Curran Financial Partners, LLC

CIK Number: 0001843867

452.55M
Market Value
100
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 21, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 YALL God Bless Ameri...
43.54
-0.55% 1.4M -2.97% 51.3M 23.78 12.59% Share
2 SCHD Schwab U.S. Div...
27.34
-0.02% 1.01M +9.89% 28.15M 25.06 6.91% Share
3 SPYD SPDR Portfolio ...
43.83
-0.09% 472.86K +10.91% 20.93M 40.82 5.14% Share
4 BIL SPDR Bloomberg ...
91.62
+0.04% 194.91K +4.52% 17.88M 91.75 4.39% Share
5 LQD iShares iBoxx $...
109.72
-0.15% 145.59K +62.03% 15.82M 110.72 3.88% Share
6 JEPI JPMorgan Equity...
56.70
+0.13% 275.44K +12.17% 15.74M 56.37 3.86% Share
7 MLPX Global X MLP & ...
60.15
-1.09% 241.45K +6.02% 15.41M 41.66 3.78% Share
8 AOK iShares Core Co...
39.37
-0.06% 407.01K +62.98% 15.32M 36.9 3.76% Share
9 PULS PGIM Ultra Shor...
49.71
+0.03% 299.75K +4.02% 14.91M 49.74 3.66% Share
10 BND Vanguard Total ...
73.44
-0.14% 201.89K +63.86% 14.83M 74.24 3.64% Share
11 VXUS Vanguard Total ...
71.44
+0.41% 210K +14.30% 13.04M 59.29 3.20% Share
12 SJNK SPDR Bloomberg ...
25.41
-0.02% 506.14K +11.93% 12.73M 24.42 3.13% Share
13 VB Vanguard Small ...
245.92
-0.39% 54.39K +15.10% 12.06M 214.55 2.96% Share
14 VUG Vanguard Growth...
462.00
-0.33% 25.16K +36.85% 9.33M 307.92 2.29% Share
15 VYM Vanguard High D...
136.98
-0.3% 68.29K +56.31% 8.81M 115.46 2.16% Share
16 HYG iShares iBoxx $...
80.42
+0.03% 102.86K +89.15% 8.11M 78.06 1.99% Share
17 USFR WisdomTree Floa...
50.42
+0.05% 148.48K +4.18% 7.47M 50.27 1.83% Share
18 VIG Vanguard Divide...
209.53
-0.26% 37.31K +8.90% 7.24M 155.36 1.78% Share
19 IDV iShares Interna...
36.78
+0.12% 223.84K +9.17% 6.94M 28.35 1.70% Share
20 NOBL ProShares S&P 5...
104.18
-0.14% 66.36K +10.79% 6.78M 90.82 1.66% Share
21 DIV Global X SuperD...
17.58
-0.36% 350K +10.51% 6.59M 18.59 1.62% Share
22 SCHO Schwab Short-Te...
24.32
+0.02% 258.95K +12.13% 6.3M 24.29 1.55% Share
23 PFF iShares Preferr...
31.40
-0.13% 202.91K +12.75% 6.24M 33.55 1.53% Share
24 AAPL Apple Inc.
231.56
-0.52% 26.61K +3.20% 5.91M 160.55 1.45% Share
25 TIP iShares TIPS Bo...
110.03
-0.2% 51.42K +98.20% 5.71M 111.69 1.40% Share
26 VHT Vanguard Health...
252.60
+1.60% 19.73K +834.63% 5.22M 262.71 1.28% Share
27 GLD SPDR Gold Share...
307.46
+0.07% 15.56K +69.41% 4.48M 227.66 1.10% Share
28 HYLB Xtrackers USD H...
36.78
+0.01% 104.5K +21.17% 3.78M 36.98 0.93% Share
29 VTIP Vanguard Short-...
50.27
-0.08% 64.1K +20.79% 3.2M 48.36 0.79% Share
30 SHW The Sherwin-Wil...
364.06
-0.41% 8.74K 0.00% 3.05M 248.6 0.75% Share
31 VTV Vanguard Value ...
180.22
-0.14% 15.8K +56.95% 2.73M 155.3 0.67% Share
32 VGSH Vanguard Short-...
58.65
-0.01% 42.73K +21.62% 2.51M 58.39 0.62% Share
33 VDC Vanguard Consum...
221.34
-0.02% 11.42K -10.09% 2.5M 192.01 0.61% Share
34 COST Costco Wholesal...
971.81
-0.37% 2.63K -11.71% 2.49M 421.64 0.61% Share
35 SPY SPDR S&P 500 ET...
643.36
-0.25% 4.43K +4.71% 2.48M 420.74 0.61% Share
36 NVDA NVIDIA Corporat...
180.46
-0.86% 21.22K +5.68% 2.3M 101.18 0.56% Share
37 VOO Vanguard S&P 50...
591.43
-0.24% 3.97K +16.26% 2.04M 431.85 0.50% Share
38 SPYG SPDR Portfolio ...
99.95
-0.31% 22.54K +4.19% 1.81M 59.29 0.44% Share
39 MSFT Microsoft Corpo...
519.97
-0.48% 4.81K +7.88% 1.8M 320.73 0.44% Share
40 VDE Vanguard Energy...
120.06
-0.14% 12.44K +100.00% 1.61M 129.71 0.40% Share
41 AMZN Amazon.com, Inc...
231.03
+0.02% 7.79K +11.82% 1.48M 158.61 0.36% Share
42 BRK-B Berkshire Hatha...
477.61
-0.34% 2.63K +12.38% 1.4M 360.21 0.34% Share
43 SPHD Invesco S&P 500...
48.72
+0.12% 26.63K +19.81% 1.34M 46.58 0.33% Share
44 VTI Vanguard Total ...
316.44
-0.24% 4.87K +9.20% 1.34M 204.14 0.33% Share
45 VPU Vanguard Utilit...
185.10
-0.37% 6.64K +195.94% 1.13M 160.17 0.28% Share
46 CVX Chevron Corpora...
156.50
+0.87% 6.68K +1.32% 1.12M 121.99 0.27% Share
47 LOW Lowe's Companie...
251.79
-0.5% 4.79K -0.99% 1.12M 228.49 0.27% Share
48 QQQ Invesco QQQ Tru...
577.11
-0.48% 2.29K +27.21% 1.07M 484.48 0.26% Share
49 GBTC Grayscale Bitco...
91.87
-0.95% 15.16K 0.00% 987.85K 62.18 0.24% Share
50 XOM Exxon Mobil Cor...
106.53
-0.79% 8.29K +27.93% 986.1K 73.02 0.24% Share
51 GOOGL Alphabet Inc.
203.83
+0.44% 5.86K +8.23% 906.87K 147.34 0.22% Share
52 MUNI PIMCO Intermedi...
51.31
-0.09% 15.36K +91.83% 792.01K 52 0.19% Share
53 PG The Procter & G...
154.24
+0.33% 4.62K -17.83% 787.69K 143.73 0.19% Share
54 MSTR MicroStrategy I...
366.28
-1.79% 2.73K 0.00% 786.69K 189.07 0.19% Share
55 IWF iShares Russell...
448.97
-0.32% 1.86K +0.65% 670.98K 260.34 0.16% Share
56 FSTA Fidelity MSCI C...
51.63
+0.02% 13.11K -4.39% 670.38K 40.82 0.16% Share
57 MMIT NYLI MacKay Mun...
23.86
-0.1% 26.59K +93.60% 637.48K 23.99 0.16% Share
58 PDBC Invesco Optimum...
12.96
-0.35% 44.54K +32.22% 607.05K 13.77 0.15% Share
59 META Meta Platforms,...
784.78
+0.34% 1.04K +11.04% 597.21K 344.28 0.15% Share
60 XBIL The RBB Fund, I...
50.10
+0.04% 11.34K -7.89% 569.08K 49.89 0.14% Share
61 OBIL The RBB Fund, I...
50.12
+0.02% 11.33K -7.88% 568.87K 49.67 0.14% Share
62 UTWO US Treasury 2 Y...
48.43
0.00% 11.73K -7.9% 568.79K 47.73 0.14% Share
63 UTRE The RBB Fund, I...
49.68
-0.03% 11.43K -7.96% 566.22K 49.96 0.14% Share
64 FMHI First Trust Mun...
46.26
-0.13% 10.87K +90.05% 519.78K 48.06 0.13% Share
65 ABBV AbbVie Inc.
206.66
+0.97% 2.37K +0.04% 497.39K 145.26 0.12% Share
66 SLV iShares Silver ...
34.49
-0.01% 15.96K +37.89% 494.75K 25.59 0.12% Share
67 GE GE Aerospace
267.62
-0.77% 2.29K +1.15% 457.32K 99.56 0.11% Share
68 IWD iShares Russell...
198.27
-0.2% 2.41K +1.22% 452.69K 167.34 0.11% Share
69 AIQ Global X Artifi...
45.20
-0.08% 10.9K +48.17% 396.47K 37.91 0.10% Share
70 UNH UnitedHealth Gr...
304.04
+11.99% 756 +3.99% 396.04K 405.9 0.10% Share
71 WMT Walmart Inc.
99.98
-0.86% 4.5K +31.50% 395.44K 67.86 0.10% Share
72 STRV Strive 500 ETF
41.61
-0.34% 10.6K +100.26% 382.16K 36.93 0.09% Share
73 TSLA Tesla, Inc.
330.38
-1.55% 1.45K +32.57% 375.52K 285.26 0.09% Share
74 UBSI United Bankshar...
36.88
-2.25% 10.78K 0.00% 373.78K 35.2 0.09% Share
75 CMI Cummins Inc.
398.98
-1.44% 987 +100.00% 309.37K 313.44 0.08% Share
76 CSX CSX Corporation
36.33
-0.07% 10.2K +2.97% 300.21K 30.26 0.07% Share
77 PPA Invesco Aerospa...
146.13
-0.55% 2.48K +5.53% 289.22K 114.83 0.07% Share
78 FIBK First Interstat...
30.00
-1.99% 10K 0.00% 286.5K 29.86 0.07% Share
79 KO The Coca-Cola C...
69.91
+0.51% 3.93K 0.00% 281.78K 60.86 0.07% Share
80 SMH VanEck Semicond...
295.53
-2.12% 1.31K +100.00% 276.13K 211.47 0.07% Share
81 MRK Merck & Co., In...
84.30
+1.85% 3.06K +100.00% 274.3K 89.76 0.07% Share
82 HD The Home Depot,...
399.60
-0.18% 748 +1.22% 274.08K 349.03 0.07% Share
83 JPM JPMorgan Chase ...
290.56
-1.22% 1.08K +100.00% 266.02K 245.3 0.07% Share
84 VWO Vanguard Emergi...
51.35
+0.28% 5.84K -4.26% 264.4K 50.2 0.06% Share
85 NFLX Netflix, Inc.
1239.22
+0.70% 283 +5.60% 263.91K 893.5 0.06% Share
86 V Visa Inc.
344.47
-0.3% 736 +0.14% 257.94K 316.09 0.06% Share
87 T AT&T Inc.
28.89
+0.47% 9.03K +100.00% 255.38K 28.28 0.06% Share
88 IVV iShares Core S&...
646.52
-0.25% 429 +100.00% 240.78K 561.9 0.06% Share
89 SO The Southern Co...
94.05
-0.15% 2.59K -6.63% 238.26K 77.58 0.06% Share
90 JMST JPMorgan Ultra-...
50.99
+0.02% 4.61K +100.00% 234.37K 50.85 0.06% Share
91 RWR SPDR Dow Jones ...
96.45
+0.48% 2.35K -7.23% 232.76K 87.42 0.06% Share
92 PLTR Palantir Techno...
177.12
-2.15% 2.69K +100.00% 226.78K 84.4 0.06% Share
93 PEP PepsiCo, Inc.
150.37
+1.18% 1.48K -6.38% 222.11K 168.6 0.05% Share
94 PNFP Pinnacle Financ...
92.23
-1.27% 2.08K 0.00% 220.48K 114.39 0.05% Share
95 FERG Ferguson plc
231.47
+1.51% 1.35K 0.00% 216.83K 198.57 0.05% Share
96 WSBC WesBanco, Inc.
30.68
-2% 7K 0.00% 216.75K 31.37 0.05% Share
97 DUK Duke Energy Cor...
122.37
-1.52% 1.75K -14.52% 213.98K 107.74 0.05% Share
98 JNJ Johnson & Johns...
176.73
+1.15% 1.27K +100.00% 210.8K 165.84 0.05% Share
99 CIBR First Trust NAS...
71.98
+0.36% 3.2K +100.00% 201.35K 63 0.05% Share
100 FSCO FS Credit Oppor...
7.36
-0.07% 11.11K +100.00% 78.34K 7.05 0.02% Share