Filed: 5/15/2025ACC: 0002056729-25-000002
📋 What this filing means
CURA WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $247.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$247.12M
Total AUM (reported)
9.39M
Total Shares
Allocation by class
COM$189.00M76.5%
COM NEW$9.91M4.0%
CL A$4.81M1.9%
COM CL A$4.67M1.9%
SHS CLASS A$4.66M1.9%
COM STK$3.81M1.5%
JUNIOR GOLD MINE$2.54M1.0%
Portfolio Concentration
Top 3$131.19M53.1%
4–10$38.44M15.6%
11–25$39.50M16.0%
Rest$37.99M15.4%
Top 3 weight
53.1%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 9.39M
Sole
Full voting authority
9.39M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings105
Rows:
ABBVIE INC
SOLEShares298.51K
TypeSH
Market value$62.54M
25.31%
Sole
298.51K
Shared
0.00
None
0.00
FS KKR CAP CORP
SOLEShares1.78M
TypeSH
Market value$37.39M
15.13%
Sole
1.78M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares235.65K
TypeSH
Market value$31.26M
12.65%
Sole
235.65K
Shared
0.00
None
0.00
MIDCAP FINANCIAL INVSTMNT CO
SOLEShares648.60K
TypeSH
Market value$8.34M
3.38%
Sole
648.60K
Shared
0.00
None
0.00
APOLLO COML REAL EST FIN INC
SOLEShares847.30K
TypeSH
Market value$8.11M
3.28%
Sole
847.30K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares14.93K
TypeSH
Market value$4.66M
1.88%
Sole
14.93K
Shared
0.00
None
0.00
EATON VANCE LIMITED DURATION
SOLEShares456.01K
TypeSH
Market value$4.55M
1.84%
Sole
456.01K
Shared
0.00
None
0.00
ARES COML REAL ESTATE CORP
SOLEShares963.49K
TypeSH
Market value$4.46M
1.81%
Sole
963.49K
Shared
0.00
None
0.00
BLACKROCK MUNIYILD QULT FD I
SOLEShares363K
TypeSH
Market value$4.25M
1.72%
Sole
363K
Shared
0.00
None
0.00
GOLUB CAP BDC INC
SOLEShares268.70K
TypeSH
Market value$4.07M
1.65%
Sole
268.70K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares45.88K
TypeSH
Market value$3.87M
1.57%
Sole
45.88K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.27K
TypeSH
Market value$3.84M
1.55%
Sole
17.27K
Shared
0.00
None
0.00
GRANITE PT MTG TR INC
SOLEShares1.47M
TypeSH
Market value$3.81M
1.54%
Sole
1.47M
Shared
0.00
None
0.00
BLACKSTONE MTG TR INC
SOLEShares190.30K
TypeSH
Market value$3.81M
1.54%
Sole
190.30K
Shared
0.00
None
0.00
NUVEEN AMT FREE QLTY MUN INC
SOLEShares307K
TypeSH
Market value$3.44M
1.39%
Sole
307K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares8.12K
TypeSH
Market value$3.41M
1.38%
Sole
8.12K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares44.47K
TypeSH
Market value$2.54M
1.03%
Sole
44.47K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares21.27K
TypeSH
Market value$2.47M
1.00%
Sole
21.27K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.04K
TypeSH
Market value$2.27M
0.92%
Sole
6.04K
Shared
0.00
None
0.00
EATON VANCE MUN BD FD
SOLEShares195.25K
TypeSH
Market value$1.95M
0.79%
Sole
195.25K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.74K
TypeSH
Market value$1.85M
0.75%
Sole
9.74K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares27.39K
TypeSH
Market value$1.79M
0.72%
Sole
27.39K
Shared
0.00
None
0.00
RITHM CAPITAL CORP
SOLEShares136.62K
TypeSH
Market value$1.56M
0.63%
Sole
136.62K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.46K
TypeSH
Market value$1.50M
0.61%
Sole
5.46K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares9.99K
TypeSH
Market value$1.40M
0.57%
Sole
9.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ABBVIE INCSOLE | COM | 298.51K | SH | $62.54M 25.31% | 298.51K | 0.00 | 0.00 |
FS KKR CAP CORPSOLE | COM | 1.78M | SH | $37.39M 15.13% | 1.78M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 235.65K | SH | $31.26M 12.65% | 235.65K | 0.00 | 0.00 |
MIDCAP FINANCIAL INVSTMNT COSOLE | COM NEW | 648.60K | SH | $8.34M 3.38% | 648.60K | 0.00 | 0.00 |
APOLLO COML REAL EST FIN INCSOLE | COM | 847.30K | SH | $8.11M 3.28% | 847.30K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 14.93K | SH | $4.66M 1.88% | 14.93K | 0.00 | 0.00 |
EATON VANCE LIMITED DURATIONSOLE | COM | 456.01K | SH | $4.55M 1.84% | 456.01K | 0.00 | 0.00 |
ARES COML REAL ESTATE CORPSOLE | COM | 963.49K | SH | $4.46M 1.81% | 963.49K | 0.00 | 0.00 |
BLACKROCK MUNIYILD QULT FD ISOLE | COM | 363K | SH | $4.25M 1.72% | 363K | 0.00 | 0.00 |
GOLUB CAP BDC INCSOLE | COM | 268.70K | SH | $4.07M 1.65% | 268.70K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 45.88K | SH | $3.87M 1.57% | 45.88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.27K | SH | $3.84M 1.55% | 17.27K | 0.00 | 0.00 |
GRANITE PT MTG TR INCSOLE | COM STK | 1.47M | SH | $3.81M 1.54% | 1.47M | 0.00 | 0.00 |
BLACKSTONE MTG TR INCSOLE | COM CL A | 190.30K | SH | $3.81M 1.54% | 190.30K | 0.00 | 0.00 |
NUVEEN AMT FREE QLTY MUN INCSOLE | COM | 307K | SH | $3.44M 1.39% | 307K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 8.12K | SH | $3.41M 1.38% | 8.12K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 44.47K | SH | $2.54M 1.03% | 44.47K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 21.27K | SH | $2.47M 1.00% | 21.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.04K | SH | $2.27M 0.92% | 6.04K | 0.00 | 0.00 |
EATON VANCE MUN BD FDSOLE | COM | 195.25K | SH | $1.95M 0.79% | 195.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.74K | SH | $1.85M 0.75% | 9.74K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 27.39K | SH | $1.79M 0.72% | 27.39K | 0.00 | 0.00 |
RITHM CAPITAL CORPSOLE | COM NEW | 136.62K | SH | $1.56M 0.63% | 136.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.46K | SH | $1.50M 0.61% | 5.46K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 9.99K | SH | $1.40M 0.57% | 9.99K | 0.00 | 0.00 |
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