StockDriftsStockDriftsTop 50 Cura Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | 28.52% | 293.0K | $63.7M | +3.96%(+11.16K) | $189.28(+37.93%) | 2026-03-31 | |
| ABT | ABBOTT LABORATORIES | 10.55% | 229.6K | $23.6M | +0.77%(+1.75K) | $113.66(-16.07%) | 2026-03-31 | |
| FSK | FS KKR CAP CORP | 10.32% | 2.26M | $23.1M | -3.43%(-80.44K) | $19.92(-47.63%) | 2026-03-31 | |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 3.09% | 613.9K | $6.9M | -4.36%(-28.00K) | $13.14(-24.07%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.49% | 40.3K | $5.6M | +0.45%(+182) | $125.61(+24.33%) | 2026-03-31 | |
| ARI | APOLLO COML REAL ESTATE FIN | 2.07% | 437.2K | $4.6M | -46.89%(-386.00K) | $8.97(+15.87%) | 2026-03-31 | |
| GDXJ | VANECK ETF TRUST | 2.03% | 37.8K | $4.5M | -7.07%(-2.88K) | $45.95(+123.96%) | 2026-03-31 | |
| ACRE | ARES COML REAL ESTATE CORP | 1.95% | 905.6K | $4.3M | -0.16%(-1.47K) | $6.00(-24.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.66% | 14.6K | $3.7M | -21.81%(-4.07K) | $237.29(+30.06%) | 2026-03-31 | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 1.52% | 302.0K | $3.4M | -1.63%(-5.00K) | $11.62(+0.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.95% | -11.38% |
| Top 20 Holdings Unweighted | +0.59% | +1.79% |
Sign up free to track Cura Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.