Curran Financial Partners, LLC Reduced Holdings in Q2 2025

Curran Financial Partners, LLC

  • $390 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-53.2K
- 36.55%
$105.23 - $109.61 $5.6M - $5.83M
92.4K $10.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-76.8K
- 38.03%
$72.02 - $73.82 $5.53M - $5.67M
125K $9.21M
AOK
Ishares Tr Core Conservative A

ETFs
-155K
- 38.07%
$36.09 - $39.07 $5.59M - $6.05M
252K $9.85M
VHT
Vanguard Health Care ETF

ETFs
-17.7K
- 89.95%
$236.71 - $261.92 $4.2M - $4.65M
1.98K $492K
HYG
Ishares Tr

ETFs
-58.1K
- 56.46%
$75.75 - $80.65 $4.4M - $4.68M
44.8K $3.61M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-41.5K
- 62.61%
$90.85 - $102.31 $3.77M - $4.25M
24.8K $2.5M
IDV
Ishares Tr

ETFs
-144K
- 64.15%
$27.79 - $34.84 $3.99M - $5M
80.3K $2.77M
SCHO
Schwab Short Term Us Treasury

ETFs
-168K
- 65.04%
$24.19 - $24.45 $4.07M - $4.12M
90.5K $2.21M
PFF
Ishares Trust Ishares Pfd And

ETFs
-132K
- 64.93%
$29.0 - $30.68 $3.82M - $4.04M
71.2K $2.18M
DIV
Global X Superdividend Us ETF

ETFs
-228K
- 65.16%
N/A
122K $2.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-23.8K
- 34.9%
$114.78 - $133.31 $2.74M - $3.18M
44.5K $5.93M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-22.1K
- 4.68%
$38.81 - $44.28 $859K - $980K
451K $19.1M
GLD
Spdr Gold Trust

ETFs
-6.38K
- 41.0%
$273.71 - $316.29 $1.75M - $2.02M
9.18K $2.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.1K
- 41.89%
$483.48 - $539.8 $533K - $595K
1.53K $743K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.21K
- 2.16%
$91.43 - $91.74 $385K - $386K
191K $17.5M
PULS
Pgim ETF Tr

ETFs
-4.79K
- 1.6%
$49.39 - $49.76 $237K - $239K
295K $14.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.66K
- 1.79%
$50.28 - $50.47 $134K - $134K
146K $7.34M
LOW
Lowes Companies Inc

Consumer Cyclical
-194
- 4.05%
$210.83 - $235.28 $40.9K - $45.6K
4.59K $1.02M
ABBV
Abb Vie Inc.

Healthcare
-159
- 6.7%
$170.16 - $206.27 $27.1K - $32.8K
2.22K $411K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.48K
- 9.66%
$50.34 - $51.86 $74.7K - $77K
13.9K $712K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-2.69K
- 10.12%
$23.36 - $24.11 $62.9K - $64.9K
23.9K $570K
MRK
Merck & Co., Inc.

Healthcare
-222
- 7.26%
$73.47 - $87.12 $16.3K - $19.3K
2.83K $224K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-765
- 7.04%
$45.9 - $48.26 $35.1K - $36.9K
10.1K $471K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-377
- 8.18%
$50.52 - $50.92 $19K - $19.2K
4.23K $215K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-205
- 9.86%
$87.19 - $111.51 $17.9K - $22.9K
1.87K $206K
RWR
Spdr Dow Jones Reit ETF

ETFs
-60
- 2.56%
$86.33 - $99.71 $5.18K - $5.98K
2.29K $220K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-154
- 1.17%
$47.94 - $52.5 $7.38K - $8.09K
13K $662K
YALL
Tidal ETF Tr God Bless Amer Et
-47.1K
- 3.35%
N/A
1.36M $0
GOOGL
Alphabet Inc.

Communication Services
-105
- 1.79%
$144.7 - $178.6 $15.2K - $18.8K
5.76K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.19%
$908.13 - $1056.85 $4.54K - $5.28K
2.63K $2.6M
GE
General Electric CO

Industrials
-65
- 2.84%
$166.81 - $257.39 $10.8K - $16.7K
2.22K $571K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-69
- 1.74%
$456.74 - $568.03 $31.5K - $39.2K
3.9K $2.21M
MSTR
Microstrategy Inc

Technology
-49
- 1.8%
$237.95 - $421.61 $11.7K - $20.7K
2.68K $1.08M
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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