment | 0.85% | 142,793 | $1.9M | — |
| GDXJ Vaneck Junior Gold Miners | 0.81% | 42,671 | $1.8M | — |
| ORCL Oracle Corp. | 0.74% | 9,992 | $1.7M | — |
| AMZN Amazon.com Inc. | 0.72% | 7,451 | $1.6M | — |
| RITM Rithm Capital Corp. | 0.71% | 148,619 | $1.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 5,341 | $1.5M | — |
| NAD Nuveen Quality Municipal Inc. | 0.64% | 124,420 | $1.5M | — |
| BLW BlackRock Ltd. Durat Inc. TR | 0.63% | 100,238 | $1.4M | — |
| AMLP Alerian MLP ETF | 0.56% | 26,333 | $1.3M | — |
| NKE Nike Inc. Class B | 0.55% | 16,470 | $1.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 2,000 | $1.2M | — |
| IVV iShares Core S&P 500 ETF | 0.45% | 1,712 | $1.0M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 1,873 | $958K | — |
| KMI Kinder Morgan Inc. | 0.41% | 34,175 | $936K | — |
| KYN Kayne Anderson Energy Infra | 0.41% | 73,526 | $935K | — |
| BP BP PLC-Spons ADR | 0.40% | 30,398 | $899K | — |
| SCHX Schwab US Large-Cap ETF | 0.40% | 38,754 | $898K | — |
| COIN Coinbase Global Inc. Class A | 0.40% | 3,600 | $894K | — |
| ETHE Grayscale Ethereum Staking E | 0.39% | 31,500 | $883K | — |
| NBH Neuberger Municipal Fund Inc. | 0.39% | 85,054 | $880K | — |
| GOOGL Alphabet Inc. Class A | 0.39% | 4,604 | $872K | — |
| KREF KKR Real Estate Finance Trus | 0.34% | 75,300 | $761K | — |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 3,724 | $653K | — |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,155 | $622K | — |
| VXUS Vanguard Total Intl Stock | 0.26% | 9,985 | $588K | — |
| PDI PIMCO Dynamic Income Fund | 0.24% | 29,895 | $548K | — |
| BTC Grayscale Bitcoin Mini ETF | 0.24% | 12,978 | $543K | — |
| CEG Constellation Energy | 0.23% | 2,326 | $520K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 1,258 | $516K | — |
| BX Blackstone Inc. | 0.22% | 2,924 | $504K | — |
| SHEL Shell PLC-ADR | 0.22% | 7,935 | $497K | — |
| VONG Vanguard Russell 1000 Growth | 0.22% | 4,800 | $496K | — |
| META Meta Platforms Inc. Class A | 0.21% | 827 | $484K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 2,201 | $484K | — |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 10,904 | $480K | — |
| GDX Vaneck Gold Miners ETF | 0.21% | 14,114 | $479K | — |
| NTRS Northern Trust Corp. | 0.19% | 4,275 | $438K | — |
| NVDA Nvidia Corp. | 0.19% | 3,260 | $438K | — |
| QCOM Qualcomm Inc. | 0.19% | 2,733 | $420K | — |
| PANW Palo Alto Networks Inc. | 0.18% | 2,200 | $400K | — |
| PFE Pfizer Inc. | 0.17% | 14,714 | $390K | — |
| IWM iShares Russell 2000 ETF | 0.17% | 1,721 | $380K | — |
| BEPC Brookfield Renewable Corp. | 0.17% | 13,500 | $373K | — |
| HD Home Depot Inc. | 0.16% | 947 | $368K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.15% | 975 | $335K | — |
| CRM Salesforce Inc. | 0.15% | 998 | $334K | — |
| V Visa Inc. Class A | 0.14% | 988 | $312K | — |
| INTC Intel Corp. | 0.14% | 15,428 | $309K | — |
| JNJ Johnson & Johnson | 0.14% | 2,135 | $309K | — |
| TSLA Tesla Inc. | 0.14% | 759 | $307K | — |
| SCHD Schwab US DVD Equity ETF | 0.14% | 11,177 | $305K | — |
| VIGI Vanguard Int Div App Indx FD | 0.13% | 3,660 | $293K | — |
| BIIB Biogen Inc. | 0.12% | 1,812 | $277K | — |
| DSL Doubleline Income Solutions | 0.12% | 21,910 | $275K | — |
| XOM Exxon Mobil Corp. | 0.12% | 2,471 | $266K | — |
| SAP Sap SE-Sponsored ADR | 0.12% | 1,070 | $263K | — |
| HEDJ Wisdomtree Europe Hedged Equ | 0.12% | 5,982 | $262K | — |
| JPM JPMorgan Chase & Co. | 0.11% | 1,074 | $257K | — |
| VGK Vanguard Ftse Europe ETF | 0.11% | 4,030 | $256K | — |
| ICLN iShares Global Clean Energy | 0.11% | 21,642 | $246K | — |
| VYM Vanguard High DVD Yield ETF | 0.11% | 1,900 | $242K | — |
| BLK BlackRock Inc. | 0.11% | 235 | $241K | — |
| VYMI Vanguard Int High DVD YLD Inc. | 0.11% | 3,525 | $239K | — |
| XLE SS Energy Select Sector | 0.10% | 2,769 | $237K | — |
| SU Suncor Energy Inc. | 0.10% | 6,548 | $234K | — |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,184 | $232K | — |
| VGT Vanguard Info Tech ETF | 0.10% | 358 | $223K | — |
| ET Energy Transfer LP | 0.10% | 11,362 | $223K | — |
| CVX Chevron Corp. | 0.10% | 1,491 | $216K | — |
| VRT Vertiv Holdings Co. Class A | 0.09% | 1,860 | $211K | — |
| RBRK Rubrik Inc. Class A | 0.09% | 3,200 | $209K | — |
| LIN Linde PLC | 0.09% | 490 | $205K | — |
| CCL Carnival Corp. | 0.09% | 8,100 | $202K | — |
| AGNC AGNC Investment Corp. | 0.08% | 20,000 | $184K | — |
| OXFORD LANE CAP CORP | 0.04% | 20,000 | $101K | — |
| ABUS Arbutus Biopharma Corp. | 0.02% | 15,000 | $49K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 140 | $234.3M | ABBV, FSK, ABT, VT, MFIC |
| Q1 2026 | 125 | $223.5M | ABBV, ABT, FSK, MFIC, VT |
| Q4 2025 | 141 | $263.8M | ABBV, FSK, ABT, ARI, MFIC |
| Q3 2025 | 126 | $259.8M | ABBV, FSK, ABT, ARI, MFIC |
| Q2 2025 | 106 | $214.8M | ABBV, FSK, MFIC, ARI, ACRE |
| Q1 2025 | 105 | $247.1M | ABBV, FSK, ABT, MFIC, ARI |
| Q4 2024 | 96 | $226.1M | ABBV, FSK, ABT, XEVVX, PLTR |