Stock Taper

CURI WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kinder Morgan, Inc.KMI25.58K$451.27K
The Home Depot, Inc.HD24.95K$8.65M
UnitedHealth Group IncorporatedUNH23.5K$12.37M
Keysight Technologies, Inc.KEYS21.5K$3.42M
Bank of America CorporationBAC18.47K$621.99K
Pfizer Inc.PFE18.16K$522.8K
Northrop Grumman CorporationNOC15.86K$7.42M
Adobe Inc.ADBE15.55K$9.28M
Verizon Communications Inc.VZ15.46K$582.78K
Duke Energy CorporationDUK15.29K$1.48M
AT&T Inc.T13.55K$227.3K
Thermo Fisher Scientific Inc.TMO12.8K$6.8M
Ford Motor CompanyF12.48K$152.13K
The Procter & Gamble CompanyPG11.33K$1.66M
Alphabet Inc.GOOGL10.84K$1.51M
PepsiCo, Inc.PEP10.05K$1.71M
Energy Transfer LPET10K$138K
Cisco Systems, Inc.CSCO8.94K$451.63K
NextEra Energy, Inc.NEE8.23K$499.82K
Johnson & JohnsonJNJ8.02K$1.26M