Curran Financial Partners, LLC Purchases in Q4 2024

Curran Financial Partners, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
30.6K
+ 19.65%
$91.29 - $91.8 $2.8M - $2.81M
186K $17.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
27.2K
+ 43.46%
$106.56 - $113.11 $2.9M - $3.08M
89.9K $9.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.2K
+ 44.98%
$71.75 - $75.11 $2.74M - $2.87M
123K $8.86M
AOK
Ishares Tr Core Conservative A

ETFs
69.1K
+ 38.22%
$37.3 - $38.64 $2.58M - $2.67M
250K $9.32M
PULS
Pgim ETF Tr

ETFs
48.1K
+ 20.02%
$49.51 - $49.79 $2.38M - $2.39M
288K $14.3M
VB
Vanguard Small Cap ETF

ETFs
8.74K
+ 22.69%
$233.76 - $261.58 $2.04M - $2.29M
47.3K $11.4M
VUG
Vanguard Growth ETF

ETFs
3.66K
+ 24.89%
$378.79 - $428.11 $1.39M - $1.57M
18.4K $7.54M
MLPX
Global X Mlp & Energy Infrastr

ETFs
7.01K
+ 3.17%
$54.89 - $64.32 $385K - $451K
228K $13.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
43.2K
+ 30.7%
$58.88 - $64.8 $2.54M - $2.8M
184K $10.8M
HYG
Ishares Tr

ETFs
19.5K
+ 55.75%
$78.09 - $80.04 $1.52M - $1.56M
54.4K $4.28M
NVDA
Nvidia Corp

Technology
8.74K
+ 77.06%
$117.0 - $148.88 $1.02M - $1.3M
20.1K $2.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.71K
+ 24.9%
$126.68 - $134.74 $1.1M - $1.17M
43.7K $5.57M
SJNK
Spdr Bloomberg Short Term High

ETFs
47.3K
+ 11.69%
$25.09 - $25.69 $1.19M - $1.22M
452K $11.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
15.6K
+ 12.26%
$50.23 - $50.46 $782K - $785K
143K $7.17M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.1K
+ 9.42%
$57.53 - $60.83 $1.22M - $1.29M
246K $14.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.57K
+ 41.19%
$106.33 - $110.69 $805K - $838K
25.9K $2.76M
AAPL
Apple Inc.

Technology
895
+ 3.6%
$221.69 - $259.02 $198K - $232K
25.8K $6.46M
HYLB
Xtrackers Usd High Yield Corp

ETFs
16.5K
+ 23.63%
$35.95 - $36.76 $593K - $606K
86.2K $3.11M
SCHO
Schwab Short Term Us Treasury

ETFs
127K
+ 122.8%
$24.06 - $48.88 $3.06M - $6.22M
231K $5.56M
DIV
Global X Superdividend Us ETF

ETFs
27.4K
+ 9.46%
N/A
317K $5.44M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.4K
+ 24.27%
$48.33 - $49.08 $501K - $509K
53.1K $2.57M
MSTR
Microstrategy Inc

Technology
641
+ 30.7%
$162.69 - $473.83 $104K - $304K
2.73K $790K
GLD
Spdr Gold Trust

ETFs
1.81K
+ 24.51%
$236.59 - $257.5 $428K - $466K
9.19K $2.22M
VGSH
Vanguard

ETFs
7.03K
+ 25.03%
$58.02 - $58.88 $408K - $414K
35.1K $2.04M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
30.3K
+ 7.66%
$43.02 - $47.32 $1.3M - $1.43M
426K $18.4M
AMZN
Amazon Com Inc

Consumer Cyclical
665
+ 10.55%
$180.88 - $232.93 $120K - $155K
6.97K $1.53M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
13.7K
New
$23.99 - $24.55 $330K - $337K
13.7K $329K
VIG
Vanguard Dividend Appreciation

ETFs
1.66K
+ 5.09%
N/A
34.3K $6.24M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.7K
New
$25.93 - $105.3 $278K - $1.13M
10.7K $298K
PFF
Ishares Trust Ishares Pfd And

ETFs
18.3K
+ 11.3%
$31.23 - $33.51 $571K - $612K
180K $5.66M
AIQ
Global X Funds Global X Artifi

ETFs
7.36K
New
$36.57 - $40.57 $269K - $298K
7.36K $284K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.72K
New
$47.98 - $49.47 $274K - $283K
5.72K $276K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.35K
New
$113.79 - $124.5 $268K - $293K
2.35K $269K
COST
Costco Wholesale Corp

Consumer Defensive
186
+ 6.65%
$873.59 - $994.69 $162K - $185K
2.98K $2.73M
NFLX
Netflix Inc

Communication Services
268
New
$687.65 - $936.56 $184K - $251K
268 $238K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.08K
New
$92.95 - $129.87 $193K - $270K
2.08K $237K
GOOGL
Alphabet Inc.

Communication Services
632
+ 13.21%
$161.86 - $196.66 $102K - $124K
5.42K $1.03M
V
Visa Inc.

Financial Services
735
New
$273.87 - $320.91 $201K - $236K
735 $232K
DUK
Duke Energy Corp

Utilities
2.05K
New
$105.76 - $120.76 $217K - $248K
2.05K $221K
TSLA
Tesla, Inc.

Consumer Cyclical
247
+ 29.2%
$213.65 - $479.86 $52.8K - $119K
1.09K $441K
QQQ
Invesco Qqq Trust, Series 1

ETFs
354
+ 24.46%
$481.22 - $538.17 $170K - $191K
1.8K $920K
VTV
Vanguard Value ETF

ETFs
1.48K
+ 17.17%
$168.32 - $181.87 $248K - $268K
10.1K $1.7M
MSFT
Microsoft Corp

Technology
522
+ 13.27%
$406.35 - $454.46 $212K - $237K
4.46K $1.88M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.63K
+ 82.94%
$51.58 - $52.91 $187K - $192K
8.01K $414K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
402
+ 20.71%
$442.29 - $483.08 $178K - $194K
2.34K $1.06M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.73K
+ 20.18%
$47.77 - $51.75 $178K - $193K
22.2K $1.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
146
+ 4.47%
$521.84 - $558.82 $76.2K - $81.6K
3.41K $1.84M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
7.01K
+ 26.29%
$12.74 - $14.23 $89.3K - $99.8K
33.7K $437K
IDV
Ishares Tr

ETFs
21.6K
+ 11.77%
$27.03 - $29.92 $584K - $646K
205K $5.61M
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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