CURA WEALTH ADVISORS, LLC - Portfolio overview

CURA WEALTH ADVISORS, LLC has 145 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. ABBV - ABBVIE INC, 27.86%
2. ABT - ABBOTT LABORATORIES, 10.31%
3. FSK - FS KKR CAP CORP, 10.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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