Curran Financial Partners, LLC Purchases in Q3 2024

Curran Financial Partners, LLC

  • $292 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
156K
New
$91.42 - $91.82 $14.2M - $14.3M
156K $14.3M
PULS
Pgim ETF Tr

ETFs
240K
New
$49.47 - $49.8 $11.9M - $12M
240K $12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.8K
+ 5.62%
$77.02 - $85.06 $1.14M - $1.26M
279K $23.6M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15.5K
+ 4.08%
$39.95 - $45.86 $620K - $711K
396K $18.1M
VGT
Vanguard Information Technolog

ETFs
2.11K
+ 8.92%
$514.43 - $606.85 $1.08M - $1.28M
25.7K $15.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.1K
+ 6.18%
$54.98 - $59.51 $718K - $777K
224K $13.4M
VB
Vanguard Small Cap ETF

ETFs
2.02K
+ 5.54%
$214.77 - $237.72 $434K - $481K
38.5K $9.14M
VNQ
Vanguard Specialized Funds Van

ETFs
11.6K
New
$82.97 - $98.97 $964K - $1.15M
11.6K $1.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.16K
+ 6.16%
$58.03 - $65.37 $474K - $533K
141K $9.1M
MLPX
Global X Mlp & Energy Infrastr

ETFs
6.89K
+ 3.22%
$50.37 - $55.21 $347K - $380K
221K $12M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.74K
+ 5.21%
$95.1 - $106.76 $261K - $293K
55.4K $5.91M
AOK
Ishares Tr Core Conservative A

ETFs
12.8K
+ 7.6%
$36.8 - $38.71 $469K - $494K
181K $6.98M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.49K
+ 8.27%
$71.45 - $75.64 $464K - $491K
85K $6.38M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.31K
+ 5.58%
$106.11 - $113.72 $351K - $376K
62.6K $7.08M
IDV
Ishares Tr

ETFs
7.94K
+ 4.52%
$27.62 - $30.64 $219K - $243K
183K $5.55M
PFF
Ishares Trust Ishares Pfd And

ETFs
9.35K
+ 6.13%
$31.18 - $33.5 $291K - $313K
162K $5.37M
NVDA
Nvidia Corp

Technology
4.37K
+ 62.61%
$98.91 - $134.91 $432K - $589K
11.3K $1.38M
HYLB
Xtrackers Usd High Yield Corp

ETFs
9.84K
+ 16.41%
$35.26 - $36.92 $347K - $363K
69.8K $2.58M
SCHO
Schwab Short Term Us Treasury

ETFs
7.43K
+ 7.72%
$47.93 - $49.06 $356K - $364K
104K $5.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
892
+ 2.62%
$117.9 - $128.2 $105K - $114K
35K $4.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
497
+ 17.94%
$475.2 - $527.7 $236K - $262K
3.27K $1.72M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.06K
+ 16.55%
$48.06 - $49.39 $291K - $300K
42.7K $2.11M
VOX
Vanguard Communication Service

ETFs
540
+ 1.86%
$129.82 - $145.39 $70.1K - $78.5K
29.5K $4.29M
VGSH
Vanguard

ETFs
4.08K
+ 16.98%
$57.74 - $59.13 $235K - $241K
28.1K $1.66M
VTV
Vanguard Value ETF

ETFs
879
+ 11.39%
$159.75 - $174.57 $140K - $153K
8.59K $1.5M
DIV
Global X Superdividend Us ETF

ETFs
15.9K
+ 5.81%
$17.18 - $17.18 $273K - $273K
289K $4.97M
PEP
Pepsico Inc

Consumer Defensive
1.46K
New
$161.9 - $179.3 $236K - $261K
1.46K $247K
GLD
Spdr Gold Trust

ETFs
160
+ 2.22%
$215.56 - $246.98 $34.5K - $39.5K
7.38K $1.79M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.38K
New
$51.78 - $52.98 $227K - $232K
4.38K $231K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.02%
$146.64 - $174.54 $293 - $349
8.82K $1.53M
HYG
Ishares Tr

ETFs
1.52K
+ 4.56%
$76.72 - $80.36 $117K - $122K
34.9K $2.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
176
+ 4.16%
$517.38 - $573.86 $91.1K - $101K
4.41K $2.53M
TSLA
Tesla, Inc.

Consumer Cyclical
846
New
$191.76 - $263.26 $162K - $223K
846 $221K
VIG
Vanguard Dividend Appreciation

ETFs
1.23K
+ 3.91%
$182.15 - $182.15 $224K - $224K
32.6K $5.94M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.12K
+ 12.94%
$44.07 - $50.57 $93.4K - $107K
18.5K $935K
HCA
Hca Healthcare, Inc.

Healthcare
498
New
$315.12 - $406.43 $157K - $202K
498 $202K
VUG
Vanguard Growth ETF

ETFs
89
+ 0.61%
$341.08 - $391.94 $30.4K - $34.9K
14.7K $5.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
304
+ 26.6%
$434.77 - $502.96 $132K - $153K
1.45K $706K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 1.38%
$801.83 - $917.05 $30.5K - $34.8K
2.8K $2.48M
SPYG
Spdr Portfolio

ETFs
809
+ 3.78%
$73.38 - $84.1 $59.4K - $68K
22.2K $1.84M
MSTR
Microstrategy Inc

Technology
1.91K
+ 1079.66%
$114.3 - $1800.09 $218K - $3.44M
2.09K $352K
VAW
Vanguard Materials ETF

ETFs
19
+ 0.38%
$189.89 - $213.71 $3.61K - $4.06K
5.05K $1.07M
TIP
Ishares Tr Tips Bd ETF

ETFs
145
+ 0.8%
$105.92 - $110.83 $15.4K - $16.1K
18.4K $2.03M
META
Meta Platforms, Inc.

Communication Services
28
+ 3.29%
$453.41 - $572.44 $12.7K - $16K
878 $502K
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.42%
$163.84 - $199.33 $1.31K - $1.59K
1.93K $381K
UNH
Unitedhealth Group Inc

Healthcare
7
+ 1.21%
$488.01 - $604.18 $3.42K - $4.23K
584 $341K
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.29%
$160.76 - $177.82 $2.41K - $2.67K
5.27K $912K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.38K
+ 19.63%
$12.67 - $14.36 $55.4K - $62.8K
26.7K $358K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.29%
$333.64 - $405.2 $667 - $810
681 $275K
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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