13F Filings History of Curi Wealth Management, LLC

Latest 13F report
Q4 2023 - 08 Feb 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 $723,871,300 as of Q4 2023. Top holdings included SCHX, IVV, SHY, SCHM, and EMXC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 0 $0 $0 -$723,871,300 -$723,871,300 13F-HR 14 May 2024, 20:42
Q4 2023 160 $723,871,300 +$83,302,905 -$72,483,410 +$10,819,495 SCHX, IVV, SHY, SCHM, EMXC 13F-HR 08 Feb 2024, 10:34
Q3 2023 152 $652,043,558 +$16,376,785 -$72,944,099 -$56,567,314 IVV, SCHX, SHY, SCHM, IEI 13F-HR 06 Nov 2023, 16:08
Q2 2023 170 $737,263,930 +$52,416,462 -$43,888,826 +$8,527,636 IVV, SCHX, SHY, SCHM, EMXC 13F-HR 31 Jul 2023, 14:29
Q1 2023 165 $693,586,477 +$79,562,300 -$121,683,795 -$42,121,495 SCHX, IVV, SHY, SCHM, EMXC 13F-HR 03 May 2023, 16:19
Q4 2022 186 $711,435,905 +$106,849,174 -$41,420,852 +$65,428,322 IVV, SCHX, SCHM, BIL, EMXC 13F-HR 03 Feb 2023, 07:34
Q3 2022 183 $601,920,000 +$157,405,173 -$30,327,132 +$127,078,041 SCHX, IVV, SLQD, SCHM, UNH 13F-HR 08 Nov 2022, 14:37
Q2 2022 609 $517,737,000 +$50,534,331 -$24,639,310 +$25,895,021 SCHX, IVV, UNH, SLQD, MSFT 13F-HR 08 Aug 2022, 10:33
Q1 2022 503 $577,604,000 +$109,344,884 -$40,946,086 +$68,398,798 SCHX, IVV, UNH, MSFT, GOOG 13F-HR 06 May 2022, 15:31
Q4 2021 471 $578,783,000 +$349,909,811 -$239,366 +$349,670,445 SCHX, IVV, AMAT, JPM, UNH 13F-HR 09 Feb 2022, 14:26
Q3 2021 88 $217,344,000 +$24,537,741 -$4,609,975 +$19,927,766 SCHX, IVV, SLQD, SCHM, QLTA 13F-HR 19 Oct 2021, 10:42
Q2 2021 92 $199,343,000 +$33,412,729 -$940,458 +$32,472,271 SCHX, IVV, SLQD, QLTA, SCHM 13F-HR 23 Jul 2021, 08:35
Q1 2021 90 $157,793,000 +$23,774,451 -$10,593,850 +$13,180,601 SCHX, IVV, SLQD, SCHM, QLTA 13F-HR 29 Apr 2021, 15:58
Q4 2020 380 $138,231,000 $0 $0 $0 SCHX, IVV, SLQD, QLTA, SCHM 13F-HR 19 Mar 2021, 14:58