Sponsored

The Analysis of Curran Financial Partners, LLC's Holdings & P&L

Currently, Curran Financial Partners, LLC holds 127 types of securities in its portfolio with a total value $558.6M. In the most recent quarter, they have increased their positions in BKAG (+211.5K shares, valued at $8.9M), VCIT (+96.2K shares, valued at $8.0M), SPHY (+298.8K shares, valued at $7.0M); decreased their positions in VGT (-21.9K shares, valued at $15.3M), VHT (-15.8K shares, valued at $4.3M), BIL (-27.5K shares, valued at $2.5M); initiated new positions in IVV (+843 shares, valued at $550.6K), T (+9.9K shares, valued at $285.8K), BALT (+7.8K shares, valued at $262.3K).

1M P&L

+5.9M+1.05%

3M P&L

-110.2M-16.23%

HY P&L

-81.4M-12.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A514.8M

93.8%

2Consumer Electronics7.1M

1.3%

3Semiconductors3.8M

0.7%

Top Industries by Stock Count

1N/A81 stocks

69.2%

2Semiconductors3 stocks

2.6%

3Drug Manufacturers - General3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

YALL TIDAL TRUST I1.3M shares-0.56%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR1.4M shares5.69%2026-03-312026-04-15

VXUS VANGUARD STAR FDS337.1K shares10.08%2026-03-312026-04-15

SPYD SPDR SERIES TRUST556.2K shares7.04%2026-03-312026-04-15

VB VANGUARD INDEX FDS96.2K shares11.18%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F405.6K shares9.72%2026-03-312026-04-15

MLPX GLOBAL X FDS309.2K shares4.24%2026-03-312026-04-15

VUG VANGUARD INDEX FDS47.6K shares16.60%2026-03-312026-04-15

Sponsored

SJNK SPDR SERIES TRUST684.9K shares9.24%2026-03-312026-04-15

FLBL FRANKLIN TEMPLETON ETF TR733.5K shares11.37%2026-03-312026-04-15

LVHI LEGG MASON ETF INVT375.9K shares6.21%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS94.6K shares86.12%2026-03-312026-04-15

BKAG BNY MELLON ETF TRUST320.7K shares193.73%2026-03-312026-04-15

KNG FIRST TR EXCHANGE-TRADED FD269.7K shares8.91%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS56.0K shares8.65%2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS145.2K shares196.03%2026-03-312026-04-15

Sponsored

FPE FIRST TR EXCH TRADED FD III635.8K shares10.41%2026-03-312026-04-15

BIL SPDR SERIES TRUST116.1K shares-19.14%2026-03-312026-04-15

SPHY SPDR SERIES TRUST453.3K shares193.44%2026-03-312026-04-15

VTV VANGUARD INDEX FDS47.9K shares34.90%2026-03-312026-04-15

PULS PGIM ETF TR180.1K shares-18.91%2026-03-312026-04-15

LQD ISHARES TR75.9K shares19.17%2026-03-312026-04-15

AOK ISHARES TR203.0K shares16.31%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS103.3K shares18.90%2026-03-312026-04-15

Sponsored

HYLB DBX ETF TR209.4K shares20.87%2026-03-312026-04-15

AAPL APPLE INC28.0K shares2.53%2026-03-312026-04-15

SCHP SCHWAB STRATEGIC TR262.6K shares189.43%2026-03-312026-04-15

GLD SPDR GOLD TR15.9K shares74.05%2026-03-312026-04-15

VTIP VANGUARD MALVERN FDS127.4K shares19.46%2026-03-312026-04-15

VGSH VANGUARD SCOTTSDALE FDS86.0K shares19.32%2026-03-312026-04-15

USFR WISDOMTREE TR87.9K shares-19.17%2026-03-312026-04-15

VIS VANGUARD WORLD FD12.1K shares-14.98%2026-03-312026-04-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T5.4K shares15.86%2026-03-312026-04-15

NVDA NVIDIA CORPORATION19.1K shares9.37%2026-03-312026-04-15

SHW SHERWIN WILLIAMS CO9.1K shares-1.85%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR4.9K shares19.55%2026-03-312026-04-15

MSFT MICROSOFT CORP7.0K shares14.94%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares-16.25%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION2.6K shares-3.51%2026-03-312026-04-15

SPHD INVESCO EXCH TRADED FD TR II50.8K shares16.19%2026-03-312026-04-15

Sponsored

SPYG SPDR SERIES TRUST23.8K shares0.18%2026-03-312026-04-15

VDC VANGUARD WORLD FD9.8K shares-18.33%2026-03-312026-04-15

AMZN AMAZON COM INC9.9K shares29.48%2026-03-312026-04-15

STRV EA SERIES TRUST39.7K shares21.41%2026-03-312026-04-15

XOM EXXON MOBIL CORP9.0K shares1.30%2026-03-312026-04-15

VPU VANGUARD WORLD FD7.7K shares-11.24%2026-03-312026-04-15

VDE VANGUARD WORLD FD8.8K shares-27.41%2026-03-312026-04-15

ALPHABET INC ALPHABET INC5.2K shares-1.30%2026-03-312026-04-15

Sponsored

VTI VANGUARD INDEX FDS4.6K shares-11.47%2026-03-312026-04-15

SMH VANECK ETF TRUST3.5K shares19.42%2026-03-312026-04-15

CVX CHEVRON CORPORATION6.6K shares-0.24%2026-03-312026-04-15

PDBC INVESCO ACTVELY MNGD ETC FD70.2K shares13.05%2026-03-312026-04-15

MUNI PIMCO ETF TR22.7K shares-8.29%2026-03-312026-04-15

AIQ GLOBAL X FDS24.3K shares16.48%2026-03-312026-04-15

SLV ISHARES SILVER TR16.3K shares-4.88%2026-03-312026-04-15

SHLD GLOBAL X FDS15.0K shares34.64%2026-03-312026-04-15

Sponsored

VNQ VANGUARD INDEX FDS11.8K shares-3.44%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares21.89%2026-03-312026-04-15

AIRR FIRST TR EXCHANGE TRADED FD8.5K shares12.64%2026-03-312026-04-15

MMIT NEW YORK LIFE INVTS ACTIVE E39.1K shares-8.30%2026-03-312026-04-15

VAW VANGUARD WORLD FD4.2K shares-3.75%2026-03-312026-04-15

XBIL RBB FD INC18.6K shares-19.71%2026-03-312026-04-15

OBIL RBB FD INC18.5K shares-19.67%2026-03-312026-04-15

UTWO RBB FD INC19.2K shares-19.26%2026-03-312026-04-15

Sponsored

UTRE RBB FD INC18.7K shares-19.55%2026-03-312026-04-15

IWF ISHARES TR2.1K shares0.00%2026-03-312026-04-15

LOW LOWES COS INC3.8K shares-0.26%2026-03-312026-04-15

IWD ISHARES TR3.9K shares0.05%2026-03-312026-04-15

DTCR GLOBAL X FDS33.2K shares36.86%2026-03-312026-04-15

ARKF ARK ETF TR20.7K shares36.26%2026-03-312026-04-15

CIBR FIRST TR EXCHANGE-TRADED FD12.4K shares29.19%2026-03-312026-04-15

FMHI FIRST TR EXCH TRADED FD III16.3K shares-9.12%2026-03-312026-04-15

Sponsored

VGT VANGUARD WORLD FD1.1K shares-95.28%2026-03-312026-04-15

GBTC GRAYSCALE BITCOIN TRUST ETF14.1K shares-3.47%2026-03-312026-04-15

TSLA TESLA INC2.0K shares4.09%2026-03-312026-04-15

FSTA FIDELITY COVINGTON TRUST13.1K shares0.68%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE2.4K shares0.34%2026-03-312026-04-15

XT ISHARES TR9.8K shares0.00%2026-03-312026-04-15

META META PLATFORMS INC1.2K shares3.97%2026-03-312026-04-15

PG PROCTER & GAMBLE CO4.5K shares-4.46%2026-03-312026-04-15

Sponsored

WMT WALMART INC4.6K shares7.61%2026-03-312026-04-15

GEV GE VERNOVA INC633 shares0.32%2026-03-312026-04-15

IVV ISHARES TR843 sharesnew addition2026-03-312026-04-15

VHT VANGUARD WORLD FD2.0K shares-88.80%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.9K shares39.30%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC3.1K shares-21.85%2026-03-312026-04-15

ABBV ABBVIE INC2.0K shares9.81%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO1.3K shares39.14%2026-03-312026-04-15

Sponsored

CMI CUMMINS INC686 shares0.00%2026-03-312026-04-15

JMST J P MORGAN EXCHANGE TRADED F7.2K shares-8.38%2026-03-312026-04-15

UBSI UNITED BANKSHARES INC WEST V8.8K shares-18.75%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F6.6K shares-1.10%2026-03-312026-04-15

SPYV SPDR SERIES TRUST6.3K shares0.00%2026-03-312026-04-15

HCA HCA HEALTHCARE INC732 shares-0.14%2026-03-312026-04-15

PPA INVESCO EXCHANGE TRADED FD T2.1K shares-0.43%2026-03-312026-04-15

MSTR STRATEGY INC2.7K shares-0.04%2026-03-312026-04-15

Sponsored

SCHX SCHWAB STRATEGIC TR12.8K shares-2.59%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC2.7K shares1.53%2026-03-312026-04-15

KO COCA COLA CO4.1K shares-4.12%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR4.8K shares-2.79%2026-03-312026-04-15

SO SOUTHERN CO3.0K shares24.87%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC863 shares6.02%2026-03-312026-04-15

CASY CASEYS GEN STORES INC400 shares0.00%2026-03-312026-04-15

FIBK FIRST INTST BANCSYSTEM INC8.6K shares-13.75%2026-03-312026-04-15

Sponsored

T AT&T INC9.9K sharesnew addition2026-03-312026-04-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET9.3K shares12.73%2026-03-312026-04-15

BALT INNOVATOR ETFS TRUST7.8K sharesnew addition2026-03-312026-04-15

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K shares1.53%2026-03-312026-04-15

PFE PFIZER INC9.0K shares-0.94%2026-03-312026-04-15

IJH ISHARES TR3.7K shares0.08%2026-03-312026-04-15

CSX CSX CORP6.0K shares-10.04%2026-03-312026-04-15

CSCO CISCO SYS INC3.1K shares-1.44%2026-03-312026-04-15

Sponsored

RWR SPDR SERIES TRUST2.3K shares0.69%2026-03-312026-04-15

MCD MCDONALDS CORP745 sharesnew addition2026-03-312026-04-15

NOBL PROSHARES TR2.2K shares-15.46%2026-03-312026-04-15

V VISA INC765 shares-11.46%2026-03-312026-04-15

CAT CATERPILLAR INC318 sharesnew addition2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC651 sharesnew addition2026-03-312026-04-15

DTD WISDOMTREE TR2.5K shares-0.64%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS3.3K sharesnew addition2026-03-312026-04-15

Sponsored

BROADCOM INC BROADCOM INC680 shares12.58%2026-03-312026-04-15

TIP ISHARES TR1.9K shares0.11%2026-03-312026-04-15

IJR ISHARES TR1.7K shares-3.17%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON838 sharesnew addition2026-03-312026-04-15

GAB GABELLI EQUITY TR INC15.3K shares0.00%2026-03-312026-04-15

IBRX IMMUNITYBIO INC10.6K sharesnew addition2026-03-312026-04-15

GABELLI EQUITY TR INC GABELLI EQUITY TR INC15.3K sharesnew addition2026-03-312026-04-15

YALL

TIDAL TRUST I

-0.56%

Shares1.3M

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

5.69%

Shares1.4M

Event2026-03-31

Filed2026-04-15

VXUS

VANGUARD STAR FDS

10.08%

Shares337.1K

Event2026-03-31

Filed2026-04-15

SPYD

SPDR SERIES TRUST

7.04%

Shares556.2K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

11.18%

Shares96.2K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

9.72%

Shares405.6K

Event2026-03-31

Filed2026-04-15

MLPX

GLOBAL X FDS

4.24%

Shares309.2K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

16.60%

Shares47.6K

Event2026-03-31

Filed2026-04-15

SJNK

SPDR SERIES TRUST

9.24%

Shares684.9K

Event2026-03-31

Filed2026-04-15

FLBL

FRANKLIN TEMPLETON ETF TR

11.37%

Shares733.5K

Event2026-03-31

Filed2026-04-15

LVHI

LEGG MASON ETF INVT

6.21%

Shares375.9K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

86.12%

Shares94.6K

Event2026-03-31

Filed2026-04-15

BKAG

BNY MELLON ETF TRUST

193.73%

Shares320.7K

Event2026-03-31

Filed2026-04-15

KNG

FIRST TR EXCHANGE-TRADED FD

8.91%

Shares269.7K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

8.65%

Shares56.0K

Event2026-03-31

Filed2026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

196.03%

Shares145.2K

Event2026-03-31

Filed2026-04-15

FPE

FIRST TR EXCH TRADED FD III

10.41%

Shares635.8K

Event2026-03-31

Filed2026-04-15

BIL

SPDR SERIES TRUST

-19.14%

Shares116.1K

Event2026-03-31

Filed2026-04-15

SPHY

SPDR SERIES TRUST

193.44%

Shares453.3K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

34.90%

Shares47.9K

Event2026-03-31

Filed2026-04-15

PULS

PGIM ETF TR

-18.91%

Shares180.1K

Event2026-03-31

Filed2026-04-15

LQD

ISHARES TR

19.17%

Shares75.9K

Event2026-03-31

Filed2026-04-15

AOK

ISHARES TR

16.31%

Shares203.0K

Event2026-03-31

Filed2026-04-15

BND

VANGUARD BD INDEX FDS

18.90%

Shares103.3K

Event2026-03-31

Filed2026-04-15

HYLB

DBX ETF TR

20.87%

Shares209.4K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

2.53%

Shares28.0K

Event2026-03-31

Filed2026-04-15

SCHP

SCHWAB STRATEGIC TR

189.43%

Shares262.6K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

74.05%

Shares15.9K

Event2026-03-31

Filed2026-04-15

VTIP

VANGUARD MALVERN FDS

19.46%

Shares127.4K

Event2026-03-31

Filed2026-04-15

VGSH

VANGUARD SCOTTSDALE FDS

19.32%

Shares86.0K

Event2026-03-31

Filed2026-04-15

USFR

WISDOMTREE TR

-19.17%

Shares87.9K

Event2026-03-31

Filed2026-04-15

VIS

VANGUARD WORLD FD

-14.98%

Shares12.1K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

15.86%

Shares5.4K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

9.37%

Shares19.1K

Event2026-03-31

Filed2026-04-15

SHW

SHERWIN WILLIAMS CO

-1.85%

Shares9.1K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

19.55%

Shares4.9K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

14.94%

Shares7.0K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-16.25%

Shares4.3K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

-3.51%

Shares2.6K

Event2026-03-31

Filed2026-04-15

SPHD

INVESCO EXCH TRADED FD TR II

16.19%

Shares50.8K

Event2026-03-31

Filed2026-04-15

SPYG

SPDR SERIES TRUST

0.18%

Shares23.8K

Event2026-03-31

Filed2026-04-15

VDC

VANGUARD WORLD FD

-18.33%

Shares9.8K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

29.48%

Shares9.9K

Event2026-03-31

Filed2026-04-15

STRV

EA SERIES TRUST

21.41%

Shares39.7K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

1.30%

Shares9.0K

Event2026-03-31

Filed2026-04-15

VPU

VANGUARD WORLD FD

-11.24%

Shares7.7K

Event2026-03-31

Filed2026-04-15

VDE

VANGUARD WORLD FD

-27.41%

Shares8.8K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-1.30%

Shares5.2K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

-11.47%

Shares4.6K

Event2026-03-31

Filed2026-04-15

SMH

VANECK ETF TRUST

19.42%

Shares3.5K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

-0.24%

Shares6.6K

Event2026-03-31

Filed2026-04-15

PDBC

INVESCO ACTVELY MNGD ETC FD

13.05%

Shares70.2K

Event2026-03-31

Filed2026-04-15

MUNI

PIMCO ETF TR

-8.29%

Shares22.7K

Event2026-03-31

Filed2026-04-15

AIQ

GLOBAL X FDS

16.48%

Shares24.3K

Event2026-03-31

Filed2026-04-15

SLV

ISHARES SILVER TR

-4.88%

Shares16.3K

Event2026-03-31

Filed2026-04-15

SHLD

GLOBAL X FDS

34.64%

Shares15.0K

Event2026-03-31

Filed2026-04-15

VNQ

VANGUARD INDEX FDS

-3.44%

Shares11.8K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

21.89%

Shares2.0K

Event2026-03-31

Filed2026-04-15

AIRR

FIRST TR EXCHANGE TRADED FD

12.64%

Shares8.5K

Event2026-03-31

Filed2026-04-15

MMIT

NEW YORK LIFE INVTS ACTIVE E

-8.30%

Shares39.1K

Event2026-03-31

Filed2026-04-15

VAW

VANGUARD WORLD FD

-3.75%

Shares4.2K

Event2026-03-31

Filed2026-04-15

XBIL

RBB FD INC

-19.71%

Shares18.6K

Event2026-03-31

Filed2026-04-15

OBIL

RBB FD INC

-19.67%

Shares18.5K

Event2026-03-31

Filed2026-04-15

UTWO

RBB FD INC

-19.26%

Shares19.2K

Event2026-03-31

Filed2026-04-15

UTRE

RBB FD INC

-19.55%

Shares18.7K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-15

LOW

LOWES COS INC

-0.26%

Shares3.8K

Event2026-03-31

Filed2026-04-15

IWD

ISHARES TR

0.05%

Shares3.9K

Event2026-03-31

Filed2026-04-15

DTCR

GLOBAL X FDS

36.86%

Shares33.2K

Event2026-03-31

Filed2026-04-15

ARKF

ARK ETF TR

36.26%

Shares20.7K

Event2026-03-31

Filed2026-04-15

CIBR

FIRST TR EXCHANGE-TRADED FD

29.19%

Shares12.4K

Event2026-03-31

Filed2026-04-15

FMHI

FIRST TR EXCH TRADED FD III

-9.12%

Shares16.3K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

-95.28%

Shares1.1K

Event2026-03-31

Filed2026-04-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

-3.47%

Shares14.1K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

4.09%

Shares2.0K

Event2026-03-31

Filed2026-04-15

FSTA

FIDELITY COVINGTON TRUST

0.68%

Shares13.1K

Event2026-03-31

Filed2026-04-15

GE AEROSPACE

0.34%

Shares2.4K

Event2026-03-31

Filed2026-04-15

ISHARES TR

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-15