Curran Financial Partners, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $390 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $28.7M, Spdr Portfolio S&P 500 High Di with a value of $19.1M, Spdr Bloomberg 1 3 Month T Bil with a value of $17.5M, J P Morgan Exchange Traded Fd with a value of $17.2M, and Vanguard Star Fd Vanguard Tota with a value of $16.3M.
Examining the 13F form we can see an increase of $38M in the current position value, from $352M to 390M.
Below you can find more details about Curran Financial Partners, LLC portfolio as well as his latest detailed transactions.