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Disclosery

13F-HR filed by CURA WEALTH ADVISORS, LLC

CURA WEALTH ADVISORS, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 105 holding rows worth $247,122,327.

Accession
0002056729-25-000002
Filer
CIK 2056729
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 105 entries on the cover page, a total value of $247,122,327 stated on the cover page (in dollars after the unit check, H1), rows summing to $247,122,327 with VALUE read as dollars as filed, 13F file number 028-25268. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
AbbVie,Inc.00287Y109COM298,515$62,544,867dollars as filed
FS KKR CAP CORP302635206COM1,784,604$37,387,454dollars as filed
Abbott Laboratories002824100COM235,654$31,259,560dollars as filed
APOLLO UNVT CORP03761U502COM NEW648,600$8,340,996dollars as filed
APOLLO COML REAL ESTATE FIN03762U105COM847,300$8,108,661dollars as filed
Accenture Plc Class AG1151C101COM14,925$4,657,197dollars as filed
EATON VANCE LIMITED DURATION27828H105COM456,009$4,550,966dollars as filed
ARES COML REAL ESTATE CORP04013V108COM963,485$4,460,935dollars as filed
BLACKROCK MUNIYIELD QUALITY FU09254F100COM363,000$4,250,730dollars as filed
GOLUB CAP BDC INC38173M102COM268,700$4,068,118dollars as filed
Palantir Technologies Inc. Class A69608A108COM45,875$3,871,850dollars as filed
Apple Inc037833100COM17,273$3,836,853dollars as filed
GRANITE PT MTG TR INC38741L107COM STK1,465,929$3,811,415dollars as filed
BLACKSTONE MORTGAGE TRUST INC COM CL A09257W100REIT190,299$3,805,980dollars as filed
NUVEEN AMT FREE QLTY MUN INC670657105COM307,000$3,438,400dollars as filed
IDEXX LABS INC COM45168D104Stock8,116$3,408,314dollars as filed
VANECK ETF TRUST92189F791JUNIOR GOLD MINE44,471$2,543,741dollars as filed
Vanguard Total World Stock ETF922042742SHS21,272$2,466,543dollars as filed
Microsoft Corp594918104COM6,043$2,268,483dollars as filed
EATON VANCE MUNICIPAL BOND FUN27827X101COM195,254$1,946,682dollars as filed
Amazon.com, Inc023135106COM9,736$1,852,371dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT27,390$1,785,006dollars as filed
RITHM CAPITAL CORP COM NEW64828T201REIT136,619$1,564,288dollars as filed
VTI922908769COM5,461$1,500,981dollars as filed
Oracle Corporation68389X105COM9,992$1,396,982dollars as filed
ALPS ETF TR00162Q452ALERIAN MLP26,333$1,367,736dollars as filed
BLACKROCK LIMITED DURATION INC09249W101COM SHS95,238$1,346,665dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,330$1,309,227dollars as filed
NUVEEN QUALITY MUNCP INCOME67066V101COM110,000$1,267,200dollars as filed
BP PLC SPONSORED ADR055622104ADR34,948$1,180,890dollars as filed
SPY78462F103SHS2,016$1,127,789dollars as filed
NIKE,Inc. Class B654106103COM16,470$1,045,516dollars as filed
KAYNE ANDERSON ENERGY486606106COM79,038$1,014,056dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock33,248$948,565dollars as filed
KKR REAL ESTATE FIN TR INC48251K100COM86,300$932,040dollars as filed
INVESCO QQQ TR46090E103COM1,845$865,157dollars as filed
Vanguard S&P 500 ETF922908363COM1,680$863,369dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS38,754$855,688dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS8,200$825,494dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM4,042$700,156dollars as filed
NEUBERGER BERMAN MUN FD INC64124P101COM66,000$686,400dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,298$664,644dollars as filed
META PLATFORMS INC CL A30303M102COM1,150$662,815dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF14,114$648,821dollars as filed
SHELL PLC SPON ADS780259305ADR8,585$629,109dollars as filed
PIMCO DYNAMIC INCOME FD72201Y101SHS29,950$593,019dollars as filed
PALO ALTO NETWORKS INC697435105COM3,400$580,176dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock3,000$516,690dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM5,366$497,955dollars as filed
VWO922042858SHS10,904$493,515dollars as filed
GRAYSCALE ETHEREUM TRUST ETF389638107SHS31,800$483,996dollars as filed
Pfizer Inc.717081103COM18,737$474,791dollars as filed
VANGUARD STAR FDS921909768COM7,635$474,134dollars as filed
Vanguard Growth922908736COM1,258$466,492dollars as filed
NVIDIA Corp67066G104COM4,252$460,832dollars as filed
BLACKSTONE INC09260D107COM3,200$447,296dollars as filed
NORTHERN TR CORP COM665859104Stock4,275$421,729dollars as filed
Home Depot, Inc437076102COM1,147$420,364dollars as filed
Qualcomm Incorporated747525103COM2,733$419,816dollars as filed
GRAYSCALE BITCOIN MINI TR ET389930207SHS NEW11,498$419,562dollars as filed
Johnson & Johnson478160104COM2,388$396,026dollars as filed
JPMorgan Chase & Co46625H100COM1,580$387,580dollars as filed
BROOKFIELD RENEWABLE CORP11285B108CL A EX SUB VTG13,500$376,920dollars as filed
EXXON MOBIL CORP30231G102COM3,146$374,164dollars as filed
FISERV INC337738108COM1,627$359,290dollars as filed
Visa Inc92826C839COM988$346,254dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,785$346,187dollars as filed
TRANSDIGM GROUP INC COM893641100Stock243$336,139dollars as filed
SCHD808524797COM11,941$333,872dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock1,651$332,891dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS3,971$329,317dollars as filed
VGT92204A702SHS588$318,919dollars as filed
Eli Lilly and Company532457108COM375$309,718dollars as filed
SAP SE SPON ADR803054204ADR1,065$285,889dollars as filed
McDonalds Corporation580135101COM912$284,887dollars as filed
WISDOMTREE EUROPE HEDGED EQUITY FUND97717X701ETF5,982$284,025dollars as filed
Vanguard FTSE Europe ETF922042874SHS4,031$283,019dollars as filed
DOUBLELINE INCOME SOLUTIONS258622109COM21,910$276,285dollars as filed
International Business Machines Corporation459200101COM1,105$274,769dollars as filed
Elevance Health, Inc.036752103COM631$274,460dollars as filed
Salesforce.com, Inc79466L302COM998$267,823dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS3,525$259,757dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS2,769$258,763dollars as filed
SUNCOR ENERGY INC NEW COM867224107Stock6,548$253,539dollars as filed
BIOGEN INC COM09062X103Stock1,812$247,954dollars as filed
BlackRock,Inc.09290D101COM260$246,085dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,900$245,024dollars as filed
Chevron Corporation166764100COM1,455$243,407dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM20,292$231,735dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS750$231,660dollars as filed
SPDR GOLD TR78463V107GOLD SHS803$231,376dollars as filed
Linde plcG54950103COM490$228,164dollars as filed
ONEOK INC NEW682680103COM2,268$225,031dollars as filed
iShares Russell 2000 ETF464287655SHS1,121$223,628dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR1,991$221,957dollars as filed
MasterCard, Inc57636Q104COM404$221,440dollars as filed
Medtronic PlcG5960L103COM2,412$216,742dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN11,369$211,352dollars as filed
Netflix, Inc64110L106COM225$209,819dollars as filed
Intel Corp458140100COM9,228$209,568dollars as filed
Texas Instruments Incorporated882508104COM1,133$203,600dollars as filed
AGNC INVT CORP COM00123Q104REIT20,000$191,600dollars as filed
OXFORD LANE CAP CORP691543102COM40,000$188,800dollars as filed
Arbutus Biopharma Corp03879J100Common Shares, without par value15,000$52,350dollars as filed
DESIGNER BRANDS INC250565108CL A14,100$51,465dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002056729-25-000002this filing2025-05-15acceptance time not in the bulk data set