CURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 2K | $772.58K |
 | BDX | 2K | $374.12K |
 | STE | 1K | $265.14K |
 | AMGN | 1K | $341.59K |
 | MCD | 1K | $348.92K |
 | ADI | 1K | $220.40K |
 | TSLA | 952 | $236.55K |
 | GD | 940 | $243.99K |
 | COO | 872 | $330.00K |
 | ACN | 863 | $302.93K |
 | SPGI | 792 | $348.89K |
 | META | 612 | $216.62K |
 | GS | 604 | $233.14K |
 | BLK | 531 | $430.91K |
 | LLY | 510 | $297.29K |
 | NOW | 300 | $211.95K |
 | BKNG | 98 | $347.63K |
 | BRK-A | 1 | $542.63K |
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$772.58K
Becton, Dickinson and Company
BDX
Shares Held
2K
Value
$374.12K
STERIS plc
STE
Shares Held
1K
Value
$265.14K
Amgen Inc.
AMGN
Shares Held
1K
Value
$341.59K
McDonald's Corporation
MCD
Shares Held
1K
Value
$348.92K
Analog Devices, Inc.
ADI
Shares Held
1K
Value
$220.40K
Tesla, Inc.
TSLA
Shares Held
952
Value
$236.55K
General Dynamics Corporation
GD
Shares Held
940
Value
$243.99K
The Cooper Companies, Inc.
COO
Shares Held
872
Value
$330.00K
Accenture plc
ACN
Shares Held
863
Value
$302.93K
S&P Global Inc.
SPGI
Shares Held
792
Value
$348.89K
Meta Platforms, Inc.
META
Shares Held
612
Value
$216.62K
The Goldman Sachs Group, Inc.
GS
Shares Held
604
Value
$233.14K
BlackRock, Inc.
BLK
Shares Held
531
Value
$430.91K
Eli Lilly and Company
LLY
Shares Held
510
Value
$297.29K
ServiceNow, Inc.
NOW
Shares Held
300
Value
$211.95K
Booking Holdings Inc.
BKNG
Shares Held
98
Value
$347.63K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$542.63K