CURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LOW | 4K | $792.45K |
 | EMR | 3K | $337.11K |
 | LMT | 3K | $1.45M |
 | BRK-B | 3K | $1.14M |
 | DD | 3K | $238.02K |
 | PTC | 3K | $485.51K |
 | MS | 3K | $253.17K |
 | OMC | 3K | $227.39K |
 | TGT | 2K | $337.75K |
 | SBUX | 2K | $216.35K |
 | DOV | 2K | $346.12K |
 | JKHY | 2K | $362.16K |
 | UPS | 2K | $342.63K |
 | WMT | 2K | $338.16K |
 | DE | 2K | $840.53K |
 | ITW | 2K | $532.96K |
 | PGR | 2K | $286.23K |
 | PSX | 2K | $229.52K |
 | NDSN | 2K | $437.28K |
 | CRWD | 2K | $403.15K |
Lowe's Companies, Inc.
LOW
Shares Held
4K
Value
$792.45K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$337.11K
Lockheed Martin Corporation
LMT
Shares Held
3K
Value
$1.45M
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.14M
DuPont de Nemours, Inc.
DD
Shares Held
3K
Value
$238.02K
PTC Inc.
PTC
Shares Held
3K
Value
$485.51K
Morgan Stanley
MS
Shares Held
3K
Value
$253.17K
Omnicom Group Inc.
OMC
Shares Held
3K
Value
$227.39K
Target Corporation
TGT
Shares Held
2K
Value
$337.75K
Starbucks Corporation
SBUX
Shares Held
2K
Value
$216.35K
Dover Corporation
DOV
Shares Held
2K
Value
$346.12K
Jack Henry & Associates, Inc.
JKHY
Shares Held
2K
Value
$362.16K
United Parcel Service, Inc.
UPS
Shares Held
2K
Value
$342.63K
Walmart Inc.
WMT
Shares Held
2K
Value
$338.16K
Deere & Company
DE
Shares Held
2K
Value
$840.53K
Illinois Tool Works Inc.
ITW
Shares Held
2K
Value
$532.96K
The Progressive Corporation
PGR
Shares Held
2K
Value
$286.23K
Phillips 66
PSX
Shares Held
2K
Value
$229.52K
Nordson Corporation
NDSN
Shares Held
2K
Value
$437.28K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
2K
Value
$403.15K