Curran Financial Partners, LLC Incresed Positions in Q4 2024

Curran Financial Partners, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
30.6K
+ 19.65%
$91.29 - $91.8 $2.8M - $2.81M
186K $17.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
27.2K
+ 43.46%
$106.56 - $113.11 $2.9M - $3.08M
89.9K $9.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.2K
+ 44.98%
$71.75 - $75.11 $2.74M - $2.87M
123K $8.86M
AOK
Ishares Tr Core Conservative A

ETFs
69.1K
+ 38.22%
$37.3 - $38.64 $2.58M - $2.67M
250K $9.32M
PULS
Pgim ETF Tr

ETFs
48.1K
+ 20.02%
$49.51 - $49.79 $2.38M - $2.39M
288K $14.3M
VB
Vanguard Small Cap ETF

ETFs
8.74K
+ 22.69%
$233.76 - $261.58 $2.04M - $2.29M
47.3K $11.4M
VUG
Vanguard Growth ETF

ETFs
3.66K
+ 24.89%
$378.79 - $428.11 $1.39M - $1.57M
18.4K $7.54M
MLPX
Global X Mlp & Energy Infrastr

ETFs
7.01K
+ 3.17%
$54.89 - $64.32 $385K - $451K
228K $13.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
43.2K
+ 30.7%
$58.88 - $64.8 $2.54M - $2.8M
184K $10.8M
HYG
Ishares Tr

ETFs
19.5K
+ 55.75%
$78.09 - $80.04 $1.52M - $1.56M
54.4K $4.28M
NVDA
Nvidia Corp

Technology
8.74K
+ 77.06%
$117.0 - $148.88 $1.02M - $1.3M
20.1K $2.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.71K
+ 24.9%
$126.68 - $134.74 $1.1M - $1.17M
43.7K $5.57M
SJNK
Spdr Bloomberg Short Term High

ETFs
47.3K
+ 11.69%
$25.09 - $25.69 $1.19M - $1.22M
452K $11.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
15.6K
+ 12.26%
$50.23 - $50.46 $782K - $785K
143K $7.17M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.1K
+ 9.42%
$57.53 - $60.83 $1.22M - $1.29M
246K $14.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.57K
+ 41.19%
$106.33 - $110.69 $805K - $838K
25.9K $2.76M
AAPL
Apple Inc.

Technology
895
+ 3.6%
$221.69 - $259.02 $198K - $232K
25.8K $6.46M
HYLB
Xtrackers Usd High Yield Corp

ETFs
16.5K
+ 23.63%
$35.95 - $36.76 $593K - $606K
86.2K $3.11M
SCHO
Schwab Short Term Us Treasury

ETFs
127K
+ 122.8%
$24.06 - $48.88 $3.06M - $6.22M
231K $5.56M
DIV
Global X Superdividend Us ETF

ETFs
27.4K
+ 9.46%
N/A
317K $5.44M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.4K
+ 24.27%
$48.33 - $49.08 $501K - $509K
53.1K $2.57M
MSTR
Microstrategy Inc

Technology
641
+ 30.7%
$162.69 - $473.83 $104K - $304K
2.73K $790K
GLD
Spdr Gold Trust

ETFs
1.81K
+ 24.51%
$236.59 - $257.5 $428K - $466K
9.19K $2.22M
VGSH
Vanguard

ETFs
7.03K
+ 25.03%
$58.02 - $58.88 $408K - $414K
35.1K $2.04M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
30.3K
+ 7.66%
$43.02 - $47.32 $1.3M - $1.43M
426K $18.4M
AMZN
Amazon Com Inc

Consumer Cyclical
665
+ 10.55%
$180.88 - $232.93 $120K - $155K
6.97K $1.53M
VIG
Vanguard Dividend Appreciation

ETFs
1.66K
+ 5.09%
N/A
34.3K $6.24M
PFF
Ishares Trust Ishares Pfd And

ETFs
18.3K
+ 11.3%
$31.23 - $33.51 $571K - $612K
180K $5.66M
COST
Costco Wholesale Corp

Consumer Defensive
186
+ 6.65%
$873.59 - $994.69 $162K - $185K
2.98K $2.73M
GOOGL
Alphabet Inc.

Communication Services
632
+ 13.21%
$161.86 - $196.66 $102K - $124K
5.42K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
247
+ 29.2%
$213.65 - $479.86 $52.8K - $119K
1.09K $441K
QQQ
Invesco Qqq Trust, Series 1

ETFs
354
+ 24.46%
$481.22 - $538.17 $170K - $191K
1.8K $920K
VTV
Vanguard Value ETF

ETFs
1.48K
+ 17.17%
$168.32 - $181.87 $248K - $268K
10.1K $1.7M
MSFT
Microsoft Corp

Technology
522
+ 13.27%
$406.35 - $454.46 $212K - $237K
4.46K $1.88M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.63K
+ 82.94%
$51.58 - $52.91 $187K - $192K
8.01K $414K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
402
+ 20.71%
$442.29 - $483.08 $178K - $194K
2.34K $1.06M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.73K
+ 20.18%
$47.77 - $51.75 $178K - $193K
22.2K $1.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
146
+ 4.47%
$521.84 - $558.82 $76.2K - $81.6K
3.41K $1.84M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
7.01K
+ 26.29%
$12.74 - $14.23 $89.3K - $99.8K
33.7K $437K
IDV
Ishares Tr

ETFs
21.6K
+ 11.77%
$27.03 - $29.92 $584K - $646K
205K $5.61M
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
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
Track This Portfolio

Track Curran Financial Partners, LLC Portfolio

Follow Curran Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curran Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curran Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email