HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 TIDAL ETF TR (YALL) |
1,358,681 | +91,065 | $39,505 |
| YALL | 1,358,681 | +91,065 | $39,505 |
| SCHWAB STRATEGIC TR |
250,412 | +10,842 | $19,131 |
| SCHD | 250,412 | +10,842 | $19,131 |
| SPDR SER TR (SPYD) |
360,949 | +20,009 | $13,846 |
| SPYD | 360,949 | +20,009 | $13,846 |
| VANGUARD WORLD FDS (VGT) |
22,523 | +22,523 | $11,430 |
| VGT | 22,523 | +22,523 | $11,430 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
203,014 | +11,262 | $11,296 |
| JEPI | 203,014 | +11,262 | $11,296 |
| GLOBAL X FDS |
209,443 | +5,383 | $9,272 |
| MLPX | 209,443 | +5,383 | $9,272 |
| SPDR SER TR (SJNK) |
356,008 | +15,537 | $8,946 |
| SJNK | 356,008 | +15,537 | $8,946 |
| WISDOMTREE TR |
170,421 | +170,421 | $8,593 |
| USFR | 170,421 | +170,421 | $8,593 |
| VANGUARD INDEX FDS (VB) |
32,956 | +2,900 | $6,864 |
| VB | 32,956 | +2,900 | $6,864 |
| VANGUARD STAR FDS (VXUS) |
120,736 | +10,252 | $6,864 |
| VXUS | 120,736 | +10,252 | $6,864 |
| ISHARES TR (LQD) |
54,736 | -33,511 | $5,949 |
| LQD | 54,736 | -33,511 | $5,949 |
| VANGUARD WORLD FDS (VHT) |
23,191 | -1,286 | $5,892 |
| VHT | 23,191 | -1,286 | $5,892 |
| ISHARES TR (AOK) |
158,802 | -100,455 | $5,693 |
| AOK | 158,802 | -100,455 | $5,693 |
| VANGUARD BD INDEX FDS (BND) |
74,135 | -43,923 | $5,373 |
| BND | 74,135 | -43,923 | $5,373 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
30,972 | +99 | $5,338 |
| VIG | 30,972 | +99 | $5,338 |
| VANGUARD WORLD FDS (VFH) |
56,627 | -950 | $5,283 |
| VFH | 56,627 | -950 | $5,283 |
| VANGUARD INDEX FDS (VUG) |
15,103 | -1,210 | $4,873 |
| VUG | 15,103 | -1,210 | $4,873 |
| APPLE INC |
25,031 | +58 | $4,868 |
| AAPL | 25,031 | +58 | $4,868 |
| PROSHARES TR (NOBL) |
50,734 | +1,329 | $4,743 |
| NOBL | 50,734 | +1,329 | $4,743 |
| ISHARES TR (IDV) |
166,927 | +8,349 | $4,589 |
| IDV | 166,927 | +8,349 | $4,589 |
| ISHARES TR (PFF) |
143,856 | +8,015 | $4,557 |
| PFF | 143,856 | +8,015 | $4,557 |
| SCHWAB STRATEGIC TR |
90,528 | +3,870 | $4,384 |
| SCHO | 90,528 | +3,870 | $4,384 |
| GLOBAL X FDS |
254,305 | +19,063 | $4,344 |
| DIV | 254,305 | +19,063 | $4,344 |
| VANGUARD WHITEHALL FDS (VYM) |
37,700 | -15,923 | $4,216 |
| VYM | 37,700 | -15,923 | $4,216 |
| VANGUARD WORLD FDS (VCR) |
14,161 | +14,161 | $4,188 |
| VCR | 14,161 | +14,161 | $4,188 |
| VANGUARD WORLD FDS (VOX) |
29,813 | -1,507 | $3,667 |
| VOX | 29,813 | -1,507 | $3,667 |
| VANGUARD WORLD FDS (VIS) |
15,419 | -1,763 | $3,341 |
| VIS | 15,419 | -1,763 | $3,341 |
| SHERWIN WILLIAMS CO |
9,108 | -4,492 | $2,742 |
| SHW | 9,108 | -4,492 | $2,742 |
| ISHARES TR (HYG) |
33,470 | -34,535 | $2,581 |
| HYG | 33,470 | -34,535 | $2,581 |
| VANGUARD WORLD FDS (VDC) |
13,449 | -848 | $2,549 |
| VDC | 13,449 | -848 | $2,549 |
| ISHARES TR (TIP) |
21,802 | -14,043 | $2,321 |
| TIP | 21,802 | -14,043 | $2,321 |
| COSTCO WHSL CORP NEW |
3,148 | -81 | $2,161 |
| COST | 3,148 | -81 | $2,161 |
| SPDR S&P 500 ETF TR (SPY) |
4,337 | +237 | $2,105 |
| SPY | 4,337 | +237 | $2,105 |
| DBX ETF TR (HYLB) |
50,506 | +5,214 | $1,788 |
| HYLB | 50,506 | +5,214 | $1,788 |
| VANGUARD INDEX FDS (VOO) |
3,630 | +650 | $1,619 |
| VOO | 3,630 | +650 | $1,619 |
| SPDR GOLD TR (GLD) |
8,487 | -5,228 | $1,582 |
| GLD | 8,487 | -5,228 | $1,582 |
| VANGUARD MALVERN FDS (VTIP) |
30,863 | +3,572 | $1,465 |
| VTIP | 30,863 | +3,572 | $1,465 |
| SPDR SER TR (SPYG) |
20,698 | -176 | $1,406 |
| SPYG | 20,698 | -176 | $1,406 |
| MICROSOFT CORP |
3,436 | -53 | $1,383 |
| MSFT | 3,436 | -53 | $1,383 |
| LOWES COS INC |
6,302 | +18 | $1,327 |
| LOW | 6,302 | +18 | $1,327 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
20,091 | +2,287 | $1,171 |
| VGSH | 20,091 | +2,287 | $1,171 |
| VANGUARD WORLD FDS (VPU) |
8,943 | +6,263 | $1,159 |
| VPU | 8,943 | +6,263 | $1,159 |
| VANGUARD INDEX FDS (VTI) |
4,801 | -267 | $1,157 |
| VTI | 4,801 | -267 | $1,157 |
| AMAZON COM INC |
6,420 | +73 | $1,007 |
| AMZN | 6,420 | +73 | $1,007 |
| VANGUARD INDEX FDS (VTV) |
6,727 | +91 | $1,007 |
| VTV | 6,727 | +91 | $1,007 |
| VANGUARD INDEX FDS (VNQ) |
11,830 | +11,830 | $995 |
| VNQ | 11,830 | +11,830 | $995 |
| CHEVRON CORP NEW |
6,755 | +43 | $979 |
| CVX | 6,755 | +43 | $979 |
| VANGUARD WORLD FDS (VAW) |
5,067 | +5,067 | $918 |
| VAW | 5,067 | +5,067 | $918 |
| PROCTER AND GAMBLE CO |
5,118 | -1 | $779 |
| PG | 5,118 | -1 | $779 |
| ALPHABET INC |
4,746 | +4,746 | $706 |
| GOOGL | 4,746 | +4,746 | $706 |
See Full List: All Stocks Held By Curran Financial Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Curran Financial Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $260,923 At 09/30/2023: $229,613 Curran Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Curran Financial Partners LLC 13F filings. Link to 13F filings: SEC filings |
