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CIK: 0001843867
Total reported value
$671.8M
$671.8M
96 檔
19.4%
During the Q4 2024 filing period, Curran Financial Partners, LLC (CIK: 0001843867) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $671.8M across 96 reported positions.
In Q4 2024, Curran Financial Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 60 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Tidal ETF Tr | ETF-Other | 14.44% | -9.92% | EXIT | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.57% | -0.50% | +228.12% | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 4.84% | -0.19% | +7.66% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.48% | -0.48% | +19.65% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.89% | +2.67% | -7.32% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.75% | -0.39% | +20.02% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.71% | -0.24% | +9.42% | |
| 8 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 3.62% | -0.43% | +3.17% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.00% | -0.19% | +11.69% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.98% | +0.28% | +22.69% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.84% | +0.06% | +30.70% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.52% | -0.08% | +43.46% | |
| 13 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 2.45% | -0.05% | +38.22% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.33% | -0.06% | +44.98% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.98% | +0.62% | +24.89% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.88% | -0.19% | +12.26% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.76% | — | +5.09% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.70% | -0.07% | +3.60% | |
| 19 | VFH | Vanguard Financials ETF | ETF-Other | 1.61% | +0.94% | NEW | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.57% | — | +8.17% | |
| 21 | DIV | Global X Superdividend Use | ETF-Other | 1.50% | — | +9.46% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 1.49% | — | +11.30% | |
| 23 | IDV | Ishares International Select | ETF-Other | 1.47% | — | +11.77% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.46% | -1.10% | +24.90% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.46% | — | +122.80% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.32% | +0.70% | NEW | |
| 27 | VOX | Vanguard Communication Servi | ETF-Other | 1.19% | — | -1.20% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.12% | — | +55.75% | |
| 29 | VIS | Vanguard Industrials ETF | ETF-Other | 1.04% | -0.01% | +1.01% | |
| 30 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.82% | -0.06% | +23.63% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.78% | -0.08% | -0.18% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.73% | -0.01% | +41.19% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.12% | +6.65% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | -0.02% | +77.06% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.70% | -0.01% | +1.93% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.67% | -0.05% | +24.27% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.03% | -4.17% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.61% | +24.51% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.54% | -0.04% | +25.03% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | -2.51% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.08% | +13.27% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.04% | +4.47% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.35% | +17.17% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.01% | +10.55% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | -0.01% | -0.36% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.31% | -0.04% | -5.94% | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.29% | -0.04% | -3.80% | |
| 48 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.28% | -0.01% | +20.18% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.04% | +20.71% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.02% | +13.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.5% | +44.98% | Add |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.5% | +43.46% | Add |
| 3 | AOK | Ishares Core 30/70 Conservat | +0.5% | +38.22% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +19.65% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.4% | +22.69% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.4% | +24.89% | Add |
| 7 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +20.02% | Add |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +55.75% | Add |
| 9 | NVDA | Nvidia CORP | +0.3% | +77.06% | Add |
| 10 | VXUS | Vanguard Total Intl Stock | +0.3% | +30.70% | Add |
| 11 | MLPX | Global X Mlp & Energy Infras | +0.2% | +3.17% | Add |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +24.90% | Add |
| 13 | TIP | Ishares Tips Bond ETF | +0.2% | +41.19% | Add |
| 14 | MSTR | Strategy Inc | +0.1% | +30.70% | Add |
| 15 | HYLB | Xtrackers Usd High Yield Cor | +0.1% | +23.63% | Add |
| 16 | MMIT | Nyli Mackay Muni Intrm ETF | +0.1% | NEW | New buy |
| 17 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 18 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +12.26% | Add |
| 19 | VTIP | Vanguard Short-term Tips | +0.1% | +24.27% | Add |
| 20 | GLD | Spdr Gold Shares | +0.1% | +24.51% | Add |
| 21 | VGSH | Vanguard Short-term Treasury | +0.1% | +25.03% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +10.55% | Add |
| 23 | AIQ | Global X Art Intel & Tech | +0.1% | NEW | New buy |
| 24 | FMHI | First Trust Municipal High I | +0.1% | NEW | New buy |
| 25 | PPA | Invesco Aerospace & Defense | +0.1% | NEW | New buy |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | -3.80% | Trim |
| 27 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 28 | PNW | Pinnacle West Capital Corporation | +0.1% | NEW | New buy |
| 29 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 30 | DUK | Duke Energy CORP | +0.1% | NEW | New buy |
| 31 | TSLA | Tesla Inc | +0.1% | +29.20% | Add |
| 32 | AAPL | Apple Inc | +0.1% | +3.60% | Add |
| 33 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | NEW | New buy |
| 34 | STXF | Strive 500 ETF | +0.1% | NEW | New buy |
| 35 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +11.69% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +13.21% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | 0% | +24.46% | Add |
| 38 | MUNI | Pimco Intermediate Municipal | 0% | +82.94% | Add |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +20.71% | Add |
| 40 | SCHO | Schwab Short-term US Treas | 0% | +122.80% | Add |
| 41 | COST | Costco Wholesale CORP | 0% | +6.65% | Add |
| 42 | VTV | Vanguard Value ETF | 0% | +17.17% | Add |
| 43 | MSFT | Microsoft CORP | 0% | +13.27% | Add |
| 44 | SPHD | Invesco S&p 500 High Dividen | 0% | +20.18% | Add |
| 45 | PDBC | Invesco Optimum Yield Divers | 0% | +26.29% | Add |
| 46 | ETHE | Grayscale Ethereum Staking E | 0% | -6.59% | Trim |
| 47 | META | Meta Platforms Inc-class A | — | +6.26% | Add |
| 48 | WMT | Walmart Inc | — | +3.76% | Add |
| 49 | ABBV | Abbvie Inc | — | +22.70% | Add |
| 50 | UNH | Unitedhealth Group Inc | — | +24.49% | Add |
According to official SEC Form 13F filings, Curran Financial Partners, LLC reported a total U.S. public equity portfolio value of $671.8M across 96 disclosed positions in Q4 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 19.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
MMIT
市值: $329.8K
Top Position Liquidated / Trimmed
VNQ
前期市值: $1.1M
During Q4 2024, Curran Financial Partners, LLC's top holdings by market value included TIDAL ETF TR (14.4%)、SCHD (6.6%)、SPYD (4.8%). The largest single position, TIDAL ETF TR, represented 14.4% of total portfolio value.
In Q4 2024, Curran Financial Partners, LLC made 97 total portfolio adjustments, initiating 11 new buys, adding to 60 positions, trimming 21 holdings, and fully liquidating 5 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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