Curtis Advisory Group, LLC Purchases in Q1 2025

Curtis Advisory Group, LLC

  • $320 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
19.7K
+ 60.33%
$87.68 - $94.52 $1.73M - $1.86M
52.4K $4.91M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.13K
New
$182.82 - $196.21 $1.67M - $1.79M
9.13K $1.72M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
60.3K
+ 395.38%
$25.81 - $28.52 $1.56M - $1.72M
75.6K $2.08M
CGDV
Capital Group Divid Value ETF

ETFs
47K
New
$34.95 - $37.36 $1.64M - $1.76M
47K $1.68M
FNDF
Schwab Fundamental Intl Large

ETFs
40.6K
New
$32.9 - $37.45 $1.33M - $1.52M
40.6K $1.47M
XLG
Invesco Exchange Traded Fd Tr

ETFs
31.8K
New
$45.72 - $51.73 $1.45M - $1.65M
31.8K $1.46M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
22.6K
+ 42.55%
$50.25 - $55.9 $1.14M - $1.26M
75.7K $3.9M
COST
Costco Wholesale Corp

Consumer Defensive
490
+ 26.36%
$890.62 - $1076.86 $436K - $528K
2.35K $2.22M
MUB
Ishares National Muni Bond ETF

ETFs
3.97K
New
$104.71 - $107.69 $415K - $427K
3.97K $418K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
12.2K
New
$31.06 - $33.33 $379K - $407K
12.2K $383K
FTSL
First Trust Senior Ln Fund

ETFs
7.75K
+ 62.35%
$45.65 - $46.48 $354K - $360K
20.2K $921K
XYLD
Global X Fds S&P 500 Covered C

ETFs
9.35K
+ 63.8%
$39.02 - $42.89 $365K - $401K
24K $948K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.09K
+ 20.14%
$65.27 - $71.18 $332K - $362K
30.4K $2.01M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.11K
+ 20.63%
$86.24 - $97.98 $268K - $304K
18.2K $1.58M
NUDM
Nuveen Esg International Devel

ETFs
6.47K
New
$29.75 - $33.12 $192K - $214K
6.47K $206K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.48K
+ 15.07%
$44.41 - $45.98 $154K - $160K
26.5K $1.21M
USXF
Ishares Esg Advanced Msci Usa

Technology
2.75K
+ 39.9%
$46.38 - $52.65 $128K - $145K
9.65K $450K
QUAL
Ishares Msci Usa Quality Facto

ETFs
916
+ 10.31%
$168.16 - $186.21 $154K - $171K
9.8K $1.68M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.2K
+ 10.07%
$51.52 - $52.37 $61.7K - $62.7K
13.1K $685K
VTV
Vanguard Value ETF

ETFs
297
+ 6.41%
$167.73 - $179.21 $49.8K - $53.2K
4.93K $851K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
601
+ 6.34%
$93.32 - $95.35 $56.1K - $57.3K
10.1K $944K
AVDV
American Centy ETF Tr Avantis

ETFs
4
+ 0.03%
$63.74 - $71.96 $255 - $288
11.8K $820K
EMB
Ishares Tr

ETFs
308
+ 3.1%
$88.64 - $92.03 $27.3K - $28.3K
10.2K $926K
LQD
Ishares Iboxx $ Investment Gra

ETFs
198
+ 2.06%
$105.1 - $109.61 $20.8K - $21.7K
9.8K $1.07M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
237
+ 2.74%
$38.99 - $40.37 $9.24K - $9.57K
8.89K $358K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
447
+ 0.3%
$42.38 - $43.28 $18.9K - $19.3K
151K $6.43M
J P Morgan Exchange Traded F
12.7K
+ 10.39%
N/A
135K $0
IWN
Ishares Russell2000 Val ETF

ETFs
199
+ 6.64%
$149.27 - $169.4 $29.7K - $33.7K
3.2K $482K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
97
+ 8.81%
$254.58 - $302.92 $24.7K - $29.4K
1.2K $306K
SCHX
Schwab Strategic Tr Us Large C

ETFs
18
+ 0.13%
$21.75 - $24.28 $392 - $437
13.8K $304K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9
+ 0.06%
$25.58 - $29.24 $230 - $263
15.4K $402K
TSLA
Tesla, Inc.

Consumer Cyclical
60
+ 5.06%
$222.15 - $428.22 $13.3K - $25.7K
1.25K $322K
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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