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Curry Webb Wealth Management LLC Historic Quarter Change: USA Stocks, Reduced

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Curry Webb Wealth Management LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Curry Webb Wealth Management LLC opened 2 positions, added to 8, reduced 24 and sold out of 3.

  • Q2 2026: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 18,914.
  • Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 2,146.
  • Q2 2026: Stock GLDM; Country of operation United States; Class SPDR GLD MINIS; Shares before 23,877.
  • Q2 2026: Stock HBAN; Country of operation United States; Class COM; Shares before 204,746.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2060114), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026GLD
SPDR GOLD TR		United StatesGOLD SHS18,91418,541-373$8,138,505$6,830,134-$1,308,3712026-08-13
Q2 2026LLY
ELI LILLY & CO		United StatesCOM2,1462,140-6$1,974,130$2,567,373+$593,2432026-08-13
Q2 2026GLDM
WORLD GOLD TR		United StatesSPDR GLD MINIS23,87723,591-286$2,213,159$1,873,597-$339,5622026-08-13
Q2 2026HBAN
HUNTINGTON BANCSHARES INC		United StatesCOM204,746199,537-5,209$3,204,275$3,537,791+$333,5162026-08-13
Q2 2026C
CITIGROUP INC		United StatesCOM NEW9,4206,024-3,396$1,068,322$843,119-$225,2032026-08-13
Q2 2026AAPL
APPLE INC		United StatesCOM4,2773,110-1,167$1,085,527$899,792-$185,7352026-08-13
Q2 2026IAU
ISHARES GOLD TR		United StatesISHARES NEW4,8424,163-679$426,871$314,348-$112,5232026-08-13
Q2 2026GOOGL
ALPHABET INC		United StatesCAP STK CL A1,5541,553-1$446,876$555,006+$108,1302026-08-13
Q2 2026WMT
WALMART INC		United StatesCOM2,7862,714-72$346,244$307,388-$38,8562026-08-13
Q2 2026GOOG
ALPHABET INC		United StatesCAP STK CL C1,169904-265$335,339$319,410-$15,9292026-08-13
Q1 2026SGOL
ETFS GOLD TR		United StatesPHYSCL GOLD SHS24,1658,876-15,289$992,698$396,047-$596,6512026-06-10
Q1 2026GLD
SPDR GOLD TR		United StatesGOLD SHS21,94218,914-3,028$8,695,834$8,138,505-$557,3292026-06-10
Q1 2026LLY
ELI LILLY & CO		United StatesCOM2,2612,146-115$2,430,004$1,974,130-$455,8742026-06-10
Q1 2026IAU
ISHARES GOLD TR		United StatesISHARES NEW9,4534,842-4,611$767,300$426,871-$340,4292026-06-10
Q1 2026MSFT
MICROSOFT CORP		United StatesCOM1,2001,157-43$580,294$428,331-$151,9632026-06-10
Q1 2026GOOGL
ALPHABET INC		United StatesCAP STK CL A1,7031,554-149$533,047$446,876-$86,1712026-06-10
Q1 2026SLV
ISHARES SILVER TR		United StatesISHARES4,5203,082-1,438$291,178$210,007-$81,1712026-06-10
Q1 2026GLDM
WORLD GOLD TR		United StatesSPDR GLD MINIS26,77323,877-2,896$2,285,611$2,213,159-$72,4522026-06-10
Q1 2026AMZN
AMAZON COM INC		United StatesCOM2,2292,124-105$514,498$442,365-$72,1332026-06-10
Q1 2026NVDA
NVIDIA CORPORATION		United StatesCOM2,1792,054-125$406,412$358,244-$48,1682026-06-10
Q1 2026GOOG
ALPHABET INC		United StatesCAP STK CL C1,1971,169-28$375,619$335,339-$40,2802026-06-10
Q1 2026C
CITIGROUP INC		United StatesCOM NEW9,4219,420-1$1,099,336$1,068,322-$31,0142026-06-10
Q1 2026MBIN
MERCHANTS BANCORP IND		United StatesCOM17,23214,083-3,149$586,911$604,303+$17,3922026-06-10
Q1 2026MCD
MCDONALDS CORP		United StatesCOM1,4361,430-6$438,885$444,430+$5,5452026-06-10

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