Curran Financial Partners, LLC Portfolio Holdings
Q3 2025•129 long positions•$505.4M portfolio value
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Holding133 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $61.1M 12.09% | +$63.7K Bought | — 1.4M shares | 1.4M → 1.4M +$63.7K | +0.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $32.7M 6.47% | +$3.1M Bought | — 1.2M shares | 1.1M → 1.2M +$3.1M | +10.47% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $21.3M 4.22% | +$1.5M Bought | — 485.1K shares | 450.7K → 485.1K +$1.5M | +7.63% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $20.3M 4.03% | +$3.0M Bought | — 277.0K shares | 235.6K → 277.0K +$3.0M | +17.55% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $19.4M 3.84% | +$2.2M Bought | — 340.3K shares | 302.4K → 340.3K +$2.2M | +12.52% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $19.3M 3.81% | +$2.9M Bought | — 75.8K shares | 64.2K → 75.8K +$2.9M | +18.03% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $17.2M 3.41% | +$2.4M Bought | — 35.9K shares | 30.9K → 35.9K +$2.4M | +16.34% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $17.2M 3.41% | +$1.5M Bought | — 274.6K shares | 250.4K → 274.6K +$1.5M | +9.66% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $16.7M 3.31% | +$489.8K Bought | — 22.4K shares | 21.8K → 22.4K +$489.8K | +3.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.9M 2.95% | +$1.4M Bought | — 582.9K shares | 528.1K → 582.9K +$1.4M | +10.39% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $14.4M 2.84% | -$3.1M Sold | — 156.4K shares | 190.7K → 156.4K −$3.1M | -17.98% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $12.8M 2.53% | +$4.2M Bought | — 532.9K shares | 356.8K → 532.9K +$4.2M | +49.37% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $12.0M 2.37% | -$2.7M Sold | — 240.7K shares | 295.0K → 240.7K −$2.7M | -18.4% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $10.4M 2.06% | +$3.2M Bought | — 300.1K shares | 208.5K → 300.1K +$3.2M | +43.94% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $10.4M 2.06% | +$1.2M Bought | — 48.2K shares | 42.7K → 48.2K +$1.2M | +12.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.0M 1.97% | +$3.2M Bought | — 201.9K shares | 136.8K → 201.9K +$3.2M | +47.58% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.7M 1.72% | +$2.8M Bought | — 475.2K shares | 321.1K → 475.2K +$2.8M | +47.97% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $7.4M 1.47% | +$162.7K Bought | 0.0% 29.2K shares | 28.5K → 29.2K +$162.7K | +2.24% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.2M 1.43% | +$938.6K Bought | — 51.1K shares | 44.5K → 51.1K +$938.6K | +14.98% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.8M 1.35% | -$270.7K Sold | — 52.1K shares | 54.1K → 52.1K −$270.7K | -3.81% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $6.8M 1.34% | +$261.0K Bought | 0.0% 36.2K shares | 34.8K → 36.2K +$261.0K | +4.02% | $4.54T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.3M 1.25% | -$4.0M Sold | — 56.6K shares | 92.4K → 56.6K −$4.0M | -38.71% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.2M 1.23% | -$3.9M Sold | — 154.6K shares | 252.1K → 154.6K −$3.9M | -38.66% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.2M 1.22% | -$3.1M Sold | — 82.9K shares | 125.1K → 82.9K −$3.1M | -33.74% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.1M 1.21% | -$1.2M Sold | — 121.3K shares | 145.8K → 121.3K −$1.2M | -16.83% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.6M 1.1% | +$1.1M Bought | — 149.6K shares | 120.7K → 149.6K +$1.1M | +23.91% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.1M 1.01% | +$1.1M Bought | — 27.3K shares | 21.5K → 27.3K +$1.1M | +26.6% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.9M 0.977% | -$146.6K Sold | — 12.5K shares | 12.8K → 12.5K −$146.6K | -2.88% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.9M 0.964% | +$4.4M Bought | — 18.8K shares | 2.0K → 18.8K +$4.4M | +846.75% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.8M 0.953% | -$141.2K Sold | — 25.7K shares | 26.4K → 25.7K −$141.2K | -2.85% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.6M 0.915% | +$867.4K Bought | — 91.3K shares | 74.2K → 91.3K +$867.4K | +23.1% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.4M 0.869% | +$4.4M New | — 103.1K shares | 0 → 103.1K +$4.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.2M 0.829% | -$156.7K Sold | — 14.1K shares | 14.7K → 14.1K −$156.7K | -3.61% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.9M 0.771% | +$3.9M New | — 46.3K shares | 0 → 46.3K +$3.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.6M 0.722% | +$729.3K Bought | — 62.0K shares | 49.6K → 62.0K +$729.3K | +24.98% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.5M 0.683% | +$3.5M New | — 144.2K shares | 0 → 144.2K +$3.5M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $3.4M 0.676% | +$153.9K Bought | — 9.6K shares | 9.2K → 9.6K +$153.9K | +4.72% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $3.3M 0.662% | +$66.3K Bought | 0.0% 6.5K shares | 6.3K → 6.5K +$66.3K | +2.02% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.2M 0.631% | +$120.6K Bought | — 4.8K shares | 4.6K → 4.8K +$120.6K | +3.93% | — — | Q4 2020 Held for 4y 11m | |
Chemicals - Specialty Basic Materials | $3.0M 0.594% | -$28.7K Sold | 0.003% 8.7K shares | 8.7K → 8.7K −$28.7K | -0.95% | $86.3B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.503% | -$100.7K Sold | — 11.9K shares | 12.4K → 11.9K −$100.7K | -3.81% | — — | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $2.5M 0.488% | +$32.4K Bought | 0.001% 2.7K shares | 2.6K → 2.7K +$32.4K | +1.33% | $410.27B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 0.483% | +$13.8K Bought | — 23.4K shares | 23.2K → 23.4K +$13.8K | +0.57% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.3M 0.456% | -$82.1K Sold | — 3.8K shares | 3.9K → 3.8K −$82.1K | -3.44% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.3M 0.452% | +$2.3M Bought | — 84.8K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.0M 0.402% | +$370.5K Bought | — 6.2K shares | 5.1K → 6.2K +$370.5K | +22.3% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.0M 0.399% | +$463.5K Bought | — 3.4K shares | 2.6K → 3.4K +$463.5K | +29.89% | — — | Q3 2022 Held for 3y 2m | |
Specialty Retail Consumer Cyclical | $2.0M 0.387% | -$44.4K Sold | 0.0% 8.9K shares | 9.1K → 8.9K −$44.4K | -2.22% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.9M 0.368% | +$349.6K Bought | — 37.6K shares | 30.6K → 37.6K +$349.6K | +23.13% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 0.33% | -$169.5K Sold | — 13.3K shares | 14.6K → 13.3K −$169.5K | -9.22% | — — | Q1 2025 Held for 8 months |
