The Analysis of Curran Financial Partners, LLC's Holdings


Currently, Curran Financial Partners, LLC holds 129 types of securities in its portfolio with a total value $505.4M. In the most recent quarter, they have increased their positions in BKAG (+103.1K shares, valued at $4.4M), VHT (+16.8K shares, valued at $4.4M), FLBL (+176.1K shares, valued at $4.2M); decreased their positions in LQD (-35.8K shares, valued at $4.0M), AOK (-97.5K shares, valued at $3.9M), BIL (-34.3K shares, valued at $3.1M); initiated new positions in BKAG (+103.1K shares, valued at $4.4M), VCIT (+46.3K shares, valued at $3.9M), SPHY (+144.2K shares, valued at $3.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
YALL TIDAL TRUST I1.4M shares0.10%2025-09-302025-10-16history
SCHD SCHWAB STRATEGIC TR1.2M shares10.47%2025-09-302025-10-16history
SPYD SPDR SERIES TRUST485.1K shares7.63%2025-09-302025-10-16history
VXUS VANGUARD STAR FDS277.0K shares17.55%2025-09-302025-10-16history
JEPI J P MORGAN EXCHANGE TRADED F340.3K shares12.52%2025-09-302025-10-16history
VB VANGUARD INDEX FDS75.8K shares18.03%2025-09-302025-10-16history
VUG VANGUARD INDEX FDS35.9K shares16.34%2025-09-302025-10-16history
MLPX GLOBAL X FDS274.6K shares9.66%2025-09-302025-10-16history
Sponsored
VGT VANGUARD WORLD FD22.4K shares3.01%2025-09-302025-10-16history
SJNK SPDR SERIES TRUST582.9K shares10.39%2025-09-302025-10-16history
BIL SPDR SERIES TRUST156.4K shares-17.98%2025-09-302025-10-16history
FLBL FRANKLIN TEMPLETON ETF TR532.9K shares49.37%2025-09-302025-10-16history
PULS PGIM ETF TR240.7K shares-18.40%2025-09-302025-10-16history
LVHI LEGG MASON ETF INVT300.1K shares43.94%2025-09-302025-10-16history
VIG VANGUARD SPECIALIZED FUNDS48.2K shares12.93%2025-09-302025-10-16history
KNG FIRST TR EXCHANGE-TRADED FD201.9K shares47.58%2025-09-302025-10-16history
Sponsored
FPE FIRST TR EXCH TRADED FD III475.2K shares47.97%2025-09-302025-10-16history
AAPL APPLE INC29.2K shares2.24%2025-09-302025-10-16history
VYM VANGUARD WHITEHALL FDS51.1K shares14.98%2025-09-302025-10-16history
VFH VANGUARD WORLD FD52.1K shares-3.81%2025-09-302025-10-16history
NVDA NVIDIA CORPORATION36.2K shares4.02%2025-09-302025-10-16history
LQD ISHARES TR56.6K shares-38.71%2025-09-302025-10-16history
AOK ISHARES TR154.6K shares-38.66%2025-09-302025-10-16history
BND VANGUARD BD INDEX FDS82.9K shares-33.74%2025-09-302025-10-16history
Sponsored
USFR WISDOMTREE TR121.3K shares-16.83%2025-09-302025-10-16history
HYLB DBX ETF TR149.6K shares23.91%2025-09-302025-10-16history
VTV VANGUARD INDEX FDS27.3K shares26.60%2025-09-302025-10-16history
VCR VANGUARD WORLD FD12.5K shares-2.88%2025-09-302025-10-16history
VHT VANGUARD WORLD FD18.8K shares846.75%2025-09-302025-10-16history
VOX VANGUARD WORLD FD25.7K shares-2.85%2025-09-302025-10-16history
VTIP VANGUARD MALVERN FDS91.3K shares23.10%2025-09-302025-10-16history
BKAG BNY MELLON ETF TRUST103.1K sharesnew addition2025-09-302025-10-16history
Sponsored
VIS VANGUARD WORLD FD14.1K shares-3.61%2025-09-302025-10-16history
VCIT VANGUARD SCOTTSDALE FDS46.3K sharesnew addition2025-09-302025-10-16history
VGSH VANGUARD SCOTTSDALE FDS62.0K shares24.98%2025-09-302025-10-16history
SPHY SPDR SERIES TRUST144.2K sharesnew addition2025-09-302025-10-16history
GLD SPDR GOLD TR9.6K shares4.72%2025-09-302025-10-16history
MSFT MICROSOFT CORP6.5K shares2.02%2025-09-302025-10-16history
SPY SPDR S&P 500 ETF TR4.8K shares3.93%2025-09-302025-10-16history
SHW SHERWIN WILLIAMS CO8.7K shares-0.95%2025-09-302025-10-16history
Sponsored
VDC VANGUARD WORLD FD11.9K shares-3.81%2025-09-302025-10-16history
COST COSTCO WHSL CORP NEW2.7K shares1.33%2025-09-302025-10-16history
SPYG SPDR SERIES TRUST23.4K shares0.57%2025-09-302025-10-16history
VOO VANGUARD INDEX FDS3.8K shares-3.44%2025-09-302025-10-16history
SCHP SCHWAB STRATEGIC TR84.8K sharesnew addition2025-09-302025-10-16history
VTI VANGUARD INDEX FDS6.2K shares22.30%2025-09-302025-10-16history
QQQ INVESCO QQQ TR3.4K shares29.89%2025-09-302025-10-16history
AMZN AMAZON COM INC8.9K shares-2.22%2025-09-302025-10-16history
Sponsored
SPHD INVESCO EXCH TRADED FD TR II37.6K shares23.13%2025-09-302025-10-16history
VDE VANGUARD WORLD FD13.3K shares-9.22%2025-09-302025-10-16history
VPU VANGUARD WORLD FD8.5K shares1.32%2025-09-302025-10-16history
AVGO BROADCOM INC4.6K shares-10.47%2025-09-302025-10-16history
GBTC GRAYSCALE BITCOIN TRUST ETF15.2K shares0.53%2025-09-302025-10-16history
GOOGL ALPHABET INC5.4K shares-6.41%2025-09-302025-10-16history
NOBL PROSHARES TR11.3K shares-54.57%2025-09-302025-10-16history
IDV ISHARES TR31.7K shares-60.47%2025-09-302025-10-16history
Sponsored
MUNI PIMCO ETF TR21.3K shares53.43%2025-09-302025-10-16history
VNQ VANGUARD INDEX FDS12.1K shares-3.03%2025-09-302025-10-16history
LOW LOWES COS INC4.3K shares-5.36%2025-09-302025-10-16history
META META PLATFORMS INC1.4K shares-0.14%2025-09-302025-10-16history
STRV EA SERIES TRUST24.1K shares63.75%2025-09-302025-10-16history
CVX CHEVRON CORP NEW6.6K shares-1.31%2025-09-302025-10-16history
OBIL RBB FD INC20.5K shares30.33%2025-09-302025-10-16history
XBIL RBB FD INC20.5K shares30.38%2025-09-302025-10-16history
Sponsored
UTRE RBB FD INC20.6K shares30.07%2025-09-302025-10-16history
UTWO RBB FD INC21.1K shares29.66%2025-09-302025-10-16history
IWF ISHARES TR2.1K shares-0.05%2025-09-302025-10-16history
XOM EXXON MOBIL CORP8.2K shares-3.80%2025-09-302025-10-16history
PFF ISHARES TR29.2K shares-58.94%2025-09-302025-10-16history
VAW VANGUARD WORLD FD4.4K shares-3.82%2025-09-302025-10-16history
MMIT NEW YORK LIFE INVTS ACTIVE E36.5K shares52.72%2025-09-302025-10-16history
MSTR STRATEGY INC2.7K shares0.19%2025-09-302025-10-16history
Sponsored
AIQ GLOBAL X FDS17.5K shares38.29%2025-09-302025-10-16history
SCHO SCHWAB STRATEGIC TR34.5K shares-61.85%2025-09-302025-10-16history
DIV GLOBAL X FDS46.5K shares-61.85%2025-09-302025-10-16history
IWD ISHARES TR3.9K shares0.18%2025-09-302025-10-16history
SMH VANECK ETF TRUST2.4K shares43.58%2025-09-302025-10-16history
TSLA TESLA INC1.8K shares10.63%2025-09-302025-10-16history
BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares0.59%2025-09-302025-10-16history
SLV ISHARES SILVER TR18.0K shares5.92%2025-09-302025-10-16history
Sponsored
FMHI FIRST TR EXCH TRADED FD III15.4K shares52.00%2025-09-302025-10-16history
PG PROCTER AND GAMBLE CO4.7K shares-1.50%2025-09-302025-10-16history
PDBC INVESCO ACTVELY MNGD ETC FD53.7K shares-1.57%2025-09-302025-10-16history
GE GE AEROSPACE2.4K shares6.85%2025-09-302025-10-16history
XT ISHARES TR9.8K shares0.00%2025-09-302025-10-16history
FSTA FIDELITY COVINGTON TRUST13.0K shares0.06%2025-09-302025-10-16history
ARKF ARK ETF TR11.3K sharesnew addition2025-09-302025-10-16history
PLTR PALANTIR TECHNOLOGIES INC3.4K shares-10.63%2025-09-302025-10-16history
Sponsored
SHLD GLOBAL X FDS8.2K sharesnew addition2025-09-302025-10-16history
AIRR FIRST TR EXCHANGE TRADED FD5.6K shares54.42%2025-09-302025-10-16history
CIBR FIRST TR EXCHANGE TRADED FD6.9K shares67.05%2025-09-302025-10-16history
ORCL ORACLE CORP1.8K shares-5.55%2025-09-302025-10-16history
FBTC FIDELITY WISE ORIGIN BITCOIN4.8K shares46.78%2025-09-302025-10-16history
WMT WALMART INC4.5K shares-8.34%2025-09-302025-10-16history
CMI CUMMINS INC1.0K shares-9.34%2025-09-302025-10-16history
ABBV ABBVIE INC1.9K shares-15.80%2025-09-302025-10-16history
Sponsored
PPA INVESCO EXCHANGE TRADED FD T2.7K shares6.12%2025-09-302025-10-16history
UBSI UNITED BANKSHARES INC WEST V10.9K shares0.93%2025-09-302025-10-16history
DTCR GLOBAL X FDS18.4K sharesnew addition2025-09-302025-10-16history
VWO VANGUARD INTL EQUITY INDEX F6.7K shares3.58%2025-09-302025-10-16history
GEV GE VERNOVA INC590 shares7.27%2025-09-302025-10-16history
BTC GRAYSCALE BITCOIN MINI TR ET7.0K shares38.44%2025-09-302025-10-16history
NFLX NETFLIX INC296 shares-18.68%2025-09-302025-10-16history
SPYV SPDR SERIES TRUST6.3K shares-0.11%2025-09-302025-10-16history
Sponsored
JPM JPMORGAN CHASE & CO.1.1K shares-14.52%2025-09-302025-10-16history
JMST J P MORGAN EXCHANGE TRADED F6.7K shares58.41%2025-09-302025-10-16history
ETHE GRAYSCALE ETHEREUM TRUST ETF9.5K sharesnew addition2025-09-302025-10-16history
FIBK FIRST INTST BANCSYSTEM INC10.0K shares0.00%2025-09-302025-10-16history
UNH UNITEDHEALTH GROUP INC915 shares-4.89%2025-09-302025-10-16history
GOOG ALPHABET INC1.3K shares-2.16%2025-09-302025-10-16history
V VISA INC881 shares-3.08%2025-09-302025-10-16history
SCHX SCHWAB STRATEGIC TR11.2K sharesnew addition2025-09-302025-10-16history
Sponsored
KO COCA COLA CO4.3K shares9.81%2025-09-302025-10-16history
TIP ISHARES TR2.5K shares-90.12%2025-09-302025-10-16history
HD HOME DEPOT INC678 shares-10.67%2025-09-302025-10-16history
CSX CSX CORP7.5K shares-26.28%2025-09-302025-10-16history
FERG FERGUSON ENTERPRISES INC1.1K shares-17.00%2025-09-302025-10-16history
IJH ISHARES TR3.8K shares2.38%2025-09-302025-10-16history
XLE SELECT SECTOR SPDR TR2.8K shares13.80%2025-09-302025-10-16history
MRK MERCK & CO INC2.8K shares-1.94%2025-09-302025-10-16history
Sponsored
RWR SPDR SERIES TRUST2.3K shares-0.39%2025-09-302025-10-16history
CASY CASEYS GEN STORES INC400 shares0.00%2025-09-302025-10-16history
WSBC WESBANCO INC7.0K shares0.00%2025-09-302025-10-16history
BNDX VANGUARD CHARLOTTE FDS4.4K sharesnew addition2025-09-302025-10-16history
IJR ISHARES TR1.7K sharesnew addition2025-09-302025-10-16history
SO SOUTHERN CO2.2K sharesnew addition2025-09-302025-10-16history
RTX RTX CORPORATION1.2K shares-13.73%2025-09-302025-10-16history
AGNC AGNC INVT CORP10.8K sharesnew addition2025-09-302025-10-16history
Sponsored
FSCO FS CREDIT OPPORTUNITIES CORP11.1K shares0.00%2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available