The Analysis of Curran Financial Partners, LLC's Holdings

Currently, Curran Financial Partners, LLC holds 129 types of securities in its portfolio with a total value $526.5M. In the most recent quarter, they have increased their positions in FLBL (+125.8K shares, valued at $2.9M), VB (+10.8K shares, valued at $2.8M), SCHD (+100.0K shares, valued at $2.7M); decreased their positions in NVDA (-18.8K shares, valued at $3.5M), N/A (-4.0K shares, valued at $1.4M), YALL (-27.0K shares, valued at $1.2M); initiated new positions in HCA (+733 shares, valued at $342.2K), VOOG (+604 shares, valued at $268.5K), CSCO (+3.1K shares, valued at $240.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

YALL TIDAL TRUST I1.3M shares-1.99%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR1.3M shares8.35%2025-12-312026-01-22

VXUS VANGUARD STAR FDS306.2K shares10.56%2025-12-312026-01-22

SPYD SPDR SERIES TRUST519.6K shares7.12%2025-12-312026-01-22

VB VANGUARD INDEX FDS86.5K shares14.20%2025-12-312026-01-22

JEPI J P MORGAN EXCHANGE TRADED F369.7K shares8.64%2025-12-312026-01-22

VUG VANGUARD INDEX FDS40.8K shares13.58%2025-12-312026-01-22

MLPX GLOBAL X FDS296.7K shares8.04%2025-12-312026-01-22

Sponsored

VGT VANGUARD WORLD FD22.9K shares2.35%2025-12-312026-01-22

SJNK SPDR SERIES TRUST627.0K shares7.56%2025-12-312026-01-22

FLBL FRANKLIN TEMPLETON ETF TR658.7K shares23.61%2025-12-312026-01-22

BIL SPDR SERIES TRUST143.6K shares-8.18%2025-12-312026-01-22

LVHI LEGG MASON ETF INVT353.9K shares17.93%2025-12-312026-01-22

KNG FIRST TR EXCHANGE-TRADED FD247.7K shares22.64%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS51.6K shares7.02%2025-12-312026-01-22

PULS PGIM ETF TR222.2K shares-7.70%2025-12-312026-01-22

Sponsored

FPE FIRST TR EXCH TRADED FD III575.9K shares21.18%2025-12-312026-01-22

AAPL APPLE INC27.3K shares-6.26%2025-12-312026-01-22

VYM VANGUARD WHITEHALL FDS50.8K shares-0.59%2025-12-312026-01-22

LQD ISHARES TR63.7K shares12.54%2025-12-312026-01-22

AOK ISHARES TR174.6K shares12.91%2025-12-312026-01-22

VFH VANGUARD WORLD FD51.8K shares-0.42%2025-12-312026-01-22

VTV VANGUARD INDEX FDS35.5K shares30.08%2025-12-312026-01-22

BND VANGUARD BD INDEX FDS86.9K shares4.80%2025-12-312026-01-22

Sponsored

HYLB DBX ETF TR173.3K shares15.82%2025-12-312026-01-22

USFR WISDOMTREE TR108.8K shares-10.33%2025-12-312026-01-22

VTIP VANGUARD MALVERN FDS106.7K shares16.82%2025-12-312026-01-22

VHT VANGUARD WORLD FD17.8K shares-5.25%2025-12-312026-01-22

VOX VANGUARD WORLD FD26.2K shares2.01%2025-12-312026-01-22

VCR VANGUARD WORLD FD12.8K shares2.99%2025-12-312026-01-22

BKAG BNY MELLON ETF TRUST109.2K shares5.90%2025-12-312026-01-22

VIS VANGUARD WORLD FD14.3K shares0.93%2025-12-312026-01-22

Sponsored

VGSH VANGUARD SCOTTSDALE FDS72.0K shares16.17%2025-12-312026-01-22

VCIT VANGUARD SCOTTSDALE FDS49.1K shares5.88%2025-12-312026-01-22

SPHY SPDR SERIES TRUST154.5K shares7.15%2025-12-312026-01-22

GLD SPDR GOLD TR9.1K shares-5.01%2025-12-312026-01-22

NVDA NVIDIA CORPORATION17.4K shares-51.89%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS5.1K shares36.52%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR4.7K shares-2.22%2025-12-312026-01-22

SHW SHERWIN WILLIAMS CO9.3K shares7.28%2025-12-312026-01-22

Sponsored

MSFT MICROSOFT CORP6.1K shares-5.33%2025-12-312026-01-22

SPYG SPDR SERIES TRUST23.8K shares1.88%2025-12-312026-01-22

VDC VANGUARD WORLD FD12.0K shares0.43%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR4.1K shares21.37%2025-12-312026-01-22

SCHP SCHWAB STRATEGIC TR90.7K shares7.00%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW2.6K shares-0.56%2025-12-312026-01-22

SPHD INVESCO EXCH TRADED FD TR II43.7K shares16.18%2025-12-312026-01-22

AMZN AMAZON COM INC7.7K shares-13.72%2025-12-312026-01-22

Sponsored

VTI VANGUARD INDEX FDS5.2K shares-16.52%2025-12-312026-01-22

ALPHABET INC ALPHABET INC5.3K shares-1.78%2025-12-312026-01-22

VPU VANGUARD WORLD FD8.7K shares1.34%2025-12-312026-01-22

VDE VANGUARD WORLD FD12.1K shares-8.89%2025-12-312026-01-22

STRV EA SERIES TRUST32.7K shares35.38%2025-12-312026-01-22

MUNI PIMCO ETF TR24.8K shares16.35%2025-12-312026-01-22

OBIL RBB FD INC23.1K shares12.57%2025-12-312026-01-22

UTRE RBB FD INC23.2K shares12.53%2025-12-312026-01-22

Sponsored

XBIL RBB FD INC23.1K shares12.60%2025-12-312026-01-22

UTWO RBB FD INC23.8K shares12.60%2025-12-312026-01-22

SLV ISHARES SILVER TR17.1K shares-4.87%2025-12-312026-01-22

VNQ VANGUARD INDEX FDS12.2K shares0.49%2025-12-312026-01-22

SMH VANECK ETF TRUST3.0K shares22.16%2025-12-312026-01-22

XOM EXXON MOBIL CORP8.9K shares7.74%2025-12-312026-01-22

AIQ GLOBAL X FDS20.9K shares19.56%2025-12-312026-01-22

MMIT NEW YORK LIFE INVTS ACTIVE E42.6K shares16.73%2025-12-312026-01-22

Sponsored

CVX CHEVRON CORP NEW6.6K shares-1.07%2025-12-312026-01-22

IWF ISHARES TR2.1K shares0.67%2025-12-312026-01-22

GBTC GRAYSCALE BITCOIN TRUST ETF14.6K shares-4.36%2025-12-312026-01-22

LOW LOWES COS INC3.8K shares-13.00%2025-12-312026-01-22

VAW VANGUARD WORLD FD4.3K shares-2.62%2025-12-312026-01-22

FMHI FIRST TR EXCH TRADED FD III17.9K shares16.47%2025-12-312026-01-22

TSLA TESLA INC1.9K shares6.33%2025-12-312026-01-22

IWD ISHARES TR3.9K shares0.72%2025-12-312026-01-22

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares6.56%2025-12-312026-01-22

PDBC INVESCO ACTVELY MNGD ETC FD62.1K shares15.69%2025-12-312026-01-22

AIRR FIRST TR EXCHANGE TRADED FD7.5K shares33.91%2025-12-312026-01-22

META META PLATFORMS INC1.1K shares-23.52%2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE2.4K shares0.00%2025-12-312026-01-22

SHLD GLOBAL X FDS11.2K shares36.82%2025-12-312026-01-22

ARKF ARK ETF TR15.2K shares34.35%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC4.0K shares16.45%2025-12-312026-01-22

Sponsored

CIBR FIRST TR EXCHANGE TRADED FD9.6K shares38.82%2025-12-312026-01-22

XT ISHARES TR9.8K shares0.00%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO4.7K shares-0.40%2025-12-312026-01-22

FSTA FIDELITY COVINGTON TRUST13.0K shares0.53%2025-12-312026-01-22

DTCR GLOBAL X FDS24.3K shares32.00%2025-12-312026-01-22

WMT WALMART INC4.2K shares-5.01%2025-12-312026-01-22

ABBV ABBVIE INC1.9K shares0.00%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.3K shares5.92%2025-12-312026-01-22

Sponsored

UBSI UNITED BANKSHARES INC WEST V10.9K shares0.00%2025-12-312026-01-22

GEV GE VERNOVA INC631 shares6.95%2025-12-312026-01-22

MSTR STRATEGY INC2.7K shares0.00%2025-12-312026-01-22

JMST J P MORGAN EXCHANGE TRADED F7.9K shares17.62%2025-12-312026-01-22

VWO VANGUARD INTL EQUITY INDEX F6.7K shares-0.09%2025-12-312026-01-22

SPYV SPDR SERIES TRUST6.3K shares0.00%2025-12-312026-01-22

SCHX SCHWAB STRATEGIC TR13.1K shares17.41%2025-12-312026-01-22

CMI CUMMINS INC686 shares-34.54%2025-12-312026-01-22

Sponsored

FIBK FIRST INTST BANCSYSTEM INC10.0K shares0.00%2025-12-312026-01-22

HCA HCA HEALTHCARE INC733 sharesnew addition2025-12-312026-01-22

PPA INVESCO EXCHANGE TRADED FD T2.1K shares-22.60%2025-12-312026-01-22

FBTC FIDELITY WISE ORIGIN BITCOIN4.2K shares-12.58%2025-12-312026-01-22

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET8.3K shares17.54%2025-12-312026-01-22

V VISA INC864 shares-1.93%2025-12-312026-01-22

KO COCA COLA CO4.3K shares-0.58%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.930 shares-15.99%2025-12-312026-01-22

Sponsored

MERCK & CO INC MERCK & CO INC2.7K shares-3.56%2025-12-312026-01-22

NOBL PROSHARES TR2.6K shares-77.10%2025-12-312026-01-22

VOOG VANGUARD ADMIRAL FDS INC604 sharesnew addition2025-12-312026-01-22

CSX CSX CORP6.7K shares-11.36%2025-12-312026-01-22

IJH ISHARES TR3.7K shares-4.46%2025-12-312026-01-22

CSCO CISCO SYS INC3.1K sharesnew addition2025-12-312026-01-22

HD HOME DEPOT INC683 shares0.74%2025-12-312026-01-22

WSBC WESBANCO INC7.0K shares0.00%2025-12-312026-01-22

Sponsored

MU MICRON TECHNOLOGY INC814 sharesnew addition2025-12-312026-01-22

PFE PFIZER INC9.1K sharesnew addition2025-12-312026-01-22

RWR SPDR SERIES TRUST2.3K shares1.10%2025-12-312026-01-22

CASY CASEYS GEN STORES INC400 shares0.00%2025-12-312026-01-22

XLE SELECT SECTOR SPDR TR4.9K shares78.48%2025-12-312026-01-22

IVES WEDBUSH SER TR6.9K sharesnew addition2025-12-312026-01-22

SO SOUTHERN CO2.4K shares12.45%2025-12-312026-01-22

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO3.2K sharesnew addition2025-12-312026-01-22

Sponsored

DTD WISDOMTREE TR2.5K sharesnew addition2025-12-312026-01-22

BROADCOM INC BROADCOM INC604 shares-86.99%2025-12-312026-01-22

TIP ISHARES TR1.9K shares-24.37%2025-12-312026-01-22

IJR ISHARES TR1.7K shares-1.95%2025-12-312026-01-22

MS MORGAN STANLEY1.1K sharesnew addition2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC607 shares-33.66%2025-12-312026-01-22

ETHE GRAYSCALE ETHEREUM TRUST ETF8.2K shares-13.77%2025-12-312026-01-22

GAB GABELLI EQUITY TR INC15.3K sharesnew addition2025-12-312026-01-22

Sponsored

FSCO FS CREDIT OPPORTUNITIES CORP11.1K shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available