Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CURI WEALTH MANAGEMENT LLC 02-08-2024 12-31-2023 160 723,871,300
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
NVIDIA CORPORATION COM 101 $772,576 1,560 0.00 0.00 120 8.33 12-31-2023
CVS HEALTH CORP COM 102 $630,935 7,991 0.00 0.00 -139 -1.71 12-31-2023
BANK AMERICA CORP COM 103 $621,986 18,473 0.00 0.00 -1,066 -5.46 12-31-2023
QUALCOMM INC COM 104 $602,807 4,168 0.00 0.00 -798 -16.07 12-31-2023
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