Curran Financial Partners

Curran Financial Partners as of March 31, 2025

Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 100 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Etf Tr God Bless Amer (YALL) 12.6 $51M 1.4M 36.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.9 $28M 1.0M 27.96
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 5.1 $21M 473k 44.26
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.4 $18M 195k 91.73
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.9 $16M 146k 108.69
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.9 $16M 275k 57.14
Global X Fds Glb X Mlp Enrg I (MLPX) 3.8 $15M 242k 63.81
Ishares Tr Core 30/70 Conse (AOK) 3.8 $15M 407k 37.63
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 3.7 $15M 300k 49.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $15M 202k 73.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $13M 210k 62.10
Spdr Ser Tr Bloomberg Sht Te (SJNK) 3.1 $13M 506k 25.16
Vanguard Index Fds Small Cp Etf (VB) 3.0 $12M 54k 221.75
Vanguard Index Fds Growth Etf (VUG) 2.3 $9.3M 25k 370.83
Vanguard Whitehall Fds High Div Yld (VYM) 2.2 $8.8M 68k 128.96
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.0 $8.1M 103k 78.89
Wisdomtree Tr Floatng Rat Trea (USFR) 1.8 $7.5M 149k 50.33
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $7.2M 37k 193.99
Ishares Tr Intl Sel Div Etf (IDV) 1.7 $6.9M 224k 31.02
Proshares Tr S&p 500 Dv Arist (NOBL) 1.7 $6.8M 66k 102.18
Global X Fds Globx Supdv Us (DIV) 1.6 $6.6M 350k 18.84
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.5 $6.3M 259k 24.34
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $6.2M 203k 30.73
Apple (AAPL) 1.5 $5.9M 27k 222.13
Ishares Tr Tips Bd Etf (TIP) 1.4 $5.7M 51k 111.09
Vanguard World Health Car Etf (VHT) 1.3 $5.2M 20k 264.74
Spdr Gold Tr Gold Shs (GLD) 1.1 $4.5M 16k 288.13
Dbx Etf Tr Xtrack Usd High (HYLB) 0.9 $3.8M 105k 36.15
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $3.2M 64k 49.90
Sherwin-Williams Company (SHW) 0.7 $3.1M 8.7k 349.19
Vanguard Index Fds Value Etf (VTV) 0.7 $2.7M 16k 172.74
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $2.5M 43k 58.69
Vanguard World Consum Stp Etf (VDC) 0.6 $2.5M 11k 218.82
Costco Wholesale Corporation (COST) 0.6 $2.5M 2.6k 945.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.5M 4.4k 559.35
NVIDIA Corporation (NVDA) 0.6 $2.3M 21k 108.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.0M 4.0k 513.85
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $1.8M 23k 80.37
Microsoft Corporation (MSFT) 0.4 $1.8M 4.8k 375.43
Vanguard World Energy Etf (VDE) 0.4 $1.6M 12k 129.71
Amazon (AMZN) 0.4 $1.5M 7.8k 190.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M 2.6k 532.58
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $1.3M 27k 50.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.3M 4.9k 274.85
Vanguard World Utilities Etf (VPU) 0.3 $1.1M 6.6k 170.82
Chevron Corporation (CVX) 0.3 $1.1M 6.7k 167.28
Lowe's Companies (LOW) 0.3 $1.1M 4.8k 233.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M 2.3k 468.94
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $988k 15k 65.17
Exxon Mobil Corporation (XOM) 0.2 $986k 8.3k 118.94
Alphabet Cap Stk Cl A (GOOGL) 0.2 $907k 5.9k 154.65
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $792k 15k 51.55
Procter & Gamble Company (PG) 0.2 $788k 4.6k 170.42
Microstrategy Cl A New (MSTR) 0.2 $787k 2.7k 288.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $671k 1.9k 361.13
Fidelity Covington Trust Consmr Staples (FSTA) 0.2 $670k 13k 51.13
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.2 $638k 27k 23.97
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $607k 45k 13.63
Meta Platforms Cl A (META) 0.1 $597k 1.0k 576.45
RBB Us Trsry 6 Mnth (XBIL) 0.1 $569k 11k 50.17
RBB Us Treasry 12 Mt (OBIL) 0.1 $569k 11k 50.20
RBB Us Treasy 2 Yr (UTWO) 0.1 $569k 12k 48.47
RBB Us Treas 3 Yr Nt (UTRE) 0.1 $566k 11k 49.55
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $520k 11k 47.81
Abbvie (ABBV) 0.1 $497k 2.4k 209.51
Ishares Silver Tr Ishares (SLV) 0.1 $495k 16k 30.99
Ge Aerospace Com New (GE) 0.1 $457k 2.3k 200.14
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $453k 2.4k 188.15
Global X Fds Artificial Etf (AIQ) 0.1 $397k 11k 36.38
UnitedHealth (UNH) 0.1 $396k 756.00 523.86
Wal-Mart Stores (WMT) 0.1 $395k 4.5k 87.80
Ea Series Trust Strive 500 Etf (STRV) 0.1 $382k 11k 36.06
Tesla Motors (TSLA) 0.1 $376k 1.4k 259.16
United Bankshares (UBSI) 0.1 $374k 11k 34.67
Cummins (CMI) 0.1 $309k 987.00 313.44
CSX Corporation (CSX) 0.1 $300k 10k 29.43
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $289k 2.5k 116.57
First Interstate Bancsystem (FIBK) 0.1 $287k 10k 28.65
Coca-Cola Company (KO) 0.1 $282k 3.9k 71.63
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $276k 1.3k 211.43
Merck & Co (MRK) 0.1 $274k 3.1k 89.76
Home Depot (HD) 0.1 $274k 748.00 366.42
JPMorgan Chase & Co. (JPM) 0.1 $266k 1.1k 245.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $264k 5.8k 45.26
Netflix (NFLX) 0.1 $264k 283.00 932.53
Visa Com Cl A (V) 0.1 $258k 736.00 350.46
At&t (T) 0.1 $255k 9.0k 28.28
Ishares Tr Core S&p500 Etf (IVV) 0.1 $241k 429.00 561.27
Southern Company (SO) 0.1 $238k 2.6k 91.96
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $234k 4.6k 50.85
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $233k 2.3k 99.13
Palantir Technologies Cl A (PLTR) 0.1 $227k 2.7k 84.40
Pepsi (PEP) 0.1 $222k 1.5k 149.97
Pinnacle Financial Partners (PNFP) 0.1 $221k 2.1k 106.05
Ferguson Enterprises Common Stock New (FERG) 0.1 $217k 1.4k 160.26
WesBan (WSBC) 0.1 $217k 7.0k 30.96
Duke Energy Corp Com New (DUK) 0.1 $214k 1.8k 122.00
Johnson & Johnson (JNJ) 0.1 $211k 1.3k 165.86
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $201k 3.2k 63.00
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $78k 11k 7.05