Curran Financial Partners, LLC Top Holdings and 13F Report (2024) About Curran Financial Partners, LLCInvestment ActivityCurran Financial Partners, LLC has $299.00 million in total holdings as of June 30, 2024.Curran Financial Partners, LLC owns shares of 83 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.53% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Curran Financial Partners, LLC has purchased 82 new stocks and bought additional shares in 52 stocks.Curran Financial Partners, LLC sold shares of 20 stocks and completely divested from 5 stocks this quarter.Largest Holdings God Bless America ETF $49,388,785Schwab US Dividend Equity ETF $20,557,066SPDR Portfolio S&P 500 High Dividend ETF $15,307,359Vanguard Information Technology ETF $13,624,389WisdomTree Bloomberg Floating Rate Treasury Fund $12,582,949 Largest New Holdings this Quarter US Treasury 2 Year Note ETF $802,168 HoldingUS Treasury 3 Month Bill ETF $800,970 HoldingUS Treasury 12 Month Bill ETF $800,899 HoldingUS Treasury 6 Month Bill ETF $800,829 HoldingInvesco QQQ $547,662 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 34,399 shares (about $1.73M)God Bless America ETF 31,242 shares (about $1.08M)US Treasury 2 Year Note ETF 16,731 shares (about $802.17K)US Treasury 3 Month Bill ETF 16,013 shares (about $800.97K)US Treasury 12 Month Bill ETF 16,061 shares (about $800.90K) Largest Sales this Quarter Costco Wholesale 386 shares (about $328.11K)SPDR Gold Shares 760 shares (about $163.40K)Vanguard S&P 500 ETF 264 shares (about $132.06K)Vanguard Growth ETF 211 shares (about $78.92K)Sherwin-Williams 244 shares (about $72.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCurran Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorYALLGod Bless America ETF$49,388,785$1,075,243 ▲2.2%1,435,02816.5%ETFSCHDSchwab US Dividend Equity ETF$20,557,066$692,607 ▲3.5%264,3666.9%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$15,307,359$370,679 ▲2.5%380,4965.1%ETFVGTVanguard Information Technology ETF$13,624,389$653,283 ▲5.0%23,6294.6%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$12,582,949$1,730,616 ▲15.9%250,1084.2%FinanceJEPIJPMorgan Equity Premium Income ETF$11,979,106$223,546 ▲1.9%211,3464.0%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$10,916,460$57,329 ▲0.5%213,8393.7%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$9,525,180$358,544 ▲3.9%381,4653.2%ETFVXUSVanguard Total International Stock ETF$7,985,052$358,484 ▲4.7%132,4222.7%ETFVBVanguard Small-Cap ETF$7,957,157$380,480 ▲5.0%36,4942.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,354,902$295,437 ▲4.9%59,3252.1%FinanceAOKiShares Core Conservative Allocation ETF$6,200,545$158,006 ▲2.6%167,9182.1%ETFVHTVanguard Health Care ETF$5,814,232$203,224 ▲3.6%21,8581.9%ETFVIGVanguard Dividend Appreciation ETF$5,727,758$33,590 ▲0.6%31,3761.9%ETFBNDVanguard Total Bond Market ETF$5,655,566$114,343 ▲2.1%78,4951.9%ETFVFHVanguard Financials ETF$5,640,576$16,280 ▲0.3%56,4741.9%ETFVUGVanguard Growth ETF$5,471,549$78,918 ▼-1.4%14,6291.8%ETFAAPLApple$5,251,297$17,481 ▲0.3%24,9331.8%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$5,059,498$123,815 ▲2.5%52,6321.7%ETFIDViShares International Select Dividend ETF$4,856,585$136,164 ▲2.9%175,5181.6%ETFPFFiShares Preferred and Income Securities ETF$4,806,263$169,266 ▲3.7%152,3381.6%ETFDIVGlobal SuperDividend US ETF$4,717,135$184,679 ▲4.1%273,4571.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$4,631,463$180,584 ▲4.1%96,2281.5%ETFVCRVanguard Consumer Discretionary ETF$4,412,334$10,932 ▼-0.2%14,1271.5%ETFVYMVanguard High Dividend Yield ETF$4,042,598$29,887 ▲0.7%34,0861.4%ETFVOXVanguard Communication Services ETF$4,007,716$28,331 ▲0.7%28,9991.3%ETFVISVanguard Industrials ETF$3,620,812$5,645 ▼-0.2%15,3931.2%ETFVDCVanguard Consumer Staples ETF$2,707,305$6,091 ▼-0.2%13,3350.9%ETFSHWSherwin-Williams$2,645,284$72,817 ▼-2.7%8,8640.9%ConstructionHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,575,782$1,157 ▲0.0%33,3910.9%ETFCOSTCostco Wholesale$2,343,486$328,105 ▼-12.3%2,7570.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,304,580$13,060 ▲0.6%4,2350.8%FinanceHYLBXtrackers USD High Yield Corporate Bond ETF$2,124,840$141,805 ▲7.2%59,9220.7%ETFTIPiShares TIPS Bond ETF$1,946,829$1,388 ▼-0.1%18,2320.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,778,604$112,710 ▲6.8%36,6420.6%ManufacturingMSFTMicrosoft$1,753,743$250,279 ▲16.6%3,9240.6%Computer and TechnologyVDEVanguard Energy ETF$1,740,064$13,778 ▼-0.8%13,6400.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,713,131$90,869 ▲5.6%21,3790.6%ETFGLDSPDR Gold Shares$1,551,835$163,396 ▼-9.5%7,2180.5%FinanceVGSHVanguard Short-Term Treasury Index ETF$1,392,960$100,263 ▲7.8%24,0210.5%ETFVOOVanguard S&P 500 ETF$1,385,584$132,056 ▼-8.7%2,7700.5%ETFVPUVanguard Utilities ETF$1,303,595$14,940 ▼-1.1%8,8130.4%ETFVTVVanguard Value ETF$1,237,591$19,731 ▲1.6%7,7150.4%ETFAMZNAmazon.com$1,236,993$9,276 ▲0.8%6,4010.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,200,926$15,517 ▲1.3%4,4890.4%ETFLOWLowe's Companies$1,154,263$54,230 ▲4.9%5,2360.4%Retail/WholesaleCVXChevron$1,042,633$29,092 ▲2.9%6,6660.3%Oils/EnergyVAWVanguard Materials ETF$969,528$6,550 ▼-0.7%5,0330.3%ETFGOOGLAlphabet$887,200$29,324 ▲3.4%4,8710.3%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$874,573$37,374 ▼-4.1%16,4270.3%SHS REP COM UTPGProcter & Gamble$866,790$22,099 ▲2.6%5,2560.3%Consumer StaplesNVDANVIDIA$861,469$776,100 ▲909.1%6,9730.3%Computer and TechnologyUTWOUS Treasury 2 Year Note ETF$802,168$802,168 ▲New Holding16,7310.3%ETFTBILUS Treasury 3 Month Bill ETF$800,970$800,970 ▲New Holding16,0130.3%ETFOBILUS Treasury 12 Month Bill ETF$800,899$800,899 ▲New Holding16,0610.3%ETFXBILUS Treasury 6 Month Bill ETF$800,829$800,829 ▲New Holding15,9910.3%ETFBRK.BBerkshire Hathaway$799,769$47,189 ▲6.3%1,9660.3%FinanceSPHDInvesco S&P 500 High Dividend Low Volatility ETF$727,695$42,165 ▲6.2%16,3780.2%ETFXOMExxon Mobil$713,432$54,109 ▲8.2%6,1970.2%Oils/EnergyIWFiShares Russell 1000 Growth ETF$681,403$26,250 ▼-3.7%1,8690.2%ETFFSTAFidelity MSCI Consumer Staples Index ETF$659,063$51,813 ▼-7.3%13,9030.2%ETFQQQInvesco QQQ$547,662$547,662 ▲New Holding1,1430.2%FinanceMETAMeta Platforms$428,641$8,069 ▲1.9%8500.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$392,824$4,186 ▼-1.1%2,2520.1%ETFUBSIUnited Bankshares$349,7360.0%10,7810.1%FinanceABBVAbbVie$330,347$15,265 ▲4.8%1,9260.1%MedicalCSXCSX$329,1480.0%9,8400.1%TransportationGEGeneral Electric$324,960$3,975 ▲1.2%2,0440.1%TransportationPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$313,268$19,501 ▲6.6%22,2970.1%ManufacturingUNHUnitedHealth Group$293,909$3,566 ▲1.2%5770.1%MedicalFIBKFirst Interstate BancSystem$277,7000.0%10,0000.1%FinanceARKKARK Innovation ETF$271,303$50,191 ▼-15.6%6,1730.1%ETFVWOVanguard FTSE Emerging Markets ETF$271,026$6,652 ▼-2.4%6,1930.1%ETFFERGFerguson$262,0560.0%1,3530.1%Industrial ProductsSLViShares Silver Trust$257,795$186 ▼-0.1%9,7030.1%ETFKOCoca-Cola$253,880$17,630 ▲7.5%3,9890.1%Consumer StaplesMSTRMicroStrategy$243,814$66,119 ▲37.2%1770.1%Computer and TechnologyWMTWalmart$243,812$16,520 ▲7.3%3,6010.1%Retail/WholesaleMRKMerck & Co., Inc.$240,381$4,580 ▲1.9%1,9420.1%MedicalRWRSPDR Dow Jones REIT ETF$235,081$93 ▼0.0%2,5250.1%ETFHDHome Depot$233,712$29,945 ▲14.7%6790.1%Retail/WholesaleWSBCWesBanco$215,8000.0%7,7320.1%FinanceSOSouthern$204,745$204,745 ▲New Holding2,6390.1%UtilitiesVNQVanguard Real Estate ETF$0$1,015,723 ▼-100.0%00.0%ETFINVESCO QQQ TR$0$496,098 ▼-100.0%00.0%UNIT SER 1CRWDCrowdStrike$0$263,846 ▼-100.0%00.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$0$202,125 ▼-100.0%00.0%ETFFSCOFS Credit Opportunities$0$83,079 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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