Curran Financial Partners, LLC Incresed Positions 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
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
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
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.4K
+ 19.81%
$47.08 - $50.67 $207K - $223K
26.6K $1.34M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.15K
+ 90.05%
$47.47 - $48.84 $245K - $252K
10.9K $519K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
555
+ 16.26%
$507.05 - $563.67 $281K - $313K
3.97K $2.04M
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
CVX
Chevron Corp

Energy
87
+ 1.32%
$146.71 - $167.97 $12.8K - $14.6K
6.68K $1.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
490
+ 27.21%
$468.34 - $539.52 $229K - $264K
2.29K $1.07M
AIQ
Global X Funds Global X Artifi

ETFs
3.54K
+ 48.17%
$36.38 - $42.77 $129K - $152K
10.9K $396K
WMT
Walmart Inc.

Consumer Defensive
1.08K
+ 31.5%
$84.5 - $105.05 $91.2K - $113K
4.5K $395K
GE
General Electric CO

Industrials
26
+ 1.15%
$168.59 - $212.13 $4.38K - $5.52K
2.29K $457K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$169.2 - $216.66 $169 - $217
2.37K $497K
META
Meta Platforms, Inc.

Communication Services
103
+ 11.04%
$576.36 - $736.67 $59.4K - $75.9K
1.04K $597K
VTI
Vanguard Total Stock Market Et

ETFs
410
+ 9.2%
$271.18 - $303.12 $111K - $124K
4.87K $1.34M
UNH
Unitedhealth Group Inc

Healthcare
29
+ 3.99%
$461.52 - $548.18 $13.4K - $15.9K
756 $395K
V
Visa Inc.

Financial Services
1
+ 0.14%
$306.92 - $362.71 $307 - $363
736 $257K
NFLX
Netflix Inc

Communication Services
15
+ 5.6%
$828.4 - $1058.6 $12.4K - $15.9K
283 $263K
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
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