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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 $505.35 million in total holdings as of September 30, 2025.
  • Curran Financial Partners, LLC owns shares of 129 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 12.89% of the portfolio was purchased this quarter.
  • About 6.82% of the portfolio was sold this quarter.
  • This quarter, Curran Financial Partners, LLC has purchased 120 new stocks and bought additional shares in 62 stocks.
  • Curran Financial Partners, LLC sold shares of 49 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

09661T602 - BNY Mellon Core Bond ETF
$4,392,060 Holding
92206C870 - Vanguard Intermediate-Term Corporate Bond ETF
$3,897,069 Holding
78468R606 - SPDR Portfolio High Yield Bond ETF
$3,451,310 Holding
808524870 - Schwab U.S. TIPS ETF
$2,285,117 Holding
00214Q708 - ARK Fintech Innovation ETF
$640,761 Holding

Largest Purchases this Quarter

BNY Mellon Core Bond ETF
103,100 shares (about $4.39M)
Vanguard Health Care ETF
16,791 shares (about $4.36M)
Franklin Senior Loan ETF
176,118 shares (about $4.23M)
SPDR Portfolio High Yield Bond ETF
144,165 shares (about $3.45M)

Largest Sales this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
34,294 shares (about $3.15M)
Vanguard Total Bond Market ETF
42,206 shares (about $3.14M)
PGIM Ultra Short Bond ETF
54,275 shares (about $2.70M)

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
$61,121,181$63,744 0.1%1,358,69512.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$32,688,807$3,098,742 10.5%1,197,3926.5%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$21,344,489$1,512,412 7.6%485,1024.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$20,347,297$3,038,229 17.6%276,9854.0%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$19,429,389$2,161,460 12.5%340,2703.8%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$19,263,070$2,942,796 18.0%75,7553.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$17,225,298$2,419,168 16.3%35,9153.4%ETF
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$17,219,510$1,517,579 9.7%274,5903.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$16,740,191$489,789 3.0%22,4213.3%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$14,923,102$1,404,902 10.4%582,9343.0%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$14,350,251$3,146,475 -18.0%156,4062.8%ETF
FLBL
Franklin Senior Loan ETF
$12,799,489$4,230,354 49.4%532,8682.5%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$11,993,174$2,704,521 -18.4%240,6822.4%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$10,428,128$3,183,413 43.9%300,0902.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$10,398,096$1,190,302 12.9%48,1862.1%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$9,957,760$3,210,377 47.6%201,9422.0%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$8,667,502$2,809,872 48.0%475,1921.7%ETF
Apple Inc. stock logo
AAPL
Apple
$7,426,112$162,710 2.2%29,1641.5%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$7,204,964$938,589 15.0%51,1171.4%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$6,832,092$270,748 -3.8%52,0581.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,757,962$261,027 4.0%36,2201.3%Computer and Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$6,311,562$3,986,625 -38.7%56,6211.2%Finance
iShares Core 30/70 Conservative Allocation ETF stock logo
AOK
iShares Core 30/70 Conservative Allocation ETF
$6,209,228$3,913,639 -38.7%154,6121.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,165,292$3,138,870 -33.7%82,9001.2%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$6,096,690$1,233,424 -16.8%121,2791.2%Finance
Xtrackers USD High Yield Corporate Bond ETF stock logo
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$5,551,625$1,071,404 23.9%149,5991.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,087,721$1,068,979 26.6%27,2811.0%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$4,935,237$146,576 -2.9%12,4581.0%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$4,873,744$4,358,956 846.7%18,7741.0%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$4,817,152$141,173 -2.8%25,6601.0%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$4,622,653$867,390 23.1%91,3030.9%Manufacturing
BNY Mellon Core Bond ETF stock logo
BKAG
BNY Mellon Core Bond ETF
$4,392,060$4,392,060 New Holding103,1000.9%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$4,189,541$156,737 -3.6%14,1400.8%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,897,069$3,897,069 New Holding46,3330.8%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,649,123$729,330 25.0%62,0070.7%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$3,451,310$3,451,310 New Holding144,1650.7%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,417,666$153,910 4.7%9,6150.7%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$3,345,849$66,295 2.0%6,4600.7%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,187,429$120,569 3.9%4,7850.6%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$2,999,304$28,740 -0.9%8,6620.6%Basic Materials
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$2,544,028$100,667 -3.8%11,9030.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,464,287$32,400 1.3%2,6620.5%Retail/Wholesale
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,440,332$13,795 0.6%23,3500.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,305,736$82,063 -3.4%3,7650.5%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$2,285,117$2,285,117 New Holding84,7910.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,032,091$370,515 22.3%6,1920.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,014,258$463,489 29.9%3,3550.4%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,954,173$44,353 -2.2%8,9000.4%Retail/Wholesale
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$1,861,061$349,613 23.1%37,6350.4%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,668,526$169,533 -9.2%13,2570.3%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$1,616,789$21,024 1.3%8,5360.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,531,495$179,147 -10.5%4,6420.3%Computer and Technology
GRAYSCALE BITCOIN TRUST ETF
$1,367,915$7,182 0.5%15,2380.3%SHS REP COM UT
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,310,428$89,712 -6.4%5,3900.3%Computer and Technology
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$1,161,923$1,395,792 -54.6%11,2730.2%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$1,159,399$1,773,803 -60.5%31,7210.2%ETF
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$1,113,355$387,709 53.4%21,2960.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,109,978$34,647 -3.0%12,1420.2%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,092,029$61,827 -5.4%4,3450.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,065,082$1,469 -0.1%1,4500.2%Computer and Technology
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$1,042,891$405,994 63.7%24,1410.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,032,083$13,666 -1.3%6,6460.2%Energy
US Treasury 12 Month Bill ETF stock logo
OBIL
US Treasury 12 Month Bill ETF
$1,031,152$239,955 30.3%20,4980.2%ETF
US Treasury 6 Month Bill ETF stock logo
XBIL
US Treasury 6 Month Bill ETF
$1,030,503$240,133 30.4%20,5300.2%ETF
US Treasury 3 Year Note ETF stock logo
UTRE
US Treasury 3 Year Note ETF
$1,028,844$237,863 30.1%20,6450.2%ETF
US Treasury 2 Year Note ETF stock logo
UTWO
US Treasury 2 Year Note ETF
$1,025,547$234,569 29.7%21,1170.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$983,954$468 0.0%2,1010.2%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$927,486$36,644 -3.8%8,2260.2%Energy
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$923,774$1,326,231 -58.9%29,2150.2%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$908,144$36,055 -3.8%4,4330.2%ETF
NYLI MacKay Shields Municipal Intermediate ETF stock logo
MMIT
NYLI MacKay Shields Municipal Intermediate ETF
$887,047$306,204 52.7%36,5040.2%ETF
Strategy Inc stock logo
MSTR
Strategy
$865,134$1,611 0.2%2,6850.2%Computer and Technology
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$863,488$239,098 38.3%17,4830.2%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$842,711$1,366,291 -61.9%34,5370.2%ETF
Global X SuperDividend U.S. ETF stock logo
DIV
Global X SuperDividend U.S. ETF
$823,051$1,334,207 -61.8%46,5260.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$793,968$1,425 0.2%3,9000.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$792,304$240,498 43.6%2,4280.2%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$786,710$75,602 10.6%1,7690.2%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$773,717$4,525 0.6%1,5390.2%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$761,728$42,582 5.9%17,9780.2%ETF
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$729,944$249,713 52.0%15,3640.1%Manufacturing
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$726,750$11,063 -1.5%4,7300.1%Consumer Staples
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$720,700$11,483 -1.6%53,6630.1%Manufacturing
GE Aerospace stock logo
GE
GE Aerospace
$713,470$45,720 6.8%2,3720.1%Aerospace
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$702,1400.0%9,7600.1%Manufacturing
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$646,177$399 0.1%12,9650.1%ETF
ARK Fintech Innovation ETF stock logo
ARKF
ARK Fintech Innovation ETF
$640,761$640,761 New Holding11,2810.1%ETF
PALANTIR TECHNOLOGIES INC
$628,619$74,792 -10.6%3,4460.1%CL A
GLOBAL X FDS
$572,526$572,526 New Holding8,1510.1%DEFENSE TECH ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$545,082$192,103 54.4%5,6380.1%Manufacturing
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$526,065$211,156 67.1%6,9210.1%Manufacturing
Oracle Corporation stock logo
ORCL
Oracle
$517,200$30,374 -5.5%1,8390.1%Computer and Technology
FIDELITY WISE ORIGIN BITCOIN
$483,879$154,206 46.8%4,8480.1%SHS
Walmart Inc. stock logo
WMT
Walmart
$458,861$41,743 -8.3%4,4520.1%Retail/Wholesale
Cummins Inc. stock logo
CMI
Cummins
$442,644$45,616 -9.3%1,0480.1%Auto/Tires/Trucks
AbbVie Inc. stock logo
ABBV
AbbVie
$431,852$81,045 -15.8%1,8650.1%Medical
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$420,255$24,254 6.1%2,7030.1%ETF
United Bankshares, Inc. stock logo
UBSI
United Bankshares
$404,882$3,721 0.9%10,8810.1%Finance
VPN
Global X Data Center & Digital Infrastructure ETF
$376,271$376,271 New Holding18,3730.1%Manufacturing
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$364,031$12,570 3.6%6,7190.1%ETF

Showing largest 100 holdings. View all holdings.
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