Curran Financial Partners

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

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Positions held by Curran Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Curran Financial Partners

Companies in the Curran Financial Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 8.7 $12M +89% 93k 130.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.2 $11M +87% 134k 84.72
Ishares Tr Conser Alloc Etf (AOK) 8.1 $11M +79% 292k 38.65
Vanguard Index Fds Growth Etf (VUG) 7.8 $11M +5% 42k 257.03
Vanguard Whitehall Fds High Div Yld (VYM) 5.6 $7.7M +71% 77k 101.09
Ishares Tr Tips Bd Etf (TIP) 5.1 $7.1M +82% 57k 125.50
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.8 $6.6M +132% 76k 87.18
Vanguard World Fds Financials Etf (VFH) 3.7 $5.2M +3% 61k 84.49
Vanguard World Fds Comm Srvc Etf (VOX) 3.7 $5.2M +12% 40k 130.02
Vanguard World Fds Consum Dis Etf (VCR) 3.6 $5.0M +11% 17k 295.37
Vanguard World Fds Consum Stp Etf (VDC) 3.0 $4.2M +25% 24k 178.24
Vanguard World Fds Industrial Etf (VIS) 2.8 $4.0M +14% 21k 189.25
Vanguard World Fds Utilities Etf (VPU) 2.5 $3.5M +20% 25k 140.53
Fidelity Covington Trust Consmr Staples (FSTA) 2.3 $3.3M +4% 79k 41.59

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Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.2M 15k 206.69
Vanguard Index Fds Value Etf (VTV) 1.8 $2.5M +32% 19k 131.48
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $2.4M +19% 16k 147.06
Vanguard Index Fds Small Cp Etf (VB) 1.7 $2.3M +12% 11k 214.12
Spdr Gold Tr Gold Shs (GLD) 1.7 $2.3M +146% 14k 159.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $2.1M +15% 34k 62.70
Vanguard World Fds Health Car Etf (VHT) 1.3 $1.8M -76% 8.0k 228.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.7M 34k 52.04
Spdr Ser Tr Dj Reit Etf (RWR) 1.2 $1.6M +4% 17k 94.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.2 $1.6M -9% 29k 56.40
Apple (AAPL) 1.2 $1.6M -2% 13k 122.12
Vanguard World Fds Energy Etf (VDE) 1.0 $1.5M -10% 22k 67.99
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.4M +20% 15k 91.83
Costco Wholesale Corporation (COST) 1.0 $1.4M -4% 3.9k 352.37
Vanguard World Fds Materials Etf (VAW) 0.9 $1.2M +14% 7.1k 172.91
Proshares Tr S&p 500 Dv Arist (NOBL) 0.9 $1.2M +94% 14k 86.23
CSX Corporation (CSX) 0.8 $1.1M 11k 96.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $875k +21% 2.2k 396.11
Sherwin-Williams Company (SHW) 0.6 $841k 1.1k 738.37
Procter & Gamble Company (PG) 0.5 $635k 4.7k 135.34
Amazon (AMZN) 0.4 $603k +29% 195.00 3092.31
Exxon Mobil Corporation (XOM) 0.4 $571k +13% 10k 55.87
Select Sector Spdr Tr Energy (XLE) 0.4 $545k +24% 11k 49.04
Microsoft Corporation (MSFT) 0.4 $543k +28% 2.3k 235.68
Lowe's Companies (LOW) 0.3 $483k -3% 2.5k 190.31
Johnson & Johnson (JNJ) 0.3 $468k 2.8k 164.33
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $415k +2% 1.7k 243.12
WesBan (WSBC) 0.3 $382k 11k 36.05
Automatic Data Processing (ADP) 0.3 $359k -3% 1.9k 188.65
Global X Fds Glbl X Mlp Etf (MLPA) 0.2 $328k NEW 9.9k 33.04
Amedisys (AMED) 0.2 $328k -4% 1.2k 264.52
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $322k NEW 8.4k 38.37
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $318k NEW 6.3k 50.83
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $316k NEW 10k 31.44
Chevron Corporation (CVX) 0.2 $304k 2.9k 104.94
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.2 $301k +56% 18k 16.39
Facebook Cl A (FB) 0.2 $282k +5% 956.00 294.98
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $280k 6.6k 42.21
UnitedHealth (UNH) 0.2 $262k 705.00 371.63
Dominion Resources (D) 0.2 $234k 3.1k 75.85
NVIDIA Corporation (NVDA) 0.2 $223k 417.00 534.77
Boeing Company (BA) 0.1 $203k NEW 796.00 255.03
Pinnacle Financial Partners (PNFP) 0.1 $201k NEW 2.3k 88.82
Two Rds Shared Tr Anfield Unvl Etf (AFIF) 0.1 $192k NEW 20k 9.71

Past Filings by Curran Financial Partners

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