CURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 8K | $1.26M |
 | CVS | 8K | $630.93K |
 | IBM | 8K | $1.23M |
 | CVX | 7K | $1.12M |
 | RNST | 7K | $239.62K |
 | WMB | 6K | $222.25K |
 | TFC | 6K | $218.36K |
 | PNC | 6K | $899.30K |
 | RTX | 5K | $456.14K |
 | MO | 5K | $210.24K |
 | BX | 4K | $581.26K |
 | HON | 4K | $907.92K |
 | NSC | 4K | $1.02M |
 | IRM | 4K | $293.29K |
 | QCOM | 4K | $602.81K |
 | FDX | 4K | $1.04M |
 | KO | 4K | $239.34K |
 | EW | 4K | $303.48K |
 | ABBV | 4K | $594.86K |
 | TJX | 4K | $354.98K |
Johnson & Johnson
JNJ
Shares Held
8K
Value
$1.26M
CVS Health Corporation
CVS
Shares Held
8K
Value
$630.93K
International Business Machines Corporation
IBM
Shares Held
8K
Value
$1.23M
Chevron Corporation
CVX
Shares Held
7K
Value
$1.12M
Renasant Corporation
RNST
Shares Held
7K
Value
$239.62K
The Williams Companies, Inc.
WMB
Shares Held
6K
Value
$222.25K
Truist Financial Corporation
TFC
Shares Held
6K
Value
$218.36K
The PNC Financial Services Group, Inc.
PNC
Shares Held
6K
Value
$899.30K
RTX Corporation
RTX
Shares Held
5K
Value
$456.14K
Altria Group, Inc.
MO
Shares Held
5K
Value
$210.24K
Blackstone Inc.
BX
Shares Held
4K
Value
$581.26K
Honeywell International Inc.
HON
Shares Held
4K
Value
$907.92K
Norfolk Southern Corporation
NSC
Shares Held
4K
Value
$1.02M
Iron Mountain Incorporated
IRM
Shares Held
4K
Value
$293.29K
QUALCOMM Incorporated
QCOM
Shares Held
4K
Value
$602.81K
FedEx Corporation
FDX
Shares Held
4K
Value
$1.04M
The Coca-Cola Company
KO
Shares Held
4K
Value
$239.34K
Edwards Lifesciences Corporation
EW
Shares Held
4K
Value
$303.48K
AbbVie Inc.
ABBV
Shares Held
4K
Value
$594.86K
The TJX Companies, Inc.
TJX
Shares Held
4K
Value
$354.98K