Curran Financial Partners, LLC Portfolio Holdings

Curran Financial Partners, LLC

  • $322 Million
  • Q4 2024

Curran Financial Partners, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $25M, Spdr Portfolio S&P 500 High Di with a value of $18.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $17.1M, Vanguard Information Technolog with a value of $14.8M, and Pgim ETF Tr with a value of $14.3M.

Examining the 13F form we can see an increase of $29.3M in the current position value, from $292M to 322M.

Below you can find more details about Curran Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $291 Million
Technology: $11.8 Million
Consumer Defensive: $4.47 Million
Consumer Cyclical: $3.45 Million
Basic Materials: $2.97 Million
Financial Services: $2.49 Million
Communication Services: $1.81 Million
Energy: $1.65 Million
Other: $1.93 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88B
$2.97 Million 0.92% of portfolio
8,745
Q4 2024 Reduced 0.18%
$142B
$1.19 Million 0.37% of portfolio
4,833
Q4 2024 Reduced 5.94%
$45.8B
$1.13 Million 0.35% of portfolio
15,158
Q4 2024 Reduced 3.8%
$61.2B
$319,000 0.1% of portfolio
9,907
Q4 2024 Added 0.68%
$91.9B
$221,000 0.07% of portfolio
2,052
Q4 2024 New
$99.2B
$228,000 0.07% of portfolio
2,775
Q4 2024 Added 12.21%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $322 Million
  • Prior Value $292 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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