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

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

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Curry Webb Wealth Management LLC opened 1 positions, added to 5, reduced 10, sold out of 1 and left 2 unchanged. The largest increase in value was LLY (+$593,243); the largest decrease was GLD (-$1,308,371).

  • GLD: Country of operation United States; Class GOLD SHS; Shares 2026-03-31 18,914; Shares 2026-06-30 18,541.
  • LLY: Country of operation United States; Class COM; Shares 2026-03-31 2,146; Shares 2026-06-30 2,140.
  • GLDM: Country of operation United States; Class SPDR GLD MINIS; Shares 2026-03-31 23,877; Shares 2026-06-30 23,591.
  • HBAN: Country of operation United States; Class COM; Shares 2026-03-31 204,746; Shares 2026-06-30 199,537.

Two Form 13F-HR filings compared (SEC CIK 2060114): 2026-03-31 (filed 2026-06-10) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
GLD
SPDR GOLD TR
United StatesGOLD SHS18,91418,541-373$8,138,505$6,830,134-$1,308,371
LLY
ELI LILLY & CO
United StatesCOM2,1462,140-6$1,974,130$2,567,373+$593,243
GLDM
WORLD GOLD TR
United StatesSPDR GLD MINIS23,87723,591-286$2,213,159$1,873,597-$339,562
HBAN
HUNTINGTON BANCSHARES INC
United StatesCOM204,746199,537-5,209$3,204,275$3,537,791+$333,516
C
CITIGROUP INC
United StatesCOM NEW9,4206,024-3,396$1,068,322$843,119-$225,203
AAPL
APPLE INC
United StatesCOM4,2773,110-1,167$1,085,527$899,792-$185,735
IAU
ISHARES GOLD TR
United StatesISHARES NEW4,8424,163-679$426,871$314,348-$112,523
GOOGL
ALPHABET INC
United StatesCAP STK CL A1,5541,553-1$446,876$555,006+$108,130
WMT
WALMART INC
United StatesCOM2,7862,714-72$346,244$307,388-$38,856
GOOG
ALPHABET INC
United StatesCAP STK CL C1,169904-265$335,339$319,410-$15,929

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