Curran Financial Partners, LLC Portfolio Holdings

Curran Financial Partners, LLC

  • $292 Million
  • Q3 2024

Curran Financial Partners, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $292 Million distributed in 90 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 $23.6M, Spdr Portfolio S&P 500 High Di with a value of $18.1M, Vanguard Information Technolog with a value of $15.1M, Spdr Bloomberg 1 3 Month T Bil with a value of $14.3M, and J P Morgan Exchange Traded Fd with a value of $13.4M.

Examining the 13F form we can see an increase of $46.1M in the current position value, from $246M to 292M.

Below you can find more details about Curran Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $292 Million
ETFs: $266 Million
Technology: $9.22 Million
Consumer Defensive: $4.18 Million
Basic Materials: $3.34 Million
Consumer Cyclical: $3.06 Million
Financial Services: $1.83 Million
Energy: $1.67 Million
Communication Services: $1.3 Million
Other: $2.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $292 Million
  • Prior Value $246 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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