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CIK: 0001843867
Total reported value
$671.8M
$671.8M
83 檔
16.6%
In Q2 2024, Curran Financial Partners, LLC's U.S. equity holdings reached a combined market value of $671.8M, distributed across 83 disclosed stock positions.
During Q2 2024, Curran Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Tidal ETF Tr | ETF-Other | 16.52% | -9.92% | EXIT | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.88% | -0.50% | +3.49% | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 5.12% | -0.19% | +2.48% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.56% | +2.67% | +5.04% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.21% | -0.19% | +15.95% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.01% | -0.24% | +1.90% | |
| 7 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 3.65% | -0.43% | +0.53% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.19% | -0.19% | +3.91% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.67% | +0.06% | +4.70% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.66% | +0.28% | +5.02% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.13% | -0.08% | +4.88% | |
| 12 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 2.07% | -0.05% | +2.61% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-Other | 1.94% | +0.71% | +3.62% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.92% | — | +0.59% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.89% | -0.06% | +2.06% | |
| 16 | VFH | Vanguard Financials ETF | ETF-Other | 1.89% | +0.94% | NEW | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.83% | +0.62% | -1.42% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.76% | -0.07% | +0.33% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.69% | — | +2.51% | |
| 20 | IDV | Ishares International Select | ETF-Other | 1.62% | — | +2.88% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 1.61% | — | +3.65% | |
| 22 | DIV | Global X Superdividend Use | ETF-Other | 1.58% | — | +4.07% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.55% | — | +4.06% | |
| 24 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.48% | +0.70% | NEW | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.35% | -1.10% | +0.74% | |
| 26 | VOX | Vanguard Communication Servi | ETF-Other | 1.34% | — | +0.71% | |
| 27 | VIS | Vanguard Industrials ETF | ETF-Other | 1.21% | -0.01% | -0.16% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.91% | -0.01% | -0.22% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.88% | -0.08% | -2.68% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.86% | — | +0.04% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.12% | -12.28% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.03% | +0.57% | |
| 33 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.71% | -0.06% | +7.15% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.65% | -0.01% | -0.07% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | -0.05% | +6.77% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.08% | +16.65% | |
| 37 | VDE | Vanguard Energy ETF | ETF-Other | 0.58% | -0.27% | EXIT | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | +5.60% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.61% | -9.53% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.47% | -0.04% | +7.76% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | -8.70% | |
| 42 | VPU | Vanguard Utilities ETF | ETF-Other | 0.44% | -0.04% | -1.13% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +0.35% | +1.62% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | -0.01% | +0.76% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | -0.01% | +1.31% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.39% | -0.04% | +4.93% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.06% | +2.87% | |
| 48 | VAW | Vanguard Materials ETF | ETF-Other | 0.32% | -0.03% | -0.67% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.02% | +3.42% | |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.29% | -0.04% | -4.10% |
According to official SEC Form 13F filings, Curran Financial Partners, LLC reported a total U.S. public equity portfolio value of $671.8M across 83 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TIDAL ETF TR, SCHD, SPYD) accounted for 16.6% of total reported equity market value during Q2 2024.
During Q2 2024, Curran Financial Partners, LLC's top holdings by market value included TIDAL ETF TR (16.5%)、SCHD (6.9%)、SPYD (5.1%). The largest single position, TIDAL ETF TR, represented 16.5% of total portfolio value.
In Q2 2024, Curran Financial Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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