0001843867-23-000007.txt : 20231109 0001843867-23-000007.hdr.sgml : 20231109 20231109161546 ACCESSION NUMBER: 0001843867-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Curran Financial Partners, LLC CENTRAL INDEX KEY: 0001843867 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: 231392663 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 false false 0001843867 XXXXXXXX 09-30-2023 09-30-2023 Curran Financial Partners, LLC
672 MARINA DR., SUITE 207 CHARLESTON SC 29492
13F HOLDINGS REPORT 028-21080 N
Ryan Westerbeck Consultant 513-562-1671 Ryan Westerbeck Covington KY 11-09-2023 0 80 229363202 false
INFORMATION TABLE 2 13FQ323.xml ABAKAN INC XXX Equities 00258J107 0 20000 SH SOLE 0 0 20000 ABBVIE INC Equities 00287Y109 285657 1916 SH SOLE 0 0 1916 ALPHABET INC. Equities 02079K107 783813 5983 SH SOLE 0 0 5983 AMAZON.COM INC Equities 023135106 806831 6347 SH SOLE 0 0 6347 APPLE INC Equities 037833100 4275566 24973 SH SOLE 0 0 24973 ARK INNOVATION ETF Equities 00214Q104 332236 8375 SH SOLE 0 0 8375 BERKSHIRE HATHAWAY Equities 084670702 1033735 2951 SH SOLE 0 0 2951 BOEING CO Equities 097023105 228866 1194 SH SOLE 0 0 1194 CHEVRON CORP Equities 166764100 1131763 6712 SH SOLE 0 0 6712 CONSOLIDATED EDISON Equities 209115104 221694 2592 SH SOLE 0 0 2592 COSTCO WHOLESALE CO Equities 22160K105 1824506 3229 SH SOLE 0 0 3229 CSX CORP Equities 126408103 316664 10298 SH SOLE 0 0 10298 ENERGY SELECT SECTOR Equities 81369Y506 241411 2671 SH SOLE 0 0 2671 EXXON MOBIL CORP Equities 30231G102 616574 5244 SH SOLE 0 0 5244 FERGUSON PLC NEW F Equities G3421J106 222569 1353 SH SOLE 0 0 1353 FIDELITY MSCI CONS STPLS Equities 316092303 732709 17208 SH SOLE 0 0 17208 FIRST INTST BANCSYST Equities 32055Y201 249400 10000 SH SOLE 0 0 10000 FS CREDIT OPPORTUNIT Equities 30290Y101 75934 14010 SH SOLE 0 0 14010 GENERAL ELECTRIC CO Equities 369604301 226537 2049 SH SOLE 0 0 2049 GLOBAL X MLP & ENERGY Equities 37954Y293 8648849 204060 SH SOLE 0 0 204060 GLOBAL X SUPERDIVIDEND Equities 37950E291 3809746 235242 SH SOLE 0 0 235242 GOD BLESS AMERICA ETF Equities 886364462 33340065 1267616 SH SOLE 0 0 1267616 GRANT LIFE SCIENCES XXX Equities 388113102 0 500000 SH SOLE 0 0 500000 GRAYSCALE BITCOIN TR BTC Equities 389637109 336439 17532 SH SOLE 0 0 17532 GRAYSCALE ETHEREUM TR ET Equities 389638107 111363 10069 SH SOLE 0 0 10069 HEALTH SCIENCES GRP Equities 42223A100 0 833333 SH SOLE 0 0 833333 INNERSCOPE HEARING Equities 45781P104 38 50000 SH SOLE 0 0 50000 INVESCO SP 500 HIGH Equities 46138E362 482242 12305 SH SOLE 0 0 12305 INVSC ACTVLY MNG OPTM YD Equities 46090F100 249049 16659 SH SOLE 0 0 16659 INVSC QQQ TRUST SRS 1 Equities 46090E103 335073 935 SH SOLE 0 0 935 ISHARES CORE Equities 464289883 8804643 259257 SH SOLE 0 0 259257 ISHARES IBOXX HIGH YIELD Equities 464288513 5013322 68005 SH SOLE 0 0 68005 ISHARES IBOXX INVT GRADE Equities 464287242 9002977 88247 SH SOLE 0 0 88247 ISHARES INTERNATIONAL Equities 464288448 4027874 158578 SH SOLE 0 0 158578 ISHARES PREFERRED INCOME Equities 464288687 4095609 135841 SH SOLE 0 0 135841 ISHARES RUSSELL 1000 Equities 464287614 822409 4023 SH SOLE 0 0 4023 ISHARES TIPS BOND ETF Equities 464287176 3717857 35845 SH SOLE 0 0 35845 JPMORGAN EQUITY PREMIUM Equities 46641Q332 10270225 191752 SH SOLE 0 0 191752 KRAIG BIOCRAFT LABS Equities 50075W104 329 10500 SH SOLE 0 0 10500 LOWES COMPANIES INC Equities 548661107 1306058 6284 SH SOLE 0 0 6284 META PLATFORMS INC Equities 30303M102 274992 916 SH SOLE 0 0 916 MICROSOFT CORP Equities 594918104 1101693 3489 SH SOLE 0 0 3489 NVIDIA CORP Equities 67066G104 255792 588 SH SOLE 0 0 588 OZOP ENERGY SOLUTIONS IN Equities 692732209 72 20000 SH SOLE 0 0 20000 PARTY CITY HOLDCO INCORP Equities 702149105 109 37500 SH SOLE 0 0 37500 PLUS SOLUTIONS INC XXX Equities 729410100 0 50000 SH SOLE 0 0 50000 PROCTER & GAMBLE Equities 742718109 746588 5119 SH SOLE 0 0 5119 PROSHARES S&P 500 DIV Equities 74348A467 4374840 49405 SH SOLE 0 0 49405 SCHWAB SHORT TERM US Equities 808524862 4150051 86658 SH SOLE 0 0 86658 SCHWAB US DIVIDEND Equities 808524797 16951996 239570 SH SOLE 0 0 239570 SHERWIN WILLIAMS CO Equities 824348106 3468680 13600 SH SOLE 0 0 13600 SPDR BLMRG SHR TR HG YLD Equities 78468R408 8327911 340471 SH SOLE 0 0 340471 SPDR DOW JONES REIT ETF Equities 78464A607 236470 2851 SH SOLE 0 0 2851 SPDR GOLD SHARES ETF Equities 78463V107 2351351 13715 SH SOLE 0 0 13715 SPDR S&P 500 ETF Equities 78462F103 1752740 4100 SH SOLE 0 0 4100 SPDR S&P 500 GROWTH ETF Equities 78464A409 1237425 20874 SH SOLE 0 0 20874 SPDR S&P 500 HIGH Equities 78468R788 11956751 340940 SH SOLE 0 0 340940 TRISTAR GOLD INC F Equities 89678B109 7235 91000 SH SOLE 0 0 91000 UNITED BANKSHRS INC Equities 909907107 297448 10781 SH SOLE 0 0 10781 UNITEDHEALTH GRP INC Equities 91324P102 305257 605 SH SOLE 0 0 605 VANGUARD COMMUNICATION Equities 92204A884 3294563 31320 SH SOLE 0 0 31320 VANGUARD CONSUMER Equities 92204A207 2613334 14297 SH SOLE 0 0 14297 VANGUARD DIVIDEND Equities 921908844 4797075 30873 SH SOLE 0 0 30873 VANGUARD ENERGY ETF Equities 92204A306 1705540 13457 SH SOLE 0 0 13457 VANGUARD FINANCIALS ETF Equities 92204A405 4624593 57577 SH SOLE 0 0 57577 VANGUARD FTSE EMERGING Equities 922042858 273992 6988 SH SOLE 0 0 6988 VANGUARD GROWTH ETF Equities 922908736 4442112 16313 SH SOLE 0 0 16313 VANGUARD HEALTH CARE Equities 92204A504 5754488 24477 SH SOLE 0 0 24477 VANGUARD HIGH DIVIDEND Equities 921946406 5540313 53623 SH SOLE 0 0 53623 VANGUARD INDUSTRIALS Equities 92204A603 3350051 17182 SH SOLE 0 0 17182 VANGUARD S&P 500 ETF Equities 922908363 1170246 2980 SH SOLE 0 0 2980 VANGUARD SHORT TERM Equities 92206C102 1025509 17804 SH SOLE 0 0 17804 VANGUARD SHRT INF PROT Equities 922020805 1290303 27291 SH SOLE 0 0 27291 VANGUARD SMALL CAP ETF Equities 922908751 5682746 30056 SH SOLE 0 0 30056 VANGUARD TOTAL BOND Equities 921937835 8238108 118058 SH SOLE 0 0 118058 VANGUARD TOTAL INTERNTL Equities 921909768 5913116 110484 SH SOLE 0 0 110484 VANGUARD TOTAL STOCK Equities 922908769 1076593 5068 SH SOLE 0 0 5068 VANGUARD UTILITIES ETF Equities 92204A876 341813 2680 SH SOLE 0 0 2680 VANGUARD VALUE ETF Equities 922908744 915259 6636 SH SOLE 0 0 6636 XTRACKERS USD HIGH YIELD Equities 233051432 1535415 45292 SH SOLE 0 0 45292