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CIK: 0001843867
Total reported value
$671.8M
$671.8M
90 檔
18.8%
According to the latest 13F quarterly dataset, Curran Financial Partners, LLC managed an equity portfolio of $671.8M at the end of Q3 2024, spanning 90 distinct U.S. exchange-listed positions.
In Q3 2024, Curran Financial Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Tidal ETF Tr | ETF-Other | 15.66% | -9.92% | EXIT | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.70% | -0.50% | +5.62% | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 5.13% | -0.19% | +4.08% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.29% | +2.67% | +8.92% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.06% | -0.48% | — | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.79% | -0.24% | +6.18% | |
| 7 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 3.41% | -0.43% | +3.22% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.39% | -0.39% | — | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.96% | -0.19% | +6.13% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.59% | +0.28% | +5.54% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.58% | +0.06% | +6.16% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.01% | -0.08% | +5.58% | |
| 13 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 1.98% | -0.05% | +7.60% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.83% | — | +3.91% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.81% | -0.06% | +8.27% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.81% | -0.19% | -49.24% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.74% | +0.71% | -0.50% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.68% | — | +5.21% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.65% | -0.07% | -0.17% | |
| 20 | VFH | Vanguard Financials ETF | ETF-Other | 1.64% | +0.94% | NEW | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.60% | +0.62% | +0.61% | |
| 22 | IDV | Ishares International Select | ETF-Other | 1.58% | — | +4.52% | |
| 23 | DIV | Global X Superdividend Use | ETF-Other | 1.54% | — | +5.81% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 1.53% | — | +6.13% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.44% | — | +7.72% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.35% | +0.70% | NEW | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.27% | -1.10% | +2.62% | |
| 28 | VOX | Vanguard Communication Servi | ETF-Other | 1.22% | — | +1.86% | |
| 29 | VIS | Vanguard Industrials ETF | ETF-Other | 1.13% | -0.01% | -0.25% | |
| 30 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.95% | -0.08% | -1.16% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.80% | — | +4.56% | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.77% | -0.01% | -6.55% | |
| 33 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.73% | -0.06% | +16.41% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | -0.03% | +4.16% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.12% | +1.38% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.60% | -0.05% | +16.55% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.58% | -0.01% | +0.80% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.01% | +3.78% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.61% | +2.22% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.04% | +17.94% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.08% | +0.25% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.47% | -0.04% | +16.98% | |
| 43 | VPU | Vanguard Utilities ETF | ETF-Other | 0.44% | -0.04% | +0.02% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | +0.35% | +11.39% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.40% | -0.04% | -1.87% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | -0.02% | +62.61% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.01% | -0.40% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | -0.01% | -1.52% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | -0.02% | — | |
| 50 | VAW | Vanguard Materials ETF | ETF-Other | 0.30% | -0.03% | +0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +4.1% | NEW | New buy |
| 2 | PULS | Pgim Ultra Short Bond ETF | +3.4% | NEW | New buy |
| 3 | VNQ | Vanguard Real Estate ETF | +0.3% | NEW | New buy |
| 4 | UTRE | F/m US Treasury 3 Year Note | +0.2% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.1% | +62.61% | Add |
| 6 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 7 | SHW | Sherwin-williams Co/the | +0.1% | -1.16% | Trim |
| 8 | PEP | Pepsico Inc | +0.1% | NEW | New buy |
| 9 | MUNI | Pimco Intermediate Municipal | +0.1% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 11 | ETHE | Grayscale Ethereum Staking E | +0.1% | NEW | New buy |
| 12 | HCA | Hca Healthcare Inc | +0.1% | NEW | New buy |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | +17.94% | Add |
| 14 | SPHD | Invesco S&p 500 High Dividen | 0% | +12.94% | Add |
| 15 | BTCGBP | Grayscale Bitcoin Mini Trust | 0% | NEW | New buy |
| 16 | HYLB | Xtrackers Usd High Yield Cor | 0% | +16.41% | Add |
| 17 | VTV | Vanguard Value ETF | 0% | +11.39% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | 0% | +26.60% | Add |
| 19 | MSTR | Strategy Inc | 0% | +1079.66% | Add |
| 20 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | +4.08% | Add |
| 21 | VTIP | Vanguard Short-term Tips | 0% | +16.55% | Add |
| 22 | LOW | Lowe's Cos Inc | 0% | -1.87% | Trim |
| 23 | VGSH | Vanguard Short-term Treasury | — | +16.98% | Add |
| 24 | VPU | Vanguard Utilities ETF | — | +0.02% | Add |
| 25 | META | Meta Platforms Inc-class A | — | +3.29% | Add |
| 26 | GE | General Electric | — | -2.30% | Trim |
| 27 | ABBV | Abbvie Inc | — | +0.42% | Add |
| 28 | UNH | Unitedhealth Group Inc | — | +1.21% | Add |
| 29 | PDBC | Invesco Optimum Yield Divers | — | +19.63% | Add |
| 30 | HD | Home Depot Inc | — | +0.29% | Add |
| 31 | RWR | Ss Spdr Dow Jones Reit ETF | — | -0.40% | Trim |
| 32 | FIBK | First Interstate Bancsys-a | — | — | Unchanged |
| 33 | KO | Coca-cola Co/the | — | -1.60% | Trim |
| 34 | WMT | Walmart Inc | — | -8.33% | Trim |
| 35 | WSBC | Wesbanco Inc | — | — | Unchanged |
| 36 | NOBL | Proshares S&p 500 Dividend A | 0% | +5.21% | Add |
| 37 | GLD | Spdr Gold Shares | 0% | +2.22% | Add |
| 38 | UBSI | United Bankshares Inc | 0% | — | Unchanged |
| 39 | SLV | Ishares Silver Trust | 0% | +6.87% | Add |
| 40 | IWD | Ishares Russell 1000 Value E | 0% | -1.64% | Trim |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.44% | Trim |
| 42 | SO | Southern Co/the | 0% | -6.29% | Trim |
| 43 | CSX | Csx CORP | 0% | — | Unchanged |
| 44 | MRK | Merck & Co. Inc. | 0% | +6.90% | Add |
| 45 | VAW | Vanguard Materials ETF | 0% | +0.38% | Add |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.27% | Trim |
| 47 | FSTA | Fidelity Msci Cons Stap Indx | 0% | -0.10% | Trim |
| 48 | PG | Procter & Gamble Co/the | 0% | +0.29% | Add |
| 49 | XOM | Exxon Mobil CORP | 0% | +0.45% | Add |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | -1.23% | Trim |
According to official SEC Form 13F filings, Curran Financial Partners, LLC reported a total U.S. public equity portfolio value of $671.8M across 90 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TIDAL ETF TR, SCHD, SPYD) accounted for 18.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
BIL
市值: $14.3M
Top Position Liquidated / Trimmed
VDE
前期市值: $1.7M
During Q3 2024, Curran Financial Partners, LLC's top holdings by market value included TIDAL ETF TR (15.7%)、SCHD (6.7%)、SPYD (5.1%). The largest single position, TIDAL ETF TR, represented 15.7% of total portfolio value.
In Q3 2024, Curran Financial Partners, LLC made 90 total portfolio adjustments, initiating 11 new buys, adding to 48 positions, trimming 27 holdings, and fully liquidating 4 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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