Curran Financial Partners, LLC Incresed Positions in Q2 2025

Curran Financial Partners, LLC

  • $390 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
5.72K
+ 22.72%
$329.49 - $438.4 $1.88M - $2.51M
30.9K $13.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25.6K
+ 12.2%
$55.54 - $69.09 $1.42M - $1.77M
236K $16.3M
NVDA
Nvidia Corp

Technology
13.6K
+ 64.12%
$94.31 - $157.99 $1.28M - $2.15M
34.8K $5.5M
VB
Vanguard Small Cap ETF

ETFs
9.79K
+ 18.0%
$193.73 - $237.37 $1.9M - $2.32M
64.2K $15.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
27K
+ 9.79%
$51.14 - $57.0 $1.38M - $1.54M
302K $17.2M
MSFT
Microsoft Corp

Technology
1.53K
+ 31.72%
$354.56 - $497.45 $541K - $759K
6.33K $3.15M
VTV
Vanguard Value ETF

ETFs
5.74K
+ 36.34%
$153.67 - $176.74 $883K - $1.02M
21.5K $3.81M
VIG
Vanguard Dividend Appreciation

ETFs
5.36K
+ 14.36%
N/A
42.7K $7.77M
SJNK
Spdr Bloomberg Short Term High

ETFs
21.9K
+ 4.33%
$24.12 - $25.48 $529K - $558K
528K $13.5M
HYLB
Xtrackers Usd High Yield Corp

ETFs
16.2K
+ 15.53%
$34.72 - $36.92 $563K - $599K
121K $4.46M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.1K
+ 15.71%
$49.57 - $50.27 $499K - $506K
74.2K $3.73M
AMZN
Amazon Com Inc

Consumer Cyclical
1.31K
+ 16.8%
$167.32 - $223.3 $219K - $292K
9.1K $2M
META
Meta Platforms, Inc.

Communication Services
416
+ 40.15%
$484.66 - $738.09 $202K - $307K
1.45K $1.07M
VGSH
Vanguard

ETFs
6.89K
+ 16.12%
$58.32 - $58.95 $402K - $406K
49.6K $2.91M
SPYG
Spdr Portfolio

ETFs
679
+ 3.01%
$71.83 - $95.32 $48.8K - $64.7K
23.2K $2.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
178
+ 4.02%
$496.48 - $617.85 $88.4K - $110K
4.6K $2.84M
VPU
Vanguard Utilities ETF

ETFs
1.79K
+ 26.92%
$158.36 - $178.82 $283K - $320K
8.43K $1.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
292
+ 12.75%
$416.06 - $551.64 $121K - $161K
2.58K $1.42M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.49K
+ 61.8%
$166.82 - $194.23 $248K - $289K
3.89K $756K
PLTR
Palantir Technologies Inc.

Technology
1.17K
+ 43.51%
$74.01 - $144.25 $86.5K - $169K
3.86K $525K
MLPX
Global X Mlp & Energy Infrastr

ETFs
8.94K
+ 3.7%
$55.32 - $65.02 $495K - $581K
250K $15.7M
NFLX
Netflix Inc

Communication Services
81
+ 28.62%
$855.86 - $1339.13 $69.3K - $108K
364 $487K
IWF
Ishares Russell 1000 Gr ETF

ETFs
244
+ 13.13%
$320.42 - $421.7 $78.2K - $103K
2.1K $886K
VDC
Vanguard Consumer Staples ETF

ETFs
953
+ 8.34%
$204.89 - $224.73 $195K - $214K
12.4K $2.71M
VTI
Vanguard Total Stock Market Et

ETFs
198
+ 4.07%
$243.75 - $303.93 $48.3K - $60.2K
5.06K $1.54M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
385
+ 29.48%
$179.95 - $278.88 $69.3K - $107K
1.69K $471K
AIQ
Global X Funds Global X Artifi

ETFs
1.74K
+ 16.0%
$31.5 - $43.69 $54.9K - $76.2K
12.6K $552K
VDE
Vanguard Energy ETF

ETFs
2.16K
+ 17.4%
$105.87 - $130.56 $229K - $283K
14.6K $1.75M
TSLA
Tesla, Inc.

Consumer Cyclical
150
+ 10.35%
$221.86 - $362.89 $33.3K - $54.4K
1.6K $507K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.93K
+ 14.76%
$44.37 - $50.04 $174K - $197K
30.6K $1.45M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
947
+ 29.63%
$57.46 - $75.58 $54.4K - $71.6K
4.14K $313K
JPM
Jpmorgan Chase & CO

Financial Services
211
+ 19.46%
$210.28 - $289.91 $44.4K - $61.2K
1.3K $375K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
9.98K
+ 22.41%
$12.21 - $13.9 $122K - $139K
54.5K $710K
WMT
Walmart Inc.

Consumer Defensive
353
+ 7.84%
$81.79 - $99.98 $28.9K - $35.3K
4.86K $474K
PPA
Invesco Exchange Traded Fd Tr

ETFs
66
+ 2.66%
$105.2 - $141.69 $6.94K - $9.35K
2.55K $360K
CMI
Cummins Inc

Industrials
169
+ 17.12%
$267.12 - $336.65 $45.1K - $56.9K
1.16K $378K
V
Visa Inc.

Financial Services
173
+ 23.51%
$308.27 - $373.31 $53.3K - $64.6K
909 $322K
SLV
I Shares Silver Trust

ETFs
1.01K
+ 6.31%
$27.08 - $33.74 $27.3K - $34K
17K $556K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
645
+ 11.04%
$39.89 - $49.46 $25.7K - $31.9K
6.49K $320K
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.47%
$335.24 - $380.78 $3.69K - $4.19K
759 $278K
OBIL
Rbb Fd Inc Us Treas 12 Month B
4.4K
+ 38.81%
N/A
15.7K $0
Rbb Fd Inc
4.4K
+ 38.82%
N/A
15.7K $0
STRV
Ea Ser Tr Strive 500 ETF
4.15K
+ 39.11%
N/A
14.7K $0
Rbb Fd Inc
4.44K
+ 38.89%
N/A
15.9K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
4.55K
+ 38.79%
N/A
16.3K $0
KO
Coca Cola CO

Consumer Defensive
2
+ 0.05%
$68.37 - $73.9 $137 - $148
3.94K $278K
PG
Procter & Gamble CO

Consumer Defensive
180
+ 3.89%
$157.66 - $172.39 $28.4K - $31K
4.8K $765K
AAPL
Apple Inc.

Technology
1.92K
+ 7.2%
$172.42 - $223.89 $330K - $429K
28.5K $5.85M
XOM
Exxon Mobil Corp

Energy
260
+ 3.14%
$99.93 - $119.04 $26K - $31K
8.55K $921K
Activity Summary
Buys All Purchases 78 New Holdings 26 Increased Positions 52 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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