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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, JEPI, and represent 36.49% of Curran Financial Partners's stock portfolio.
Added to shares of these 10 stocks: VGT (+$11M), USFR (+$8.6M), VCR, YALL, VNQ, VAW, SCHD, VPU, SPYD, GOOGL.
Started 10 new stock positions in VAW, USFR, WSBC, VNQ, VCR, IWD, GOOGL, VGT, HD, MRK.
Reduced shares in these 10 stocks: LQD, AOK, BND, HYG, VYM, , TIP, SHW, GLD, GOOG.
Sold out of its positions in Abakan, GOOG, ED, Grant Life Sciences, GBTC, ETHE, HESG, INND, KBLB, OZSC. Party City Hold, Plus Solutions Inc Xxx, XLE, TSGZF, VDE.
Curran Financial Partners was a net buyer of stock by $13M.
Curran Financial Partners has $261M in assets under management (AUM), dropping by 13.75%.
Central Index Key (CIK): 0001843867

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Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 75 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Etf Tr God Bless Amer (YALL)	15.1	$40M	+7%	1.4M	29.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.3	$19M	+4%	250k	76.40	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	5.3	$14M	+5%	361k	38.36	View chart
Vanguard World Fds Inf Tech Etf (VGT)	4.4	$11M	NEW	23k	507.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.3	$11M	+5%	203k	55.64	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	3.6	$9.3M	+2%	209k	44.27	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	3.4	$8.9M	+4%	356k	25.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	3.3	$8.6M	NEW	170k	50.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.6	$6.9M	+9%	33k	208.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.6	$6.9M	+9%	121k	56.85	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.3	$5.9M	-37%	55k	108.68	View chart
Vanguard World Fds Health Car Etf (VHT)	2.3	$5.9M	-5%	23k	254.06	View chart
Ishares Tr Conser Alloc Etf (AOK)	2.2	$5.7M	-38%	159k	35.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.1	$5.4M	-37%	74k	72.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$5.3M		31k	172.36	View chart
Vanguard World Fds Financials Etf (VFH)	2.0	$5.3M		57k	93.29	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$4.9M	-7%	15k	322.65	View chart
Apple (AAPL)	1.9	$4.9M		25k	194.50	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.8	$4.7M	+2%	51k	93.48	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.8	$4.6M	+5%	167k	27.49	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.7	$4.6M	+5%	144k	31.68	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$4.4M	+4%	91k	48.43	View chart
Global X Fds Globx Supdv Us (DIV)	1.7	$4.3M	+8%	254k	17.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$4.2M	-29%	38k	111.84	View chart
Vanguard World Fds Consum Dis Etf (VCR)	1.6	$4.2M	NEW	14k	295.74	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	1.4	$3.7M	-4%	30k	122.99	View chart
Vanguard World Fds Industrial Etf (VIS)	1.3	$3.3M	-10%	15k	216.71	View chart
Sherwin-Williams Company (SHW)	1.1	$2.7M	-33%	9.1k	301.06	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.0	$2.6M	-50%	34k	77.10	View chart
Vanguard World Fds Consum Stp Etf (VDC)	1.0	$2.5M	-5%	13k	189.57	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$2.3M	-39%	22k	106.47	View chart
Costco Wholesale Corporation (COST)	0.8	$2.2M	-2%	3.1k	686.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.1M	+5%	4.3k	485.36	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.7	$1.8M	+11%	51k	35.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.6M	+21%	3.6k	446.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.6M	-38%	8.5k	186.39	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.5M	+13%	31k	47.48	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$1.4M		21k	67.95	View chart
Microsoft Corporation (MSFT)	0.5	$1.4M		3.4k	402.53	View chart
Lowe's Companies (LOW)	0.5	$1.3M		6.3k	210.54	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$1.2M	+12%	20k	58.31	View chart
Vanguard World Fds Utilities Etf (VPU)	0.4	$1.2M	+233%	8.9k	129.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M	-5%	4.8k	240.99	View chart
Amazon (AMZN)	0.4	$1.0M		6.4k	156.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.0M		6.7k	149.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$995k	NEW	12k	84.10	View chart
Chevron Corporation (CVX)	0.4	$979k		6.8k	144.91	View chart
Vanguard World Fds Materials Etf (VAW)	0.4	$918k	NEW	5.1k	181.10	View chart
Procter & Gamble Company (PG)	0.3	$779k		5.1k	152.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$706k	NEW	4.7k	148.70	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.3	$704k	-7%	16k	44.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$699k	-37%	1.9k	376.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$585k	-53%	1.9k	315.18	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$580k	+13%	14k	41.41	View chart
Exxon Mobil Corporation (XOM)	0.2	$542k	+3%	5.4k	99.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$446k	+11%	1.0k	425.89	View chart
NVIDIA Corporation (NVDA)	0.2	$417k	+15%	679.00	613.97	View chart
United Bankshares (UBSI)	0.2	$399k		11k	37.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$359k	NEW	2.2k	164.03	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$358k	-7%	7.7k	46.28	View chart
CSX Corporation (CSX)	0.1	$340k	-3%	9.9k	34.39	View chart
Meta Platforms Cl A (META)	0.1	$331k	-7%	846.00	390.70	View chart
Abbvie (ABBV)	0.1	$313k		1.9k	164.23	View chart
UnitedHealth (UNH)	0.1	$293k	-5%	570.00	513.33	View chart
First Interstate Bancsystem (FIBK)	0.1	$291k		10k	29.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$275k		6.9k	40.05	View chart
General Electric Com New (GE)	0.1	$258k	-3%	2.0k	129.92	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$255k	+13%	19k	13.49	View chart
Ferguson SHS (FERG)	0.1	$253k		1.4k	187.08	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$247k	-5%	2.7k	91.64	View chart
Boeing Company (BA)	0.1	$244k	-4%	1.1k	214.13	View chart
WesBan (WSBC)	0.1	$239k	NEW	7.7k	30.95	View chart
Merck & Co (MRK)	0.1	$227k	NEW	1.9k	118.90	View chart
Home Depot (HD)	0.1	$216k	NEW	621.00	347.43	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$81k		14k	5.79	View chart

Past Filings by Curran Financial Partners

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

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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