• 13F History

Curran Financial Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$381M
Signature - Title
Ryan Westerbeck - Consultant
Location
Charleston, SC
Summary
This page shows a list of all the recent 13F filings made by Curran Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Curran Financial Partners, LLC reported 96 stock holdings with total value $381M as of Q4 2024. Top holdings included YALL, SCHD, SPYD, BIL, and VGT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 96 $381M +$59.6M -$12.8M +$46.9M YALL, SCHD, SPYD, BIL, VGT 13F-HR 1/22/2025, 01:48 PM
Q3 2024 90 $352M +$43.9M -$10.5M +$33.4M YALL, SCHD, SPYD, VGT, BIL 13F-HR 10/16/2024, 02:20 PM
Q2 2024 83 $299M +$13.5M -$2.58M +$11M YALL, SCHD, SPYD, VGT, USFR 13F-HR 7/22/2024, 12:44 PM
Q1 2024 81 $287M +$12.2M -$3.6M +$8.64M YALL, SCHD, SPYD, JEPI, VGT 13F-HR 5/2/2024, 11:41 AM
Q4 2023 74 $260M +$37.6M -$25.1M +$12.5M YALL, SCHD, SPYD, VGT, JEPI 13F-HR 1/31/2024, 11:57 AM
Q3 2023 85 $229M +$27.9M -$22.5M +$5.41M YALL, SCHD, SPYD, JEPI, LQD 13F-HR 11/9/2023, 04:15 PM
Q2 2023 75 $230M +$25.6M -$14.6M +$11.1M YALL, SCHD, SPYD, VGT, JEPI 13F-HR 7/11/2023, 03:28 PM
Q1 2023 66 $211M +$26.7M -$18.9M +$7.78M YALL, SCHD, SPYD, VGT, JEPI 13F-HR 5/2/2023, 11:39 AM
Q4 2022 65 $207M +$69.2M -$67.5M +$1.67M YALL, SCHD, VGT, SPYD, LQD 13F-HR 2/14/2023, 10:15 AM
Q3 2022 61 $196M +$18.9M -$20M -$1.09M LQD, AOK, BND, TIP, VYM 13F-HR 11/3/2022, 01:22 PM
Q2 2022 57 $211M +$66.9M -$15.9M +$51M LQD, AOK, BND, TIP, VYM 13F-HR 8/5/2022, 10:54 AM
Q1 2022 75 $242M +$58.2M -$32.4M +$25.8M VGT, VHT, LQD, VUG, AOK 13F-HR 4/27/2022, 05:01 PM
Q4 2021 74 $236M +$64.2M -$6.22M +$58M VGT, LQD, AOK, BND, VUG 13F-HR 2/10/2022, 12:16 PM
Q3 2021 61 $196M +$20.3M -$5.54M +$14.8M VGT, VUG, LQD, VHT, AOK 13F-HR 11/9/2021, 02:09 PM
Q2 2021 63 $182M +$46M -$8.89M +$37.1M VGT, VUG, VHT, LQD, AOK 13F-HR 8/26/2021, 10:17 AM
Q1 2021 58 $139M +$36.7M -$18M +$18.7M LQD, BND, AOK, VUG, VYM 13F-HR 5/19/2021, 11:56 AM
Q4 2020 58 $117M VUG, VGT, VHT, LQD, AOK 13F-HR 3/1/2021, 11:59 AM