$196 Million is the total value of Curran Financial Partners, LLC's 61 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,828 | -100.0% | -0.20% | – |
AMED | Exit | AMEDISYS INC | $0 | – | -1,920 | -100.0% | -0.26% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,016 | -100.0% | -0.27% | – |
VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -8,222 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
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.