Cura Wealth Advisors, LLC

Name: CURA WEALTH ADVISORS, LLC 13F holdings, Q1 2025
Creator: CURA WEALTH ADVISORS, LLC
Published: 2025-05-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Cura Wealth Advisors, LLC reported 105 stock positions worth $247.1 million. Its top holding was Abbvie (ABBV) at 25.3% of the portfolio, followed by FS KKR Capital (FSK, 15.1%) and Abbott Laboratories (ABT, 12.6%). Compared with Q4 2024, it opened 14 new positions, sold out of 5, added to 46 and reduced 22. The biggest buy was Midcap Financial Investment (MFIC, shares +354%) and the biggest sale Palantir Technologies Class A (PLTR, shares −42%).

Most Recent 13F: Q2 2026
Location: CHICAGO, IL
CIK: 0002056729
Portfolio Value: $247.1M (Q1 2025)
SEC Filing: 0002056729-25-000002 ↗ filed May 15, 2025

Holdings Value

Holdings 105 stocks · $247.1M


ABBV Abbvie Inc.	25.31%	298,515	$62.5M	Reduce -0.4%
FSK FS KKR Capital Corp.	15.13%	1,784,604	$37.4M	Add +1.1%
ABT Abbott Laboratories	12.65%	235,654	$31.3M	Add +0.6%
MFIC Midcap Financial Investment	3.38%	648,600	$8.3M	Add +354.2%
ARI Apollo Commercial Real Estat	3.28%	847,300	$8.1M	Add +23.0%
ACN Accenture PLC Class A	1.88%	14,925	$4.7M	Add +0.6%
XEVVX Eaton Vance Ltd. Durat Inc.	1.84%	456,009	$4.6M	Reduce -26.4%
ACRE Ares Commercial Real Estate	1.81%	963,485	$4.5M	Add +32.1%
MQY BlackRock Muniyield Quality	1.72%	363,000	$4.3M	Add +6.1%
GBDC Golub Capital BDC Inc.	1.65%	268,700	$4.1M	Add +11.5%
PLTR Palantir Technologies Inc. Class A	1.57%	45,875	$3.9M	Reduce -42.1%
AAPL Apple Inc.	1.55%	17,273	$3.8M	Add +18.5%
GPMT Granite Point Mortgage Trust	1.54%	1,465,929	$3.8M	Add +16.8%
BXMT Blackstone Mortgage Tru Class A	1.54%	190,299	$3.8M	Add +3.8%
XNEAX Nuveen Amt-FR QLTY Muni Inc.	1.39%	307,000	$3.4M	Add +2.1%
IDXX Idexx Laboratories Inc.	1.38%	8,116	$3.4M	Add +1.0%
GDXJ Vaneck Junior Gold Miners	1.03%	44,471	$2.5M	Add +4.2%
VT Vanguard Tot World STK ETF	1.00%	21,272	$2.5M	Add +2.1%
MSFT Microsoft Corp.	0.92%	6,043	$2.3M	Add +31.9%
EIM Eaton Vance Municipal Bond	0.79%	195,254	$1.9M	Reduce -9.6%
AMZN Amazon.com Inc.	0.75%	9,736	$1.9M	Add +30.7%
GBTC Grayscale Bitcoin Trust ETF	0.72%	27,390	$1.8M	No change
RITM Rithm Capital Corp.	0.63%	136,619	$1.6M	Reduce -8.1%
VTI VG Morningstar TS MKT ETF-US	0.61%	5,461	$1.5M	Add +2.3%
ORCL Oracle Corp.	0.57%	9,992	$1.4M	No change
AMLP Alerian MLP ETF	0.55%	26,333	$1.4M	No change
BLW BlackRock Ltd. Durat Inc. TR	0.54%	95,238	$1.3M	Reduce -5.0%
IVV iShares Core S&P 500 ETF	0.53%	2,330	$1.3M	Add +36.1%
NAD Nuveen Quality Municipal Inc.	0.51%	110,000	$1.3M	Reduce -11.6%
BP BP PLC-Spons ADR	0.48%	34,948	$1.2M	Add +15.0%
SPY SS SPDR S&P 500 ETF Trust-US	0.46%	2,016	$1.1M	Add +0.8%
NKE Nike Inc. Class B	0.42%	16,470	$1.0M	No change
KYN Kayne Anderson Energy Infra	0.41%	79,038	$1.0M	Add +7.5%
KMI Kinder Morgan Inc.	0.38%	33,248	$949K	Reduce -2.7%
KREF KKR Real Estate Finance Trus	0.38%	86,300	$932K	Add +14.6%
QQQ Invesco QQQ Trust Series 1	0.35%	1,845	$865K	Reduce -1.5%
VOO Vanguard S&P 500 ETF	0.35%	1,680	$863K	Add +45.5%
SCHX Schwab US Large-Cap ETF	0.35%	38,754	$856K	No change
SGOV iShares 0-3 Month Treasury B	0.33%	8,200	$825K	New
RSP Invesco S&P 500 Equal Weight	0.28%	4,042	$700K	Add +8.5%
NBH Neuberger Municipal Fund Inc.	0.28%	66,000	$686K	Reduce -22.4%
GOOGL Alphabet Inc. Class A	0.27%	4,298	$665K	Reduce -6.7%
META Meta Platforms Inc. Class A	0.27%	1,150	$663K	Add +39.1%
GDX Vaneck Gold Miners ETF	0.26%	14,114	$649K	No change
SHEL Shell PLC-ADR	0.25%	8,585	$629K	Add +8.2%
PDI PIMCO Dynamic Income Fund	0.24%	29,950	$593K	Add +0.2%
PANW Palo Alto Networks Inc.	0.23%	3,400	$580K	Add +54.5%
COIN Coinbase Global Inc. Class A	0.21%	3,000	$517K	Reduce -16.7%
VONG Vanguard Russell 1000 Growth	0.20%	5,366	$498K	Add +11.8%
VWO Vanguard Ftse Emerging Marke	0.20%	10,904	$494K	No change
ETHE Grayscale Ethereum Staking E	0.20%	31,800	$484K	Add +0.9%
PFE Pfizer Inc.	0.19%	18,737	$475K	Add +27.3%
VXUS Vanguard Total Intl Stock	0.19%	7,635	$474K	Reduce -23.5%
VUG Vanguard Mrngstar GR ETF-Sui	0.19%	1,258	$466K	No change
NVDA Nvidia Corp.	0.19%	4,252	$461K	Add +30.4%
BX Blackstone Inc.	0.18%	3,200	$447K	Add +9.4%
NTRS Northern Trust Corp.	0.17%	4,275	$422K	No change
HD Home Depot Inc.	0.17%	1,147	$420K	Add +21.1%
QCOM Qualcomm Inc.	0.17%	2,733	$420K	No change
BTC Grayscale Bitcoin Mini ETF	0.17%	11,498	$420K	Reduce -11.4%
JNJ Johnson & Johnson	0.16%	2,388	$396K	Add +11.8%
JPM JPMorgan Chase & Co.	0.16%	1,580	$388K	Add +47.1%
BEPC Brookfield Renewable Corp.	0.15%	13,500	$377K	No change
XOM Exxon Mobil Corp.	0.15%	3,146	$374K	Add +27.3%
FISV Fiserv Inc.	0.15%	1,627	$359K	New
V Visa Inc. Class A	0.14%	988	$346K	No change
VIG Vanguard Dividend Apprec ETF	0.14%	1,785	$346K	Add +50.8%
TDG Transdigm Group Inc.	0.14%	243	$336K	New
SCHD Schwab US DVD Equity ETF	0.14%	11,941	$334K	Add +6.8%
CEG Constellation Energy	0.13%	1,651	$333K	Reduce -29.0%
VIGI Vanguard Int Div App Indx FD	0.13%	3,971	$329K	Add +8.5%
VGT Vanguard Info Tech ETF	0.13%	588	$319K	Add +64.3%
LLY Eli Lilly & Co.	0.13%	375	$310K	New
SAP Sap SE-Sponsored ADR	0.12%	1,065	$286K	Reduce -0.5%
MCD McDonald's Corp.	0.12%	912	$285K	New
HEDJ Wisdomtree Europe Hedged Equ	0.11%	5,982	$284K	No change
VGK Vanguard Ftse Europe ETF	0.11%	4,031	$283K	Add +0.0%
DSL Doubleline Income Solutions	0.11%	21,910	$276K	No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.11%	1,105	$275K	Reduce -49.8%
ELV Elevance Health Inc.	0.11%	631	$274K	New
CRM Salesforce Inc.	0.11%	998	$268K	No change
VYMI Vanguard Int High DVD YLD Inc.	0.11%	3,525	$260K	No change
XLE SS Energy Select Sector	0.10%	2,769	$259K	No change
SU Suncor Energy Inc.	0.10%	6,548	$254K	No change
BIIB Biogen Inc.	0.10%	1,812	$248K	No change
BLK BlackRock Inc.	0.10%	260	$246K	Add +10.6%
VYM Vanguard High DVD Yield ETF	0.10%	1,900	$245K	No change
CVX Chevron Corp.	0.10%	1,455	$243K	Reduce -2.4%
ICLN iShares Global Clean Energy	0.09%	20,292	$232K	Reduce -6.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.09%	750	$232K	Reduce -23.1%
GLD SPDR Gold Shares	0.09%	803	$231K	New
LIN Linde PLC	0.09%	490	$228K	No change
OKE Oneok Inc.	0.09%	2,268	$225K	New
IWM iShares Russell 2000 ETF	0.09%	1,121	$224K	Reduce -34.9%
NVS Novartis AG-Sponsored ADR	0.09%	1,991	$222K	New
MA Mastercard Inc. Class A	0.09%	404	$221K	New
MDT Medtronic PLC	0.09%	2,412	$217K	New
ET Energy Transfer LP	0.09%	11,369	$211K	Add +0.1%
NFLX Netflix Inc.	0.08%	225	$210K	New
INTC Intel Corp.	0.08%	9,228	$210K	Reduce -40.2%

Show all 105 holdings

Portfolio Sells Q4 2024 → Q1 2025


PLTR Palantir Technologies Inc. Class A	Reduce -42.1%	1.57%	−1.08
BCSF Bain Capital Specialty Finan	Sold out	0.00%	−0.90
XEVVX Eaton Vance Ltd. Durat Inc.	Reduce -26.4%	1.84%	−0.84
EIM Eaton Vance Municipal Bond	Reduce -9.6%	0.79%	−0.20
COIN Coinbase Global Inc. Class A	Reduce -16.7%	0.21%	−0.19
TSLA Tesla Inc.	Sold out	0.00%	−0.14
NAD Nuveen Quality Municipal Inc.	Reduce -11.6%	0.51%	−0.13
GOOGL Alphabet Inc. Class A	Reduce -6.7%	0.27%	−0.12
NBH Neuberger Municipal Fund Inc.	Reduce -22.4%	0.28%	−0.11
IBM Intl Business Machines Corp.	Reduce -49.8%	0.11%	−0.10
CEG Constellation Energy	Reduce -29.0%	0.13%	−0.10
VRT Vertiv Holdings Co. Class A	Sold out	0.00%	−0.09
RBRK Rubrik Inc. Class A	Sold out	0.00%	−0.09
CCL Carnival Corp.	Sold out	0.00%	−0.09
BLW BlackRock Ltd. Durat Inc. TR	Reduce -5.0%	0.54%	−0.08
RITM Rithm Capital Corp.	Reduce -8.1%	0.63%	−0.08
IWM iShares Russell 2000 ETF	Reduce -34.9%	0.09%	−0.08
QQQ Invesco QQQ Trust Series 1	Reduce -1.5%	0.35%	−0.07
BTC Grayscale Bitcoin Mini ETF	Reduce -11.4%	0.17%	−0.07
VXUS Vanguard Total Intl Stock	Reduce -23.5%	0.19%	−0.07
MGK Vngrd Mrgstr MG CP GR ETF-Ui	Reduce -23.1%	0.09%	−0.05
INTC Intel Corp.	Reduce -40.2%	0.08%	−0.05
KMI Kinder Morgan Inc.	Reduce -2.7%	0.38%	−0.03
ICLN iShares Global Clean Energy	Reduce -6.2%	0.09%	−0.02
SAP Sap SE-Sponsored ADR	Reduce -0.5%	0.12%	−0.00
CVX Chevron Corp.	Reduce -2.4%	0.10%	+0.00
ABBV Abbvie Inc.	Reduce -0.4%	25.31%	+1.76

Portfolio Buys Q4 2024 → Q1 2025


MFIC Midcap Financial Investment	Add +354.2%	3.38%	+2.52
ABT Abbott Laboratories	Add +0.6%	12.65%	+0.93
ARI Apollo Commercial Real Estat	Add +23.0%	3.28%	+0.64
SGOV iShares 0-3 Month Treasury B	New	0.33%	+0.33
GDXJ Vaneck Junior Gold Miners	Add +4.2%	1.03%	+0.22
FISV Fiserv Inc.	New	0.15%	+0.15
TDG Transdigm Group Inc.	New	0.14%	+0.14
BXMT Blackstone Mortgage Tru Class A	Add +3.8%	1.54%	+0.13
LLY Eli Lilly & Co.	New	0.13%	+0.13
MCD McDonald's Corp.	New	0.12%	+0.12
ELV Elevance Health Inc.	New	0.11%	+0.11
GLD SPDR Gold Shares	New	0.09%	+0.09
OKE Oneok Inc.	New	0.09%	+0.09
NVS Novartis AG-Sponsored ADR	New	0.09%	+0.09
MA Mastercard Inc. Class A	New	0.09%	+0.09
MDT Medtronic PLC	New	0.09%	+0.09
NFLX Netflix Inc.	New	0.08%	+0.08
IVV iShares Core S&P 500 ETF	Add +36.1%	0.53%	+0.08
TXN Texas Instruments Inc.	New	0.08%	+0.08
BP BP PLC-Spons ADR	Add +15.0%	0.48%	+0.08
VOO Vanguard S&P 500 ETF	Add +45.5%	0.35%	+0.07
MSFT Microsoft Corp.	Add +31.9%	0.92%	+0.06
PANW Palo Alto Networks Inc.	Add +54.5%	0.23%	+0.06
META Meta Platforms Inc. Class A	Add +39.1%	0.27%	+0.05
JPM JPMorgan Chase & Co.	Add +47.1%	0.16%	+0.04
KREF KKR Real Estate Finance Trus	Add +14.6%	0.38%	+0.04
VIG Vanguard Dividend Apprec ETF	Add +50.8%	0.14%	+0.04
SHEL Shell PLC-ADR	Add +8.2%	0.25%	+0.03
XOM Exxon Mobil Corp.	Add +27.3%	0.15%	+0.03
OXFORD LANE CAP CORP	Add +100.0%	0.08%	+0.03
VGT Vanguard Info Tech ETF	Add +64.3%	0.13%	+0.03
GBDC Golub Capital BDC Inc.	Add +11.5%	1.65%	+0.03
AMZN Amazon.com Inc.	Add +30.7%	0.75%	+0.03
JNJ Johnson & Johnson	Add +11.8%	0.16%	+0.02
DBI Designer Brands Inc. Class A	New	0.02%	+0.02
PFE Pfizer Inc.	Add +27.3%	0.19%	+0.02
HD Home Depot Inc.	Add +21.1%	0.17%	+0.01
VIGI Vanguard Int Div App Indx FD	Add +8.5%	0.13%	+0.00
VGK Vanguard Ftse Europe ETF	Add +0.0%	0.11%	+0.00
SCHD Schwab US DVD Equity ETF	Add +6.8%	0.14%	0.00
PDI PIMCO Dynamic Income Fund	Add +0.2%	0.24%	−0.00
KYN Kayne Anderson Energy Infra	Add +7.5%	0.41%	−0.00
RSP Invesco S&P 500 Equal Weight	Add +8.5%	0.28%	−0.01
GPMT Granite Point Mortgage Trust	Add +16.8%	1.54%	−0.01
BLK BlackRock Inc.	Add +10.6%	0.10%	−0.01
NVDA Nvidia Corp.	Add +30.4%	0.19%	−0.01
ET Energy Transfer LP	Add +0.1%	0.09%	−0.01
VONG Vanguard Russell 1000 Growth	Add +11.8%	0.20%	−0.02
MQY BlackRock Muniyield Quality	Add +6.1%	1.72%	−0.02
BX Blackstone Inc.	Add +9.4%	0.18%	−0.04

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