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:
7.71%
Gain +0.16%
Monthly
0.35%
Yearly
4.23%
Drawdown
17.65%
$248.33M
Equity
Holdings
$248.33M
Investment
$238.85M
$16.95M
Profit +$386,979.1
Realized
$7.48M
Unrealized
$9.47M
Dividends
$22.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$386,979.1
Win %
66%
This Week
Compared To Last Week
Gain
1.08%
Profit
$2.65M
Win %
66%
This Month
Compared to last month
Gain
3.33%
Profit
$8.01M
Win %
66%
This Year
Compared to last year
Gain
5.99%
Profit
$14.04M
Win %
62%
CRGY Crescent Energy Inc.
+3.48%
+$4,411.77 
IDXX IDEXX Laboratories, Inc.
+2.82%
+$31,899.06 
SLB Schlumberger Limited
+2.56%
+$7,612.36 
LMT Lockheed Martin Corporation
+2.51%
+$5,262.27 
GE General Electric Company
+2.36%
+$5,475.75 
HWM Howmet Aerospace Inc.
+2.1%
+$6,389.46 
MNST Monster Beverage Corporation
+2.1%
+$5,160.4 
HD The Home Depot, Inc.
+2.05%
+$6,707.52 
JPM JPMorgan Chase & Co.
+1.9%
+$12,914.19 
NKE Nike, Inc. - Class B
+1.86%
+$7,926.72 
EQNR Equinor ASA Sponsored ADR
+1.85%
+$5,909.6 
TDG TransDigm Group Inc.
+1.84%
+$3,421.04 
SHEL Shell plc
+1.81%
+$19,879.97 
ITA iShares U.S. Aerospace & Defense ETF
+1.8%
+$4,550.6 
OKE ONEOK, Inc.
+1.79%
+$4,143.96 
BP BP p.l.c. Sponsored ADR
+1.77%
+$23,747.18 
BLK BlackRock, Inc.
+1.72%
+$4,343.71 
WFC Wells Fargo & Company
+1.55%
+$3,444.48 
GDXJ VanEck Junior Gold Miners ETF
+1.54%
+$66,072.24 
KMI Kinder Morgan, Inc.
+1.52%
+$12,636.5 
SU Suncor Energy Inc.
+1.52%
+$7,366.9 
BA Boeing Company
+1.51%
+$3,348.75 
KO The Coca-Cola Company
+1.49%
+$4,423.73 
EVRG Evergy Inc.
+1.46%
+$5,351.43 
MKL Markel Group Inc.
+1.41%
+$2,665.52 
CCIF Carlyle Credit Income Fund
+1.4%
+$1,071.63 
DUK Duke Energy Corporation
+1.37%
+$13,998.44 
GDX VanEck Gold Miners ETF
+1.37%
+$15,827 
NEE NextEra Energy, Inc.
+1.3%
+$2,594.57 
NTRS Northern Trust Corporation
+1.27%
+$8,222.67 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.26%
+$3,883.14 
MRK Merck & Co., Inc.
+1.25%
+$4,823.65 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$19,534.89 
LIN Linde plc
+1.24%
+$3,803.44 
TSLA Tesla, Inc.
+1.21%
+$2,669.12 
CVX Chevron Corporation
+1.11%
+$4,568.38 
XLU Utilities Select Sector SPDR Fund
+1.1%
+$2,622.92 
JNJ Johnson & Johnson
+1.08%
+$8,244.6 
MCD McDonald's Corporation
+1.07%
+$2,388.54 
V Visa Inc. Class A
+1.02%
+$4,778.62 
CB Chubb Limited
+1%
+$2,530.88 
NBH Neuberger Berman Municipal Fund Inc.
+1%
+$6,120 
ABT Abbott Laboratories
+0.99%
+$237,104.4 
IXC iShares Global Energy ETF
+0.99%
+$2,623 
VGK Vanguard FTSE Europe ETF
+0.99%
+$3,363.46 
GNR SPDR S&P Global Natural Resources ETF
+0.98%
+$3,000 
SCHD Schwab U.S. Dividend Equity ETF
+0.97%
+$5,626.2 
BX Blackstone Inc.
+0.91%
+$2,229.48 
LLY Eli Lilly and Company
+0.89%
+$6,700.26 
XLE Energy Select Sector SPDR Fund
+0.86%
+$3,543.12 
GEV GE Vernova Inc.
+0.83%
+$1,933.75 
VYMI Vanguard International High Dividend Yield Index Fund
+0.81%
+$5,289 
VYM Vanguard High Dividend Yield ETF
+0.74%
+$4,621.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.73%
+$3,581.22 
ET Energy Transfer L.P.
+0.73%
+$2,116.13 
AAPL Apple Inc.
+0.7%
+$35,622.36 
BXMT Blackstone Mortgage Trust Inc
+0.65%
+$2,254 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$2,596.53 
NVS Novartis AG Sponsored ADR
+0.55%
+$1,546.29 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
+0.51%
+$5,450.02 
RSP Invesco S&P 500 Equal Weight ETF
+0.51%
+$2,518.28 
AMLP Alerian MLP ETF
+0.48%
+$11,008.75 
XOM Exxon Mobil Corporation
+0.48%
+$2,730.87 
ICLN iShares Global Clean Energy ETF
+0.36%
+$1,071 
PFE Pfizer Inc.
+0.34%
+$2,114 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.34%
+$5,744.18 
KREF KKR Real Estate Finance Trust Inc.
+0.34%
+$2,015.14 
GLD SPDR Gold Shares
+0.31%
+$952.26 
ABBV AbbVie Inc.
+0.29%
+$237,695.04 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.29%
+$3,160.48 
VRTX Vertex Pharmaceuticals Incorporated
+0.26%
+$1,043.9 
GBDC Golub Capital BDC, Inc.
+0.24%
+$3,606 
ETHE Grayscale Ethereum Trust ETF
+0.23%
+$1,329.75 
ACN Accenture plc Class A
+0.22%
+$6,920 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.2%
+$658.02 
NAD Nuveen Quality Municipal Income Fund
+0.14%
+$1,650 
PDI Pimco Dynamic Income Fund
+0.14%
+$615.4 
TXN Texas Instruments Inc
+0.11%
+$416.4 
HIMS Hims & Hers Health, Inc.
+0.1%
+$195.06 
ACWI iShares MSCI ACWI ETF
+0.07%
+$247.8 
PYLD PIMCO Multisector Bond Active ETF
+0.06%
+$164.84 
VT Vanguard Total World Stock ETF
+0.06%
+$3,657.33 
BEPC Brookfield Renewable Corporation
+0.05%
+$200.78 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.05%
+$1,345 
DSL DoubleLine Income Solutions Fund
+0.03%
+$48.06 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$776.02 
XDTE Roundhill S&P 500 0DTE CCS ETF
+0.01%
+$43.11 
FTMH Franklin Municipal High Yield ETF
0%
$0 
EIM Eaton Vance Municipal Bond Fund
0%
$0 G200
G2004J103
0%
$0 7840
78409V112
0%
$0 
OKTA Okta Inc.
-5.86%
-$30,550 
PANW Palo Alto Networks, Inc.
-4.62%
-$46,720.61 
CRWD CrowdStrike Holdings, Inc.
-4.39%
-$12,673.21 
RBRK Rubrik, Inc.
-4.29%
-$20,797.65 
KEEL Keel Infrastructure Corp.
-4.09%
-$1,050 
MU Micron Technology, Inc.
-4.08%
-$17,459.3 
PLTR Palantir Technologies Inc.
-3.64%
-$57,859.8 
OXLC Oxford Lane Capital Corp
-2.93%
-$2,510.51 
HACK Amplify Cybersecurity ETF
-2.85%
-$10,470 
INTC Intel Corporation
-2.73%
-$16,312.51 
VRT Vertiv Holdings Co
-2.34%
-$4,884.46 
ANET Arista Networks, Inc.
-2.18%
-$7,079.4 
TLSI TriSalus Life Sciences Inc.
-1.92%
-$750 
AVGO Broadcom Inc.
-1.79%
-$8,303.08 
ORCL Oracle Corporation
-1.78%
-$16,915.2 
GPMT Granite Point Mortgage Trust Inc.
-1.67%
-$16,211.05 
COIN Coinbase Global, Inc.
-1.44%
-$5,520.11 
APH Amphenol Corporation
-1.4%
-$8,664 
GOOGL Alphabet Inc
-1.39%
-$21,820.15 
VGT Vanguard Information Technology ETF
-1.3%
-$7,479.36 
ABUS Arbutus Biopharma Corporation
-1.28%
-$825 
TSSI TSS, Inc.
-1.28%
-$950.76 
META Meta Platforms Inc Class A
-1.14%
-$16,183.18 
GOOG Alphabet Inc
-1.14%
-$7,533.81 
ACRE Ares Commercial Real Estate Corporation
-1.12%
-$36,086.12 
UNH UnitedHealth Group Incorporated
-1.07%
-$2,389.29 
QQQ Invesco QQQ Trust, Series 1
-0.95%
-$10,128.3 
VONG Vanguard Russell 1000 Growth Fund
-0.74%
-$5,795.36 
CEG Constellation Energy Corporation
-0.67%
-$2,109.99 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$5,257.12 
VUG Vanguard Growth ETF
-0.61%
-$4,633.59 
FSK FS KKR Capital Corp.
-0.61%
-$138,609.96 
AMZN Amazon.com Inc
-0.45%
-$8,214.38 
NVDA NVIDIA Corporation
-0.45%
-$9,521.52 
GBTC Grayscale Bitcoin Trust ETF
-0.44%
-$7,641.2 
MFIC MidCap Financial Investment Corporation
-0.42%
-$18,307.78 
MSFT Microsoft Corp.
-0.34%
-$12,258.1 
ARI Apollo Commercial Real Estate Finance Inc.
-0.31%
-$5,516.66 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$9,060 
NHS Neuberger High Yield Strategies Fund Inc.
-0.28%
-$184.23 
CRM Salesforce Inc
-0.27%
-$898.43 
IBM International Business Machines Corporation
-0.1%
-$170.2 
IWM iShares Russell 2000 ETF
-0.08%
-$193.4 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$786.38 
EVV Eaton Vance Limited Duration Income Fund
-0.06%
-$174.56 
VOO Vanguard S&P 500 ETF
-0.06%
-$1,019.24 
IVV iShares Core S&P 500 ETF
-0.05%
-$1,082.26 
SPY SPDR S&P 500 ETF Trust
-0.05%
-$559.33 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.04%
-$1,753.65 Events
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Dividends
Dividend Analysis
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| Trades 678 | Longs Won 411/678 60% | Profit Factor 1.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $159,337.51 | Best Trade (Oct 16) $28.2M | Sharpe Ratio -11.14 |
| Average Loss -$181,793.09 | Worst Trade (Oct 14) -$15.67M | Z-Score 6.99 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $24,998.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.01% | 0.12% | 0.63% | 2.38% | 7.35% | 19.54% | 46.25% |
| Consecutive Losing Trades | 1,366 | 1,230 | 1,093 | 956 | 820 | 683 | 546 | 410 | 273 | 137 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 516 | $210,146 | $210,146 | - | - | - | 0.0 |
| AAPL Apple Inc. | 14,936 | $3.74M | $5.14M | - | $1.4M | 37.35% | +0.697% |
| ABBV AbbVie Inc. | 289,872 | $52.06M | $82.39M | - | $30.32M | 58.24% | +0.289% |
| ABT Abbott Laboratories | 227,985 | $30.48M | $24.1M | - | -$6.37M | -20.91% | +0.994% |
| ABUS Arbutus Biopharma Corporation | 15,000 | $49,050 | $63,525 | - | $14,475 | 29.51% | -1.282% |
| ACN Accenture plc Class A | 13,840 | $4.85M | $3.12M | - | -$1.73M | -35.7% | +0.222% |
| ACRE Ares Commercial Real Estate Corporation | 902,153 | $4.87M | $3.19M | - | -$1.68M | -34.42% | -1.117% |
| ACWI iShares MSCI ACWI ETF | 2,065 | $285,482.38 | $329,057.75 | - | $43,575.37 | 15.26% | +0.075% |
| AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 | 31,143 | $931,487 | $1.08M | - | $143,725.07 | 15.43% | +0.509% |
| AMLP Alerian MLP ETF | 44,035 | $2.11M | $2.3M | - | $190,780.21 | 9.06% | +0.482% |
| AMZN Amazon.com Inc | 7,143 | $1.6M | $1.81M | - | $212,189.92 | 13.27% | -0.451% |
| ANET Arista Networks, Inc. | 1,748 | $255,958.7 | $317,314.44 | - | $61,355.74 | 23.97% | -2.182% |
| APH Amphenol Corporation | 7,600 | $253,848.45 | $610,660 | - | $356,811.55 | 140.56% | -1.399% |
| ARI Apollo Commercial Real Estate Finance Inc. | 275,833 | $2.54M | $1.76M | - | -$778,262.91 | -30.63% | -0.312% |
| AVGO Broadcom Inc. | 1,349 | $473,462.26 | $456,198.07 | - | -$17,264.19 | -3.65% | -1.788% |
| BA Boeing Company | 1,175 | $236,174.58 | $225,106.5 | - | -$11,068.08 | -4.69% | +1.51% |
| BEPC Brookfield Renewable Corporation | 13,385 | $460,711.8 | $387,428.82 | - | -$73,282.98 | -15.91% | +0.052% |
| BLK BlackRock, Inc. | 226 | $217,188 | $257,640 | - | $40,452 | 18.63% | +1.715% |
| BP BP p.l.c. Sponsored ADR | 27,613 | $836,151.59 | $1.36M | - | $525,169.31 | 62.81% | +1.775% |
| BRK-B Berkshire Hathaway Inc. | 2,987 | $1.5M | $1.59M | - | $88,245.15 | 5.88% | +1.244% |
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Option values are updated at end of day.
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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 - $5.05M, 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 - $120,375.14, 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 $22.75M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $8.5M, AbbVie Inc - $3.46M, Apollo Commercial Real Estate Finance Inc - $2.65M, MidCap Financial Investment Corporation - $1.35M, and Ares Commercial Real Estate Corporation - $969,490.35. 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.
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