$243 Million is the total value of Curran Financial Partners, LLC's 75 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $608,000 | -0.5% | 16,245 | 0.0% | 0.25% | -3.5% | |
| DIS | DISNEY WALT CO | $363,000 | -11.5% | 2,644 | 0.0% | 0.15% | -14.4% | |
| UNH | UNITEDHEALTH GROUP INC | $345,000 | +1.8% | 676 | 0.0% | 0.14% | -1.4% | |
| WSBC | WESBANCO INC | $271,000 | -1.8% | 7,895 | 0.0% | 0.11% | -5.1% | |
| D | DOMINION ENERGY INC | $262,000 | +8.3% | 3,085 | 0.0% | 0.11% | +4.9% | |
| NSC | NORFOLK SOUTHN CORP | $230,000 | -4.2% | 805 | 0.0% | 0.10% | -6.9% | |
| PNFP | PINNACLE FINL PARTNERS INC | $208,000 | -3.7% | 2,260 | 0.0% | 0.08% | -7.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
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.