0001843867-24-000001.txt : 20240131 0001843867-24-000001.hdr.sgml : 20240131 20240131115714 ACCESSION NUMBER: 0001843867-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Curran Financial Partners, LLC CENTRAL INDEX KEY: 0001843867 ORGANIZATION NAME: IRS NUMBER: 474861638 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21080 FILM NUMBER: 24581457 BUSINESS ADDRESS: STREET 1: 672 MARINA DR., SUITE 207 CITY: CHARLESTON STATE: SC ZIP: 29492 BUSINESS PHONE: 843-300-1180 MAIL ADDRESS: STREET 1: 672 MARINA DR., SUITE 207 CITY: CHARLESTON STATE: SC ZIP: 29492 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001843867 XXXXXXXX 12-31-2023 12-31-2023 Curran Financial Partners, LLC

672 MARINA DR., SUITE 207 CHARLESTON SC 29492

13F HOLDINGS REPORT 028-21080 000281943 801-119322 N Ryan Westerbeck 513-562-1671 Ryan Westerbeck Covington KY 01-31-2024 0 75 260902280 false INFORMATION TABLE 2 13FQ423.xml ABBVIE INC COM 00287Y109 313016 1906 SH SOLE 0 0 0 1906 ALPHABET INC CAP STK CL A 02079K305 705730 4746 SH SOLE 0 0 0 4746 AMAZON COM INC COM 023135106 1007105 6420 SH SOLE 0 0 0 6420 APPLE INC COM 037833100 4868482 25031 SH SOLE 0 0 0 25031 ARK ETF TR INNOVATION ETF 00214Q104 358346 7743 SH SOLE 0 0 0 7743 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 698574 1855 SH SOLE 0 0 0 1855 BOEING CO COM 097023105 243680 1138 SH SOLE 0 0 0 1138 CHEVRON CORP NEW COM 166764100 978871 6755 SH SOLE 0 0 0 6755 COSTCO WHSL CORP NEW COM 22160K105 2161101 3148 SH SOLE 0 0 0 3148 CSX CORP COM 126408103 340117 9890 SH SOLE 0 0 0 9890 DBX ETF TR XTRACK USD HIGH 233051432 1788421 50506 SH SOLE 0 0 0 50506 EXXON MOBIL CORP COM 30231G102 541666 5438 SH SOLE 0 0 0 5438 FERGUSON PLC NEW SHS G3421J106 253125 1353 SH SOLE 0 0 0 1353 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 704315 15906 SH SOLE 0 0 0 15906 FIRST INTST BANCSYSTEM INC COM 32055Y201 291100 10000 SH SOLE 0 0 0 10000 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 81118 14010 SH SOLE 0 0 0 14010 GENERAL ELECTRIC CO COM NEW 369604301 257754 1984 SH SOLE 0 0 0 1984 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 9272055 209443 SH SOLE 0 0 0 209443 GLOBAL X FDS GLOBX SUPDV US 37950E291 4343525 254305 SH SOLE 0 0 0 254305 HOME DEPOT INC COM 437076102 215757 621 SH SOLE 0 0 0 621 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 255346 18929 SH SOLE 0 0 0 18929 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 579516 13995 SH SOLE 0 0 0 13995 INVESCO QQQ TR UNIT SER 1 46090E103 445478 1046 SH SOLE 0 0 0 1046 ISHARES TR IBOXX HI YD ETF 464288513 2580524 33470 SH SOLE 0 0 0 33470 ISHARES TR CONSER ALLOC ETF 464289883 5693049 158802 SH SOLE 0 0 0 158802 ISHARES TR IBOXX INV CP ETF 464287242 5948687 54736 SH SOLE 0 0 0 54736 ISHARES TR RUS 1000 VAL ETF 464287598 358568 2186 SH SOLE 0 0 0 2186 ISHARES TR RUS 1000 GRW ETF 464287614 584655 1855 SH SOLE 0 0 0 1855 ISHARES TR PFD AND INCM SEC 464288687 4557361 143856 SH SOLE 0 0 0 143856 ISHARES TR TIPS BD ETF 464287176 2321219 21802 SH SOLE 0 0 0 21802 ISHARES TR INTL SEL DIV ETF 464288448 4588810 166927 SH SOLE 0 0 0 166927 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 11295725 203014 SH SOLE 0 0 0 203014 LOWES COS INC COM 548661107 1326832 6302 SH SOLE 0 0 0 6302 MERCK & CO INC COM 58933Y105 226507 1905 SH SOLE 0 0 0 1905 META PLATFORMS INC CL A 30303M102 330532 846 SH SOLE 0 0 0 846 MICROSOFT CORP COM 594918104 1383095 3436 SH SOLE 0 0 0 3436 NVIDIA CORPORATION COM 67066G104 416885 679 SH SOLE 0 0 0 679 PROCTER AND GAMBLE CO COM 742718109 778569 5118 SH SOLE 0 0 0 5118 PROSHARES TR S&P 500 DV ARIST 74348A467 4742636 50734 SH SOLE 0 0 0 50734 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 19131441 250412 SH SOLE 0 0 0 250412 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4384278 90528 SH SOLE 0 0 0 90528 SHERWIN WILLIAMS CO COM 824348106 2742054 9108 SH SOLE 0 0 0 9108 SPDR GOLD TR GOLD SHS 78463V107 1581884 8487 SH SOLE 0 0 0 8487 SPDR S&P 500 ETF TR TR UNIT 78462F103 2105016 4337 SH SOLE 0 0 0 4337 SPDR SER TR PRTFLO S&P500 HI 78468R788 13846014 360949 SH SOLE 0 0 0 360949 SPDR SER TR BLOOMBERG SHT TE 78468R408 8946477 356008 SH SOLE 0 0 0 356008 SPDR SER TR PRTFLO S&P500 GW 78464A409 1406415 20698 SH SOLE 0 0 0 20698 SPDR SER TR DJ REIT ETF 78464A607 246783 2693 SH SOLE 0 0 0 2693 TIDAL ETF TR GOD BLESS AMER 886364462 39505407 1358681 SH SOLE 0 0 0 1358681 UNITED BANKSHARES INC WEST V COM 909907107 399436 10781 SH SOLE 0 0 0 10781 UNITEDHEALTH GROUP INC COM 91324P102 292600 570 SH SOLE 0 0 0 570 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5372575 74135 SH SOLE 0 0 0 74135 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1156998 4801 SH SOLE 0 0 0 4801 VANGUARD INDEX FDS SMALL CP ETF 922908751 6864348 32956 SH SOLE 0 0 0 32956 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1619125 3630 SH SOLE 0 0 0 3630 VANGUARD INDEX FDS VALUE ETF 922908744 1007082 6727 SH SOLE 0 0 0 6727 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 994895 11830 SH SOLE 0 0 0 11830 VANGUARD INDEX FDS GROWTH ETF 922908736 4873003 15103 SH SOLE 0 0 0 15103 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 274746 6860 SH SOLE 0 0 0 6860 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1465381 30863 SH SOLE 0 0 0 30863 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1171490 20091 SH SOLE 0 0 0 20091 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5338385 30972 SH SOLE 0 0 0 30972 VANGUARD STAR FDS VG TL INTL STK F 921909768 6863848 120736 SH SOLE 0 0 0 120736 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4216376 37700 SH SOLE 0 0 0 37700 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 3666726 29813 SH SOLE 0 0 0 29813 VANGUARD WORLD FDS INF TECH ETF 92204A702 11429798 22523 SH SOLE 0 0 0 22523 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5891879 23191 SH SOLE 0 0 0 23191 VANGUARD WORLD FDS MATERIALS ETF 92204A801 917646 5067 SH SOLE 0 0 0 5067 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 5282725 56627 SH SOLE 0 0 0 56627 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 4187990 14161 SH SOLE 0 0 0 14161 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 2549499 13449 SH SOLE 0 0 0 13449 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1158671 8943 SH SOLE 0 0 0 8943 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 3341494 15419 SH SOLE 0 0 0 15419 WESBANCO INC COM 950810101 239305 7732 SH SOLE 0 0 0 7732 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 8592638 170421 SH SOLE 0 0 0 170421