Curi Wealth Management, LLC

13F Filings History

Latest 13F report: Q4 2023 - Feb 8, 2024
Value $: $0
Signature - Title: Beth Dalton - Chief Compliance Officer
Location: Raleigh, NC
Summary: This page shows a list of all the recent 13F filings made by Curi Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Curi Wealth Management, LLC reported 160 stock holdings with total value $724M as of Q4 2023. Top holdings included SCHX, IVV, SHY, SCHM, and EMXC.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2024	0	$0	$0	-$724M	-$724M		13F-HR	5/14/2024, 08:42 PM
Q4 2023	160	$724M	+$83.3M	-$72.5M	+$10.8M	SCHX, IVV, SHY, SCHM, EMXC	13F-HR	2/8/2024, 10:34 AM
Q3 2023	152	$652M	+$16.4M	-$72.9M	-$56.6M	IVV, SCHX, SHY, SCHM, IEI	13F-HR	11/6/2023, 04:08 PM
Q2 2023	170	$737M	+$52.4M	-$43.9M	+$8.53M	IVV, SCHX, SHY, SCHM, EMXC	13F-HR	7/31/2023, 02:29 PM
Q1 2023	165	$694M	+$79.6M	-$122M	-$42.1M	SCHX, IVV, SHY, SCHM, EMXC	13F-HR	5/3/2023, 04:19 PM
Q4 2022	186	$711M	+$107M	-$41.4M	+$65.4M	IVV, SCHX, SCHM, BIL, EMXC	13F-HR	2/3/2023, 07:34 AM
Q3 2022	183	$602M	+$157M	-$30.3M	+$127M	SCHX, IVV, SLQD, SCHM, UNH	13F-HR	11/8/2022, 02:37 PM
Q2 2022	609	$518M	+$50.5M	-$24.6M	+$25.9M	SCHX, IVV, UNH, SLQD, MSFT	13F-HR	8/8/2022, 10:33 AM
Q1 2022	503	$578M	+$109M	-$40.9M	+$68.4M	SCHX, IVV, UNH, MSFT, GOOG	13F-HR	5/6/2022, 03:31 PM
Q4 2021	471	$579M	+$350M	-$239K	+$350M	SCHX, IVV, AMAT, JPM, UNH	13F-HR	2/9/2022, 02:26 PM
Q3 2021	88	$217M	+$24.5M	-$4.61M	+$19.9M	SCHX, IVV, SLQD, SCHM, QLTA	13F-HR	10/19/2021, 10:42 AM
Q2 2021	92	$199M	+$33.4M	-$940K	+$32.5M	SCHX, IVV, SLQD, QLTA, SCHM	13F-HR	7/23/2021, 08:35 AM
Q1 2021	90	$158M	+$23.8M	-$10.6M	+$13.2M	SCHX, IVV, SLQD, SCHM, QLTA	13F-HR	4/29/2021, 03:58 PM
Q4 2020	380	$138M	$0	$0		SCHX, IVV, SLQD, QLTA, SCHM	13F-HR	3/19/2021, 02:58 PM

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