Curran Financial Partners

Curran Financial Partners as of Dec. 31, 2024

Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 96 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Etf Tr God Bless Amer (YALL) 14.4 $55M 1.4M 37.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.6 $25M 916k 27.32
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 4.8 $18M 426k 43.24
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.5 $17M 187k 91.43
Vanguard World Inf Tech Etf (VGT) 3.9 $15M 24k 621.80
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 3.7 $14M 288k 49.55
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.7 $14M 246k 57.53
Global X Fds Glb X Mlp Enrg I (MLPX) 3.6 $14M 228k 60.56
Spdr Ser Tr Bloomberg Sht Te (SJNK) 3.0 $11M 452k 25.25
Vanguard Index Fds Small Cp Etf (VB) 3.0 $11M 47k 240.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.8 $11M 184k 58.93
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.5 $9.6M 90k 106.84
Ishares Tr Conser Alloc Etf (AOK) 2.4 $9.3M 250k 37.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $8.9M 123k 71.91
Vanguard Index Fds Growth Etf (VUG) 2.0 $7.5M 18k 410.43
Wisdomtree Tr Floatng Rat Trea (USFR) 1.9 $7.2M 143k 50.32
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $6.7M 34k 195.83
Apple (AAPL) 1.7 $6.5M 26k 250.42
Vanguard World Financials Etf (VFH) 1.6 $6.1M 52k 118.07
Proshares Tr S&p 500 Dv Arist (NOBL) 1.6 $6.0M 60k 99.55
Global X Fds Globx Supdv Us (DIV) 1.5 $5.7M 317k 18.03
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $5.7M 180k 31.44
Ishares Tr Intl Sel Div Etf (IDV) 1.5 $5.6M 205k 27.38
Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $5.6M 44k 127.59
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.5 $5.6M 231k 24.06
Vanguard World Consum Dis Etf (VCR) 1.3 $5.0M 13k 375.38
Vanguard World Comm Srvc Etf (VOX) 1.2 $4.5M 29k 154.96
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.1 $4.3M 54k 78.65
Vanguard World Industrial Etf (VIS) 1.0 $3.9M 16k 254.39
Dbx Etf Tr Xtrack Usd High (HYLB) 0.8 $3.1M 86k 36.08
Sherwin-Williams Company (SHW) 0.8 $3.0M 8.7k 339.93
Ishares Tr Tips Bd Etf (TIP) 0.7 $2.8M 26k 106.55
Costco Wholesale Corporation (COST) 0.7 $2.7M 3.0k 916.33
NVIDIA Corporation (NVDA) 0.7 $2.7M 20k 134.29
Vanguard World Consum Stp Etf (VDC) 0.7 $2.7M 13k 211.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $2.6M 53k 48.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.5M 4.2k 586.01
Spdr Gold Tr Gold Shs (GLD) 0.6 $2.2M 9.2k 242.12
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $2.0M 35k 58.18
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.9M 22k 87.90
Microsoft Corporation (MSFT) 0.5 $1.9M 4.5k 421.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.8M 3.4k 538.82
Vanguard Index Fds Value Etf (VTV) 0.4 $1.7M 10k 169.30
Amazon (AMZN) 0.4 $1.5M 7.0k 219.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.3M 4.5k 289.79
Lowe's Companies (LOW) 0.3 $1.2M 4.8k 246.82
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $1.1M 15k 74.02
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $1.1M 22k 48.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 2.3k 453.28
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 5.4k 189.29
Chevron Corporation (CVX) 0.3 $955k 6.6k 144.83
Procter & Gamble Company (PG) 0.2 $943k 5.6k 167.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $921k 1.8k 511.25
Microstrategy Cl A New (MSTR) 0.2 $790k 2.7k 289.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $741k 1.8k 401.57
Exxon Mobil Corporation (XOM) 0.2 $697k 6.5k 107.57
Fidelity Covington Trust Consmr Staples (FSTA) 0.2 $678k 14k 49.43
RBB Us Trsry 6 Mnth (XBIL) 0.2 $616k 12k 50.03
RBB Us Treasry 12 Mt (OBIL) 0.2 $616k 12k 50.06
RBB Us Treasy 2 Yr (UTWO) 0.2 $612k 13k 48.06
RBB Us Treas 3 Yr Nt (UTRE) 0.2 $607k 12k 48.89
Meta Platforms Cl A (META) 0.1 $546k 933.00 585.59
Vanguard World Health Car Etf (VHT) 0.1 $536k 2.1k 253.66
Tesla Motors (TSLA) 0.1 $441k 1.1k 403.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $440k 2.4k 185.13
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $438k 34k 12.99
Abbvie (ABBV) 0.1 $422k 2.4k 177.70
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $414k 8.0k 51.73
United Bankshares (UBSI) 0.1 $405k 11k 37.55
Ge Aerospace Com New (GE) 0.1 $377k 2.3k 166.77
UnitedHealth (UNH) 0.1 $368k 727.00 505.96
Vanguard World Utilities Etf (VPU) 0.1 $367k 2.2k 163.42
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.1 $330k 14k 24.01
First Interstate Bancsystem (FIBK) 0.1 $325k 10k 32.47
CSX Corporation (CSX) 0.1 $320k 9.9k 32.27
Wal-Mart Stores (WMT) 0.1 $309k 3.4k 90.34
Ishares Silver Tr Ishares (SLV) 0.1 $305k 12k 26.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $299k 11k 27.87
Home Depot (HD) 0.1 $287k 739.00 388.74
Global X Fds Artificial Etf (AIQ) 0.1 $284k 7.4k 38.64
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $276k 5.7k 48.29
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $270k 2.4k 114.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $269k 6.1k 44.04
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $252k 9.0k 28.02
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $250k 2.5k 98.86
Coca-Cola Company (KO) 0.1 $245k 3.9k 62.27
Pepsi (PEP) 0.1 $241k 1.6k 152.09
Netflix (NFLX) 0.1 $239k 268.00 891.32
Pinnacle Financial Partners (PNFP) 0.1 $238k 2.1k 114.39
Ferguson Enterprises Common Stock New (FERG) 0.1 $235k 1.4k 173.60
Visa Com Cl A (V) 0.1 $232k 735.00 316.04
Southern Company (SO) 0.1 $229k 2.8k 82.33
WesBan (WSBC) 0.1 $228k 7.0k 32.54
Duke Energy Corp Com New (DUK) 0.1 $221k 2.1k 107.73
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $209k 5.0k 41.87
Ea Series Trust Strive 500 Etf (STRV) 0.1 $200k 5.3k 37.80