Stock Taper 
CURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Energy Transfer LP | ET | 10K | $138K |
 PepsiCo, Inc. | PEP | 10.05K | $1.71M |
 Alphabet Inc. | GOOGL | 10.84K | $1.51M |
 The Procter & Gamble Company | PG | 11.33K | $1.66M |
 Ford Motor Company | F | 12.48K | $152.13K |
 Thermo Fisher Scientific Inc. | TMO | 12.8K | $6.8M |
 AT&T Inc. | T | 13.55K | $227.3K |
 Duke Energy Corporation | DUK | 15.29K | $1.48M |
 Verizon Communications Inc. | VZ | 15.46K | $582.78K |
 Adobe Inc. | ADBE | 15.55K | $9.28M |
 Northrop Grumman Corporation | NOC | 15.86K | $7.42M |
 Pfizer Inc. | PFE | 18.16K | $522.8K |
 Bank of America Corporation | BAC | 18.47K | $621.99K |
 Keysight Technologies, Inc. | KEYS | 21.5K | $3.42M |
 UnitedHealth Group Incorporated | UNH | 23.5K | $12.37M |
 The Home Depot, Inc. | HD | 24.95K | $8.65M |
 Kinder Morgan, Inc. | KMI | 25.58K | $451.27K |
 Phillips Edison & Co. | PECO | 27.94K | $1.02M |
 Danaher Corporation | DHR | 28.08K | $6.5M |
 Mastercard Incorporated | MA | 31.36K | $13.37M |