Curran Financial Partners, LLC Purchases in Q4 2024

Curran Financial Partners, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.52K
+ 8.17%
$99.2 - $108.47 $449K - $491K
59.9K $5.96M
META
Meta Platforms, Inc.

Communication Services
55
+ 6.26%
$554.08 - $632.68 $30.5K - $34.8K
933 $550K
WMT
Walmart Inc.

Consumer Defensive
124
+ 3.76%
$79.1 - $95.7 $9.81K - $11.9K
3.43K $309K
ABBV
Abb Vie Inc.

Healthcare
439
+ 22.7%
$164.99 - $203.87 $72.4K - $89.5K
2.37K $421K
PG
Procter & Gamble CO

Consumer Defensive
354
+ 6.72%
$161.05 - $179.7 $57K - $63.6K
5.63K $943K
UNH
Unitedhealth Group Inc

Healthcare
143
+ 24.49%
$485.52 - $625.25 $69.4K - $89.4K
727 $367K
IWD
Ishares Russell 1000 Val ETF

ETFs
162
+ 7.31%
$183.23 - $199.79 $29.7K - $32.4K
2.38K $440K
CVX
Chevron Corp

Energy
222
+ 3.48%
$141.15 - $162.53 $31.3K - $36.1K
6.6K $955K
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 8.52%
$385.02 - $431.37 $22.3K - $25K
739 $287K
SLV
I Shares Silver Trust

ETFs
1.21K
+ 11.65%
$26.33 - $31.74 $31.8K - $38.3K
11.6K $304K
STRV
Ea Ser Tr Strive 500 ETF
5.29K
New
N/A
5.29K $0
Grayscale Bitcoin Mini Tr Et
4.98K
New
N/A
4.98K $0
GE
General Electric CO

Industrials
262
+ 13.12%
$159.95 - $194.23 $41.9K - $50.9K
2.26K $376K
PEP
Pepsico Inc

Consumer Defensive
127
+ 8.73%
$151.29 - $176.1 $19.2K - $22.4K
1.58K $240K
RWR
Spdr Dow Jones Reit ETF

ETFs
16
+ 0.64%
$97.84 - $108.61 $1.57K - $1.74K
2.53K $250K
CSX
Csx Corp

Industrials
67
+ 0.68%
$31.58 - $36.88 $2.12K - $2.47K
9.91K $319K
XOM
Exxon Mobil Corp

Energy
256
+ 4.11%
$105.51 - $125.37 $27K - $32.1K
6.48K $697K
VDC
Vanguard Consumer Staples ETF

ETFs
241
+ 1.93%
$210.96 - $223.62 $50.8K - $53.9K
12.7K $2.68M
KO
Coca Cola CO

Consumer Defensive
9
+ 0.23%
$61.74 - $71.71 $556 - $645
3.93K $244K
VIS
Vanguard Industrial ETF

ETFs
155
+ 1.01%
$254.39 - $279.7 $39.4K - $43.4K
15.5K $3.95M
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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