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Home > Institutional Investor > Curran Financial Partners, Llc > Profile

Instuitional Investor - Curran Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Curran Financial Partners, Llc
Portfolio Value $407,361,530
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tidal Etf Tr
 1,404,332 $51,300,245 12.59%
2.
Schwab Strategic Trust
 FNDF 1,006,727 $28,148,086 6.91%
3.
Spdr Ser Tr - PRTFLO S&P500 HI
 472,862 $20,928,883 5.14%
4.
Spdr Ser Tr
 194,908 $17,878,911 4.39%
5.
Ishares Trust
 IEF 145,595 $15,824,705 3.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)