Curran Financial Partners

Curran Financial Partners as of Sept. 30, 2025

Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 129 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust I God Bless Amer (YALL) 12.1 $61M 1.4M 44.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.5 $33M 1.2M 27.30
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 4.2 $21M 485k 44.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.0 $20M 277k 73.46
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.8 $19M 340k 57.10
Vanguard Index Fds Small Cp Etf (VB) 3.8 $19M 76k 254.28
Vanguard Index Fds Growth Etf (VUG) 3.4 $17M 36k 479.61
Global X Fds Glb X Mlp Enrg I (MLPX) 3.4 $17M 275k 62.71
Vanguard World Inf Tech Etf (VGT) 3.3 $17M 22k 746.63
Spdr Series Trust Bloomberg Sht Te (SJNK) 3.0 $15M 583k 25.60
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.8 $14M 156k 91.75
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 2.5 $13M 533k 24.02
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.4 $12M 241k 49.83
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 2.1 $10M 300k 34.75
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $10M 48k 215.79
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.0 $10M 202k 49.31
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.7 $8.7M 475k 18.24
Apple (AAPL) 1.5 $7.4M 29k 254.63
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $7.2M 51k 140.95
Vanguard World Financials Etf (VFH) 1.4 $6.8M 52k 131.24
NVIDIA Corporation (NVDA) 1.3 $6.8M 36k 186.58
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.2 $6.3M 57k 111.47
Ishares Tr Core 30/70 Conse (AOK) 1.2 $6.2M 155k 40.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $6.2M 83k 74.37
Wisdomtree Tr Floatng Rat Trea (USFR) 1.2 $6.1M 121k 50.27
Dbx Etf Tr Xtrack Usd High (HYLB) 1.1 $5.6M 150k 37.11
Vanguard Index Fds Value Etf (VTV) 1.0 $5.1M 27k 186.49
Vanguard World Consum Dis Etf (VCR) 1.0 $4.9M 13k 396.15
Vanguard World Health Car Etf (VHT) 1.0 $4.9M 19k 259.60
Vanguard World Comm Srvc Etf (VOX) 1.0 $4.8M 26k 187.73
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $4.6M 91k 50.63
Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.9 $4.4M 103k 42.60
Vanguard World Industrial Etf (VIS) 0.8 $4.2M 14k 296.29
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $3.9M 46k 84.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $3.6M 62k 58.85
Spdr Series Trust Portfli High Yld (SPHY) 0.7 $3.5M 144k 23.94
Spdr Gold Tr Gold Shs (GLD) 0.7 $3.4M 9.6k 355.45
Microsoft Corporation (MSFT) 0.7 $3.3M 6.5k 517.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.2M 4.8k 666.13
Sherwin-Williams Company (SHW) 0.6 $3.0M 8.7k 346.26
Vanguard World Consum Stp Etf (VDC) 0.5 $2.5M 12k 213.73
Costco Wholesale Corporation (COST) 0.5 $2.5M 2.7k 925.73
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.5 $2.4M 23k 104.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.3M 3.8k 612.41
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $2.3M 85k 26.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.0M 6.2k 328.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.0M 3.4k 600.38
Amazon (AMZN) 0.4 $2.0M 8.9k 219.57
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $1.9M 38k 49.45
Vanguard World Energy Etf (VDE) 0.3 $1.7M 13k 125.86
Vanguard World Utilities Etf (VPU) 0.3 $1.6M 8.5k 189.41
Broadcom (AVGO) 0.3 $1.5M 4.6k 329.92
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $1.4M 15k 89.77
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.3M 5.4k 243.12
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $1.2M 11k 103.07
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $1.2M 32k 36.55
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $1.1M 21k 52.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.1M 12k 91.42
Lowe's Companies (LOW) 0.2 $1.1M 4.3k 251.33
Meta Platforms Cl A (META) 0.2 $1.1M 1.5k 734.54
Ea Series Trust Strive 500 Etf (STRV) 0.2 $1.0M 24k 43.20
Chevron Corporation (CVX) 0.2 $1.0M 6.6k 155.29
RBB Us Treasry 12 Mt (OBIL) 0.2 $1.0M 21k 50.30
RBB Us Trsry 6 Mnth (XBIL) 0.2 $1.0M 21k 50.20
RBB Us Treas 3 Yr Nt (UTRE) 0.2 $1.0M 21k 49.84
RBB Us Treasy 2 Yr (UTWO) 0.2 $1.0M 21k 48.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $984k 2.1k 468.33
Exxon Mobil Corporation (XOM) 0.2 $928k 8.2k 112.75
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $924k 29k 31.62
Vanguard World Materials Etf (VAW) 0.2 $908k 4.4k 204.86
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.2 $887k 37k 24.30
Strategy Cl A New (MSTR) 0.2 $865k 2.7k 322.21
Global X Fds Artificial Etf (AIQ) 0.2 $864k 18k 49.39
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $843k 35k 24.40
Global X Fds Globx Supdv Us (DIV) 0.2 $823k 47k 17.69
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $794k 3.9k 203.58
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $792k 2.4k 326.32
Tesla Motors (TSLA) 0.2 $787k 1.8k 444.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $774k 1.5k 502.74
Ishares Silver Tr Ishares (SLV) 0.2 $762k 18k 42.37
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $730k 15k 47.51
Procter & Gamble Company (PG) 0.1 $727k 4.7k 153.65
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $721k 54k 13.43
Ge Aerospace Com New (GE) 0.1 $714k 2.4k 300.79
Ishares Tr Future Exponenti (XT) 0.1 $702k 9.8k 71.94
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $646k 13k 49.84
Ark Etf Tr Fintech Innova (ARKF) 0.1 $641k 11k 56.80
Palantir Technologies Cl A (PLTR) 0.1 $629k 3.4k 182.42
Global X Fds Defense Tech Etf (SHLD) 0.1 $573k 8.2k 70.24
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $545k 5.6k 96.68
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $526k 6.9k 76.01
Oracle Corporation (ORCL) 0.1 $517k 1.8k 281.24
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $484k 4.8k 99.81
Wal-Mart Stores (WMT) 0.1 $459k 4.5k 103.07
Cummins (CMI) 0.1 $443k 1.0k 422.37
Abbvie (ABBV) 0.1 $432k 1.9k 231.56
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $420k 2.7k 155.48
United Bankshares (UBSI) 0.1 $405k 11k 37.21
Global X Fds Data Ctr & Digit (DTCR) 0.1 $376k 18k 20.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $364k 6.7k 54.18
Ge Vernova (GEV) 0.1 $363k 590.00 614.92
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $357k 7.0k 50.63
Netflix (NFLX) 0.1 $355k 296.00 1198.92
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $350k 6.3k 55.33
JPMorgan Chase & Co. (JPM) 0.1 $349k 1.1k 315.30
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $342k 6.7k 51.04
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $327k 9.5k 34.27
First Interstate Bancsystem (FIBK) 0.1 $319k 10k 31.87
UnitedHealth (UNH) 0.1 $316k 915.00 345.37
Alphabet Cap Stk Cl C (GOOG) 0.1 $308k 1.3k 243.51
Visa Com Cl A (V) 0.1 $301k 881.00 341.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $294k 11k 26.34
Coca-Cola Company (KO) 0.1 $287k 4.3k 66.33
Ishares Tr Tips Bd Etf (TIP) 0.1 $278k 2.5k 111.22
Home Depot (HD) 0.1 $275k 678.00 405.48
CSX Corporation (CSX) 0.1 $267k 7.5k 35.51
Ferguson Enterprises Common Stock New (FERG) 0.0 $252k 1.1k 224.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $250k 3.8k 65.26
Select Sector Spdr Tr Energy (XLE) 0.0 $247k 2.8k 89.32
Merck & Co (MRK) 0.0 $233k 2.8k 83.94
Spdr Series Trust Dj Reit Etf (RWR) 0.0 $229k 2.3k 100.30
Casey's General Stores (CASY) 0.0 $226k 400.00 565.32
WesBan (WSBC) 0.0 $224k 7.0k 31.93
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $217k 4.4k 49.46
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $207k 1.7k 118.81
Southern Company (SO) 0.0 $205k 2.2k 94.77
Raytheon Technologies Corp (RTX) 0.0 $202k 1.2k 167.32
Agnc Invt Corp Com reit (AGNC) 0.0 $106k 11k 9.79
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $77k 11k 6.91