Stock Taper 
CURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Becton, Dickinson and Company | BDX | 1.53K | $374.12K |
 STERIS plc | STE | 1.21K | $265.14K |
 Amgen Inc. | AMGN | 1.19K | $341.59K |
 McDonald's Corporation | MCD | 1.18K | $348.92K |
 Analog Devices, Inc. | ADI | 1.11K | $220.4K |
 Tesla, Inc. | TSLA | 952 | $236.55K |
 General Dynamics Corporation | GD | 940 | $243.99K |
 The Cooper Companies, Inc. | COO | 872 | $330K |
 Accenture plc | ACN | 863 | $302.93K |
 S&P Global Inc. | SPGI | 792 | $348.89K |
 Meta Platforms, Inc. | META | 612 | $216.62K |
 The Goldman Sachs Group, Inc. | GS | 604 | $233.14K |
 BlackRock, Inc. | BLK | 531 | $430.91K |
 Eli Lilly and Company | LLY | 510 | $297.29K |
 ServiceNow, Inc. | NOW | 300 | $211.95K |
 Booking Holdings Inc. | BKNG | 98 | $347.63K |
 Berkshire Hathaway Inc. | BRK-A | 1 | $542.63K |