Stock Taper 
CURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Phillips 66 | PSX | 1.72K | $229.52K |
 The Progressive Corporation | PGR | 1.8K | $286.23K |
 Illinois Tool Works Inc. | ITW | 2.04K | $532.96K |
 Deere & Company | DE | 2.1K | $840.53K |
 Walmart Inc. | WMT | 2.15K | $338.16K |
 United Parcel Service, Inc. | UPS | 2.18K | $342.63K |
 Jack Henry & Associates, Inc. | JKHY | 2.22K | $362.16K |
 Dover Corporation | DOV | 2.25K | $346.12K |
 Starbucks Corporation | SBUX | 2.25K | $216.35K |
 Target Corporation | TGT | 2.37K | $337.75K |
 Omnicom Group Inc. | OMC | 2.63K | $227.39K |
 Morgan Stanley | MS | 2.71K | $253.17K |
 PTC Inc. | PTC | 2.77K | $485.51K |
 DuPont de Nemours, Inc. | DD | 3.09K | $238.02K |
 Berkshire Hathaway Inc. | BRK-B | 3.2K | $1.14M |
 Lockheed Martin Corporation | LMT | 3.2K | $1.45M |
 Emerson Electric Co. | EMR | 3.46K | $337.11K |
 Lowe's Companies, Inc. | LOW | 3.56K | $792.45K |
 The TJX Companies, Inc. | TJX | 3.78K | $354.98K |
 AbbVie Inc. | ABBV | 3.84K | $594.86K |