Cura Wealth Advisors LLC Portfolio
Invests via Cura Wealth Advisors LLC | Managed by Nandan J. Shah
Invests via Cura Wealth Advisors LLC
Managed by Nandan J. Shah
Automatically Tracked
Company Profile
A boutique registered investment adviser, Cura Wealth Advisors LLC provides wealth management and financial planning services focused on affluent individuals, families and small institutions. The firm emphasizes customized portfolio construction, fiduciary advice, retirement and tax-aware planning, and a fee-based advisory model. Market relevance stems from serving multi-source asset households and coordinating custodial, investment and estate strategies for long-term wealth preservation.
A boutique registered investment adviser, Cura Wealth Advisors LLC provides wealth management and financial planning services focused on affluent individuals, families and small institutions. The firm emphasizes customized portfolio construction, fiduciary advice, retirement and tax-aware planning, and a fee-based advisory model. Market relevance stems from serving multi-source asset households and coordinating custodial, investment and estate strategies for long-term wealth preservation.
Investment Philosophy & Strategy
Centers on fiduciary, fee-for-service wealth management that prioritizes long-term capital preservation and tax-aware income planning for affluent households and small institutions. Investment decisions favor diversified, liability-driven multi-asset portfolios tailored to household cash flows and retirement horizons, blending low-cost passive exposure with select active strategies where value can be added. Risk is managed through strategic rebalancing, downside controls and scenario-driven stress testing; asset-location and tax optimization are core to implementation. Market positioning emphasizes coordinated custody, estate and retirement planning, conservative growth with opportunistic tilts, and a disciplined, client-goal aligned allocation framework.
Centers on fiduciary, fee-for-service wealth management that prioritizes long-term capital preservation and tax-aware income planning for affluent households and small institutions. Investment decisions favor diversified, liability-driven multi-asset portfolios tailored to household cash flows and retirement horizons, blending low-cost passive exposure with select active strategies where value can be added. Risk is managed through strategic rebalancing, downside controls and scenario-driven stress testing; asset-location and tax optimization are core to implementation. Market positioning emphasizes coordinated custody, estate and retirement planning, conservative growth with opportunistic tilts, and a disciplined, client-goal aligned allocation framework.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.36%
Gain
Monthly
0.23%
Yearly
2.8%
Drawdown
17.55%
$238.72M
Equity
Holdings
$238.72M
Investment
$239.98M
$8.62M
Profit +$784,200.55
Realized
$9.89M
Unrealized
-$1.27M
Dividends
$22.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$784,200.55
Win %
69%
This Week
Compared To Last Week
Gain
1.2%
Profit
$2.84M
Win %
69%
This Month
Compared to last month
Gain
1.79%
Profit
$4.19M
Win %
69%
This Year
Compared to last year
Gain
6.83%
Profit
$15.26M
Win %
67%
EQNR Equinor ASA Sponsored ADR
+3.76%
+$9,540.8 
CB Chubb Limited
+2.99%
+$7,681.96 
MRK Merck & Co., Inc.
+2.78%
+$9,265.5 
PANW Palo Alto Networks, Inc.
+2.77%
+$26,736.49 
ABT Abbott Laboratories
+2.43%
+$551,104.8 
SHEL Shell plc
+2.22%
+$20,102.04 
SU Suncor Energy Inc.
+2.16%
+$8,391.86 
CCIF Carlyle Credit Income Fund
+2.14%
+$2,107.54 
HWM Howmet Aerospace Inc.
+2.01%
+$7,560.63 
ABBV AbbVie Inc.
+1.9%
+$1.42M 
JNJ Johnson & Johnson
+1.87%
+$13,967.97 
LMT Lockheed Martin Corporation
+1.58%
+$3,321 
LLY Eli Lilly and Company
+1.56%
+$10,413.87 
XOM Exxon Mobil Corporation
+1.51%
+$6,713.98 
NVS Novartis AG Sponsored ADR
+1.36%
+$3,875.04 
ORCL Oracle Corporation
+1.36%
+$12,071.67 
CVX Chevron Corporation
+1.36%
+$4,136.71 
ITA iShares U.S. Aerospace & Defense ETF
+1.3%
+$3,075 
BP BP p.l.c. Sponsored ADR
+1.28%
+$14,496.83 
IXC iShares Global Energy ETF
+1.22%
+$2,773.5 
ET Energy Transfer L.P.
+1.09%
+$3,201.22 
WMT Walmart Inc.
+1.08%
+$2,095.6 
XLE Energy Select Sector SPDR Fund
+0.89%
+$2,128.57 
DUK Duke Energy Corporation
+0.88%
+$9,603.5 
NEE NextEra Energy, Inc.
+0.87%
+$1,952.22 
GLD SPDR Gold Shares
+0.87%
+$2,546.96 
EPD Enterprise Products Partners L.P.
+0.84%
+$1,715.52 
GNR SPDR S&P Global Natural Resources ETF
+0.83%
+$2,300 
CRGY Crescent Energy Inc.
+0.82%
+$862.07 
OKE ONEOK, Inc.
+0.79%
+$1,666.98 
PFE Pfizer Inc.
+0.78%
+$3,894.74 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$10,803.81 
EVRG Evergy Inc.
+0.67%
+$2,586.22 
JPM JPMorgan Chase & Co.
+0.64%
+$4,411 
HACK Amplify Cybersecurity ETF
+0.63%
+$2,070 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.61%
+$6,999.67 
AMLP Alerian MLP ETF
+0.51%
+$11,783.75 
VRTX Vertex Pharmaceuticals Incorporated
+0.5%
+$1,839.21 
CEG Constellation Energy Corporation
+0.48%
+$1,435.94 
AAPL Apple Inc.
+0.4%
+$19,263.93 
SCHD Schwab U.S. Dividend Equity ETF
+0.3%
+$1,669.57 
BA Boeing Company
+0.28%
+$626.4 
MDT Medtronic plc
+0.28%
+$561.89 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$1,345.5 
KMI Kinder Morgan, Inc.
+0.17%
+$1,354.21 
ABUS Arbutus Biopharma Corporation
+0.1%
+$75 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
+0.08%
+$949.29 
LIN Linde plc
+0.07%
+$229.77 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$590.18 
META Meta Platforms Inc Class A
-5.24%
-$65,239.22 
KREF KKR Real Estate Finance Trust Inc.
-4.28%
-$32,667.37 
INTC Intel Corporation
-3.55%
-$25,437.88 
COIN Coinbase Global, Inc.
-3.13%
-$13,619.26 
ACN Accenture plc Class A
-3.13%
-$64,048.4 
TXN Texas Instruments Inc
-2.96%
-$10,843.96 
ETHE Grayscale Ethereum Trust ETF
-2.91%
-$13,112 
BXMT Blackstone Mortgage Trust Inc
-2.76%
-$15,504 
ACRE Ares Commercial Real Estate Corporation
-2.56%
-$108,672.12 
TSSI TSS, Inc.
-2.54%
-$2,500 
MSFT Microsoft Corp.
-2.49%
-$60,339.02 
KO The Coca-Cola Company
-2.14%
-$5,884.06 
PLTR Palantir Technologies Inc.
-2.04%
-$22,687.2 
GOOGL Alphabet Inc
-2.03%
-$32,018.4 
ANET Arista Networks, Inc.
-2.03%
-$5,800.32 
GOOG Alphabet Inc
-2.02%
-$12,734.18 
OXLC Oxford Lane Capital Corp
-1.94%
-$1,793.22 
BITW Bitwise 10 Crypto Index Fund
-1.92%
-$3,653.03 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$15,487.68 
V Visa Inc. Class A
-1.81%
-$8,151 
NTRS Northern Trust Corporation
-1.76%
-$13,608.68 
VRT Vertiv Holdings Co
-1.73%
-$5,202 
IDXX IDEXX Laboratories, Inc.
-1.71%
-$20,608.54 
NVDA NVIDIA Corporation
-1.65%
-$29,805.3 
ARI Apollo Commercial Real Estate Finance Inc.
-1.64%
-$50,281.79 
GBTC Grayscale Bitcoin Trust ETF
-1.61%
-$21,829.27 
CCL Carnival Corporation Ltd.
-1.58%
-$3,586.15 
FSK FS KKR Capital Corp.
-1.57%
-$396,363.45 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$15,354.6 
VUG Vanguard Growth ETF
-1.5%
-$11,232 
AVGO Broadcom Inc.
-1.47%
-$6,286.49 
MSDL Morgan Stanley Direct Lending Corp.
-1.46%
-$2,346 
VONG Vanguard Russell 1000 Growth Fund
-1.43%
-$10,777.9 
VGT Vanguard Information Technology ETF
-1.29%
-$6,938.4 
CRM Salesforce Inc
-1.2%
-$3,003.57 
MFIC MidCap Financial Investment Corporation
-1.1%
-$67,530.98 
NKE Nike, Inc. - Class B
-1.08%
-$5,514.24 
GBDC Golub Capital BDC, Inc.
-1.01%
-$16,227 
SLB Schlumberger Limited
-0.99%
-$2,854.64 
BX Blackstone Inc.
-0.92%
-$2,554.7 
PDI Pimco Dynamic Income Fund
-0.85%
-$4,379.76 
APH Amphenol Corporation
-0.84%
-$2,378.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.83%
-$10,961.3 
ACWI iShares MSCI ACWI ETF
-0.79%
-$2,560.6 
VT Vanguard Total World Stock ETF
-0.76%
-$47,506.8 
SCHX Schwab U.S. Large-Cap ETF
-0.74%
-$8,520.95 
GPMT Granite Point Mortgage Trust Inc.
-0.71%
-$19,050.78 
IVV iShares Core S&P 500 ETF
-0.71%
-$13,875.02 
EIM Eaton Vance Municipal Bond Fund
-0.7%
-$17,790.43 
VOO Vanguard S&P 500 ETF
-0.7%
-$11,053.91 
XDTE Roundhill S&P 500 0DTE CCS ETF
-0.69%
-$2,327.94 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$7,476.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$24,249.44 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.58%
-$1,974.06 
NHS Neuberger High Yield Strategies Fund Inc.
-0.57%
-$429.87 
IWM iShares Russell 2000 ETF
-0.49%
-$1,335.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$2,139.31 
AMZN Amazon.com Inc
-0.48%
-$7,937.3 
DSL DoubleLine Income Solutions Fund
-0.47%
-$863.4 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.39%
-$13,590 
GDXJ VanEck Junior Gold Miners ETF
-0.37%
-$12,850.64 
NBH Neuberger Berman Municipal Fund Inc.
-0.34%
-$2,380 
ICLN iShares Global Clean Energy ETF
-0.3%
-$1,045 
HD The Home Depot, Inc.
-0.27%
-$932.71 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$1,918.55 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.22%
-$6,750 
NAD Nuveen Quality Municipal Income Fund
-0.21%
-$2,750 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.21%
-$638.2 
VGK Vanguard FTSE Europe ETF
-0.19%
-$645.32 
BEPC Brookfield Renewable Corporation
-0.18%
-$803.1 
EVV Eaton Vance Limited Duration Income Fund
-0.16%
-$516 
VYMI Vanguard International High Dividend Yield Index Fund
-0.16%
-$1,032 
FTMH Franklin Municipal High Yield ETF
-0.13%
-$300.82 
GDX VanEck Gold Miners ETF
-0.1%
-$924.98 
MCD McDonald's Corporation
-0.08%
-$233.91 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$317.13 Events
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Dividends
Dividend Analysis
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| Trades 571 | Longs Won 349/571 61% | Profit Factor 1.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.24M |
| Average Win $152,298.05 | Best Trade (Jul 17) $21.84M | Sharpe Ratio -11.97 |
| Average Loss -$200,601.41 | Worst Trade (Jul 10) -$17.12M | Z-Score 3.62 (99.97%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $15,093.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.05% | 0.35% | 1.35% | 3.86% | 9.09% | 18.74% | 35.08% | 60.98% |
| Consecutive Losing Trades | 1,190 | 1,071 | 952 | 833 | 714 | 595 | 476 | 357 | 238 | 119 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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