Curran Financial Partners, LLC Top Holdings and 13F Report (2024) About Curran Financial Partners, LLCInvestment ActivityCurran Financial Partners, LLC has $352.09 million in total holdings as of September 30, 2024.Curran Financial Partners, LLC owns shares of 90 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 12.47% of the portfolio was purchased this quarter.About 2.98% of the portfolio was sold this quarter.This quarter, Curran Financial Partners, LLC has purchased 83 new stocks and bought additional shares in 48 stocks.Curran Financial Partners, LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings God Bless America ETF $55,140,918Schwab US Dividend Equity ETF $23,601,773SPDR Portfolio S&P 500 High Dividend ETF $18,077,657Vanguard Information Technology ETF $15,095,412SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $14,309,691 Largest New Holdings this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $14,309,691 HoldingPGIM Ultra Short Bond ETF $11,951,680 HoldingVanguard Real Estate ETF $1,131,975 HoldingUS Treasury 3 Year Note ETF $733,231 HoldingFERGUSON ENTERPRISES INC $268,714 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 155,862 shares (about $14.31M)PGIM Ultra Short Bond ETF 240,090 shares (about $11.95M)God Bless America ETF 56,622 shares (about $2.09M)Schwab US Dividend Equity ETF 14,846 shares (about $1.25M)Vanguard Information Technology ETF 2,108 shares (about $1.24M) Largest Sales this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 123,149 shares (about $6.18M)Vanguard Financials ETF 3,976 shares (about $437.00K)Vanguard Consumer Staples ETF 874 shares (about $190.94K)US Treasury 2 Year Note ETF 1,640 shares (about $79.96K)US Treasury 12 Month Bill ETF 1,434 shares (about $72.08K) 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$55,140,918$2,093,111 ▲3.9%1,491,65015.7%ETFSCHDSchwab US Dividend Equity ETF$23,601,773$1,254,931 ▲5.6%279,2126.7%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$18,077,657$708,031 ▲4.1%396,0065.1%ETFVGTVanguard Information Technology ETF$15,095,412$1,236,396 ▲8.9%25,7374.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$14,309,691$14,309,691 ▲New Holding155,8624.1%ETFJEPIJPMorgan Equity Premium Income ETF$13,354,511$777,319 ▲6.2%224,4083.8%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$12,014,295$375,023 ▲3.2%220,7293.4%ETFPULSPGIM Ultra Short Bond ETF$11,951,680$11,951,680 ▲New Holding240,0903.4%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$10,424,741$602,010 ▲6.1%404,8443.0%ETFVBVanguard Small-Cap ETF$9,136,535$479,871 ▲5.5%38,5172.6%ETFVXUSVanguard Total International Stock ETF$9,101,289$528,279 ▲6.2%140,5822.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$7,076,253$373,737 ▲5.6%62,6332.0%FinanceAOKiShares Core Conservative Allocation ETF$6,984,860$493,147 ▲7.6%180,6742.0%ETFVIGVanguard Dividend Appreciation ETF$6,457,626$243,221 ▲3.9%32,6041.8%ETFBNDVanguard Total Bond Market ETF$6,383,091$487,315 ▲8.3%84,9831.8%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$6,375,857$6,184,520 ▼-49.2%126,9591.8%FinanceVHTVanguard Health Care ETF$6,137,391$31,043 ▼-0.5%21,7481.7%ETFNOBLProShares S&P 500 Aristocrats ETF$5,911,984$292,952 ▲5.2%55,3761.7%ETFAAPLApple$5,799,358$10,019 ▼-0.2%24,8901.6%Computer and TechnologyVFHVanguard Financials ETF$5,770,004$436,998 ▼-7.0%52,4981.6%ETFVUGVanguard Growth ETF$5,650,774$34,170 ▲0.6%14,7181.6%ETFIDViShares International Select Dividend ETF$5,545,957$240,056 ▲4.5%183,4591.6%ETFDIVGlobal SuperDividend US ETF$5,407,636$296,723 ▲5.8%289,3331.5%ETFPFFiShares Preferred and Income Securities ETF$5,372,741$310,535 ▲6.1%161,6831.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$5,077,030$363,775 ▲7.7%103,6551.4%ETFVCRVanguard Consumer Discretionary ETF$4,741,236$68,778 ▼-1.4%13,9251.3%ETFVYMVanguard High Dividend Yield ETF$4,484,214$114,355 ▲2.6%34,9781.3%ETFVOXVanguard Communication Services ETF$4,294,732$78,512 ▲1.9%29,5391.2%ETFVISVanguard Industrials ETF$3,993,453$9,883 ▼-0.2%15,3551.1%ETFSHWSherwin-Williams$3,343,811$39,312 ▼-1.2%8,7610.9%Basic MaterialsHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,803,647$122,376 ▲4.6%34,9150.8%ETFVDCVanguard Consumer Staples ETF$2,722,372$190,944 ▼-6.6%12,4610.8%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$2,575,449$363,143 ▲16.4%69,7580.7%ETFSPYSPDR S&P 500 ETF Trust$2,530,716$100,976 ▲4.2%4,4110.7%FinanceCOSTCostco Wholesale$2,477,941$33,689 ▲1.4%2,7950.7%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,105,827$299,015 ▲16.5%42,7060.6%ManufacturingTIPiShares TIPS Bond ETF$2,030,152$16,019 ▲0.8%18,3770.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,840,272$67,098 ▲3.8%22,1880.5%ETFGLDSPDR Gold Shares$1,793,175$38,887 ▲2.2%7,3780.5%FinanceVOOVanguard S&P 500 ETF$1,723,898$262,252 ▲17.9%3,2670.5%ETFMSFTMicrosoft$1,692,982$4,303 ▲0.3%3,9340.5%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$1,658,430$240,687 ▲17.0%28,0990.5%ETFVPUVanguard Utilities ETF$1,534,325$348 ▲0.0%8,8150.4%ETFVTVVanguard Value ETF$1,500,332$153,455 ▲11.4%8,5940.4%ETFLOWLowe's Companies$1,391,551$26,542 ▼-1.9%5,1380.4%Retail/WholesaleNVDANVIDIA$1,377,033$530,217 ▲62.6%11,3390.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,266,016$5,097 ▼-0.4%4,4710.4%ETFAMZNAmazon.com$1,174,624$18,074 ▼-1.5%6,3040.3%Retail/WholesaleVNQVanguard Real Estate ETF$1,131,975$1,131,975 ▲New Holding11,6200.3%ETFVAWVanguard Materials ETF$1,068,370$4,018 ▲0.4%5,0520.3%ETFCVXChevron$938,652$43,001 ▼-4.4%6,3740.3%Oils/EnergySPHDInvesco S&P 500 High Dividend Low Volatility ETF$935,431$107,207 ▲12.9%18,4980.3%ETFPGProcter & Gamble$912,861$2,598 ▲0.3%5,2710.3%Consumer StaplesBRK.BBerkshire Hathaway$893,365$11,507 ▼-1.3%1,9410.3%FinanceGRAYSCALE BITCOIN TR BTC$795,678$33,886 ▼-4.1%15,7560.2%SHS REP COM UTGOOGLAlphabet$793,799$14,098 ▼-1.7%4,7860.2%Computer and TechnologyXBILUS Treasury 6 Month Bill ETF$737,639$65,109 ▼-8.1%14,6940.2%ETFUTWOUS Treasury 2 Year Note ETF$735,762$79,958 ▼-9.8%15,0910.2%ETFOBILUS Treasury 12 Month Bill ETF$735,226$72,080 ▼-8.9%14,6270.2%ETFUTREUS Treasury 3 Year Note ETF$733,231$733,231 ▲New Holding14,6760.2%ETFXOMExxon Mobil$729,670$3,282 ▲0.5%6,2250.2%Oils/EnergyFSTAFidelity MSCI Consumer Staples Index ETF$709,017$715 ▼-0.1%13,8890.2%ETFQQQInvesco QQQ$706,464$148,421 ▲26.6%1,4470.2%FinanceIWFiShares Russell 1000 Growth ETF$692,842$8,632 ▼-1.2%1,8460.2%ETFMETAMeta Platforms$502,649$16,030 ▲3.3%8780.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$420,414$7,023 ▼-1.6%2,2150.1%ETFUBSIUnited Bankshares$399,9750.0%10,7810.1%FinanceABBVAbbVie$382,000$1,580 ▲0.4%1,9340.1%MedicalGEGeneral Electric$376,674$8,865 ▼-2.3%1,9970.1%TransportationPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$358,214$58,769 ▲19.6%26,6730.1%ManufacturingMSTRMicroStrategy$352,037$322,195 ▲1,079.7%2,0880.1%Computer and TechnologyUNHUnitedHealth Group$341,534$4,094 ▲1.2%5840.1%MedicalCSXCSX$339,7750.0%9,8400.1%TransportationFIBKFirst Interstate BancSystem$306,8000.0%10,0000.1%FinanceSLViShares Silver Trust$294,598$18,949 ▲6.9%10,3700.1%ETFVWOVanguard FTSE Emerging Markets ETF$292,065$4,258 ▼-1.4%6,1040.1%ETFKOCoca-Cola$282,038$4,599 ▼-1.6%3,9250.1%Consumer StaplesHDHome Depot$276,036$811 ▲0.3%6810.1%Retail/WholesaleFERGUSON ENTERPRISES INC$268,714$268,714 ▲New Holding1,3530.1%COMMON STOCK NEWRWRSPDR Dow Jones REIT ETF$268,477$1,068 ▼-0.4%2,5150.1%ETFWMTWalmart$266,540$24,224 ▼-8.3%3,3010.1%Retail/WholesalePEPPepsiCo$247,476$247,476 ▲New Holding1,4550.1%Consumer StaplesMRKMerck & Co., Inc.$235,754$15,217 ▲6.9%2,0760.1%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$231,946$231,946 ▲New Holding4,3780.1%ETFWSBCWesBanco$230,2590.0%7,7320.1%FinanceSOSouthern$222,978$14,967 ▼-6.3%2,4730.1%UtilitiesTSLATesla$221,339$221,339 ▲New Holding8460.1%Auto/Tires/TrucksETHEGrayscale Ethereum Trust (ETH)$210,954$210,954 ▲New Holding9,6370.1%MiscellaneousHCAHCA Healthcare$202,402$202,402 ▲New Holding4980.1%MedicalGRAYSCALE BITCOIN MINI TR BT$88,706$88,706 ▲New Holding15,7560.0%SHSVDEVanguard Energy ETF$0$1,740,064 ▼-100.0%00.0%ETFTBILUS Treasury 3 Month Bill ETF$0$800,970 ▼-100.0%00.0%ETFARKKARK Innovation ETF$0$271,303 ▼-100.0%00.0%ETFFERGFerguson$0$262,056 ▼-100.0%00.0%Industrial ProductsShowing 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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