CURA WEALTH ADVISORS, LLC

The portfolio consists of 141 holdings, suggesting a diversified approach that balances core large-cap positions with a long tail of smaller allocations. Despite the number of holdings, the portfolio exhibits a high concentration risk at the top. The top three positions alone—AbbVie, FS KKR, and Abbott Labs—account for 48.4% of the total portfolio value. This structure implies a "barbell" strategy: a highly concentrated core of high-conviction income and growth names, supplemented by a broad array of smaller positions and ETFs for diversification.

Key Holdings