Curran Financial Partners, LLC Purchases in Q1 2025

Curran Financial Partners, LLC

  • $352 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
55.7K
+ 62.03%
$105.1 - $109.61 $5.86M - $6.11M
146K $15.8M
AOK
Ishares Tr Core Conservative A

ETFs
157K
+ 62.98%
$36.86 - $38.15 $5.8M - $6M
407K $15.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
78.7K
+ 63.86%
$71.17 - $73.66 $5.6M - $5.8M
202K $14.8M
VHT
Vanguard Health Care ETF

ETFs
17.6K
+ 834.63%
$254.06 - $273.83 $4.48M - $4.82M
19.7K $5.22M
HYG
Ishares Tr

ETFs
48.5K
+ 89.15%
$78.51 - $80.11 $3.81M - $3.88M
103K $8.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
24.6K
+ 56.31%
$126.11 - $135.06 $3.1M - $3.32M
68.3K $8.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
90.6K
+ 9.89%
$27.01 - $28.54 $2.45M - $2.58M
1.01M $28.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
25.5K
+ 98.2%
$106.22 - $111.09 $2.71M - $2.83M
51.4K $5.71M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
46.5K
+ 10.91%
$42.18 - $45.16 $1.96M - $2.1M
473K $20.9M
GLD
Spdr Gold Trust

ETFs
6.38K
+ 69.41%
$243.19 - $288.14 $1.55M - $1.84M
15.6K $4.48M
VUG
Vanguard Growth ETF

ETFs
6.77K
+ 36.85%
$369.1 - $427.61 $2.5M - $2.9M
25.2K $9.33M
MLPX
Global X Mlp & Energy Infrastr

ETFs
13.7K
+ 6.02%
$59.6 - $67.2 $817K - $922K
241K $15.4M
VDE
Vanguard Energy ETF

ETFs
12.4K
New
$119.14 - $132.76 $1.48M - $1.65M
12.4K $1.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
29.9K
+ 12.17%
$56.17 - $59.71 $1.68M - $1.78M
275K $15.7M
IDV
Ishares Tr

ETFs
18.8K
+ 9.17%
$27.0 - $31.7 $508K - $596K
224K $6.94M
SJNK
Spdr Bloomberg Short Term High

ETFs
54K
+ 11.93%
$25.08 - $25.64 $1.35M - $1.38M
506K $12.7M
VTV
Vanguard Value ETF

ETFs
5.74K
+ 56.95%
$167.73 - $179.21 $962K - $1.03M
15.8K $2.73M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.42K
+ 4.52%
$91.45 - $91.75 $770K - $773K
195K $17.9M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6.46K
+ 10.79%
$97.38 - $104.52 $629K - $675K
66.4K $6.78M
VPU
Vanguard Utilities ETF

ETFs
4.4K
+ 195.94%
$161.24 - $173.33 $709K - $762K
6.64K $1.13M
SCHO
Schwab Short Term Us Treasury

ETFs
28K
+ 12.13%
$24.1 - $24.34 $675K - $682K
259K $6.3M
VB
Vanguard Small Cap ETF

ETFs
7.13K
+ 15.1%
$217.89 - $252.64 $1.55M - $1.8M
54.4K $12.1M
HYLB
Xtrackers Usd High Yield Corp

ETFs
18.3K
+ 21.17%
$35.96 - $36.72 $657K - $670K
105K $3.78M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11K
+ 20.79%
$48.43 - $49.9 $534K - $551K
64.1K $3.2M
PULS
Pgim ETF Tr

ETFs
11.6K
+ 4.02%
$49.56 - $49.78 $575K - $577K
300K $14.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
23K
+ 12.75%
$30.73 - $32.26 $705K - $740K
203K $6.24M
DIV
Global X Superdividend Us ETF

ETFs
33.3K
+ 10.51%
N/A
350K $6.01M
VIG
Vanguard Dividend Appreciation

ETFs
3.05K
+ 8.9%
N/A
37.3K $6.8M
VGSH
Vanguard

ETFs
7.6K
+ 21.62%
$58.07 - $58.69 $441K - $446K
42.7K $2.51M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.36K
+ 91.83%
$51.26 - $52.53 $377K - $386K
15.4K $792K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
290
+ 12.38%
$442.66 - $534.52 $128K - $155K
2.63K $1.4M
CMI
Cummins Inc

Industrials
987
New
$312.92 - $386.07 $309K - $381K
987 $309K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
12.9K
+ 93.6%
$23.87 - $24.35 $307K - $313K
26.6K $637K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.96K
+ 4.18%
$50.29 - $50.5 $300K - $301K
148K $7.47M
XOM
Exxon Mobil Corp

Energy
1.81K
+ 27.93%
$105.44 - $118.93 $191K - $215K
8.29K $986K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.31K
New
$211.47 - $267.17 $276K - $349K
1.31K $276K
MRK
Merck & Co., Inc.

Healthcare
3.06K
New
$83.01 - $101.02 $254K - $309K
3.06K $274K
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
New
$225.19 - $279.95 $244K - $303K
1.08K $265K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.4K
+ 19.81%
$47.08 - $50.67 $207K - $223K
26.6K $1.34M
T
At&T Inc.

Communication Services
9.03K
New
$21.56 - $28.28 $195K - $255K
9.03K $255K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.15K
+ 90.05%
$47.47 - $48.84 $245K - $252K
10.9K $519K
IVV
Ishares Core S&P 500 ETF

ETFs
429
New
$554.06 - $615.85 $238K - $264K
429 $241K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.61K
New
$50.72 - $50.92 $234K - $235K
4.61K $234K
PLTR
Palantir Technologies Inc.

Technology
2.69K
New
$64.98 - $124.62 $175K - $335K
2.69K $226K
JNJ
Johnson & Johnson

Healthcare
1.27K
New
$142.06 - $167.7 $181K - $213K
1.27K $210K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
555
+ 16.26%
$507.05 - $563.67 $281K - $313K
3.97K $2.04M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.2K
New
$62.72 - $71.92 $200K - $230K
3.2K $201K
SLV
I Shares Silver Trust

ETFs
4.39K
+ 37.89%
$26.93 - $31.32 $118K - $137K
16K $494K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
10.9K
+ 32.22%
$13.05 - $13.97 $142K - $152K
44.5K $607K
Activity Summary
Buys All Purchases 76 New Holdings 12 Increased Positions 64 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Curran Financial Partners, LLC Portfolio

Follow Curran Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curran Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curran Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email