Curi Wealth Management, LLC
Raleigh, NC · CIK 1851184 · 13F filing filed 2024-05-15
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyRaleigh, NC
$0
reported value
-100.0% vs Q4 2023
1positions
—in top 10
1 new
0 added
0 reduced
160 sold out
vs Q4 2023
Holdings, Q1 2024
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q4 2023
| Security | Value then |
|---|---|
| SCHWAB STRATEGIC TR SCHX | $70.5m1.3m shares |
| ISHARES TR IVV | $64.5m135.0k shares |
| ISHARES TR SHY | $47.9m584.1k shares |
| SCHWAB STRATEGIC TR SCHM | $24.9m329.9k shares |
| ISHARES INC EMXC | $22.2m401.5k shares |
| ISHARES TR IJH | $20.6m372.1k shares |
| ISHARES TR IEI | $20.3m173.3k shares |
| SCHWAB STRATEGIC TR SCHF | $19.7m533.7k shares |
| MICROSOFT CORP MSFT | $18.9m50.3k shares |
| ISHARES TR SGOV | $17.0m169.1k shares |
| JPMORGAN CHASE & CO JPM | $15.5m91.3k shares |
| APPLIED MATLS INC AMAT | $14.8m91.1k shares |
| ISHARES TR IEFA | $13.4m190.2k shares |
| MASTERCARD INCORPORATED MA | $13.4m31.4k shares |
| VISA INC V | $12.7m48.9k shares |
| MICROCHIP TECHNOLOGY INC. MCHP | $12.5m139.0k shares |
| UNITEDHEALTH GROUP INC UNH | $12.4m23.5k shares |
| SCHWAB STRATEGIC TR SCHA | $12.4m261.8k shares |
| ALPHABET INC GOOG | $12.3m87.0k shares |
| ISHARES TR SLQD | $12.1m246.3k shares |
| MERCK & CO INC MRK | $11.6m106.3k shares |
| IQVIA HLDGS INC IQV | $11.3m48.8k shares |
| ISHARES TR IJR | $11.0m101.5k shares |
| SCHWAB CHARLES CORP SCHW | $10.5m153.2k shares |
| SYSCO CORP SYY | $9.6m131.7k shares |