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Curran Financial Partners

Latest statistics and disclosures from Curran Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are YALL, SCHD, SPYD, VGT, BIL, and represent 35.85% of Curran Financial Partners's stock portfolio.
Added to shares of these 10 stocks: BIL (+$14M), PULS (+$12M), YALL, SCHD, VGT, VNQ, JEPI, UTRE, SPYD, SJNK.
Started 11 new stock positions in HCA, ETHE, Grayscale Bitcoin Mini Trust BTC, PEP, PULS, FERG, MUNI, BIL, VNQ, UTRE. TSLA.
Reduced shares in these 10 stocks: USFR (-$6.2M), , TBIL, VFH, ARKK, Ferguson Plc F, VDC, UTWO, OBIL, VCR.
Sold out of its positions in ARKK, TBIL, VDE, Ferguson Plc F.
Curran Financial Partners was a net buyer of stock by $33M.
Curran Financial Partners has $352M in assets under management (AUM), dropping by 17.75%.
Central Index Key (CIK): 0001843867

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Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 90 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Etf Tr God Bless Amer (YALL)	15.7	$55M	+3%	1.5M	36.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.7	$24M	+5%	279k	84.53	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	5.1	$18M	+4%	396k	45.65	View chart
Vanguard World Inf Tech Etf (VGT)	4.3	$15M	+8%	26k	586.53	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	4.1	$14M	NEW	156k	91.81	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.8	$13M	+6%	224k	59.51	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	3.4	$12M	+3%	221k	54.43	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	3.4	$12M	NEW	240k	49.78	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	3.0	$10M	+6%	405k	25.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.6	$9.1M	+5%	39k	237.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.6	$9.1M	+6%	141k	64.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.0	$7.1M	+5%	63k	112.98	View chart
Ishares Tr Conser Alloc Etf (AOK)	2.0	$7.0M	+7%	181k	38.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$6.5M	+3%	33k	198.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$6.4M	+8%	85k	75.11	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.8	$6.4M	-49%	127k	50.22	View chart
Vanguard World Health Car Etf (VHT)	1.7	$6.1M		22k	282.20	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.7	$5.9M	+5%	55k	106.76	View chart
Apple (AAPL)	1.6	$5.8M		25k	233.00	View chart
Vanguard World Financials Etf (VFH)	1.6	$5.8M	-7%	53k	109.91	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$5.7M		15k	383.94	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.6	$5.5M	+4%	184k	30.23	View chart
Global X Fds Globx Supdv Us (DIV)	1.5	$5.4M	+5%	289k	18.69	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.5	$5.4M	+6%	162k	33.23	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.4	$5.1M	+7%	104k	48.98	View chart
Vanguard World Consum Dis Etf (VCR)	1.3	$4.7M		14k	340.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$4.5M	+2%	35k	128.20	View chart
Vanguard World Comm Srvc Etf (VOX)	1.2	$4.3M		30k	145.39	View chart
Vanguard World Industrial Etf (VIS)	1.1	$4.0M		15k	260.08	View chart
Sherwin-Williams Company (SHW)	0.9	$3.3M		8.8k	381.67	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.8	$2.8M	+4%	35k	80.30	View chart
Vanguard World Consum Stp Etf (VDC)	0.8	$2.7M	-6%	13k	218.47	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.7	$2.6M	+16%	70k	36.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$2.5M	+4%	4.4k	573.73	View chart
Costco Wholesale Corporation (COST)	0.7	$2.5M		2.8k	886.56	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$2.1M	+16%	43k	49.31	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$2.0M		18k	110.47	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$1.8M	+3%	22k	82.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.8M	+2%	7.4k	243.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.7M	+17%	3.3k	527.67	View chart
Microsoft Corporation (MSFT)	0.5	$1.7M		3.9k	430.35	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$1.7M	+16%	28k	59.02	View chart
Vanguard World Utilities Etf (VPU)	0.4	$1.5M		8.8k	174.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.5M	+11%	8.6k	174.58	View chart
Lowe's Companies (LOW)	0.4	$1.4M		5.1k	270.84	View chart
NVIDIA Corporation (NVDA)	0.4	$1.4M	+62%	11k	121.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.3M		4.5k	283.16	View chart
Amazon (AMZN)	0.3	$1.2M		6.3k	186.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.1M	NEW	12k	97.42	View chart
Vanguard World Materials Etf (VAW)	0.3	$1.1M		5.1k	211.47	View chart
Chevron Corporation (CVX)	0.3	$939k	-4%	6.4k	147.26	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.3	$935k	+12%	19k	50.57	View chart
Procter & Gamble Company (PG)	0.3	$913k		5.3k	173.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$893k		1.9k	460.26	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$796k	-4%	16k	50.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$794k		4.8k	165.86	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.2	$738k	-8%	15k	50.20	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$736k	-9%	15k	48.76	View chart
RBB Us Treasry 12 Mt (OBIL)	0.2	$735k	-8%	15k	50.27	View chart
RBB Us Treas 3 Yr Nt (UTRE)	0.2	$733k	NEW	15k	49.96	View chart
Exxon Mobil Corporation (XOM)	0.2	$730k		6.2k	117.22	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.2	$709k		14k	51.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$707k	+26%	1.4k	488.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$693k		1.8k	375.32	View chart
Meta Platforms Cl A (META)	0.1	$503k	+3%	878.00	572.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$420k		2.2k	189.80	View chart
United Bankshares (UBSI)	0.1	$400k		11k	37.10	View chart
Abbvie (ABBV)	0.1	$382k		1.9k	197.52	View chart
Ge Aerospace Com New (GE)	0.1	$377k	-2%	2.0k	188.62	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$358k	+19%	27k	13.43	View chart
Microstrategy Cl A New (MSTR)	0.1	$352k	+1079%	2.1k	168.60	View chart
UnitedHealth (UNH)	0.1	$342k		584.00	584.82	View chart
CSX Corporation (CSX)	0.1	$340k		9.8k	34.53	View chart
First Interstate Bancsystem (FIBK)	0.1	$307k		10k	30.68	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$295k	+6%	10k	28.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$292k		6.1k	47.85	View chart
Coca-Cola Company (KO)	0.1	$282k		3.9k	71.86	View chart
Home Depot (HD)	0.1	$276k		681.00	405.34	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$269k	NEW	1.4k	198.61	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$269k		2.5k	106.75	View chart
Wal-Mart Stores (WMT)	0.1	$267k	-8%	3.3k	80.75	View chart
Pepsi (PEP)	0.1	$248k	NEW	1.5k	170.09	View chart
Merck & Co (MRK)	0.1	$236k	+6%	2.1k	113.56	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$232k	NEW	4.4k	52.98	View chart
WesBan (WSBC)	0.1	$230k		7.7k	29.78	View chart
Southern Company (SO)	0.1	$223k	-6%	2.5k	90.17	View chart
Tesla Motors (TSLA)	0.1	$221k	NEW	846.00	261.63	View chart
Grayscale Ethereum Tr Eth SHS (ETHE)	0.1	$211k	NEW	9.6k	21.89	View chart
Hca Holdings (HCA)	0.1	$202k	NEW	498.00	406.43	View chart
Grayscale Bitcoin Mini Tr Bt SHS	0.0	$89k	NEW	16k	5.63	View chart

Past Filings by Curran Financial Partners

SEC 13F filings are viewable for Curran Financial Partners going back to 2020

Curran Financial Partners 2024 Q3 filed Oct. 16, 2024
Curran Financial Partners 2024 Q2 filed July 22, 2024
Curran Financial Partners 2024 Q1 filed May 2, 2024
Curran Financial Partners 2023 Q4 filed Jan. 31, 2024
Curran Financial Partners 2023 Q3 filed Nov. 9, 2023
Curran Financial Partners 2023 Q2 filed July 11, 2023
Curran Financial Partners 2023 Q1 filed May 2, 2023
Curran Financial Partners 2022 Q4 filed Feb. 14, 2023
Curran Financial Partners 2022 Q3 filed Nov. 3, 2022
Curran Financial Partners 2022 Q2 filed Aug. 5, 2022
Curran Financial Partners 2022 Q1 filed April 27, 2022
Curran Financial Partners 2021 Q4 filed Feb. 10, 2022
Curran Financial Partners 2021 Q3 filed Nov. 9, 2021
Curran Financial Partners 2021 Q2 filed Aug. 26, 2021
Curran Financial Partners 2021 Q1 filed May 19, 2021
Curran Financial Partners 2020 Q4 filed March 1, 2021

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