CURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DTIL | 340K | $124.11K |
 | USFD | 190K | $8.62M |
 | SCHW | 153K | $10.54M |
 | MCHP | 139K | $12.53M |
 | SYY | 132K | $9.63M |
 | MRK | 106K | $11.58M |
 | JPM | 91K | $15.53M |
 | AMAT | 91K | $14.77M |
 | PFGC | 89K | $6.13M |
 | GOOG | 87K | $12.26M |
 | AMZN | 60K | $9.16M |
 | ABT | 59K | $6.53M |
 | MSFT | 50K | $18.90M |
 | V | 49K | $12.73M |
 | IQV | 49K | $11.30M |
 | CRL | 40K | $9.46M |
 | AAPL | 38K | $7.25M |
 | MA | 31K | $13.37M |
 | DHR | 28K | $6.50M |
 | PECO | 28K | $1.02M |
Precision BioSciences, Inc.
DTIL
Shares Held
340K
Value
$124.11K
US Foods Holding Corp.
USFD
Shares Held
190K
Value
$8.62M
The Charles Schwab Corporation
SCHW
Shares Held
153K
Value
$10.54M
Microchip Technology Incorporated
MCHP
Shares Held
139K
Value
$12.53M
Sysco Corporation
SYY
Shares Held
132K
Value
$9.63M
Merck & Co., Inc.
MRK
Shares Held
106K
Value
$11.58M
JPMorgan Chase & Co.
JPM
Shares Held
91K
Value
$15.53M
Applied Materials, Inc.
AMAT
Shares Held
91K
Value
$14.77M
Performance Food Group Company
PFGC
Shares Held
89K
Value
$6.13M
Alphabet Inc.
GOOG
Shares Held
87K
Value
$12.26M
Amazon.com, Inc.
AMZN
Shares Held
60K
Value
$9.16M
Abbott Laboratories
ABT
Shares Held
59K
Value
$6.53M
Microsoft Corporation
MSFT
Shares Held
50K
Value
$18.90M
Visa Inc.
V
Shares Held
49K
Value
$12.73M
IQVIA Holdings Inc.
IQV
Shares Held
49K
Value
$11.30M
Charles River Laboratories International, Inc.
CRL
Shares Held
40K
Value
$9.46M
Apple Inc.
AAPL
Shares Held
38K
Value
$7.25M
Mastercard Incorporated
MA
Shares Held
31K
Value
$13.37M
Danaher Corporation
DHR
Shares Held
28K
Value
$6.50M
Phillips Edison & Company, Inc.
PECO
Shares Held
28K
Value
$1.02M