Stock Taper 
CURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Precision BioSciences, Inc. | DTIL | 340.02K | $124.11K |
 US Foods Holding Corp. | USFD | 189.89K | $8.62M |
 The Charles Schwab Corporation | SCHW | 153.16K | $10.54M |
 Microchip Technology Incorporated | MCHP | 139K | $12.53M |
 Sysco Corporation | SYY | 131.7K | $9.63M |
 Merck & Co., Inc. | MRK | 106.25K | $11.58M |
 JPMorgan Chase & Co. | JPM | 91.3K | $15.53M |
 Applied Materials, Inc. | AMAT | 91.14K | $14.77M |
 Performance Food Group Co | PFGC | 88.66K | $6.13M |
 Alphabet Inc. | GOOG | 87.02K | $12.26M |
 Amazon.com, Inc. | AMZN | 60.27K | $9.16M |
 Abbott Laboratories | ABT | 59.28K | $6.53M |
 Microsoft Corporation | MSFT | 50.26K | $18.9M |
 Visa Inc. | V | 48.9K | $12.73M |
 IQVIA Holdings Inc. | IQV | 48.83K | $11.3M |
 Charles River Laboratories International, Inc. | CRL | 40.02K | $9.46M |
 Apple Inc. | AAPL | 37.66K | $7.25M |
 Mastercard Incorporated | MA | 31.36K | $13.37M |
 Danaher Corporation | DHR | 28.08K | $6.5M |
 Phillips Edison & Co. | PECO | 27.94K | $1.02M |