Curtis Advisory Group, LLC Purchases and Sells in Q2 2025

Curtis Advisory Group, LLC

$378 Million
Q2 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	29.4K + 74.64%	$167.32 - $223.3 $4.91M - $6.55M	68.7K $15.1M
SCHG	4.69K + 0.4%	$22.27 - $29.21 $104K - $137K	1.18M $34.5M
IWF	4.27K + 9.24%	$320.42 - $424.58 $1.37M - $1.81M	50.6K $21.5M
JAAA	45.9K + 71.01%	$49.79 - $50.75 $2.28M - $2.33M	110K $5.61M
VXF	9.5K + 53.45%	$150.43 - $192.71 $1.43M - $1.83M	27.3K $5.26M
QQQ	91 + 0.45%	$416.06 - $551.64 $37.9K - $50.2K	20.5K $11.3M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	304K New	$58.41 - $72.69 $17.7M - $22.1M	304K $22.1M
OEF	6.32K New	N/A	6.32K $1.68M
NFLX	592 New	$855.86 - $1339.13 $507K - $793K	592 $792K
AVGO	2.5K New	$146.29 - $275.65 $366K - $689K	2.5K $689K
META	891 New	$484.66 - $738.09 $432K - $658K	891 $657K
WMT	5.86K New	$81.79 - $99.98 $480K - $586K	5.86K $573K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-24.3K - 27.76%	$496.48 - $617.85 $12.1M - $15M	63.3K $39.1M
USMV	-18.4K - 35.18%	$85.42 - $94.39 $1.57M - $1.74M	33.9K $3.19M
SCHE	-60.3K - 79.84%	$24.38 - $30.18 $1.47M - $1.82M	15.2K $459K
SPHQ	-24.5K - 80.84%	$59.24 - $71.39 $1.45M - $1.75M	5.82K $414K
SCHD	-1.77K - 0.58%	$24.32 - $27.87 $42.9K - $49.2K	302K $8M
DIA	-1.25K - 8.47%	$376.48 - $440.65 $471K - $551K	13.5K $5.95M

Activity Summary All Purchases 62 New Holdings 13 Increased Positions 49 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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