Curran Financial Partners, LLC
CIK Number: 0001843867
407.36M
Market Value
95
# of Holdings
10 months
Avg. Holding Period
28.00%
Win Rate
13.76%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | YALL | God Bless Ameri... | 40.52 | -1.02% | 1.45M | -2.97% | 54.99M | 23.78 | 14.44% |
| 2 | SCHD | Schwab U.S. Div... | 26.90 | -0.43% | 916.15K | +228.12% | 25.03M | 24.78 | 6.57% |
| 3 | SPYD | SPDR Portfolio ... | 42.51 | -1.11% | 426.33K | +7.66% | 18.43M | 40.44 | 4.84% |
| 4 | BIL | SPDR Bloomberg ... | 91.58 | +0.04% | 186.48K | +19.65% | 17.05M | 91.75 | 4.48% |
| 5 | VGT | Vanguard Inform... | 623.31 | -1.65% | 23.85K | -7.32% | 14.83M | 496.72 | 3.89% |
| 6 | PULS | PGIM Ultra Shor... | 49.65 | +0.03% | 288.16K | +20.02% | 14.28M | 49.74 | 3.75% |
| 7 | JEPI | JPMorgan Equity... | 56.01 | -0.76% | 245.55K | +9.42% | 14.13M | 56.28 | 3.71% |
| 8 | MLPX | Global X MLP & ... | 62.57 | +0.55% | 227.73K | +3.17% | 13.79M | 40.32 | 3.62% |
| 9 | SJNK | SPDR Bloomberg ... | 25.14 | -0.22% | 452.18K | +11.69% | 11.42M | 24.34 | 3.00% |
| 10 | VB | Vanguard Small ... | 229.60 | -1.65% | 47.26K | +22.69% | 11.35M | 213.46 | 2.98% |
| 11 | VXUS | Vanguard Total ... | 67.95 | -1.31% | 183.73K | +30.70% | 10.83M | 58.89 | 2.84% |
| 12 | LQD | iShares iBoxx $... | 107.79 | -0.6% | 89.86K | +43.46% | 9.6M | 111.97 | 2.52% |
| 13 | AOK | iShares Core Co... | 38.36 | -0.85% | 249.73K | +38.22% | 9.32M | 36.43 | 2.45% |
| 14 | BND | Vanguard Total ... | 72.69 | -0.36% | 123.21K | +44.98% | 8.86M | 74.74 | 2.33% |
| 15 | VUG | Vanguard Growth... | 418.25 | -1.39% | 18.38K | +24.89% | 7.54M | 284.74 | 1.98% |
| 16 | USFR | WisdomTree Floa... | 50.41 | +0.02% | 142.52K | +12.26% | 7.17M | 50.27 | 1.88% |
| 17 | VIG | Vanguard Divide... | 200.24 | -1.18% | 34.26K | +5.09% | 6.71M | 151.92 | 1.76% |
| 18 | AAPL | Apple Inc. | 196.25 | -1.48% | 25.79K | +3.60% | 6.46M | 158.58 | 1.70% |
| 19 | VFH | Vanguard Financ... | 120.99 | -2.08% | 51.88K | -1.18% | 6.13M | 81.29 | 1.61% |
| 20 | NOBL | ProShares S&P 5... | 99.79 | -1.29% | 59.9K | +8.17% | 5.96M | 89.6 | 1.57% |
| 21 | DIV | Global X SuperD... | 17.75 | -0.7% | 316.71K | +9.46% | 5.71M | 18.56 | 1.50% |
| 22 | PFF | iShares Preferr... | 30.16 | -0.58% | 179.96K | +11.30% | 5.66M | 33.91 | 1.49% |
| 23 | IDV | iShares Interna... | 34.55 | -0.83% | 205.05K | +11.77% | 5.61M | 28.1 | 1.47% |
| 24 | VYM | Vanguard High D... | 130.54 | -0.99% | 43.69K | +24.90% | 5.57M | 107.86 | 1.46% |
| 25 | SCHO | Schwab Short-Te... | 24.25 | -0.06% | 230.94K | +122.80% | 5.56M | 24.28 | 1.46% |
| 26 | VCR | Vanguard Consum... | 351.10 | -1.41% | 13.36K | -4.05% | 5.02M | 304.55 | 1.32% |
| 27 | VOX | Vanguard Commun... | 162.46 | -0.96% | 29.18K | -1.2% | 4.52M | 98.1 | 1.19% |
| 28 | HYG | iShares iBoxx $... | 79.35 | -0.31% | 54.38K | +55.75% | 4.28M | 77.32 | 1.12% |
| 29 | VIS | Vanguard Indust... | 270.09 | -1.02% | 15.51K | +1.01% | 3.95M | 184.01 | 1.04% |
| 30 | HYLB | Xtrackers USD H... | 36.34 | -0.27% | 86.24K | +23.63% | 3.11M | 37.16 | 0.82% |
| 31 | SHW | The Sherwin-Wil... | 335.90 | -5.7% | 8.74K | -0.18% | 2.97M | 248.6 | 0.78% |
| 32 | TIP | iShares TIPS Bo... | 108.61 | -0.14% | 25.95K | +41.19% | 2.76M | 112.29 | 0.73% |
| 33 | COST | Costco Wholesal... | 990.08 | -1.26% | 2.98K | +6.65% | 2.73M | 421.64 | 0.72% |
| 34 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 20.08K | +77.06% | 2.7M | 100.77 | 0.71% |
| 35 | VDC | Vanguard Consum... | 218.56 | -1.23% | 12.7K | +1.93% | 2.68M | 192.01 | 0.70% |
| 36 | VTIP | Vanguard Short-... | 49.95 | +0.06% | 53.07K | +24.27% | 2.57M | 48.04 | 0.67% |
| 37 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 4.23K | -4.17% | 2.48M | 414.21 | 0.65% |
| 38 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 9.19K | +24.51% | 2.22M | 185.67 | 0.58% |
| 39 | VGSH | Vanguard Short-... | 58.47 | -0.06% | 35.13K | +25.03% | 2.04M | 58.33 | 0.54% |
| 40 | SPYG | SPDR Portfolio ... | 91.02 | -1.25% | 21.63K | -2.51% | 1.9M | 58.41 | 0.50% |
| 41 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 4.46K | +13.27% | 1.88M | 316.43 | 0.49% |
| 42 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 3.41K | +4.47% | 1.84M | 418.5 | 0.48% |
| 43 | VTV | Vanguard Value ... | 173.34 | -0.81% | 10.07K | +17.17% | 1.7M | 145.37 | 0.45% |
| 44 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 6.97K | +10.55% | 1.53M | 154.87 | 0.40% |
| 45 | VTI | Vanguard Total ... | 293.55 | -1.19% | 4.46K | -0.36% | 1.29M | 197.63 | 0.34% |
| 46 | LOW | Lowe's Companie... | 217.24 | -2.8% | 4.83K | -5.94% | 1.19M | 228.49 | 0.31% |
| 47 | GBTC | Grayscale Bitco... | 82.86 | -1.58% | 15.16K | -3.8% | 1.12M | 62.18 | 0.29% |
| 48 | SPHD | Invesco S&P 500... | 47.42 | -0.95% | 22.23K | +20.18% | 1.07M | 45.85 | 0.28% |
| 49 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 2.34K | +20.71% | 1.06M | 338.88 | 0.28% |
| 50 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 5.42K | +13.21% | 1.03M | 146.74 | 0.27% |
| 51 | CVX | Chevron Corpora... | 145.87 | +0.62% | 6.6K | +3.48% | 955.32K | 121.39 | 0.25% |
| 52 | PG | The Procter & G... | 160.25 | -1.79% | 5.63K | +6.72% | 943.08K | 143.73 | 0.25% |
| 53 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 1.8K | +24.46% | 920.77K | 488.72 | 0.24% |
| 54 | MSTR | MicroStrategy I... | 382.71 | +0.78% | 2.73K | +30.70% | 790.37K | 189.07 | 0.21% |
| 55 | IWF | iShares Russell... | 405.56 | -1.27% | 1.85K | 0.00% | 741.29K | 259.69 | 0.19% |
| 56 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 6.48K | +4.11% | 697.14K | 60.2 | 0.18% |
| 57 | FSTA | Fidelity MSCI C... | 51.07 | -1.12% | 13.71K | -1.27% | 677.84K | 40.82 | 0.18% |
| 58 | XBIL | The RBB Fund, I... | 50.07 | +0.03% | 12.31K | -16.2% | 616.13K | 49.89 | 0.16% |
| 59 | OBIL | The RBB Fund, I... | 50.06 | +0.02% | 12.3K | -15.91% | 615.74K | 49.67 | 0.16% |
| 60 | UTWO | US Treasury 2 Y... | 48.27 | -0.05% | 12.74K | -15.57% | 612.37K | 47.73 | 0.16% |
| 61 | UTRE | The RBB Fund, I... | 49.41 | -0.12% | 12.42K | -15.39% | 607.12K | 49.96 | 0.16% |
| 62 | META | Meta Platforms,... | 682.74 | -1.53% | 933 | +6.26% | 546.35K | 318.66 | 0.14% |
| 63 | VHT | Vanguard Health... | 250.13 | -0.57% | 2.11K | -90.29% | 535.47K | 245.82 | 0.14% |
| 64 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 1.09K | +29.20% | 441.4K | 293.77 | 0.12% |
| 65 | IWD | iShares Russell... | 189.82 | -1% | 2.38K | +7.31% | 440.05K | 167.08 | 0.12% |
| 66 | PDBC | Invesco Optimum... | 13.54 | +2.85% | 33.69K | +26.29% | 437.58K | 13.81 | 0.11% |
| 67 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 2.37K | +22.70% | 421.68K | 145.24 | 0.11% |
| 68 | MUNI | PIMCO Intermedi... | 51.05 | -0.19% | 8.01K | +82.94% | 414.31K | 52.41 | 0.11% |
| 69 | UBSI | United Bankshar... | 35.25 | -2.97% | 10.78K | 0.00% | 404.83K | 35.2 | 0.11% |
| 70 | GE | General Electri... | 236.50 | -1.45% | 2.26K | +13.12% | 376.73K | 98.41 | 0.10% |
| 71 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 727 | +24.49% | 367.83K | 401.2 | 0.10% |
| 72 | VPU | Vanguard Utilit... | 176.01 | -0.66% | 2.24K | -74.55% | 366.56K | 139.33 | 0.10% |
| 73 | MMIT | IQ MacKay Munic... | 23.73 | -0.11% | 13.74K | +100.00% | 329.82K | 24.01 | 0.09% |
| 74 | FIBK | First Interstat... | 26.68 | -2.82% | 10K | 0.00% | 324.7K | 29.86 | 0.09% |
| 75 | CSX | CSX Corporation | 32.11 | -0.86% | 9.91K | +0.68% | 319.7K | 30.29 | 0.08% |
| 76 | WMT | Walmart Inc. | 94.42 | -0.43% | 3.42K | +3.76% | 309.43K | 61.59 | 0.08% |
| 77 | SLV | iShares Silver ... | 32.97 | -0.29% | 11.58K | +11.65% | 304.85K | 23.54 | 0.08% |
| 78 | SCHG | Schwab U.S. Lar... | 27.88 | -1.4% | 10.72K | +100.00% | 298.76K | 27.87 | 0.08% |
| 79 | HD | The Home Depot,... | 354.54 | -2.37% | 739 | +8.52% | 287.28K | 348.82 | 0.08% |
| 80 | AIQ | Global X Artifi... | 41.56 | -1.49% | 7.36K | +100.00% | 284.2K | 38.64 | 0.07% |
| 81 | FMHI | First Trust Mun... | 46.57 | -0.3% | 5.72K | +100.00% | 276.27K | 48.29 | 0.07% |
| 82 | PPA | Invesco Aerospa... | 136.42 | +0.40% | 2.35K | +100.00% | 269.79K | 114.73 | 0.07% |
| 83 | VWO | Vanguard Emergi... | 48.36 | -1.55% | 6.1K | -0.03% | 268.74K | 50.2 | 0.07% |
| 84 | RWR | SPDR Dow Jones ... | 97.70 | -0.97% | 2.53K | +0.64% | 250.2K | 87.42 | 0.07% |
| 85 | KO | The Coca-Cola C... | 70.99 | -1.73% | 3.93K | +0.23% | 244.95K | 60.86 | 0.06% |
| 86 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 1.58K | +8.73% | 240.61K | 168.6 | 0.06% |
| 87 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 268 | +100.00% | 238.87K | 891.32 | 0.06% |
| 88 | PNFP | Pinnacle Financ... | 102.05 | -3.29% | 2.08K | +100.00% | 237.81K | 114.39 | 0.06% |
| 89 | FERG | Ferguson plc | 212.76 | -0.45% | 1.35K | 0.00% | 234.88K | 198.57 | 0.06% |
| 90 | V | Visa Inc. | 352.88 | -4.99% | 735 | +100.00% | 232.29K | 316.04 | 0.06% |
| 91 | SO | The Southern Co... | 90.34 | -0.02% | 2.77K | +12.21% | 228.46K | 77.58 | 0.06% |
| 92 | WSBC | WesBanco, Inc. | 30.45 | -2.81% | 7K | -9.45% | 227.81K | 31.37 | 0.06% |
| 93 | DUK | Duke Energy Cor... | 116.82 | -0.39% | 2.05K | +100.00% | 221.06K | 107.74 | 0.06% |
| 94 | BTC | Grayscale Bitco... | 46.60 | -1.48% | 4.98K | +100.00% | 208.51K | 41.87 | 0.05% |
| 95 | STRV | Strive 500 ETF | 38.60 | -1.23% | 5.29K | +100.00% | 200.04K | 37.8 | 0.05% |