Curran Financial Partners, LLC Sells in Q3 2024

Curran Financial Partners, LLC

  • $292 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-123K
- 49.24%
$50.2 - $50.48 $6.18M - $6.22M
127K $6.38M
CVX
Chevron Corp

Energy
-292
- 4.38%
$137.88 - $161.97 $40.3K - $47.3K
6.37K $938K
GOOGL
Alphabet Inc.

Communication Services
-85
- 1.75%
$148.65 - $191.18 $12.6K - $16.3K
4.79K $793K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-671
- 4.08%
$42.59 - $60.56 $28.6K - $40.6K
15.8K $795K
AMZN
Amazon Com Inc

Consumer Cyclical
-97
- 1.52%
$161.02 - $200.0 $15.6K - $19.4K
6.3K $1.17M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-1.64K
- 9.8%
N/A
15.1K $0
Rbb Fd Inc
-1.3K
- 8.11%
N/A
14.7K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-1.43K
- 8.93%
N/A
14.6K $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-23
- 1.23%
$332.02 - $382.76 $7.64K - $8.8K
1.85K $692K
VDC
Vanguard Consumer Staples ETF

ETFs
-874
- 6.55%
$201.77 - $221.32 $176K - $193K
12.5K $2.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-89
- 1.44%
$41.9 - $48.26 $3.73K - $4.3K
6.1K $292K
WMT
Walmart Inc.

Consumer Defensive
-300
- 8.33%
$66.91 - $81.4 $20.1K - $24.4K
3.3K $266K
IWD
Ishares Russell 1000 Val ETF

ETFs
-37
- 1.64%
$173.36 - $189.8 $6.41K - $7.02K
2.22K $420K
KO
Coca Cola CO

Consumer Defensive
-64
- 1.6%
$62.69 - $73.01 $4.01K - $4.67K
3.93K $282K
RWR
Spdr Dow Jones Reit ETF

ETFs
-10
- 0.4%
$92.36 - $108.47 $924 - $1.08K
2.52K $268K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-14
- 0.1%
$47.12 - $51.72 $660 - $724
13.9K $709K
GE
General Electric CO

Industrials
-47
- 2.3%
$156.66 - $189.66 $7.36K - $8.91K
2K $376K
VTI
Vanguard Total Stock Market Et

ETFs
-18
- 0.4%
$255.18 - $283.2 $4.59K - $5.1K
4.47K $1.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 1.27%
$405.19 - $478.57 $10.1K - $12K
1.94K $893K
VFH
Vanguard Financial ETF

ETFs
-3.98K
- 7.04%
$99.27 - $111.21 $395K - $442K
52.5K $5.77M
LOW
Lowes Companies Inc

Consumer Cyclical
-98
- 1.87%
$213.3 - $270.78 $20.9K - $26.5K
5.14K $1.39M
VHT
Vanguard Health Care ETF

ETFs
-110
- 0.5%
$261.88 - $288.1 $28.8K - $31.7K
21.7K $6.14M
VCR
Vanguard Consumer Discretionar

ETFs
-202
- 1.43%
$291.88 - $341.94 $59K - $69.1K
13.9K $4.74M
VIS
Vanguard Industrial ETF

ETFs
-38
- 0.25%
$232.12 - $260.07 $8.82K - $9.88K
15.4K $3.99M
AAPL
Apple Inc.

Technology
-43
- 0.17%
$207.23 - $234.82 $8.91K - $10.1K
24.9K $5.8M
SHW
Sherwin Williams CO

Basic Materials
-103
- 1.16%
$294.65 - $384.0 $30.3K - $39.6K
8.76K $3.34M
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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