Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Curio Wealth

Latest statistics and disclosures from Curio Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFSD, DFGP, DFAI, AVDE, and represent 56.92% of Curio Wealth's stock portfolio.
Added to shares of these 10 stocks: DFGP (+$7.4M), DFSD (+$5.7M), DFAU, DFAI, DFVX, PLTR, NFLX, LMT, AVGE, DFAS.
Started 217 new stock positions in MELI, LTRN, RKT, PGX, INBS, BLD, MRNA, CBT, FLG, RYCEF.
Reduced shares in these 10 stocks: DUHP, BF.A, FDS, DFIP, BF.B, AVDE, FI, VO, DHI, CPRT.
Sold out of its positions in AVLV, ARES, BGY, BCX, BF.A, CPRT, FDS, FIXD, FI, Intelligent Bio Solutions In. KJAN, BAUG, KDEC, IIM, IQI, IVV, LB, NZF, RGTI, SNWV, SCHZ, UPS, VTEB, YUMC.
Curio Wealth was a net buyer of stock by $34M.
Curio Wealth has $282M in assets under management (AUM), dropping by 15.81%.
Central Index Key (CIK): 0002049201

Tip: Access up to 7 years of quarterly data

Positions held by Curio Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Curio Wealth

Curio Wealth holds 472 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dfa Us Core Equity Market Etf Etf (DFAU)	16.3	$46M	+11%	967k	47.44	View chart
Dfa S/t Fixed Income Etf Etf (DFSD)	15.8	$45M	+14%	930k	47.94	View chart
Dfa Global Core Fixed Income Etf Etf (DFGP)	14.6	$41M	+21%	762k	54.17	View chart
Dfa Int Core Equity Etf Etf (DFAI)	5.3	$15M	+15%	387k	38.32	View chart
Avantis Intl Core Equity Etf Etf (AVDE)	5.0	$14M		170k	82.74	View chart
Dfa Us Small Cap Etf Etf (DFAS)	2.9	$8.3M	+9%	116k	71.24	View chart
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)	2.8	$7.9M	+27%	105k	75.22	View chart
Avantis Us Equity Etf Etf (AVUS)	2.7	$7.5M		67k	113.27	View chart
Avantis Emerging Mkt Eq Etf Etf (AVEM)	2.5	$7.2M	+10%	94k	76.87	View chart
Dfa Us Real Estate Etf Etf (DFAR)	2.2	$6.2M	+10%	268k	22.96	View chart
Dfa Emerging Markets Etf Etf (DFAE)	2.1	$5.8M	+3%	180k	32.46	View chart
Avantis Intl Small Value Etf Etf (AVDV)	1.9	$5.5M	+8%	58k	94.54	View chart
Dfa Us Core Equity 2 Etf Etf (DFAC)	1.6	$4.6M	+10%	115k	40.13	View chart
Avantis Us Small Cap Value Etf Etf (AVUV)	1.3	$3.7M	+9%	36k	103.82	View chart
Dfa Core Fixed Income Etf Etf (DFCF)	1.2	$3.5M	+2%	81k	42.63	View chart
Dfa Us Targeted Value Etf Etf (DFAT)	1.2	$3.4M		56k	60.55	View chart
Dfa Us Equity Etf Etf (DFUS)	1.0	$2.8M		37k	75.16	View chart
Ishares Tech-software Etf Etf (IGV)	0.9	$2.7M		25k	108.23	View chart
Google Class C Listed Stock (GOOG)	0.8	$2.3M		7.2k	315.66	View chart
Dfa Tax-mgd Us Mkt-wide Val Ii Etf Etf (DFUV)	0.7	$2.0M		42k	47.09	View chart
Vanguard Midcap Etf Etf (VO)	0.7	$2.0M	-2%	6.7k	294.32	View chart
Avantis All Equity Mkts Etf Etf (AVGE)	0.6	$1.8M	+72%	21k	86.83	View chart
Apple Listed Stock (AAPL)	0.6	$1.8M	+22%	6.5k	273.80	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$1.7M	+10%	2.5k	690.38	View chart
Palantir Technologies Listed Stock (PLTR)	0.5	$1.5M	NEW	7.6k	194.17	View chart
Dfa Intl Small Cap Value Etf Etf (DISV)	0.5	$1.4M		38k	37.98	View chart
Vg S/t Corp Bond Etf Etf (VCSH)	0.4	$1.1M	-2%	14k	79.64	View chart
Dfa Us Small Cap Val Etf Etf (DFSV)	0.4	$1.1M	+2%	33k	33.41	View chart
Microsoft Corp Listed Stock (MSFT)	0.4	$1.1M	+13%	2.3k	488.07	View chart
Dfa World Ex-us Equity Etf Etf (DFAX)	0.4	$1.1M	+4%	34k	32.81	View chart
Dimnsnl Glbl Sustn Fixed Incm Etf Etf (DFSB)	0.4	$1.1M	+15%	21k	51.93	View chart
Schwab Us Large Cap Etf Etf (SCHX)	0.4	$1.0M	+4%	38k	27.25	View chart
Vanguard Reit Etf Etf (VNQ)	0.4	$1.0M		11k	88.76	View chart
Tjx Companies Listed Stock (TJX)	0.3	$889k		5.7k	157.29	View chart
Netflix Listed Stock (NFLX)	0.3	$864k	+4513%	9.2k	93.64	View chart
Dfa Tax-mgd Int'l Value Etf Etf (DFIV)	0.3	$850k		17k	50.06	View chart
Vanguard Esg Us Stk Etf Etf (ESGV)	0.3	$833k		6.8k	122.48	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.3	$812k		8.3k	97.82	View chart
Lockheed Martin Listed Stock (LMT)	0.3	$791k	NEW	1.6k	485.75	View chart
Avantis Us Small Cap Etf Etf (AVSC)	0.3	$785k		13k	60.00	View chart
Vanguard Stock Market Etf Etf (VTI)	0.3	$748k	+4%	2.2k	339.82	View chart
Meta Platforms Listed Stock (META)	0.3	$717k	+8%	1.1k	667.55	View chart
Dfa Us Large Cap Value Etf Etf (DFLV)	0.2	$705k		20k	34.60	View chart
Vanguard Esg Us Corp Bd Etf Etf (VCEB)	0.2	$703k		11k	63.77	View chart
Vg Total Intl Bond Index Etf Etf (BNDX)	0.2	$673k	+6%	14k	48.42	View chart
Spdr Gold Etf Etf (GLD)	0.2	$667k		1.6k	411.93	View chart
Dfa Inflation-protect Sec Etf Etf (DFIP)	0.2	$623k	-12%	15k	41.60	View chart
Dimensional Ultrashort Fxd Inc Etf Etf (DUSB)	0.2	$615k	+18%	12k	50.62	View chart
Walmart Listed Stock (WMT)	0.2	$579k	+3%	5.2k	111.61	View chart
Cisco Systems Listed Stock (CSCO)	0.2	$548k	+3%	7.0k	78.02	View chart
Dfa Us High Profitability Etf Etf (DUHP)	0.2	$526k	-29%	14k	38.51	View chart
Amazon Listed Stock (AMZN)	0.2	$504k	+17%	2.2k	232.38	View chart
Eli Lilly Listed Stock (LLY)	0.2	$462k	+5%	428.00	1078.19	View chart
Google Class A Listed Stock (GOOGL)	0.2	$447k	+82%	1.4k	314.00	View chart
Berkshire Hathaway Listed Stock (BRK.B)	0.2	$437k	+178%	871.00	501.34	View chart
Ibm Listed Stock (IBM)	0.1	$411k	+236%	1.4k	304.57	View chart
Nvidia Corp Listed Stock (NVDA)	0.1	$396k	+125%	2.1k	188.59	View chart
American Beacon Lrg Cap Val Listed Stock	0.1	$390k	NEW	17k	22.84	View chart
Powershares Etf (QQQ)	0.1	$376k	+11%	603.00	624.07	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$370k	-7%	14k	26.52	View chart
Visa Listed Stock (V)	0.1	$351k		987.00	355.11	View chart
Avantis Responsible Emer Mrk Eqy Etf Etf (AVSE)	0.1	$335k	+19%	5.2k	64.76	View chart
Schwab Us Small Cap Idx Etf Etf (SCHA)	0.1	$323k		11k	29.17	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$306k		482.00	634.78	View chart
Amd Listed Stock (AMD)	0.1	$287k		1.3k	215.04	View chart
Schwab Int'l Equity Etf Etf (SCHF)	0.1	$263k	-2%	11k	24.14	View chart
Avantis Real Estate Etf Etf (AVRE)	0.1	$258k	+6%	5.9k	43.71	View chart
Autonation Listed Stock (AN)	0.1	$246k		1.2k	212.27	View chart
Vg Ultra-short Bond Etf Etf (VUSB)	0.1	$246k		4.9k	49.77	View chart
Dfa Us Sustainablty Core 1 Etf Etf (DFSU)	0.1	$237k	+11%	5.4k	44.05	View chart
Vanguard Midcap Value Etf Etf (VOE)	0.1	$230k		1.3k	179.25	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$229k	-4%	901.00	254.09	View chart
Vanguard Us Value Etf Etf (VTV)	0.1	$225k		1.2k	192.87	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$221k	NEW	1.2k	185.18	View chart
Dfa Int'l High Profit Etf Etf (DIHP)	0.1	$207k	-8%	6.5k	31.84	View chart
Oracle Corp Listed Stock (ORCL)	0.1	$205k		1.0k	197.49	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$201k	+49%	2.2k	89.80	View chart
Avantis Responsibl Us Equity Etf Etf (AVSU)	0.1	$199k	+4%	2.6k	77.30	View chart
Ishares Eafe Small Cap Etf Etf (SCZ)	0.1	$197k		2.5k	77.94	View chart
O'reilly Automotive Listed Stock (ORLY)	0.1	$186k		2.0k	92.40	View chart
Tesla Listed Stock (TSLA)	0.1	$181k	NEW	372.00	485.40	View chart
Union Pacific Listed Stock (UNP)	0.1	$178k		758.00	235.05	View chart
Ishares Msci Usa Quality Etf Etf (QUAL)	0.1	$176k	-8%	876.00	201.03	View chart
Ishares Core S&p Value Etf Etf (IUSV)	0.1	$174k		1.7k	103.66	View chart
Ishares Russell 1000 Etf (IWB)	0.1	$171k	+29%	453.00	378.20	View chart
Fidelity Nasdaq Composite Etf Etf (ONEQ)	0.1	$162k		1.7k	92.88	View chart
Truist Financial Corp Listed Stock (TFC)	0.1	$153k	+191%	3.0k	50.74	View chart
Vanguard Small Cap Val Etf Etf (VBR)	0.1	$152k		706.00	215.30	View chart
Jp Morgan Listed Stock (JPM)	0.1	$151k	+20%	459.00	329.34	View chart
Arch Capital Group Listed Stock (ACGL)	0.1	$143k		1.5k	96.40	View chart
Vanguard Lrg Cap Etf Etf (VV)	0.1	$142k		446.00	318.71	View chart
Vanguard Europe/pacific Etf Etf (VEA)	0.0	$141k	-12%	2.2k	62.68	View chart
Ishares Midcap 400 Etf Etf (IJH)	0.0	$136k		2.0k	67.32	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$133k	-5%	930.00	142.48	View chart
Mastercard Listed Stock (MA)	0.0	$130k		225.00	579.45	View chart
Dfa Intl Sus Core 1 Etf Etf (DFSI)	0.0	$123k		2.9k	43.12	View chart
Citi Listed Stock (C)	0.0	$121k	NEW	993.00	121.56	View chart
Micron Technology Listed Stock (MU)	0.0	$115k		400.00	286.68	View chart
Vg Short Term Bond Etf Etf (BSV)	0.0	$114k		1.4k	78.74	View chart
Royal Caribbean Cruises Listed Stock (RCL)	0.0	$106k	NEW	361.00	294.12	View chart
Cigna Corp Listed Stock (CI)	0.0	$106k		386.00	274.86	View chart
Fidelity Enchanged Large Cap Listed Stock (FELC)	0.0	$102k		2.6k	38.64	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$99k		1.3k	74.74	View chart
Morgan Stanley Listed Stock (MS)	0.0	$96k	NEW	527.00	181.65	View chart
Bank Of America Listed Stock (BAC)	0.0	$95k	+42125%	1.7k	56.25	View chart
Spdr Trust S&p Biotech Etf Etf (XBI)	0.0	$95k		748.00	126.30	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$92k	NEW	1.0k	88.06	View chart
Norfolk Southern Listed Stock (NSC)	0.0	$92k		313.00	292.71	View chart
Intuit Listed Stock (INTU)	0.0	$90k		134.00	674.83	View chart
Schwab Us Dividend Eq Etf Etf (SCHD)	0.0	$90k		3.2k	27.66	View chart
Southwest Airlines Listed Stock (LUV)	0.0	$88k	NEW	2.1k	41.48	View chart
3-d Matrix Listed Stock (DMTRF)	0.0	$87k	+46%	39k	2.23	View chart
Procter & Gamble Listed Stock (PG)	0.0	$87k	+9%	600.00	144.49	View chart
Vanguard Total Intl Stock Etf Etf (VXUS)	0.0	$86k		1.1k	75.61	View chart
Flexshares Mstar Us Mkt Factors Tilt Etf Etf (TILT)	0.0	$84k		335.00	251.96	View chart
Vg Info Technology Etf Etf (VGT)	0.0	$82k	+664%	107.00	766.32	View chart
Lowes Companies Listed Stock (LOW)	0.0	$77k	+8%	318.00	243.00	View chart
Ishares Emerging Mkt Etf Etf (IEMG)	0.0	$76k	NEW	1.1k	66.96	View chart
Home Depot Listed Stock (HD)	0.0	$76k	+13%	218.00	346.96	View chart
Qualcomm Listed Stock (QCOM)	0.0	$70k	NEW	400.00	174.77	View chart
Ishares Emerging Mkts Etf Etf (EEM)	0.0	$68k		1.2k	54.42	View chart
D.r. Horton Listed Stock (DHI)	0.0	$66k	-43%	450.00	146.63	View chart
Rpm Inc-ohio Listed Stock (RPM)	0.0	$66k	-5%	623.00	105.79	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$66k		681.00	96.41	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$65k		519.00	125.00	View chart
Vanguard Emerging Mkt Etf Etf (VWO)	0.0	$58k		1.1k	53.68	View chart
Pnc Bank Corp Listed Stock (PNC)	0.0	$57k	+28%	269.00	213.48	View chart
State Street Spdr Port S&p 500 Etf Etf (SPYM)	0.0	$57k	NEW	699.00	81.40	View chart
Fdx Corp Listed Stock (FDX)	0.0	$57k	+20%	192.00	295.27	View chart
Avantis Core Fixed Income ETF Etf (AVIG)	0.0	$57k		1.3k	41.96	View chart
Avantis Responsbl Intrl Eqty Etf Etf (AVSD)	0.0	$56k	+172%	746.00	74.69	View chart
Ishare Core S&p Ttl Us Stock Mkt Etf Etf (ITOT)	0.0	$55k		366.00	150.86	View chart
Ishares Core S&p Sm Cap Etf Etf (IJR)	0.0	$54k		441.00	123.23	View chart
Ishare Edge Msci Min Vol Etf Etf (USMV)	0.0	$52k		545.00	95.07	View chart
Automatic Data Processing Listed Stock (ADP)	0.0	$52k		200.00	258.10	View chart
Johnson & Johnson Listed Stock (JNJ)	0.0	$50k	-35%	238.00	207.78	View chart
Abbvie Listed Stock (ABBV)	0.0	$49k	-29%	215.00	229.89	View chart
Unitedhealth Group Listed Stock (UNH)	0.0	$49k	NEW	150.00	328.38	View chart
Dfa Emg Mrkt Sus Core 1 Etf Etf (DFSE)	0.0	$49k		1.2k	41.41	View chart
Brookfield Renewable Corp Listed Stock (BEPC)	0.0	$49k	+30%	1.2k	39.13	View chart
Brown & Brown Listed Stock (BRO)	0.0	$49k		600.00	80.82	View chart
Spdr - Consumer Discretionary Etf Etf (XLY)	0.0	$48k	+1850%	390.00	122.59	View chart
Pepsico Listed Stock (PEP)	0.0	$48k	-28%	332.00	143.74	View chart
Broadridge Financial Solutions Listed Stock (BR)	0.0	$46k		200.00	228.38	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.0	$45k	NEW	734.00	61.70	View chart
Installed Building Products Listed Stock (IBP)	0.0	$45k		169.00	265.82	View chart
Fidelity Wise Origin Bitcoin Etf Etf (FBTC)	0.0	$44k	NEW	579.00	76.02	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$44k	NEW	889.00	49.46	View chart
Brown-forman Corp Listed Stock (BF.B)	0.0	$42k	-65%	1.6k	26.89	View chart
Constellation Brands Listed Stock (STZ)	0.0	$42k	NEW	300.00	140.49	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$41k	+423%	157.00	263.28	View chart
Pfizer Listed Stock (PFE)	0.0	$41k	+51%	1.6k	25.03	View chart
Tr Price Group Listed Stock (TROW)	0.0	$40k	+64%	386.00	104.68	View chart
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)	0.0	$40k	NEW	702.00	57.36	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$40k	NEW	561.00	71.60	View chart
Abbott Laboratories Listed Stock (ABT)	0.0	$38k		307.00	124.81	View chart
Merck & Co Listed Stock (MRK)	0.0	$37k		345.00	106.45	View chart
The Comm Svcs Sel Sect Spdr Etf Etf (XLC)	0.0	$36k	NEW	308.00	118.09	View chart
Flexshare Mstar Devmks Ex-us Fct Tilt Etf Etf (TLTD)	0.0	$36k		386.00	93.23	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$36k	+577%	677.00	52.71	View chart
Thor Industries Listed Stock (THO)	0.0	$36k	NEW	334.00	106.36	View chart
Spdr - Financial Etf Etf (XLF)	0.0	$35k	NEW	625.00	55.73	View chart
Principal Financial Group Listed Stock (PFG)	0.0	$34k		379.00	89.59	View chart
Photronics Listed Stock (PLAB)	0.0	$34k		1.0k	33.67	View chart
Ormat Technologies Listed Stock (ORA)	0.0	$34k		293.00	114.41	View chart
Atlantic Union Bankshares Corp Listed Stock (AUB)	0.0	$33k		900.00	36.58	View chart
Roche Holding Listed Stock (RHHBY)	0.0	$32k		600.00	52.53	View chart
Canadian National Railway Listed Stock (CNI)	0.0	$31k	NEW	317.00	98.69	View chart
Fluence Energy Listed Stock (FLNC)	0.0	$31k	NEW	1.6k	19.83	View chart
Mercadolibre Listed Stock (MELI)	0.0	$30k	NEW	15.00	2010.67	View chart
Vg Dvdnd Appreciation Etf Etf (VIG)	0.0	$29k		132.00	222.98	View chart
Ishares Msci Usa Momentum Factor Etf (MTUM)	0.0	$29k	+80%	114.00	255.90	View chart
Verizon Listed Stock (VZ)	0.0	$28k	+29%	696.00	40.32	View chart
First Trust Dow Jones Internet Etf Etf (FDN)	0.0	$28k	NEW	103.00	272.10	View chart
Mccormick Listed Stock (MKC)	0.0	$28k		400.00	68.88	View chart
Shopify Listed Stock (SHOP)	0.0	$27k	NEW	160.00	169.45	View chart
Vg Consumer Staples Etf Etf (VDC)	0.0	$27k	NEW	125.00	212.61	View chart
Cresco Labs Listed Stock (CRLBF)	0.0	$26k	-50%	20k	1.28	View chart
Walt Disney Listed Stock (DIS)	0.0	$26k	+110%	223.00	114.36	View chart
Xcel Energy Listed Stock (XEL)	0.0	$25k	+31%	341.00	74.09	View chart
S&p Mid Cap 400 Etf Etf (MDY)	0.0	$25k		41.00	615.20	View chart
Oklo Cl A Ord Listed Stock (OKLO)	0.0	$25k		310.00	81.31	View chart
Energy Transfer Listed Stock (ET)	0.0	$25k	NEW	1.5k	16.39	View chart
Exxon Mobil Listed Stock (XOM)	0.0	$24k	+968%	203.00	119.22	View chart
Spdr - Health Care Etf Etf (XLV)	0.0	$24k	NEW	153.00	155.80	View chart
Vanguard Us Lg Cap Grwth Etf Etf (VUG)	0.0	$23k		47.00	495.06	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$23k	+23%	89.00	252.71	View chart
Novo Nordisk A/S Listed Stock (NVO)	0.0	$22k	NEW	415.00	52.56	View chart
Thomson Reuters Listed Stock (TRI)	0.0	$22k		163.00	133.00	View chart
Arista Networks Listed Stock (ANET)	0.0	$22k	NEW	165.00	130.77	View chart
Phillips Edison And Company Listed Stock (PECO)	0.0	$21k		591.00	35.78	View chart
Coca Cola Listed Stock (KO)	0.0	$21k	+656%	295.00	70.20	View chart
T-mobile Us Listed Stock (TMUS)	0.0	$21k	NEW	104.00	198.17	View chart
Ishares Msci Emerging Mkts Ex China Etf Etf (EMXC)	0.0	$20k	NEW	284.00	71.85	View chart
Macy's Listed Stock (M)	0.0	$20k	NEW	907.00	22.31	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$20k	NEW	515.00	39.11	View chart
Vanguard S&p Sm Cap 600 Etf Etf (VIOO)	0.0	$20k		174.00	113.78	View chart
Vanguard Sm Cap Grw Etf Etf (VBK)	0.0	$19k		62.00	309.89	View chart
Canadian Pacific Railway Listed Stock (CP)	0.0	$19k		250.00	74.56	View chart
Nxp Semiconductor Nv Listed Stock (NXPI)	0.0	$19k	NEW	82.00	225.26	View chart
Nike Listed Stock (NKE)	0.0	$18k	+3266%	303.00	60.00	View chart
Edwards Lifesciences Listed Stock (EW)	0.0	$18k		208.00	86.29	View chart
Maplebear Listed Stock (CART)	0.0	$18k	NEW	383.00	45.65	View chart
Toyota Listed Stock (TM)	0.0	$17k	NEW	77.00	216.73	View chart
Fs Kkr Capital Corp Listed Stock (FSK)	0.0	$17k		1.1k	14.51	View chart
Booking Holdings Listed Stock (BKNG)	0.0	$16k		3.00	5446.67	View chart
GOLMAN SACKS ACCESS TREASURY 0-1 Yr ETF Etf (GBIL)	0.0	$16k		158.00	100.20	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$16k		312.00	50.73	View chart
Vanguard Total World Etf Etf (VT)	0.0	$16k		110.00	142.36	View chart
Fifth Third Bancorp Listed Stock (FITB)	0.0	$16k	NEW	322.00	48.22	View chart
Crowdstrike Holdings Listed Stock (CRWD)	0.0	$15k	NEW	32.00	477.12	View chart
Ishares Biotech Etf (IBB)	0.0	$15k	NEW	87.00	173.25	View chart
Schwab Us Broad Market Etf Etf (SCHB)	0.0	$15k		567.00	26.58	View chart
Axon Enterprise Listed Stock (AXON)	0.0	$15k	NEW	25.00	591.16	View chart
General Electric Listed Stock (GE)	0.0	$15k	+283%	46.00	316.76	View chart
Mplx Lp Partnership Units Listed Stock (MPLX)	0.0	$14k	NEW	263.00	54.03	View chart
Broadcom Listed Stock (AVGO)	0.0	$14k		40.00	350.23	View chart
Capital One Financial Corp Listed Stock (COF)	0.0	$14k	+3%	55.00	248.35	View chart
Nasdaq Listed Stock (NDAQ)	0.0	$13k		135.00	98.64	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.0	$13k	NEW	300.00	44.37	View chart
Las Vegas Sands Corp Listed Stock (LVS)	0.0	$13k	NEW	200.00	66.31	View chart
Schwab Intl Small Cap Etf Etf (SCHC)	0.0	$13k		288.00	45.72	View chart
Mcdonalds Listed Stock (MCD)	0.0	$13k	+180%	42.00	313.33	View chart
Science Applications International Corp Listed Stock (SAIC)	0.0	$13k		128.00	102.80	View chart
Ishares S&p Sm Cap Val Etf Etf (IJS)	0.0	$13k		111.00	115.68	View chart
Vg World Ex-us Small Cap Etf Etf (VSS)	0.0	$13k		88.00	143.83	View chart
Paypal Holdings Listed Stock (PYPL)	0.0	$13k	NEW	209.00	60.05	View chart
Siga Technologies Listed Stock (SIGA)	0.0	$13k		2.0k	6.27	View chart
Vanguard Emerging Mkts Govt Bd Etf Etf (VWOB)	0.0	$12k	NEW	182.00	67.59	View chart
C.h. Robinson Worldwide Listed Stock (CHRW)	0.0	$12k	NEW	74.00	164.95	View chart
Cannabist Company Holding Listed Stock (CBSTF)	0.0	$12k		234k	0.05	View chart
L Oreal Sa Listed Stock (LRLCY)	0.0	$12k	NEW	135.00	86.03	View chart
Ishares A.i. Innovation And Tech Act Etf Etf (BAI)	0.0	$12k	NEW	341.00	34.01	View chart
Chubb Listed Stock (CB)	0.0	$12k	NEW	37.00	313.32	View chart
On Holding Cl A Ord Listed Stock (ONON)	0.0	$12k	NEW	249.00	46.49	View chart
COCA-COLA FEMSA SAB de CV Listed Stock (KOF)	0.0	$12k	NEW	120.00	95.82	View chart
Constellation Energy Listed Stock (CEG)	0.0	$11k		31.00	363.94	View chart
AEHR TEST SYSTEMSehr Listed Stock (AEHR)	0.0	$11k		500.00	22.07	View chart
Archer Aviation Cl A Listed Stock (ACHR)	0.0	$11k		1.3k	8.13	View chart
Medtronic Listed Stock (MDT)	0.0	$11k	NEW	112.00	97.27	View chart
Genesis Park Acquistion Corp Listed Stock (RDW)	0.0	$11k	NEW	1.4k	7.82	View chart
Applied Digital Corp Listed Stock (APLD)	0.0	$10k		406.00	25.72	View chart
Viking Therapeutics Listed Stock (VKTX)	0.0	$10k		279.00	37.35	View chart
Kinsale Cap Group Listed Stock (KNSL)	0.0	$10k	NEW	26.00	396.65	View chart
Palo Alto Networks Listed Stock (PANW)	0.0	$10k	NEW	54.00	187.22	View chart
Topbuild Corp Listed Stock (BLD)	0.0	$9.4k	NEW	22.00	428.14	View chart
Waste Management Listed Stock (WM)	0.0	$9.1k	NEW	41.00	221.37	View chart
Stryker Corp Listed Stock (SYK)	0.0	$8.9k	NEW	25.00	354.76	View chart
Okta Listed Stock (OKTA)	0.0	$8.8k	NEW	100.00	88.39	View chart
Spotify Technology Sa Listed Stock (SPOT)	0.0	$8.8k	NEW	15.00	586.60	View chart
Intuitive Surgical Listed Stock (ISRG)	0.0	$8.7k	NEW	15.00	577.13	View chart
APA Corp Listed Stock (APA)	0.0	$8.6k		353.00	24.36	View chart
BANK AMERICA 5.375pcnt P Listed Stock (BAC.PM)	0.0	$8.6k		390.00	21.95	View chart
M&t Bank Listed Stock (MTB)	0.0	$8.5k	NEW	41.00	207.24	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$8.4k	NEW	40.00	210.65	View chart
Spdr - Utilities Etf (XLU)	0.0	$8.4k	NEW	196.00	42.81	View chart
Amgen Listed Stock (AMGN)	0.0	$8.3k	NEW	25.00	333.96	View chart
Mongodb Listed Stock (MDB)	0.0	$8.3k	NEW	19.00	435.53	View chart
Himax Technologies Listed Stock (HIMX)	0.0	$8.3k	NEW	1.0k	8.26	View chart
Philip Morris Intl Listed Stock (PM)	0.0	$8.1k	NEW	50.00	162.64	View chart
Conoco Phillips Listed Stock (COP)	0.0	$8.0k	+180%	87.00	91.97	View chart
Comcast Listed Stock (CMCSA)	0.0	$8.0k	+39%	268.00	29.78	View chart
ISHARES 0-5 YEAR TIPS Bond ETF Etf (STIP)	0.0	$7.7k		75.00	102.31	View chart
Doordash Listed Stock (DASH)	0.0	$7.7k	NEW	33.00	232.06	View chart
Servicenow Listed Stock (NOW)	0.0	$7.6k	NEW	50.00	152.60	View chart
Vanguard Financial Etf Etf (VFH)	0.0	$7.6k	NEW	56.00	136.00	View chart
Flagstar Financial Listed Stock (FLG)	0.0	$7.6k	NEW	590.00	12.85	View chart
Ge Vernova Listed Stock (GEV)	0.0	$7.3k	+266%	11.00	667.36	View chart
iShares iBoxx $ Invmt Grade Corp Bd ETF Etf (LQD)	0.0	$7.2k	NEW	65.00	110.65	View chart
Sofi Technologies Listed Stock (SOFI)	0.0	$7.1k		260.00	27.48	View chart
Metlife Listed Stock (MET)	0.0	$7.1k	+20%	88.00	80.83	View chart
Corning Listed Stock (GLW)	0.0	$7.0k		78.00	89.71	View chart
Iron Mountain Listed Stock (IRM)	0.0	$7.0k		86.00	81.30	View chart
Immersion Corp Listed Stock (IMMR)	0.0	$6.9k	NEW	1.0k	6.89	View chart
Industrial Select Sector SPDR ETF Etf (XLI)	0.0	$6.8k	NEW	43.00	157.51	View chart
Consolidated Edison Listed Stock (ED)	0.0	$6.8k	NEW	68.00	99.53	View chart
Kyndryl Holdings Ord Listed Stock (KD)	0.0	$6.7k	+208%	247.00	27.28	View chart
Lantern Pharma Listed Stock (LTRN)	0.0	$6.7k	NEW	2.0k	3.34	View chart
Evolv Technologies Holdings Cl A Ord Listed Stock (EVLV)	0.0	$6.7k		1.0k	6.66	View chart
The Real Estate Select Sector Spdr Etf (XLRE)	0.0	$6.6k	NEW	162.00	40.44	View chart
Epr Properties Listed Stock (EPR)	0.0	$6.3k	NEW	127.00	49.99	View chart
The Trade Desk Listed Stock (TTD)	0.0	$6.1k	NEW	161.00	38.12	View chart
Live Nation Listed Stock (LYV)	0.0	$6.1k	+75%	42.00	145.31	View chart
Spdr S&p Insurance Etf Etf (KIE)	0.0	$6.1k	NEW	100.00	61.03	View chart
Cvd Equiptment Corp Listed Stock (CVV)	0.0	$6.0k	NEW	2.0k	3.02	View chart
Bwx Technologies Listed Stock (BWXT)	0.0	$6.0k	NEW	34.00	177.18	View chart
Vanguard High Div'd Yd Etf Etf (VYM)	0.0	$5.9k	+2%	41.00	144.41	View chart
Solid Power Cl A Ord Listed Stock (SLDP)	0.0	$5.9k		1.3k	4.51	View chart
Labcorp Holdings Listed Stock (LH)	0.0	$5.6k	NEW	22.00	254.45	View chart
Regal Rexnord Corp Listed Stock (RRX)	0.0	$5.5k	NEW	38.00	145.11	View chart
Safe Bulkers Listed Stock (SB.PC)	0.0	$5.5k	NEW	215.00	25.54	View chart
Doximity Inc-class A Listed Stock (DOCS)	0.0	$5.5k	NEW	125.00	43.78	View chart
Nextdecade Corp Listed Stock (NEXT)	0.0	$5.5k		1.0k	5.46	View chart
Cabot Corp Listed Stock (CBT)	0.0	$5.4k	NEW	82.00	66.13	View chart
Chevrontexaco Listed Stock (CVX)	0.0	$5.3k	NEW	35.00	150.51	View chart
Roblox Corp Listed Stock (RBLX)	0.0	$5.2k		63.00	81.87	View chart
Vg Interm Corp Bond Etf Etf (VCIT)	0.0	$5.1k	NEW	61.00	83.90	View chart
Spdr - Consumer Etf Etf (XLP)	0.0	$5.1k	+109%	65.00	78.12	View chart
First Trust Low Durtn Oppos Etf Etf (LMBS)	0.0	$5.0k		100.00	50.09	View chart
Ecolab Listed Stock (ECL)	0.0	$5.0k		19.00	262.63	View chart
Quantumscape Corp Listed Stock (QS)	0.0	$5.0k	+2%	446.00	11.18	View chart
Starbucks Listed Stock (SBUX)	0.0	$4.9k	NEW	58.00	85.24	View chart
Intel Corp Listed Stock (INTC)	0.0	$4.9k	+58%	136.00	36.16	View chart
iSHARES PREFERRED & INCOME ETF Etf (PFF)	0.0	$4.8k	NEW	155.00	31.10	View chart
Veeva Systems Listed Stock (VEEV)	0.0	$4.7k	NEW	21.00	223.14	View chart
Rithm Capital Corp Listed Stock (RITM)	0.0	$4.3k		388.00	11.16	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.0	$4.2k	NEW	128.00	33.12	View chart
First Trust Glbl Wind Etf Etf (FAN)	0.0	$4.1k		200.00	20.55	View chart
Aurora Innovation Listed Stock (AUR)	0.0	$4.1k		1.0k	4.10	View chart
Exelon Corp Listed Stock (EXC)	0.0	$4.0k		93.00	43.52	View chart
Alnylam Pharmaceuticals Listed Stock (ALNY)	0.0	$4.0k	NEW	10.00	400.70	View chart
RENAISSANCERE HOLDINGS 5.75pcnt PR Listed Stock (RNR.PF)	0.0	$4.0k		180.00	22.08	View chart
H&r Block Listed Stock (HRB)	0.0	$3.7k		86.00	43.49	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$3.7k	NEW	168.00	22.17	View chart
Fidelity Ethereum Fund Etf (FETH)	0.0	$3.7k	NEW	127.00	29.29	View chart
Richtech Robotics Listed Stock (RR)	0.0	$3.7k		1.0k	3.65	View chart
Fidelity National Financial Listed Stock (FNF)	0.0	$3.6k		65.00	54.98	View chart
Leidos Holdings Listed Stock (LDOS)	0.0	$3.5k		19.00	186.63	View chart
Comerica Listed Stock	0.0	$3.5k	NEW	40.00	88.50	View chart
Atlassian Listed Stock (TEAM)	0.0	$3.4k	NEW	21.00	161.14	View chart
General Motors Listed Stock (GM)	0.0	$3.3k	+34%	39.00	83.64	View chart
Avantis Moderate Allocation Etf Etf (AVMA)	0.0	$3.1k	NEW	46.00	67.30	View chart
Entegris Listed Stock (ENTG)	0.0	$3.1k	NEW	36.00	85.50	View chart
Viatris Listed Stock (VTRS)	0.0	$3.0k		248.00	12.24	View chart
Vg Interm Term Trs Etf Etf (VGIT)	0.0	$3.0k	NEW	50.00	60.02	View chart
Baidu Listed Stock (BIDU)	0.0	$3.0k	NEW	24.00	123.38	View chart
Maia Biotechnology Inc Com Usd0.0001 Listed Stock (MAIA)	0.0	$3.0k		2.0k	1.48	View chart
Schwab Fundamntl Intrnl Eqt Etf Etf (FNDF)	0.0	$2.9k		64.00	45.20	View chart
Roku Listed Stock (ROKU)	0.0	$2.9k	NEW	26.00	110.69	View chart
Joby Aviation Listed Stock (JOBY)	0.0	$2.9k	NEW	200.00	14.27	View chart
Uber Technologies Listed Stock (UBER)	0.0	$2.8k	NEW	35.00	81.14	View chart
Geron Corp Listed Stock (GERN)	0.0	$2.8k		2.0k	1.40	View chart
Ford Motor Listed Stock (F)	0.0	$2.7k		201.00	13.36	View chart
Take-two Interactive Software Listed Stock (TTWO)	0.0	$2.5k	NEW	10.00	251.60	View chart
Rolls-royce Holdings Listed Stock (RYCEF)	0.0	$2.5k	NEW	161.00	15.53	View chart
Nanoviricides Listed Stock (NNVC)	0.0	$2.4k	NEW	2.0k	1.19	View chart
International Flavors & Fragrances Listed Stock (IFF)	0.0	$2.3k	NEW	35.00	66.91	View chart
Symbotic Listed Stock (SYM)	0.0	$2.3k	NEW	40.00	58.30	View chart
Trex Listed Stock (TREX)	0.0	$2.2k	NEW	62.00	35.47	View chart
Duke Energy Corp Listed Stock (DUK)	0.0	$2.0k	NEW	17.00	117.47	View chart
Vertex Pharmaceuticals Listed Stock (VRTX)	0.0	$1.9k	NEW	4.00	463.00	View chart
Zimmer Biomet Hldgs Listed Stock (ZBH)	0.0	$1.8k	NEW	20.00	90.25	View chart
Vanguard Esg Int'l Stock Etf Etf (VSGX)	0.0	$1.8k		25.00	71.84	View chart
Datadog Listed Stock (DDOG)	0.0	$1.8k	NEW	13.00	138.08	View chart
Thermo Fisher Scientific Listed Stock (TMO)	0.0	$1.7k		3.00	579.00	View chart
Uipath Listed Stock (PATH)	0.0	$1.7k	NEW	98.00	17.16	View chart
Ishares Tips Bd Etf Etf (TIP)	0.0	$1.7k	NEW	15.00	110.07	View chart
Citius Pharmaceuticals Listed Stock (CTXR)	0.0	$1.6k	NEW	2.0k	0.80	View chart
Ishares Broad Usd Hight Yield Corporate Bond Etf Etf (USHY)	0.0	$1.6k	NEW	42.00	37.40	View chart
Schwab Fundmntl Us Largecom Etf Etf (FNDX)	0.0	$1.6k		57.00	27.46	View chart
Ast Spacemobile Cl A Ord Listed Stock (ASTS)	0.0	$1.6k	NEW	20.00	78.05	View chart
Materials Select Sector SPDR ETF Etf (XLB)	0.0	$1.6k	NEW	34.00	45.85	View chart
Super Micro Computer Listed Stock (SMCI)	0.0	$1.6k	NEW	51.00	30.55	View chart
Globus Medical Listed Stock (GMED)	0.0	$1.5k	NEW	17.00	88.41	View chart
Vanguard Total Bond Mkt Etf Etf (BND)	0.0	$1.5k	NEW	20.00	74.85	View chart
Taiwan Semiconductor Mfg Listed Stock (TSM)	0.0	$1.5k	NEW	5.00	298.80	View chart
Moderna Listed Stock (MRNA)	0.0	$1.4k	NEW	44.00	32.75	View chart
Guardant Health Listed Stock (GH)	0.0	$1.4k	NEW	14.00	102.36	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$1.4k	NEW	15.00	95.40	View chart
Toast Listed Stock (TOST)	0.0	$1.4k	NEW	39.00	36.49	View chart
Brookfield Asset Management Listed Stock (BAM)	0.0	$1.4k	NEW	26.00	53.46	View chart
Idexx Laboratories Listed Stock (IDXX)	0.0	$1.4k	NEW	2.00	688.00	View chart
Pjt Partners Inc A Listed Stock (PJT)	0.0	$1.4k	NEW	8.00	171.50	View chart
Salesforce Listed Stock (CRM)	0.0	$1.3k	NEW	5.00	268.00	View chart
Repare Therapeutics Listed Stock	0.0	$1.3k	NEW	500.00	2.55	View chart
Newmont Corp Listed Stock (NEM)	0.0	$1.3k	NEW	12.00	104.75	View chart
Ge Healthcare Technologies Listed Stock (GEHC)	0.0	$1.3k	+275%	15.00	83.40	View chart
Certara Listed Stock (CERT)	0.0	$1.2k	NEW	140.00	8.91	View chart
Louisiana-pacific Corp Listed Stock (LPX)	0.0	$1.2k		15.00	82.53	View chart
Skyworks Solutions Listed Stock (SWKS)	0.0	$1.2k	NEW	18.00	64.39	View chart
Schwab Us Lg-cap Value Index Listed Stock (SWLVX)	0.0	$1.1k	NEW	64.00	16.50	View chart
At&t Corp Listed Stock (T)	0.0	$1.0k	+5%	42.00	24.69	View chart
Zillow Group Cl A Listed Stock (ZG)	0.0	$1.0k	NEW	15.00	68.87	View chart
Guidewire Software Listed Stock (GWRE)	0.0	$1.0k	NEW	5.00	206.00	View chart
Intelligent Bio Solutions Inc Com Usd0.01 Listed Stock (INBS)	0.0	$996.000000	NEW	200.00	4.98	View chart
Gitlab Listed Stock (GTLB)	0.0	$973.999000	NEW	26.00	37.46	View chart
Schwab Fundamntl Us Sml Com Etf Etf (FNDA)	0.0	$931.999100		29.00	32.14	View chart
Under Armour Class A Listed Stock (UAA)	0.0	$924.000000		200.00	4.62	View chart
Under Armour Class C Listed Stock (UA)	0.0	$886.008000		201.00	4.41	View chart
Dolby Laboratories Listed Stock (DLB)	0.0	$859.999400		13.00	66.15	View chart
Vertiv Holdings Listed Stock (VRT)	0.0	$835.000000	NEW	5.00	167.00	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.0	$828.000000		25.00	33.12	View chart
Match Group Listed Stock (MTCH)	0.0	$809.000000	NEW	25.00	32.36	View chart
Xtrackers Usd High Yield Corp Bd Etf Etf (HYLB)	0.0	$773.999100	NEW	21.00	36.86	View chart
Oneok Listed Stock (OKE)	0.0	$732.000000	NEW	10.00	73.20	View chart
On Semiconductor Listed Stock (ON)	0.0	$715.999700	NEW	13.00	55.08	View chart
Zoom Video Comm Listed Stock (ZM)	0.0	$702.000000	NEW	8.00	87.75	View chart
Docusign Listed Stock (DOCU)	0.0	$696.000000	NEW	10.00	69.60	View chart
Schwab Fundtl Emrg Mkt Eqt Etf Etf (FNDE)	0.0	$684.999400		19.00	36.05	View chart
Byd Listed Stock (BYDDF)	0.0	$673.999200	NEW	56.00	12.04	View chart
Bristol Myers Squibb Listed Stock (BMY)	0.0	$659.000400	NEW	12.00	54.92	View chart
Vaneck Uranium Nuclear Enrgy Etf Etf (NLR)	0.0	$643.000000	NEW	5.00	128.60	View chart
International Paper Listed Stock (IP)	0.0	$630.000000		16.00	39.38	View chart
Monday.com Listed Stock (MNDY)	0.0	$584.000000	NEW	4.00	146.00	View chart
Quantum Computing Listed Stock (QUBT)	0.0	$582.001800	NEW	51.00	11.41	View chart
Smurfit Westrock Plc Com Usd0.001 Listed Stock (SW)	0.0	$571.999500		15.00	38.13	View chart
Infineon Technologies Listed Stock (IFNNY)	0.0	$521.000400	NEW	12.00	43.42	View chart
Dbv Technologies Sa Listed Stock (DBVT)	0.0	$513.999000		27.00	19.04	View chart
Intuitive Machines Cl A Listed Stock (LUNR)	0.0	$501.000000	NEW	30.00	16.70	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$485.000000	NEW	10.00	48.50	View chart
Vg Intermediate Bond Etf (BIV)	0.0	$468.000000	NEW	6.00	78.00	View chart
Telkom Indonesia Listed Stock (TLK)	0.0	$463.999800	NEW	22.00	21.09	View chart
Alibaba Group Holding Listed Stock (BABA)	0.0	$450.000000		3.00	150.00	View chart
Global X Conscious Companies Etf Etf (KRMA)	0.0	$449.000000		10.00	44.90	View chart
Fastly Listed Stock (FSLY)	0.0	$442.999200	NEW	42.00	10.55	View chart
Circle Internet Group Listed Stock (CRCL)	0.0	$413.000000	NEW	5.00	82.60	View chart
Fortrea Holdings Listed Stock (FTRE)	0.0	$388.999600	NEW	22.00	17.68	View chart
Biogen Listed Stock (BIIB)	0.0	$353.000000	NEW	2.00	176.50	View chart
Ganfeng Lithium Listed Stock (GNENF)	0.0	$353.000900	NEW	49.00	7.20	View chart
Powershares Emerging Mkts S Ov Deb Port Etf (PCY)	0.0	$349.000000	NEW	16.00	21.81	View chart
A.o. Smith Corp. Listed Stock (AOS)	0.0	$340.000000	NEW	5.00	68.00	View chart
Ishares Us Healthcare Etf Etf (IYH)	0.0	$332.000000	NEW	5.00	66.40	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.0	$331.999800	NEW	6.00	55.33	View chart
Sunny Optical Technology Listed Stock (SOTGY)	0.0	$332.000000	NEW	4.00	83.00	View chart
Autodesk Listed Stock (ADSK)	0.0	$298.000000	NEW	1.00	298.00	View chart
Xpeng Listed Stock (XPEV)	0.0	$294.000000	NEW	15.00	19.60	View chart
Upstart Holdings Listed Stock (UPST)	0.0	$289.000200	NEW	6.00	48.17	View chart
Teledoc Health Listed Stock (TDOC)	0.0	$282.999600	NEW	39.00	7.26	View chart
Invesco S&p Small Cap 600 Revenue Etf Etf (RWJ)	0.0	$249.000000	NEW	5.00	49.80	View chart
Warner Bros. Discovery Listed Stock (WBD)	0.0	$234.000000	+14%	8.00	29.25	View chart
Ishares Copper Metals Mining Etf Etf (ICOP)	0.0	$229.000000	NEW	5.00	45.80	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$225.000000	NEW	20.00	11.25	View chart
Asset Entities Cl B Ord Listed Stock	0.0	$223.990000		260.00	0.86	View chart
TWO HARBORS 7.25pcnt PREFERRED Listed Stock (TWO.PC)	0.0	$219.999600		9.00	24.44	View chart
Rocket Companies Listed Stock (RKT)	0.0	$213.999500	NEW	11.00	19.45	View chart
Novocure Listed Stock (NVCR)	0.0	$202.000500	NEW	15.00	13.47	View chart
HUNTINGTON BANK 5.7pcnt PREFERRED Listed Stock (HBANM)	0.0	$198.999900		9.00	22.11	View chart
United States Natural Gas Closed-end investment company (UNG)	0.0	$198.000000	NEW	16.00	12.38	View chart
JP MORGAN CHASE 4.625pcnt PREFERRED Listed Stock (JPM.PL)	0.0	$196.000000		10.00	19.60	View chart
Target Corp Listed Stock (TGT)	0.0	$195.000000	NEW	2.00	97.50	View chart
Corbus Pharmaceuticals Listed Stock (CRBP)	0.0	$194.000400		23.00	8.43	View chart
Editas Medicine Listed Stock (EDIT)	0.0	$170.000600	NEW	77.00	2.21	View chart
Chipotle Mexi Grill Listed Stock (CMG)	0.0	$152.000000	NEW	4.00	38.00	View chart
Microsectors Gold 3x Leveraged Etn Etf (SHNY)	0.0	$149.000000	NEW	1.00	149.00	View chart
Vg Sht Term Infltn Prot'd Etf Etf (VTIP)	0.0	$147.999900		3.00	49.33	View chart
Hewlett Packard Listed Stock (HPE)	0.0	$147.000000	NEW	6.00	24.50	View chart
CAPITAL ONE 4.8pcnt PREFERRED Listed Stock (COF.PJ)	0.0	$145.000000		8.00	18.12	View chart
Airbnb Listed Stock (ABNB)	0.0	$137.000000	NEW	1.00	137.00	View chart
Stifel Financial Corp Listed Stock (SF)	0.0	$129.000000	NEW	1.00	129.00	View chart
Beyond Meat Listed Stock (BYND)	0.0	$127.998000	NEW	130.00	0.98	View chart
F&g Annuities & Life Listed Stock (FG)	0.0	$123.000000	NEW	4.00	30.75	View chart
Krispy Kreme Listed Stock (DNUT)	0.0	$106.000000	NEW	25.00	4.24	View chart
Lucid Group Ord Listed Stock (LCID)	0.0	$94.000000	NEW	8.00	11.75	View chart
Atlanta Braves Holdings Srs A Ord Listed Stock (BATRA)	0.0	$85.000000	NEW	2.00	42.50	View chart
Brighthouse Finl Listed Stock (BHF)	0.0	$65.000000	NEW	1.00	65.00	View chart
Beam Therapeutics Inc. Com Usd0.01 Listed Stock (BEAM)	0.0	$56.000000	NEW	2.00	28.00	View chart
Sylvamo Corp Listed Stock (SLVM)	0.0	$49.000000		1.00	49.00	View chart
Proshares Bitcoin Etf Etf (BITO)	0.0	$49.000000		4.00	12.25	View chart
Navitas Semiconductor Corp Listed Stock (NVTS)	0.0	$46.000200	NEW	6.00	7.67	View chart
Celsius Holding Listed Stock (CELH)	0.0	$45.000000	NEW	1.00	45.00	View chart
United States Copper Index Etf (CPER)	0.0	$34.000000	NEW	1.00	34.00	View chart
Nu Ride Listed Stock (NRDE)	0.0	$29.998900	NEW	23.00	1.30	View chart
Advisorshares Pure Us Cannabis Etf Etf (MSOS)	0.0	$24.000000	NEW	5.00	4.80	View chart
Ishares Glbl Clean Energy Etf Etf (ICLN)	0.0	$17.000000	NEW	1.00	17.00	View chart
The Wendy's Listed Stock (WEN)	0.0	$17.000000	NEW	2.00	8.50	View chart
Soundhound Ai Cl A Ord Listed Stock (SOUN)	0.0	$11.000000	NEW	1.00	11.00	View chart
Bavarian Nordic A/s Listed Stock (BVNRY)	0.0	$10.000000	NEW	1.00	10.00	View chart
Revive Therapeutics Listed Stock (RVVTF)	0.0	$8.000000		1.0k	0.01	View chart
Blink Charging Listed Stock (BLNK)	0.0	$7.000000	NEW	10.00	0.70	View chart
Cadrenal Therapeutics Ord Listed Stock (CVKD)	0.0	$7.000000	NEW	1.00	7.00	View chart
Babcock & Wilcox Enterprises Listed Stock (BW)	0.0	$5.000000	NEW	1.00	5.00	View chart
Genprex Listed Stock (GNPX)	0.0	$2.000000	NEW	1.00	2.00	View chart
Goldman Sachs Listed Stock (GS)	0.0	$0		0	0.00	View chart
Red White & Bloom Brands Listed Stock	0.0	$0	NEW	500.00	0.00	View chart
Braxia Scientific Corp Listed Stock (BRAXF)	0.0	$0		1.0k	0.00	View chart
Yourway Cannabis Brands Listed Stock (YOURF)	0.0	$0		1.0k	0.00	View chart
Contra Abiomed Listed Stock	0.0	$0	NEW	10.00	0.00	View chart
Toughbuilt Industries Listed Stock (TBLT)	0.0	$0		1.00	0.00	View chart
Pershing Square Spar Rtsrights Exp Warrants	0.0	$0	NEW	6.00	0.00	View chart
Contra Walgreens Boots Listed Stock	0.0	$0	NEW	31.00	0.00	View chart
Cannabist Co Hldg 27 Wtfwarrants Exp 05/29/27 Warrants	0.0	$0	NEW	58k	0.00	View chart
Zimmer Corp Listed Stock	0.0	$0	NEW	100.00	0.00	View chart

Past Filings by Curio Wealth

SEC 13F filings are viewable for Curio Wealth going back to 2024

Curio Wealth 2025 Q4 filed Feb. 11, 2026
Curio Wealth 2025 Q3 filed Nov. 13, 2025
Curio Wealth 2025 Q2 filed July 31, 2025
Curio Wealth 2025 Q1 filed May 12, 2025
Curio Wealth 2024 Q4 filed Feb. 10, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z