Curran Financial Partners, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Curran Financial Partners, LLC opened 106 positions, added to 384, reduced 187 and sold out of 70.
- Q3 2024: Stock BIL; Country of operation —; Class BLOOMBERG 1-3 MO; Shares before 0.
- Q3 2024: Stock PULS; Country of operation —; Class PGIM ULTRA SH BD; Shares before 0.
- Q3 2024: Stock VNQ; Country of operation —; Class REAL ESTATE ETF; Shares before 0.
- Q3 2024: Stock UTRE; Country of operation —; Class US TREAS 3 YR NT; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843867), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Delta Investment Management, LLC | United States | $0.559B | 273 |
| Stone House Investment Management, LLC | United States | $0.558B | 1,069 |
| THAMES CAPITAL MANAGEMENT LLC | United States | $0.558B | 43 |
| Quarry LP | United States | $0.558B | 1,364 |
| ALM First Financial Advisors, LLC | United States | $0.557B | 25 |
| Cander Asset Management LP | United States | $0.557B | 43 |
| Newbrook Capital Advisors LP | United States | $0.560B | 16 |
| FLC Capital Advisors | United States | $0.560B | 221 |
| Harfst & Associates, Inc. | United States | $0.560B | 121 |
| Oakwell Private Wealth Management, LLC | United States | $0.560B | 79 |