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:
8.01%
Gain +1.73%
Monthly
0.39%
Yearly
4.74%
Drawdown
17.65%
$249.12M
Equity
Holdings
$249.12M
Investment
$238.85M
$17.75M
Profit +$4.22M
Realized
$7.48M
Unrealized
$10.27M
Dividends
$21.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.73%
Profit
$4.22M
Win %
69%
This Week
Compared To Last Week
Gain
1.73%
Profit
$4.22M
Win %
69%
This Month
Compared to last month
Gain
4.97%
Profit
$11.8M
Win %
69%
This Year
Compared to last year
Gain
6.33%
Profit
$14.84M
Win %
65%
IXC iShares Global Energy ETF
+4.3%
+$9,890 
XLE Energy Select Sector SPDR Fund
+3.91%
+$13,923.84 
CRGY Crescent Energy Inc.
+3.19%
+$3,549.7 
KREF KKR Real Estate Finance Trust Inc.
+3.05%
+$22,166.54 
GBDC Golub Capital BDC, Inc.
+2.97%
+$45,676 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
+2.67%
+$30,208.71 
SU Suncor Energy Inc.
+2.6%
+$10,441.78 
MFIC MidCap Financial Investment Corporation
+2.43%
+$117,949.29 
AMLP Alerian MLP ETF
+1.77%
+$42,273.6 
ET Energy Transfer L.P.
+1.62%
+$4,816.02 
AVGO Broadcom Inc.
+1.54%
+$8,687.56 
CVX Chevron Corporation
+1.12%
+$3,929.2 
KEEL Keel Infrastructure Corp.
+1.02%
+$400 
HWM Howmet Aerospace Inc.
+1%
+$4,060.97 
META Meta Platforms Inc Class A
+0.9%
+$10,186.56 
PDI Pimco Dynamic Income Fund
+0.81%
+$4,102.67 
BEPC Brookfield Renewable Corporation
+0.75%
+$3,346.25 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.71%
+$7,901.2 
KMI Kinder Morgan, Inc.
+0.53%
+$4,170.05 
AAPL Apple Inc.
+0.45%
+$21,059.61 
GOOG Alphabet Inc
+0.43%
+$2,971.35 
CCIF Carlyle Credit Income Fund
+0.36%
+$357.21 
EIM Eaton Vance Municipal Bond Fund
+0.31%
+$7,624.47 
V Visa Inc. Class A
+0.28%
+$1,235.84 
ACN Accenture plc Class A
+0.22%
+$5,259.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$681.96 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$663 
FTMH Franklin Municipal High Yield ETF
+0.09%
+$202.83 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$310.41 
ARI Apollo Commercial Real Estate Finance Inc.
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BXMT Blackstone Mortgage Trust Inc
0%
$0 
CB Chubb Limited
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EQNR Equinor ASA Sponsored ADR
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SLB Schlumberger Limited
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GNR SPDR S&P Global Natural Resources ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HEDJ WisdomTree Europe Hedged Equity Fund
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
DSL DoubleLine Income Solutions Fund
0%
$0 
OXLC Oxford Lane Capital Corp
0%
$0 
RBRK Rubrik, Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
NHS Neuberger High Yield Strategies Fund Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 G200
G2004J103
0%
$0 7840
78409V112
0%
$0 
TSSI TSS, Inc.
-11.11%
-$12,409.92 
HIMS Hims & Hers Health, Inc.
-6.4%
-$13,166.55 
ABUS Arbutus Biopharma Corporation
-6.06%
-$4,200 
VGT Vanguard Information Technology ETF
-5.49%
-$30,905.28 
BA Boeing Company
-3.35%
-$9,447.01 
ICLN iShares Global Clean Energy ETF
-3.04%
-$9,817.5 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$36,173.48 
GBTC Grayscale Bitcoin Trust ETF
-2.91%
-$39,843.4 
GPMT Granite Point Mortgage Trust Inc.
-2.67%
-$72,049.12 
MU Micron Technology, Inc.
-2.6%
-$10,672 
ETHE Grayscale Ethereum Trust ETF
-2.59%
-$11,820 
LIN Linde plc
-2.58%
-$7,868.06 
ANET Arista Networks, Inc.
-2.53%
-$8,722.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$12,148.06 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$10,955.13 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$9,560.35 
UNH UnitedHealth Group Incorporated
-2.13%
-$4,811.44 
XDTE Roundhill S&P 500 0DTE CCS ETF
-1.94%
-$6,595.83 
BX Blackstone Inc.
-1.9%
-$5,810.16 
GE General Electric Company
-1.75%
-$4,969.15 
GEV GE Vernova Inc.
-1.74%
-$4,415.01 
TLSI TriSalus Life Sciences Inc.
-1.73%
-$800 
PFE Pfizer Inc.
-1.55%
-$8,456 
NEE NextEra Energy, Inc.
-1.5%
-$3,249.51 
ACRE Ares Commercial Real Estate Corporation
-1.49%
-$63,150.71 
IBM International Business Machines Corporation
-1.35%
-$2,353.2 
GOOGL Alphabet Inc
-1.29%
-$21,055.28 
HACK Amplify Cybersecurity ETF
-1.27%
-$4,380 
INTC Intel Corporation
-1.24%
-$7,827.49 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$2,914.6 
JNJ Johnson & Johnson
-1.03%
-$8,033.23 
VRT Vertiv Holdings Co
-1%
-$2,695.21 
ABBV AbbVie Inc.
-0.97%
-$695,692.8 
PANW Palo Alto Networks, Inc.
-0.87%
-$8,663.61 
JPM JPMorgan Chase & Co.
-0.82%
-$5,941.72 
NVS Novartis AG Sponsored ADR
-0.76%
-$2,179.71 
ITA iShares U.S. Aerospace & Defense ETF
-0.65%
-$1,988.61 
TSLA Tesla, Inc.
-0.63%
-$1,228.15 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.62%
-$18,830 
BLK BlackRock, Inc.
-0.59%
-$1,525.49 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$3,934.5 
APH Amphenol Corporation
-0.53%
-$1,729.02 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.45%
-$1,406.24 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.44%
-$15,100 
MKL Markel Group Inc.
-0.36%
-$696.8 
KO The Coca-Cola Company
-0.31%
-$871.83 
MNST Monster Beverage Corporation
-0.3%
-$760.48 
CEG Constellation Energy Corporation
-0.24%
-$743.68 
ACWI iShares MSCI ACWI ETF
-0.24%
-$795.02 
ABT Abbott Laboratories
-0.24%
-$56,996.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$3,829.45 
NBH Neuberger Berman Municipal Fund Inc.
-0.2%
-$1,360 
NAD Nuveen Quality Municipal Income Fund
-0.17%
-$2,200 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$1,401.88 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,810.53 
IVV iShares Core S&P 500 ETF
-0.16%
-$3,169.68 
AMZN Amazon.com Inc
-0.14%
-$2,785.7 
NTRS Northern Trust Corporation
-0.13%
-$935.28 
NVDA NVIDIA Corporation
-0.1%
-$2,257.68 
VUG Vanguard Growth ETF
-0.08%
-$595.14 
EVRG Evergy Inc.
-0.05%
-$179.87 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 678 | Longs Won 423/678 62% | Profit Factor 1.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.01M |
| Average Win $135,936.05 | Best Trade (Aug 25) $22.99M | Sharpe Ratio -11.14 |
| Average Loss -$155,905.66 | Worst Trade (Aug 07) -$14.97M | Z-Score 7.64 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $26,172.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.16% | 1.11% | 5.98% | 26.44% |
| Consecutive Losing Trades | 1,597 | 1,438 | 1,278 | 1,118 | 958 | 799 | 639 | 479 | 319 | 160 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 516 | $210,146 | $210,146 | - | - | - | 0.0 |
| AAPL Apple Inc. | 14,936 | $3.74M | $4.67M | - | $921,230.42 | 24.6% | +0.453% |
| ABBV AbbVie Inc. | 289,872 | $52.06M | $70.67M | - | $18.61M | 35.74% | -0.975% |
| ABT Abbott Laboratories | 227,985 | $30.48M | $24.04M | - | -$6.43M | -21.11% | -0.236% |
| ABUS Arbutus Biopharma Corporation | 15,000 | $49,050 | $65,100 | - | $16,050 | 32.72% | -6.061% |
| ACN Accenture plc Class A | 13,840 | $4.85M | $2.37M | - | -$2.48M | -51.19% | +0.223% |
| ACRE Ares Commercial Real Estate Corporation | 902,153 | $4.87M | $4.18M | - | -$692,952.15 | -14.23% | -1.489% |
| ACWI iShares MSCI ACWI ETF | 2,065 | $285,482.38 | $330,637.47 | - | $45,155.09 | 15.82% | -0.24% |
| AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 | 31,143 | $931,487 | $1.16M | - | $228,278.32 | 24.51% | +2.674% |
| AMLP Alerian MLP ETF | 44,035 | $2.11M | $2.44M | - | $329,930.81 | 15.67% | +1.766% |
| AMZN Amazon.com Inc | 7,143 | $1.6M | $1.94M | - | $345,406.87 | 21.6% | -0.143% |
| ANET Arista Networks, Inc. | 1,748 | $255,958.7 | $336,175.36 | - | $80,216.66 | 31.34% | -2.529% |
| APH Amphenol Corporation | 3,800 | $253,847.55 | $325,527 | - | $71,679.45 | 28.24% | -0.528% |
| ARI Apollo Commercial Real Estate Finance Inc. | 275,833 | $2.54M | $1.84M | - | -$703,788 | -27.7% | 0.0 |
| AVGO Broadcom Inc. | 1,349 | $473,462.26 | $572,947.28 | - | $99,485.02 | 21.01% | +1.54% |
| BA Boeing Company | 1,175 | $236,174.58 | $272,776.24 | - | $36,601.66 | 15.5% | -3.347% |
| BEPC Brookfield Renewable Corporation | 13,385 | $460,711.8 | $449,066.75 | - | -$11,645.05 | -2.53% | +0.751% |
| BLK BlackRock, Inc. | 226 | $217,188 | $254,663.58 | - | $37,475.58 | 17.25% | -0.595% |
| BP BP p.l.c. Sponsored ADR | 27,613 | $836,151.59 | $1.14M | - | $301,780.14 | 36.09% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 2,987 | $1.5M | $1.55M | - | $48,309.05 | 3.22% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Cura Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: AbbVie Inc - $5.36M, Abbott Laboratories - $5.35M, FS KKR Capital Corp - $4.11M, Apollo Commercial Real Estate Finance Inc - $3.75M, and Palantir Technologies Inc - $3.39M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Coinbase Global, Inc - $426,008.54, Alphabet Inc - $121,364.92, Hims & Hers Health, Inc - $104,288.88, Ares Management Corporation - $101,797.95, and Blackstone Inc - $94,622.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cura Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.09M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $7.56M, AbbVie Inc - $3.46M, Apollo Commercial Real Estate Finance Inc - $2.65M, MidCap Financial Investment Corporation - $1.19M, and Abbott Laboratories - $843,147.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cura Wealth Advisors LLC's monthly returns?
Cura Wealth Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Cura Wealth Advisors LLC's strategy be considered aggressive or moderate?
Cura Wealth Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Cura Wealth Advisors LLC's strategy?
Cura Wealth Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
