Curtis Advisory Group, LLC Purchases and Sells in Q1 2025

Curtis Advisory Group, LLC

$320 Million
Q1 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	19.7K + 60.33%	$87.68 - $94.52 $1.73M - $1.86M	52.4K $4.91M
SCHE	60.3K + 395.38%	$25.81 - $28.52 $1.56M - $1.72M	75.6K $2.08M
PTLC	22.6K + 42.55%	$50.25 - $55.9 $1.14M - $1.26M	75.7K $3.9M
COST	490 + 26.36%	$890.62 - $1076.86 $436K - $528K	2.35K $2.22M
IAGG	7K + 120.58%	$49.42 - $50.43 $346K - $353K	12.8K $639K
FTSL	7.75K + 62.35%	$45.65 - $46.48 $354K - $360K	20.2K $921K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWD	9.13K New	$182.82 - $196.21 $1.67M - $1.79M	9.13K $1.72M
CGDV	47K New	$34.95 - $37.36 $1.64M - $1.76M	47K $1.68M
FNDF	40.6K New	$32.9 - $37.45 $1.33M - $1.52M	40.6K $1.47M
XLG	31.8K New	$45.72 - $51.73 $1.45M - $1.65M	31.8K $1.46M
MUB	3.97K New	$104.71 - $107.69 $415K - $427K	3.97K $418K
BUFB	12.2K New	$31.06 - $33.33 $379K - $407K	12.2K $383K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-29.3K - 25.08%	$551.42 - $612.93 $16.2M - $18M	87.6K $49M
NVDA	-103 - 0.04%	$106.98 - $149.43 $11K - $15.4K	239K $25.9M
SCHG	-69.7K - 5.6%	$24.91 - $29.02 $1.74M - $2.02M	1.18M $29.4M
IWF	-382 - 0.82%	$360.07 - $417.26 $138K - $159K	46.3K $16.7M
IVW	-16.4K - 75.97%	$92.45 - $106.69 $1.51M - $1.75M	5.18K $480K
VONG	-6.27K - 10.36%	$92.71 - $107.38 $581K - $673K	54.3K $5.03M

Activity Summary All Purchases 33 New Holdings 7 Increased Positions 26 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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