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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Curran Financial Partners, LLC

Quarter ended Q4 2023 · Filed November 9, 2023 · Accession 0001843867-23-000007

Total Value
$229.4M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1GOD BLESS AMERICA ETF 8863644621,267,616$33.3M14.54%
2SCHWAB US DIVIDEND 808524797239,570$17.0M7.39%
3SPDR S&P 500 HIGH 78468R788340,940$12.0M5.21%
4JPMORGAN EQUITY PREMIUM 46641Q332191,752$10.3M4.48%
5ISHARES IBOXX INVT GRADE46428724288,247$9.0M3.93%
6ISHARES CORE 464289883259,257$8.8M3.84%
7GLOBAL X MLP & ENERGY 37954Y293204,060$8.6M3.77%
8SPDR BLMRG SHR TR HG YLD78468R408340,471$8.3M3.63%
9VANGUARD TOTAL BOND 921937835118,058$8.2M3.59%
10VANGUARD TOTAL INTERNTL 921909768110,484$5.9M2.58%
11VANGUARD HEALTH CARE 92204A50424,477$5.8M2.51%
12VANGUARD SMALL CAP ETF 92290875130,056$5.7M2.48%
13VANGUARD HIGH DIVIDEND 92194640653,623$5.5M2.42%
14ISHARES IBOXX HIGH YIELD46428851368,005$5.0M2.19%
15VANGUARD DIVIDEND 92190884430,873$4.8M2.09%
16VANGUARD FINANCIALS ETF 92204A40557,577$4.6M2.02%
17VANGUARD GROWTH ETF 92290873616,313$4.4M1.94%
18PROSHARES S&P 500 DIV 74348A46749,405$4.4M1.91%
19APPLE INC AAPL24,973$4.3M1.86%
20SCHWAB SHORT TERM US 80852486286,658$4.2M1.81%
21ISHARES PREFERRED INCOME464288687135,841$4.1M1.79%
22ISHARES INTERNATIONAL 464288448158,578$4.0M1.76%
23GLOBAL X SUPERDIVIDEND 37950E291235,242$3.8M1.66%
24ISHARES TIPS BOND ETF 46428717635,845$3.7M1.62%
25SHERWIN WILLIAMS CO SHW13,600$3.5M1.51%
26VANGUARD INDUSTRIALS 92204A60317,182$3.4M1.46%
27VANGUARD COMMUNICATION 92204A88431,320$3.3M1.44%
28VANGUARD CONSUMER 92204A20714,297$2.6M1.14%
29SPDR GOLD SHARES ETF GLD13,715$2.4M1.03%
30COSTCO WHOLESALE CO 22160K1053,229$1.8M0.80%
31SPDR S&P 500 ETF SPY4,100$1.8M0.76%
32VANGUARD ENERGY ETF 92204A30613,457$1.7M0.74%
33XTRACKERS USD HIGH YIELD23305143245,292$1.5M0.67%
34LOWES COMPANIES INC 5486611076,284$1.3M0.57%
35VANGUARD SHRT INF PROT 92202080527,291$1.3M0.56%
36SPDR S&P 500 GROWTH ETF 78464A40920,874$1.2M0.54%
37VANGUARD S&P 500 ETF 9229083632,980$1.2M0.51%
38CHEVRON CORP CVX6,712$1.1M0.49%
39MICROSOFT CORP MSFT3,489$1.1M0.48%
40VANGUARD TOTAL STOCK 9229087695,068$1.1M0.47%
41BERKSHIRE HATHAWAY BRK-A2,951$1.0M0.45%
42VANGUARD SHORT TERM 92206C10217,804$1.0M0.45%
43VANGUARD VALUE ETF 9229087446,636$915,2590.40%
44ISHARES RUSSELL 1000 4642876144,023$822,4090.36%
45AMAZON.COM INC AMZN6,347$806,8310.35%
46ALPHABET INC. GOOG5,983$783,8130.34%
47PROCTER & GAMBLE 7427181095,119$746,5880.33%
48FIDELITY MSCI CONS STPLS31609230317,208$732,7090.32%
49EXXON MOBIL CORP XOM5,244$616,5740.27%
50INVESCO SP 500 HIGH IVZ12,305$482,2420.21%
51VANGUARD UTILITIES ETF 92204A8762,680$341,8130.15%
52GRAYSCALE BITCOIN TR BTCGBTC17,532$336,4390.15%
53INVSC QQQ TRUST SRS 1 IVZ935$335,0730.15%
54ARK INNOVATION ETF 00214Q1048,375$332,2360.14%
55CSX CORP CSX10,298$316,6640.14%
56UNITEDHEALTH GRP INC UNH605$305,2570.13%
57UNITED BANKSHRS INC UNTCW10,781$297,4480.13%
58ABBVIE INC ABBV1,916$285,6570.12%
59META PLATFORMS INC META916$274,9920.12%
60VANGUARD FTSE EMERGING 9220428586,988$273,9920.12%
61NVIDIA CORP NVDA588$255,7920.11%
62FIRST INTST BANCSYST 32055Y20110,000$249,4000.11%
63INVSC ACTVLY MNG OPTM YDIVZ16,659$249,0490.11%
64ENERGY SELECT SECTOR 81369Y5062,671$241,4110.11%
65SPDR DOW JONES REIT ETF 78464A6072,851$236,4700.10%
66BOEING CO BA-PA1,194$228,8660.10%
67GENERAL ELECTRIC CO 3696043012,049$226,5370.10%
68FERGUSON PLC NEW FG3421J1061,353$222,5690.10%
69CONSOLIDATED EDISON ED2,592$221,6940.10%
70GRAYSCALE ETHEREUM TR ET38963810710,069$111,3630.05%
71FS CREDIT OPPORTUNIT FSCO14,010$75,9340.03%
72TRISTAR GOLD INC F89678B10991,000$7,2350.00%
73KRAIG BIOCRAFT LABS KBLB10,500$3290.00%
74PARTY CITY HOLDCO INCORP70214910537,500$1090.00%
75OZOP ENERGY SOLUTIONS INOZSC20,000$720.00%
76INNERSCOPE HEARING 45781P10450,000$380.00%
77ABAKAN INC XXX00258J10720,000$00.00%
78GRANT LIFE SCIENCES XXX388113102500,000$00.00%
79HEALTH SCIENCES GRP 42223A100833,333$00.00%
80PLUS SOLUTIONS INC XXX72941010050,000$00.00%