Curtis Advisory Group, LLC Purchases and Sells in Q3 2024

Curtis Advisory Group, LLC

$334 Million
Q3 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	40.3K + 56.35%	$517.38 - $573.86 $20.8M - $23.1M	112K $64.2M
NVDA	198K + 490.79%	$98.91 - $134.91 $19.6M - $26.8M	239K $29M
SCHG	87 + 0.03%	$92.63 - $105.69 $8.06K - $9.2K	287K $29.9M
JEPI	5.76K + 2.82%	$54.98 - $59.51 $317K - $343K	210K $12.5M
PKW	1.06K + 1.5%	$102.34 - $114.52 $109K - $122K	72.1K $8.26M
SCHD	991 + 0.98%	$77.02 - $85.06 $76.3K - $84.3K	102K $8.61M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	12.8K New	$255.18 - $283.2 $3.27M - $3.63M	12.8K $3.63M
IWM	5.18K New	$200.87 - $224.6 $1.04M - $1.16M	5.18K $1.14M
LQD	8.81K New	$106.11 - $113.72 $935K - $1M	8.81K $995K
EMB	8.99K New	$87.75 - $93.74 $789K - $843K	8.99K $841K
USXF	6.9K New	$43.59 - $49.35 $301K - $341K	6.9K $338K
IWC	2.36K New	$112.21 - $129.46 $265K - $306K	2.36K $291K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-15.6K - 15.96%	$60.84 - $67.51 $951K - $1.06M	82.3K $5.56M
AMZN	-25 - 0.06%	$161.02 - $200.0 $4.03K - $5K	39.5K $7.35M
ESML	-6.71K - 39.36%	$38.03 - $42.06 $255K - $282K	10.3K $432K
ESGD	-2.21K - 24.56%	$75.63 - $84.89 $167K - $187K	6.77K $569K
NULG	-898 - 6.54%	$73.86 - $84.2 $66.3K - $75.6K	12.8K $1.06M
XLK	-234 - 16.36%	$197.34 - $237.68 $46.2K - $55.6K	1.2K $270K

Activity Summary All Purchases 48 New Holdings 9 Increased Positions 39 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curtis Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curtis Advisory Group, LLC with notifications on news.