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  Name: Curran Financial Partners LLC
  City: CHARLESTON
  State: SC
  Zip: 29492
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $287,536,000
  Total Value Change : $26,633,000
  Securities Held Change : 7
   
All Securities Held : 82
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 34
  Unchanged Positions : 9
  Decreased Positions : 33

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHW)1 Year Chart         SHW Sherwin Williams Co 28 - $320.86 $3,163,000 9,108 1.1% 421,000 0 0.003    General Building Mate...
   (VAW)1 Year Chart         VAW Vanguard Materials VIPERS 48 - $202.29 $1,036,000 5,067 0.36% 118,000 0 0.004    Closed - End Fund - E...
   (UBSI)1 Year Chart         UBSI United Bankshares Inc 61 - $34.41 $386,000 10,781 0.13% -13,000 0 0.008    Domestic Regional Banks
   (FERG)1 Year Chart         FERG Ferguson plc 66 - $221.53 $296,000 1,353 0.1% 43,000 0 0.001    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 68 - $512.81 $282,000 570 0.1% -11,000 0 0    Health Care Plans
   (FIBK)1 Year Chart         FIBK First Interstate Bancsystem... 69 - $27.75 $272,000 10,000 0.09% -19,000 0 0.009    Domestic Regional Banks
   (MRK)1 Year Chart         MRK Merck & Co Inc 72 - $131.20 $251,000 1,905 0.09% 24,000 0 0    Drug Manufacturers - ...
   (WSBC)1 Year Chart         WSBC Wesbanco Inc 74 - $28.42 $230,000 7,732 0.08% -9,000 0 0.012    Domestic Regional Banks
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 81 - $6.16 $83,000 14,010 0.03% 2,000 0 0.016    N/A

      9 Records Found
  1    
Page 1 of 1
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