Curtis Advisory Group, LLC Incresed Positions in Q4 2024

Curtis Advisory Group, LLC

  • $358 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
958K
+ 334.03%
$25.93 - $105.3 $24.8M - $101M
1.24M $34.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.1K
+ 4.56%
$567.81 - $607.81 $2.89M - $3.1M
117K $68.5M
NVDA
Nvidia Corp

Technology
139
+ 0.06%
$117.0 - $148.88 $16.3K - $20.7K
239K $32.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
24K
+ 59.23%
$50.62 - $50.97 $1.22M - $1.22M
64.6K $3.28M
PKW
Invesco Exchange Traded Fd Tr

ETFs
7.8K
+ 10.82%
$114.02 - $125.22 $890K - $977K
79.9K $9.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
244K
+ 239.89%
$26.93 - $84.95 $6.58M - $20.8M
346K $9.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
533
+ 2.66%
$481.22 - $538.17 $256K - $287K
20.5K $10.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
139K
+ 133.62%
$22.63 - $47.53 $3.14M - $6.58M
242K $5.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.1K
+ 131.46%
$44.87 - $46.86 $588K - $614K
23.1K $1.03M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.26K
+ 10.01%
$77.86 - $79.27 $643K - $655K
90.8K $7.08M
SRLN
Ssga Active Trust

ETFs
11.5K
+ 9.15%
$41.48 - $42.08 $476K - $483K
137K $5.71M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
7.39K
+ 16.15%
$52.0 - $55.66 $384K - $411K
53.1K $2.84M
SCHV
Schwab Strategic Tr Us Large C

ETFs
159K
+ 231.91%
$25.79 - $80.4 $4.09M - $12.8M
227K $5.92M
AIQ
Global X Funds Global X Artifi

ETFs
3.85K
+ 2.72%
$36.57 - $40.57 $141K - $156K
145K $5.62M
CMF
Ishares California Muni Bond E

ETFs
6.03K
+ 26.62%
$56.66 - $58.1 $342K - $350K
28.7K $1.64M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.33K
+ 81.29%
$51.54 - $52.55 $275K - $280K
11.9K $614K
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 5.57%
$57.53 - $60.83 $672K - $711K
222K $12.7M
GOOG
Alphabet Inc.

Communication Services
36
+ 0.36%
$163.08 - $198.16 $5.87K - $7.13K
9.99K $1.9M
VXF
Vanguard Extended Market ETF

ETFs
500
+ 2.81%
$179.17 - $207.15 $89.6K - $104K
18.3K $3.47M
BNDX
Vanguard Total International B

ETFs
4.52K
+ 29.38%
$48.91 - $50.61 $221K - $229K
19.9K $975K
IWM
Ishares Russell 2000 ETF

ETFs
855
+ 16.52%
$216.13 - $242.4 $185K - $207K
6.03K $1.33M
IVW
Ishares S&P 500 Growth ETF

ETFs
645
+ 3.09%
$94.43 - $105.47 $60.9K - $68K
21.6K $2.19M
VBK
Vanguard Small Cap Growth ETF

ETFs
205
+ 2.8%
$264.18 - $304.19 $54.2K - $62.4K
7.53K $2.11M
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.93K
+ 25.01%
$40.86 - $43.42 $120K - $127K
14.7K $614K
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 20.0%
$205.18 - $250.29 $61.6K - $75.1K
1.8K $431K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.18K
+ 3.95%
$87.42 - $98.06 $104K - $116K
31.1K $2.78M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.16K
+ 13.98%
$93.52 - $95.37 $109K - $111K
9.48K $888K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.77K
+ 43.83%
$49.87 - $52.46 $88.2K - $92.7K
5.8K $289K
QUAL
Ishares Msci Usa Quality Facto

ETFs
350
+ 4.1%
$176.42 - $186.91 $61.7K - $65.4K
8.89K $1.58M
EMB
Ishares Tr

ETFs
931
+ 10.35%
$88.94 - $93.46 $82.8K - $87K
9.92K $883K
FNDX
Schwab Fundamental U S Large C

ETFs
18K
+ 221.76%
$23.49 - $71.77 $424K - $1.29M
26.2K $619K
LQD
Ishares Iboxx $ Investment Gra

ETFs
794
+ 9.01%
$106.56 - $113.11 $84.6K - $89.8K
9.6K $1.03M
FTSL
First Trust Senior Ln Fund

ETFs
341
+ 2.82%
$45.9 - $46.48 $15.7K - $15.8K
12.4K $574K
VIG
Vanguard Dividend Appreciation

ETFs
100
+ 5.33%
N/A
1.98K $359K
IWN
Ishares Russell2000 Val ETF

ETFs
152
+ 5.34%
$162.69 - $181.35 $24.7K - $27.6K
3K $492K
VBR
Vanguard Small Cap Value ETF

ETFs
209
+ 2.23%
$197.36 - $217.3 $41.2K - $45.4K
9.57K $1.9M
VTV
Vanguard Value ETF

ETFs
224
+ 5.08%
$168.32 - $181.87 $37.7K - $40.7K
4.63K $784K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.2K
+ 200.0%
$22.4 - $68.28 $206K - $628K
13.8K $319K
Global X Fds
9.62K
+ 8.5%
N/A
123K $0
J P Morgan Exchange Traded F
10K
+ 8.95%
N/A
122K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.52K
+ 91.52%
$25.33 - $51.16 $216K - $436K
17.8K $461K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
629
+ 4.02%
$38.37 - $42.82 $24.1K - $26.9K
16.3K $624K
MSFT
Microsoft Corp

Technology
34
+ 0.79%
$406.35 - $454.46 $13.8K - $15.5K
4.33K $1.82M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
221
+ 1.47%
$26.63 - $30.23 $5.89K - $6.68K
15.3K $406K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.7K
+ 171.27%
$27.54 - $83.04 $267K - $806K
15.4K $425K
VEA
Vanguard Ftse Developed Market

ETFs
179
+ 1.57%
$47.57 - $52.44 $8.52K - $9.39K
11.6K $553K
AVDV
American Centy ETF Tr Avantis

ETFs
80
+ 0.69%
$63.85 - $70.4 $5.11K - $5.63K
11.8K $765K
VONV
Vanguard Russell 1000 Value Et

ETFs
266
+ 0.43%
$80.87 - $87.69 $21.5K - $23.3K
61.6K $5.01M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
90.6K
+ 94.74%
$18.41 - $40.87 $1.67M - $3.7M
186K $3.45M
Activity Summary
Buys All Purchases 53 New Holdings 3 Increased Positions 50 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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