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Curran Financial Partners, LLC Top Holdings and 13F Report (2025)

About Curran Financial Partners, LLC

Investment Activity

  • Curran Financial Partners, LLC has $452.55 million in total holdings as of June 30, 2025.
  • Curran Financial Partners, LLC owns shares of 120 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 20.49% of the portfolio was purchased this quarter.
  • About 13.68% of the portfolio was sold this quarter.
  • This quarter, Curran Financial Partners, LLC has purchased 100 new stocks and bought additional shares in 52 stocks.
  • Curran Financial Partners, LLC sold shares of 34 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

92204A702 - Vanguard Information Technology ETF
$14,436,289 Holding
35473P595 - Franklin Senior Loan ETF
$8,644,053 Holding
92204A405 - Vanguard Financials ETF
$6,889,603 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF
21,765 shares (about $14.44M)
Franklin Senior Loan ETF
356,750 shares (about $8.64M)
Vanguard Financials ETF
54,121 shares (about $6.89M)

Largest Sales this Quarter

Vanguard Total Bond Market ETF
76,781 shares (about $5.65M)
iShares International Select Dividend ETF
143,592 shares (about $4.96M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCurran Financial Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
God Bless America ETF stock logo
YALL
God Bless America ETF
$56,481,363$1,958,091 -3.4%1,357,27812.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$28,722,957$2,044,687 7.7%1,083,8856.3%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$19,128,954$939,325 -4.7%450,7294.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$17,492,911$386,000 -2.2%190,7003.9%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$17,192,337$1,533,584 9.8%302,4163.8%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$16,279,402$1,770,431 12.2%235,6263.6%ETF
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$15,689,456$560,181 3.7%250,3903.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$15,209,778$2,320,497 18.0%64,1823.4%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$14,677,060$238,549 -1.6%294,9573.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$14,436,289$14,436,289 New Holding21,7653.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$13,533,988$2,505,921 22.7%30,8713.0%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$13,454,844$558,471 4.3%528,0553.0%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$10,126,297$5,832,335 -36.5%92,3852.2%Finance
iShares Core 30/70 Conservative Allocation ETF stock logo
AOK
iShares Core 30/70 Conservative Allocation ETF
$9,848,096$6,053,659 -38.1%252,0632.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,211,576$5,653,398 -38.0%125,1062.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,733,356$1,096,428 14.4%42,6701.9%ETF
FLBL
Franklin Senior Loan ETF
$8,644,053$8,644,053 New Holding356,7501.9%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$7,335,963$133,875 -1.8%145,8151.6%Finance
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$6,889,603$6,889,603 New Holding54,1211.5%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$6,786,057$6,786,057 New Holding208,4811.5%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$6,718,648$6,718,648 New Holding136,8361.5%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$5,926,635$3,176,745 -34.9%44,4581.3%ETF
Apple Inc. stock logo
AAPL
Apple
$5,852,380$392,894 7.2%28,5251.3%Computer and Technology
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$5,716,328$5,716,328 New Holding321,1421.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,501,388$2,149,303 64.1%34,8211.2%Computer and Technology
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$4,647,841$4,647,841 New Holding12,8281.0%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$4,517,244$4,517,244 New Holding26,4121.0%ETF
Xtrackers USD High Yield Corporate Bond ETF stock logo
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$4,457,281$599,138 15.5%120,7281.0%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$4,108,347$4,108,347 New Holding14,6690.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,808,552$1,015,190 36.3%21,5490.8%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$3,728,558$506,116 15.7%74,1710.8%Manufacturing
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$3,611,631$4,683,862 -56.5%44,7820.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,149,599$758,550 31.7%6,3320.7%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$3,002,6830.0%8,7450.7%Basic Materials
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$2,916,290$404,874 16.1%49,6140.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,844,694$109,982 4.0%4,6040.6%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,798,797$1,944,710 -41.0%9,1820.6%Finance
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$2,782,261$2,876,566 -50.8%25,2840.6%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$2,769,487$4,955,343 -64.1%80,2520.6%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$2,709,906$208,707 8.3%12,3740.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,600,803$4,950 -0.2%2,6270.6%Retail/Wholesale
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$2,498,890$4,183,614 -62.6%24,8150.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,214,595$39,191 -1.7%3,8990.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,213,144$64,722 3.0%23,2180.5%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,207,170$4,106,055 -65.0%90,5320.5%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,183,116$4,042,038 -64.9%71,1580.5%ETF
Global X SuperDividend U.S. ETF stock logo
DIV
Global X SuperDividend U.S. ETF
$2,143,822$4,009,178 -65.2%121,9470.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,996,888$287,182 16.8%9,1020.4%Retail/Wholesale
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,739,628$257,776 17.4%14,6040.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,538,843$60,180 4.1%5,0630.3%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$1,487,040$315,411 26.9%8,4250.3%ETF
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$1,453,655$186,956 14.8%30,5650.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,429,290$1,429,290 New Holding5,1850.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,424,883$161,079 12.7%2,5830.3%Finance
GRAYSCALE BITCOIN TRUST ETF
$1,285,8530.0%15,1580.3%SHS REP COM UT
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,115,078$1,115,078 New Holding12,5210.2%ETF
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$1,083,336$19,807 -1.8%2,6800.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,071,789$307,069 40.2%1,4520.2%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,018,529$43,040 -4.1%4,5910.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,014,940$18,505 -1.8%5,7590.2%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$964,279$7,303 0.8%6,7340.2%Energy
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$921,762$28,027 3.1%8,5510.2%Energy
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$897,971$897,971 New Holding4,6090.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$892,643$103,618 13.1%2,1020.2%ETF
UTWO
US Treasury 2 Year Note ETF
$790,571$220,954 38.8%16,2870.2%ETF
US Treasury 3 Year Note ETF stock logo
UTRE
US Treasury 3 Year Note ETF
$790,346$221,289 38.9%15,8720.2%ETF
US Treasury 6 Month Bill ETF stock logo
XBIL
US Treasury 6 Month Bill ETF
$789,662$220,810 38.8%15,7460.2%ETF
US Treasury 12 Month Bill ETF stock logo
OBIL
US Treasury 12 Month Bill ETF
$789,467$220,707 38.8%15,7280.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$765,062$28,678 3.9%4,8020.2%Consumer Staples
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$756,099$288,805 61.8%3,8930.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$743,228$535,804 -41.9%1,5300.2%Finance
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$712,877$76,218 -9.7%13,8800.2%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$710,909$130,138 22.4%54,5180.2%Manufacturing
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$662,766$7,877 -1.2%12,9570.1%ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$636,840$636,840 New Holding9,7600.1%Manufacturing
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$590,605$166,049 39.1%14,7430.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$571,483$16,733 -2.8%2,2200.1%Aerospace
NYLI MacKay Shields Municipal Intermediate ETF stock logo
MMIT
NYLI MacKay Shields Municipal Intermediate ETF
$570,087$64,204 -10.1%23,9030.1%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$556,884$33,072 6.3%16,9730.1%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$552,329$76,195 16.0%12,6420.1%ETF
PALANTIR TECHNOLOGIES INC
$525,650$159,358 43.5%3,8560.1%CL A
Tesla, Inc. stock logo
TSLA
Tesla
$507,938$47,649 10.4%1,5990.1%Auto/Tires/Trucks
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$492,471$4,407,404 -89.9%1,9830.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$487,443$108,469 28.6%3640.1%Consumer Discretionary
Walmart Inc. stock logo
WMT
Walmart
$474,891$34,514 7.8%4,8570.1%Retail/Wholesale
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$472,044$35,726 -7.0%10,1080.1%Manufacturing
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$471,502$107,350 29.5%1,6910.1%Manufacturing
Oracle Corporation stock logo
ORCL
Oracle
$425,673$425,673 New Holding1,9470.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$411,098$29,510 -6.7%2,2150.1%Medical
United Bankshares, Inc. stock logo
UBSI
United Bankshares
$392,7520.0%10,7810.1%Finance
Cummins Inc. stock logo
CMI
Cummins
$378,590$55,348 17.1%1,1560.1%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$375,300$61,149 19.5%1,2950.1%Finance
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$360,952$9,353 2.7%2,5470.1%ETF
CSX Corporation stock logo
CSX
CSX
$332,8590.0%10,2010.1%Transportation
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$331,541$331,541 New Holding6,3340.1%ETF
Visa Inc. stock logo
V
Visa
$322,740$61,424 23.5%9090.1%Business Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$320,843$31,901 11.0%6,4870.1%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$313,128$71,574 29.6%4,1430.1%Manufacturing
FIDELITY WISE ORIGIN BITCOIN
$310,449$310,449 New Holding3,3030.1%SHS
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$300,168$64,277 27.2%9620.1%Medical

Showing largest 100 holdings. View all holdings.
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