Curran Financial Partners

Curran Financial Partners as of March 31, 2023

Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 66 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Etf Tr God Bless Amer (YALL) 13.2 $28M 1.2M 24.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.4 $16M 212k 73.16
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 5.3 $11M 295k 38.00
Vanguard World Fds Inf Tech Etf (VGT) 4.9 $10M 27k 385.47
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.5 $9.4M 172k 54.60
Spdr Ser Tr Bloomberg Sht Te (SJNK) 3.6 $7.6M 305k 24.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.6 $7.5M 68k 109.61
Global X Fds Glb X Mlp Enrg I (MLPX) 3.5 $7.4M 185k 39.95
Ishares Tr Conser Alloc Etf (AOK) 3.5 $7.4M 210k 34.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.2 $6.8M 92k 73.83
Vanguard Whitehall Fds High Div Yld (VYM) 2.8 $5.9M 56k 105.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.6 $5.5M 100k 55.21
Vanguard Index Fds Small Cp Etf (VB) 2.5 $5.2M 27k 189.56
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.2 $4.6M 61k 75.55
Ishares Tr Tips Bd Etf (TIP) 2.1 $4.5M 41k 110.25
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $4.4M 29k 154.01
Apple (AAPL) 2.0 $4.2M 26k 164.90
Proshares Tr S&p 500 Dv Arist (NOBL) 2.0 $4.2M 46k 91.24
Vanguard Index Fds Growth Etf (VUG) 2.0 $4.1M 17k 249.44
Vanguard World Fds Consum Dis Etf (VCR) 1.9 $3.9M 15k 252.55
Ishares Tr Intl Sel Div Etf (IDV) 1.8 $3.9M 141k 27.49
Ishares Tr Pfd And Incm Sec (PFF) 1.8 $3.7M 119k 31.22
Spdr Gold Tr Gold Shs (GLD) 1.7 $3.6M 20k 183.22
Global X Fds Globx Supdv Us (DIV) 1.7 $3.5M 200k 17.45
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.6 $3.3M 69k 48.79
Vanguard World Fds Industrial Etf (VIS) 1.6 $3.3M 17k 190.51
Sherwin-Williams Company (SHW) 1.5 $3.2M 14k 224.77
Vanguard World Fds Comm Srvc Etf (VOX) 1.4 $3.0M 31k 96.67
Vanguard World Fds Consum Stp Etf (VDC) 1.3 $2.8M 14k 193.53
Costco Wholesale Corporation (COST) 0.8 $1.7M 3.5k 496.85
Dbx Etf Tr Xtrack Usd High (HYLB) 0.6 $1.3M 39k 34.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.2M 3.0k 409.38
Lowe's Companies (LOW) 0.6 $1.2M 6.0k 199.99
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.1M 21k 55.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $1.0M 22k 47.82
Chevron Corporation (CVX) 0.5 $1.0M 6.3k 163.16
Vanguard Index Fds Value Etf (VTV) 0.5 $1.0M 7.3k 138.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $956k 4.7k 204.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $954k 3.1k 308.77
Microsoft Corporation (MSFT) 0.4 $839k 2.9k 288.27
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $831k 14k 58.54
Fidelity Covington Trust Consmr Staples (FSTA) 0.4 $795k 18k 45.15
Procter & Gamble Company (PG) 0.4 $755k 5.1k 148.68
Vanguard World Fds Health Car Etf (VHT) 0.3 $672k 2.8k 238.48
Amazon (AMZN) 0.3 $576k 5.6k 103.29
Exxon Mobil Corporation (XOM) 0.3 $567k 5.2k 109.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $456k 1.9k 244.29
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $454k 11k 42.21
Alphabet Cap Stk Cl A (GOOGL) 0.2 $453k 4.4k 103.73
Vanguard World Fds Utilities Etf (VPU) 0.2 $440k 3.0k 147.53
United Bankshares (UBSI) 0.2 $380k 11k 35.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $351k 932.00 376.07
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $329k 2.2k 152.27
Ark Etf Tr Innovation Etf (ARKK) 0.1 $303k 7.5k 40.34
Abbvie (ABBV) 0.1 $301k 1.9k 159.41
First Intst Bancsystem Com Cl A (FIBK) 0.1 $299k 10k 29.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $298k 7.4k 40.40
CSX Corporation (CSX) 0.1 $296k 9.9k 29.94
UnitedHealth (UNH) 0.1 $278k 587.00 472.71
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $277k 3.1k 88.79
WesBan (WSBC) 0.1 $242k 7.9k 30.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $233k 726.00 321.06
Select Sector Spdr Tr Energy (XLE) 0.1 $232k 2.8k 82.84
Merck & Co (MRK) 0.1 $204k 1.9k 106.37
Humana (HUM) 0.1 $202k 417.00 485.46
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $172k 12k 14.22