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Curran Financial Partners

Latest statistics and disclosures from Curran Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are YALL, SCHD, SPYD, JEPI, VGT, and represent 37.13% of Curran Financial Partners's stock portfolio.
Added to shares of these 10 stocks: USFR, VDE, YALL, GBTC, Invesco Qqq Trust etf, SPYD, VB, SCHD, VXUS, SJNK.
Started 9 new stock positions in WMT, VDE, SLV, Invesco Qqq Trust etf, XLE, GBTC, CRWD, MSTR, KO.
Reduced shares in these 10 stocks: VHT, VYM, QQQ, TIP, LOW, VOO, BA, VOX, GLD, VTI.
Sold out of its positions in BA, QQQ.
Curran Financial Partners was a net buyer of stock by $9.1M.
Curran Financial Partners has $288M in assets under management (AUM), dropping by 10.21%.
Central Index Key (CIK): 0001843867

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Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 82 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Etf Tr God Bless Amer (YALL)	16.4	$47M	+3%	1.4M	33.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.2	$21M	+2%	256k	80.63	View chart
Spdr Ser Tr Prtflo Sp500 Hi (SPYD)	5.3	$15M	+2%	371k	40.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.2	$12M	+2%	207k	57.86	View chart
Vanguard World Inf Tech Etf (VGT)	4.1	$12M		23k	524.35	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	3.8	$11M	+26%	216k	50.29	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	3.6	$10M		213k	48.99	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	3.2	$9.3M	+3%	367k	25.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$7.9M	+5%	35k	228.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.7	$7.6M	+4%	127k	60.30	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.1	$6.2M	+3%	57k	108.92	View chart
Ishares Tr Conser Alloc Etf (AOK)	2.1	$6.0M	+3%	164k	36.83	View chart
Vanguard World Financials Etf (VFH)	2.0	$5.8M		56k	102.39	View chart
Vanguard World Health Car Etf (VHT)	2.0	$5.7M	-9%	21k	270.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$5.7M		31k	182.61	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$5.6M	+3%	77k	72.63	View chart
Proshares Tr Sp 500 Dv Arist (NOBL)	1.8	$5.2M		51k	101.41	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$5.1M		15k	344.21	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.7	$4.8M	+2%	171k	28.04	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.6	$4.7M	+2%	147k	32.23	View chart
Global X Fds Globx Supdv Us (DIV)	1.6	$4.6M	+3%	263k	17.39	View chart
Vanguard World Consum Dis Etf (VCR)	1.6	$4.5M		14k	317.73	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.6	$4.5M	+2%	93k	48.21	View chart
Apple (AAPL)	1.5	$4.3M		25k	171.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$4.1M	-10%	34k	120.99	View chart
Vanguard World Comm Srvc Etf (VOX)	1.3	$3.8M	-3%	29k	131.22	View chart
Vanguard World Industrial Etf (VIS)	1.3	$3.8M		15k	244.15	View chart
Sherwin-Williams Company (SHW)	1.1	$3.2M		9.1k	347.33	View chart
Vanguard World Consum Stp Etf (VDC)	0.9	$2.7M		13k	204.13	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.9	$2.6M		33k	77.73	View chart
Costco Wholesale Corporation (COST)	0.8	$2.3M		3.1k	732.63	View chart
Spdr Sp 500 Etf Tr Tr Unit (SPY)	0.8	$2.2M	-2%	4.2k	523.05	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.7	$2.0M	+10%	56k	35.71	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$2.0M	-16%	18k	107.41	View chart
Vanguard World Energy Etf (VDE)	0.6	$1.8M	NEW	14k	131.70	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.6M	+11%	34k	47.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.6M	-5%	8.0k	205.71	View chart
Spdr Ser Tr Prtflo Sp500 Gw (SPYG)	0.5	$1.5M	-2%	20k	73.15	View chart
Vanguard Index Fds Sp 500 Etf Shs (VOO)	0.5	$1.5M	-16%	3.0k	480.77	View chart
Microsoft Corporation (MSFT)	0.5	$1.4M	-2%	3.4k	420.76	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$1.3M	+10%	22k	58.07	View chart
Lowe's Companies (LOW)	0.4	$1.3M	-20%	5.0k	254.73	View chart
Vanguard World Utilities Etf (VPU)	0.4	$1.3M		8.9k	142.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.2M	+12%	7.6k	162.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M	-7%	4.4k	259.92	View chart
Amazon (AMZN)	0.4	$1.1M		6.4k	180.38	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.4	$1.1M	NEW	17k	63.17	View chart
Vanguard World Materials Etf (VAW)	0.4	$1.0M		5.1k	204.43	View chart
Chevron Corporation (CVX)	0.4	$1.0M	-4%	6.5k	157.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.0M		12k	86.48	View chart
Procter & Gamble Company (PG)	0.3	$831k		5.1k	162.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$778k		1.9k	420.52	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.2	$714k	-5%	15k	47.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$711k		4.7k	150.93	View chart
Invesco Exch Traded Fd Tr Ii Sp500 Hdl Vol (SPHD)	0.2	$685k	+10%	15k	44.40	View chart
Exxon Mobil Corporation (XOM)	0.2	$666k	+5%	5.7k	116.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$654k	+4%	1.9k	337.07	View chart
NVIDIA Corporation (NVDA)	0.2	$625k		691.00	904.16	View chart
Invesco Qqq Tr Unit Ser 1	0.2	$496k	NEW	1.1k	444.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$408k	+4%	2.3k	179.10	View chart
Meta Platforms Cl A (META)	0.1	$405k		834.00	485.61	View chart
United Bankshares (UBSI)	0.1	$386k		11k	35.79	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$366k	-5%	7.3k	50.08	View chart
CSX Corporation (CSX)	0.1	$365k		9.8k	37.07	View chart
General Electric Com New (GE)	0.1	$354k		2.0k	175.52	View chart
Abbvie (ABBV)	0.1	$335k	-3%	1.8k	182.10	View chart
Ferguson SHS (FERG)	0.1	$296k		1.4k	218.47	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$290k	+10%	21k	13.87	View chart
UnitedHealth (UNH)	0.1	$282k		570.00	494.81	View chart
First Interstate Bancsystem (FIBK)	0.1	$272k		10k	27.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$265k	-7%	6.3k	41.77	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$264k	NEW	823.00	320.59	View chart
Merck & Co (MRK)	0.1	$251k		1.9k	131.97	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$238k	-6%	2.5k	94.24	View chart
WesBan (WSBC)	0.1	$231k		7.7k	29.81	View chart
Coca-Cola Company (KO)	0.1	$227k	NEW	3.7k	61.19	View chart
Home Depot (HD)	0.1	$227k	-4%	592.00	383.33	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$221k	NEW	9.7k	22.75	View chart
Microstrategy Cl A New (MSTR)	0.1	$220k	NEW	129.00	1704.56	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$202k	NEW	2.1k	94.41	View chart
Wal-Mart Stores (WMT)	0.1	$202k	NEW	3.4k	60.17	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$83k		14k	5.93	View chart

Past Filings by Curran Financial Partners

SEC 13F filings are viewable for Curran Financial Partners going back to 2020

Curran Financial Partners 2024 Q1 filed May 2, 2024
Curran Financial Partners 2023 Q4 filed Jan. 31, 2024
Curran Financial Partners 2023 Q3 filed Nov. 9, 2023
Curran Financial Partners 2023 Q2 filed July 11, 2023
Curran Financial Partners 2023 Q1 filed May 2, 2023
Curran Financial Partners 2022 Q4 filed Feb. 14, 2023
Curran Financial Partners 2022 Q3 filed Nov. 3, 2022
Curran Financial Partners 2022 Q2 filed Aug. 5, 2022
Curran Financial Partners 2022 Q1 filed April 27, 2022
Curran Financial Partners 2021 Q4 filed Feb. 10, 2022
Curran Financial Partners 2021 Q3 filed Nov. 9, 2021
Curran Financial Partners 2021 Q2 filed Aug. 26, 2021
Curran Financial Partners 2021 Q1 filed May 19, 2021
Curran Financial Partners 2020 Q4 filed March 1, 2021

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