$182 Million is the total value of Curran Financial Partners, LLC's 63 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGT | New | VANGUARD WORLD FDSinf tech etf | $15,636,000 | – | 39,210 | +100.0% | 8.59% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $1,655,000 | – | 41,273 | +100.0% | 0.91% | – |
| HYT | New | BLACKROCK CORPOR HI YLD FD I | $851,000 | – | 69,086 | +100.0% | 0.47% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $619,000 | – | 17,042 | +100.0% | 0.34% | – |
| ARKK | New | ARK ETF TRinnovation etf | $377,000 | – | 2,883 | +100.0% | 0.21% | – |
| QLD | New | PROSHARES TR | $287,000 | – | 3,994 | +100.0% | 0.16% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $230,000 | – | 1,449 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 8.7% |
| ISHARES TR | 12 | Q3 2023 | 8.4% |
| VANGUARD TOTAL BOND | 12 | Q3 2023 | 8.2% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 8.7% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 6.7% |
| ISHARES TR | 12 | Q3 2023 | 6.8% |
| VANGUARD WORLD FDS | 12 | Q3 2023 | 6.6% |
| ISHARES TR | 12 | Q3 2023 | 5.5% |
| VANGUARD SMALL CAP ETF | 12 | Q3 2023 | 3.3% |
| VANGUARD TOTAL INTERNTL | 12 | Q3 2023 | 3.2% |
View Curran Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-10 |
View Curran Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.