Curran Financial Partners

Curran Financial Partners as of June 30, 2025

Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 120 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust I God Bless Amer (YALL) 12.5 $57M 1.4M 41.61
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.3 $29M 1.1M 26.50
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 4.2 $19M 451k 42.44
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 3.9 $18M 191k 91.73
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.8 $17M 302k 56.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.6 $16M 236k 69.09
Global X Fds Glb X Mlp Enrg I (MLPX) 3.5 $16M 250k 62.66
Vanguard Index Fds Small Cp Etf (VB) 3.4 $15M 64k 236.98
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 3.2 $15M 295k 49.76
Vanguard World Inf Tech Etf (VGT) 3.2 $14M 22k 663.28
Vanguard Index Fds Growth Etf (VUG) 3.0 $14M 31k 438.40
Spdr Series Trust Bloomberg Sht Te (SJNK) 3.0 $14M 528k 25.48
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.2 $10M 92k 109.61
Ishares Tr Core 30/70 Conse (AOK) 2.2 $9.8M 252k 39.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $9.2M 125k 73.63
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $8.7M 43k 204.67
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.9 $8.6M 357k 24.23
Wisdomtree Tr Floatng Rat Trea (USFR) 1.6 $7.3M 146k 50.31
Vanguard World Financials Etf (VFH) 1.5 $6.9M 54k 127.30
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.5 $6.8M 209k 32.55
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 1.5 $6.7M 137k 49.10
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $5.9M 45k 133.31
Apple (AAPL) 1.3 $5.9M 29k 205.17
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.3 $5.7M 321k 17.80
NVIDIA Corporation (NVDA) 1.2 $5.5M 35k 157.99
Vanguard World Consum Dis Etf (VCR) 1.0 $4.6M 13k 362.32
Vanguard World Comm Srvc Etf (VOX) 1.0 $4.5M 26k 171.03
Dbx Etf Tr Xtrack Usd High (HYLB) 1.0 $4.5M 121k 36.92
Vanguard World Industrial Etf (VIS) 0.9 $4.1M 15k 280.07
Vanguard Index Fds Value Etf (VTV) 0.8 $3.8M 22k 176.74
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $3.7M 74k 50.27
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $3.6M 45k 80.65
Microsoft Corporation (MSFT) 0.7 $3.1M 6.3k 497.41
Sherwin-Williams Company (SHW) 0.7 $3.0M 8.7k 343.36
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $2.9M 50k 58.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.8M 4.6k 617.87
Spdr Gold Tr Gold Shs (GLD) 0.6 $2.8M 9.2k 304.81
Ishares Tr Tips Bd Etf (TIP) 0.6 $2.8M 25k 110.04
Ishares Tr Intl Sel Div Etf (IDV) 0.6 $2.8M 80k 34.51
Vanguard World Consum Stp Etf (VDC) 0.6 $2.7M 12k 219.00
Costco Wholesale Corporation (COST) 0.6 $2.6M 2.6k 990.03
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $2.5M 25k 100.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.2M 3.9k 567.99
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.5 $2.2M 23k 95.32
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $2.2M 91k 24.38
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $2.2M 71k 30.68
Global X Fds Globx Supdv Us (DIV) 0.5 $2.1M 122k 17.58
Amazon (AMZN) 0.4 $2.0M 9.1k 219.39
Vanguard World Energy Etf (VDE) 0.4 $1.7M 15k 119.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.5M 5.1k 303.94
Vanguard World Utilities Etf (VPU) 0.3 $1.5M 8.4k 176.50
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $1.5M 31k 47.56
Broadcom (AVGO) 0.3 $1.4M 5.2k 275.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.4M 2.6k 551.64
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $1.3M 15k 84.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.1M 13k 89.06
Microstrategy Cl A New (MSTR) 0.2 $1.1M 2.7k 404.23
Meta Platforms Cl A (META) 0.2 $1.1M 1.5k 738.15
Lowe's Companies (LOW) 0.2 $1.0M 4.6k 221.85
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.0M 5.8k 176.24
Chevron Corporation (CVX) 0.2 $964k 6.7k 143.20
Exxon Mobil Corporation (XOM) 0.2 $922k 8.6k 107.80
Vanguard World Materials Etf (VAW) 0.2 $898k 4.6k 194.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $893k 2.1k 424.66
RBB Us Treasy 2 Yr (UTWO) 0.2 $791k 16k 48.54
RBB Us Treas 3 Yr Nt (UTRE) 0.2 $790k 16k 49.80
RBB Us Trsry 6 Mnth (XBIL) 0.2 $790k 16k 50.15
RBB Us Treasry 12 Mt (OBIL) 0.2 $790k 16k 50.20
Procter & Gamble Company (PG) 0.2 $765k 4.8k 159.32
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $756k 3.9k 194.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $743k 1.5k 485.77
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $713k 14k 51.36
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $711k 55k 13.04
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $663k 13k 51.15
Ishares Tr Exponential Tech (XT) 0.1 $637k 9.8k 65.25
Ea Series Trust Strive 500 Etf (STRV) 0.1 $591k 15k 40.06
Ge Aerospace Com New (GE) 0.1 $572k 2.2k 257.42
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.1 $570k 24k 23.85
Ishares Silver Tr Ishares (SLV) 0.1 $557k 17k 32.81
Global X Fds Artificial Etf (AIQ) 0.1 $552k 13k 43.69
Palantir Technologies Cl A (PLTR) 0.1 $526k 3.9k 136.32
Tesla Motors (TSLA) 0.1 $508k 1.6k 317.66
Vanguard World Health Car Etf (VHT) 0.1 $493k 2.0k 248.35
Netflix (NFLX) 0.1 $487k 364.00 1339.13
Wal-Mart Stores (WMT) 0.1 $475k 4.9k 97.77
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $472k 10k 46.70
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $472k 1.7k 278.83
Oracle Corporation (ORCL) 0.1 $426k 1.9k 218.63
Abbvie (ABBV) 0.1 $411k 2.2k 185.60
United Bankshares (UBSI) 0.1 $393k 11k 36.43
Cummins (CMI) 0.1 $379k 1.2k 327.50
JPMorgan Chase & Co. (JPM) 0.1 $375k 1.3k 289.81
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $361k 2.5k 141.72
CSX Corporation (CSX) 0.1 $333k 10k 32.63
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $332k 6.3k 52.34
Visa Com Cl A (V) 0.1 $323k 909.00 355.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $321k 6.5k 49.46
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $313k 4.1k 75.58
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $310k 3.3k 93.99
UnitedHealth (UNH) 0.1 $300k 962.00 312.02
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $297k 3.7k 81.40
Ferguson Enterprises Common Stock New (FERG) 0.1 $295k 1.4k 217.79
Ge Vernova (GEV) 0.1 $291k 550.00 529.16
First Interstate Bancsystem (FIBK) 0.1 $288k 10k 28.82
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $285k 4.1k 69.91
Coca-Cola Company (KO) 0.1 $279k 3.9k 70.76
Home Depot (HD) 0.1 $278k 759.00 366.73
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $243k 5.1k 47.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $232k 3.7k 62.02
Alphabet Cap Stk Cl C (GOOG) 0.1 $230k 1.3k 177.45
Merck & Co (MRK) 0.0 $224k 2.8k 79.17
WesBan (WSBC) 0.0 $221k 7.0k 31.63
Spdr Series Trust Dj Reit Etf (RWR) 0.0 $221k 2.3k 96.45
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $216k 4.2k 50.92
International Business Machines (IBM) 0.0 $208k 704.00 294.78
Pinnacle Financial Partners 0.0 $207k 1.9k 110.41
Select Sector Spdr Tr Energy (XLE) 0.0 $206k 2.4k 84.81
Raytheon Technologies Corp (RTX) 0.0 $204k 1.4k 146.01
Casey's General Stores (CASY) 0.0 $204k 400.00 510.27
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $81k 11k 7.26