Curran Financial Partners, LLC Sells in Q3 2025

Curran Financial Partners, LLC

  • $435 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-35.8K
- 38.71%
$107.66 - $112.36 $3.85M - $4.02M
56.6K $6.31M
AOK
Ishares Tr Core Conservative A

ETFs
-97.5K
- 38.66%
$38.64 - $40.17 $3.77M - $3.91M
155K $6.21M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-34.3K
- 17.98%
$91.44 - $91.77 $3.14M - $3.15M
156K $14.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-42.2K
- 33.74%
$72.57 - $74.72 $3.06M - $3.15M
82.9K $6.17M
PULS
Pgim ETF Tr

ETFs
-54.3K
- 18.4%
$49.58 - $49.83 $2.69M - $2.7M
241K $12M
TIP
Ishares Tr Tips Bd ETF

ETFs
-22.8K
- 90.12%
$109.11 - $111.88 $2.49M - $2.55M
2.5K $277K
IDV
Ishares Tr

ETFs
-48.5K
- 60.47%
$34.54 - $37.28 $1.68M - $1.81M
31.7K $1.16M
SCHO
Schwab Short Term Us Treasury

ETFs
-56K
- 61.85%
$24.23 - $24.42 $1.36M - $1.37M
34.5K $842K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-13.5K
- 54.57%
$101.12 - $106.18 $1.37M - $1.44M
11.3K $1.16M
DIV
Global X Superdividend Us ETF

ETFs
-75.4K
- 61.85%
N/A
46.5K $799K
USFR
Wisdomtree Floating Rate Treas

ETFs
-24.5K
- 16.83%
$50.23 - $50.48 $1.23M - $1.24M
121K $6.1M
VDC
Vanguard Consumer Staples ETF

ETFs
-471
- 3.81%
$212.64 - $225.25 $100K - $106K
11.9K $2.54M
NFLX
Netflix Inc

Communication Services
-68
- 18.68%
$1147.87 - $1297.18 $78.1K - $88.2K
296 $354K
VDE
Vanguard Energy ETF

ETFs
-1.35K
- 9.22%
$118.37 - $129.65 $159K - $175K
13.3K $1.67M
CSX
Csx Corp

Industrials
-2.68K
- 26.28%
$32.05 - $36.52 $85.9K - $97.9K
7.52K $267K
VFH
Vanguard Financial ETF

ETFs
-2.06K
- 3.81%
$125.23 - $132.78 $258K - $274K
52.1K $6.83M
AMZN
Amazon Com Inc

Consumer Cyclical
-202
- 2.22%
$211.65 - $238.24 $42.8K - $48.1K
8.9K $1.95M
PG
Procter & Gamble CO

Consumer Defensive
-72
- 1.5%
$150.47 - $161.22 $10.8K - $11.6K
4.73K $726K
JPM
Jpmorgan Chase & CO

Financial Services
-188
- 14.52%
$282.78 - $316.06 $53.2K - $59.4K
1.11K $349K
V
Visa Inc.

Financial Services
-28
- 3.08%
$332.09 - $358.86 $9.3K - $10K
881 $300K
WMT
Walmart Inc.

Consumer Defensive
-405
- 8.34%
$94.4 - $104.27 $38.2K - $42.2K
4.45K $458K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.14%
$695.21 - $791.73 $1.39K - $1.58K
1.45K $1.06M
VNQ
Vanguard Specialized Funds Van

ETFs
-379
- 3.03%
$88.47 - $93.24 $33.5K - $35.3K
12.1K $1.11M
HD
Home Depot, Inc.

Consumer Cyclical
-81
- 10.67%
$357.4 - $423.42 $28.9K - $34.3K
678 $274K
SHW
Sherwin Williams CO

Basic Materials
-83
- 0.95%
$330.88 - $375.23 $27.5K - $31.1K
8.66K $3M
RTX
Raytheon Technologies Corp

Industrials
-192
- 13.73%
$144.19 - $167.33 $27.7K - $32.1K
1.21K $201K
Ferguson Enterprises Inc
-230
- 17.0%
N/A
1.12K $0
XOM
Exxon Mobil Corp

Energy
-325
- 3.8%
$105.83 - $117.22 $34.4K - $38.1K
8.23K $927K
RWR
Spdr Dow Jones Reit ETF

ETFs
-9
- 0.39%
$95.17 - $101.62 $857 - $915
2.28K $228K
MRK
Merck & Co., Inc.

Healthcare
-55
- 1.94%
$77.6 - $87.37 $4.27K - $4.81K
2.78K $233K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-855
- 1.57%
$12.9 - $13.59 $11K - $11.6K
53.7K $720K
VAW
Vanguard Materials ETF

ETFs
-176
- 3.82%
$193.21 - $210.15 $34K - $37K
4.43K $908K
UNH
Unitedhealth Group Inc

Healthcare
-47
- 4.89%
$237.77 - $353.61 $11.2K - $16.6K
915 $315K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-7
- 0.11%
$52.12 - $55.33 $365 - $387
6.33K $350K
ABBV
Abb Vie Inc.

Healthcare
-350
- 15.8%
$184.85 - $231.54 $64.7K - $81K
1.87K $431K
CMI
Cummins Inc

Industrials
-108
- 9.34%
$327.85 - $426.39 $35.4K - $46.1K
1.05K $442K
CVX
Chevron Corp

Energy
-88
- 1.31%
$145.57 - $161.83 $12.8K - $14.2K
6.65K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
-246
- 5.36%
$215.01 - $273.02 $52.9K - $67.2K
4.35K $1.09M
GOOG
Alphabet Inc.

Communication Services
-28
- 2.16%
$175.16 - $255.24 $4.9K - $7.15K
1.27K $308K
VIS
Vanguard Industrial ETF

ETFs
-529
- 3.61%
$281.0 - $296.29 $149K - $157K
14.1K $4.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-134
- 3.44%
$567.77 - $614.76 $76.1K - $82.4K
3.77K $2.31M
ORCL
Oracle Corp

Technology
-108
- 5.55%
$218.96 - $328.33 $23.6K - $35.5K
1.84K $517K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.05%
$420.11 - $472.68 $420 - $473
2.1K $984K
AVGO
Broadcom Inc.

Technology
-543
- 10.47%
$264.74 - $369.57 $144K - $201K
4.64K $1.53M
PLTR
Palantir Technologies Inc.

Technology
-410
- 10.63%
$130.68 - $186.97 $53.6K - $76.7K
3.45K $628K
VCR
Vanguard Consumer Discretionar

ETFs
-370
- 2.88%
$359.61 - $401.35 $133K - $148K
12.5K $4.94M
GOOGL
Alphabet Inc.

Communication Services
-369
- 6.41%
$174.36 - $254.72 $64.3K - $94K
5.39K $1.31M
VOX
Vanguard Communication Service

ETFs
-752
- 2.85%
$169.0 - $192.17 $127K - $145K
25.7K $4.82M
Activity Summary
Buys All Purchases 75 New Holdings 13 Increased Positions 62 Sells All Sells 49 Reductions 49 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