Top 50 Curran Financial Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| YALL | TIDAL TRUST I | 9.92% | 1.32M | $55.4M | -0.56%(-7.51K) | $15894.62(-99.73%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 7.53% | 1.37M | $42.1M | +5.69%(+73.87K) | $25.80(+22.82%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.65% | 337.1K | $26.0M | +10.08%(+30.86K) | $64.58(+29.17%) | 2026-03-31 | |
| SPYD | SPDR SERIES TRUST | 4.53% | 556.2K | $25.3M | +7.04%(+36.57K) | $41.28(+13.57%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.51% | 96.2K | $25.2M | +11.18%(+9.68K) | $227.96(+25.76%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.12% | 405.6K | $23.0M | +9.72%(+35.92K) | $56.88(-0.66%) | 2026-03-31 | |
| MLPX | GLOBAL X FDS | 4.09% | 309.2K | $22.9M | +4.24%(+12.57K) | $48.27(+56.22%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.72% | 47.6K | $20.8M | +16.60%(+6.77K) | $62.57(+34.73%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 3.06% | 684.9K | $17.1M | +9.24%(+57.94K) | $24.71(+1.35%) | 2026-03-31 | |
| FLBL | FRANKLIN TEMPLETON ETF TR | 3.02% | 733.5K | $16.9M | +11.37%(+74.86K) | $23.97(-4.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.24% | +33.97% |
| Top 20 Holdings Unweighted | +8.60% | +28.07% |
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