Curran Financial Partners, LLC Portfolio Holdings

Curran Financial Partners, LLC

  • $352 Million
  • Q1 2025

Curran Financial Partners, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $352 Million distributed in 100 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 $28.1M, Spdr Portfolio S&P 500 High Di with a value of $20.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $17.9M, Ishares Iboxx $ Investment Gra with a value of $15.8M, and J P Morgan Exchange Traded Fd with a value of $15.7M.

Examining the 13F form we can see an increase of $30.3M in the current position value, from $322M to 352M.

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

Portfolio value $352 Million
ETFs: $321 Million
Technology: $11 Million
Consumer Defensive: $4.17 Million
Consumer Cyclical: $3.25 Million
Basic Materials: $3.05 Million
Financial Services: $3.02 Million
Energy: $2.1 Million
Communication Services: $2.02 Million
Other: $2.89 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $352 Million
  • Prior Value $322 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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