Curtis Advisory Group, LLC Purchases in Q3 2025

Curtis Advisory Group, LLC

  • $420 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
40.3K
+ 16.95%
$153.3 - $186.58 $6.18M - $7.52M
278K $51.9M
AMZN
Amazon Com Inc

Consumer Cyclical
30.1K
+ 43.84%
$211.65 - $238.24 $6.37M - $7.17M
98.8K $21.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
334
+ 0.53%
$617.65 - $666.84 $206K - $223K
63.6K $42.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
46
+ 0.09%
$420.11 - $472.68 $19.3K - $21.7K
50.6K $23.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
20.5K
+ 60.43%
$92.18 - $95.14 $1.89M - $1.95M
54.5K $5.18M
GOOG
Alphabet Inc.

Communication Services
805
+ 5.73%
$175.16 - $255.24 $141K - $205K
14.8K $3.62M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
25.3K
+ 14.83%
$42.75 - $43.37 $1.08M - $1.1M
196K $8.49M
AAPL
Apple Inc.

Technology
1.29K
+ 10.26%
$202.38 - $256.87 $261K - $331K
13.9K $3.53M
HD
Home Depot, Inc.

Consumer Cyclical
1.99K
+ 107.62%
$357.4 - $423.42 $712K - $843K
3.84K $1.56M
AIQ
Global X Funds Global X Artifi

ETFs
5
+ 0.0%
$43.2 - $49.66 $216 - $248
143K $7.08M
MRK
Merck & Co., Inc.

Healthcare
6.6K
New
$77.6 - $87.37 $512K - $577K
6.6K $553K
VTWO
Vanguard Russell 2000 ETF

ETFs
863
+ 2.89%
$86.92 - $99.32 $75K - $85.7K
30.7K $3.01M
MSFT
Microsoft Corp

Technology
582
+ 13.73%
$491.09 - $535.64 $286K - $312K
4.82K $2.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.27K
+ 2.05%
$84.55 - $89.54 $108K - $114K
63.4K $5.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
290
+ 2.42%
$459.11 - $506.91 $133K - $147K
12.3K $6.16M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
6.33K
New
$47.64 - $51.71 $301K - $327K
6.33K $325K
VBK
Vanguard Small Cap Growth ETF

ETFs
566
+ 7.87%
$276.51 - $305.12 $157K - $173K
7.76K $2.31M
COST
Costco Wholesale Corp

Consumer Defensive
460
+ 18.9%
$915.95 - $994.57 $421K - $458K
2.89K $2.68M
TSLA
Tesla, Inc.

Consumer Cyclical
255
+ 21.02%
$293.94 - $444.72 $75K - $113K
1.47K $652K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.63K
+ 0.87%
$21.69 - $23.34 $35.2K - $37.9K
189K $4.4M
AVDV
American Centy ETF Tr Avantis

ETFs
1.33K
+ 11.0%
$79.24 - $89.03 $106K - $119K
13.5K $1.2M
XLU
Utilities Sector Spdr

ETFs
2.39K
New
$81.14 - $87.32 $194K - $209K
2.39K $208K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.84K
New
$49.43 - $54.52 $190K - $209K
3.84K $207K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.02K
+ 1.98%
$78.96 - $80.04 $159K - $161K
104K $8.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
171
+ 0.48%
$51.78 - $57.89 $8.85K - $9.9K
36K $2.07M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.65K
+ 8.98%
$43.65 - $46.42 $116K - $123K
32.2K $1.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.11K
+ 0.9%
$55.61 - $57.37 $117K - $121K
237K $13.5M
VBR
Vanguard Small Cap Value ETF

ETFs
113
+ 1.22%
$195.41 - $212.37 $22.1K - $24K
9.41K $1.96M
FNDF
Schwab Fundamental Intl Large

ETFs
42
+ 0.09%
$39.84 - $43.15 $1.67K - $1.81K
46.2K $1.98M
CGDV
Capital Group Divid Value ETF

ETFs
148
+ 0.3%
$39.59 - $42.21 $5.86K - $6.25K
49K $2.06M
DBEM
Xtrackers Msci Emerging Market

ETFs
2.3K
+ 17.06%
$27.14 - $30.85 $62.5K - $71.1K
15.8K $487K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.36K
+ 23.35%
$70.77 - $73.59 $96.1K - $99.9K
7.17K $525K
SRLN
Ssga Active Trust

ETFs
2.65K
+ 2.13%
$41.28 - $41.65 $110K - $110K
127K $5.29M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.25K
+ 4.88%
$41.5 - $43.83 $51.7K - $54.6K
26.7K $1.17M
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.44K
+ 22.45%
$40.43 - $44.52 $58.3K - $64.2K
7.87K $347K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
921
+ 6.04%
$30.13 - $33.37 $27.7K - $30.7K
16.2K $539K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
106
+ 0.87%
$92.97 - $100.18 $9.85K - $10.6K
12.3K $1.23M
IWN
Ishares Russell2000 Val ETF

ETFs
28
+ 0.8%
$157.1 - $178.94 $4.4K - $5.01K
3.53K $624K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
51
+ 3.23%
$284.45 - $324.95 $14.5K - $16.6K
1.63K $521K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
429
+ 1.89%
$33.86 - $35.74 $14.5K - $15.3K
23.2K $828K
CMF
Ishares California Muni Bond E

ETFs
318
+ 1.21%
$55.16 - $57.13 $17.5K - $18.2K
26.6K $1.52M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
168
+ 2.76%
$87.05 - $93.19 $14.6K - $15.7K
6.26K $582K
FTSL
First Trust Senior Ln Fund

ETFs
585
+ 3.48%
$45.81 - $46.18 $26.8K - $27K
17.4K $797K
META
Meta Platforms, Inc.

Communication Services
30
+ 3.37%
$695.21 - $791.73 $20.9K - $23.8K
921 $676K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
103
+ 0.94%
$94.11 - $95.78 $9.69K - $9.87K
11.1K $1.06M
SHYD
Vaneck Short High Yield Muni E

ETFs
333
+ 1.57%
$22.31 - $23.01 $7.43K - $7.66K
21.5K $492K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
123
+ 1.13%
$39.58 - $40.74 $4.87K - $5.01K
11K $447K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
100
+ 0.84%
$52.39 - $53.11 $5.24K - $5.31K
11.9K $633K
OEF
Ishares S&P 100 ETF

ETFs
28
+ 0.44%
N/A
6.35K $1.69M
Activity Summary
Buys All Purchases 54 New Holdings 5 Increased Positions 49 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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