Curtis Advisory Group, LLC Incresed Positions in Q2 2025

Curtis Advisory Group, LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
29.4K
+ 74.64%
$167.32 - $223.3 $4.91M - $6.55M
68.7K $15.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.69K
+ 0.4%
$22.27 - $29.21 $104K - $137K
1.18M $34.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.27K
+ 9.24%
$320.42 - $424.58 $1.37M - $1.81M
50.6K $21.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
45.9K
+ 71.01%
$49.79 - $50.75 $2.28M - $2.33M
110K $5.61M
VXF
Vanguard Extended Market ETF

ETFs
9.5K
+ 53.45%
$150.43 - $192.71 $1.43M - $1.83M
27.3K $5.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
91
+ 0.45%
$416.06 - $551.64 $37.9K - $50.2K
20.5K $11.3M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
60.2K
+ 25.03%
$22.68 - $23.28 $1.37M - $1.4M
301K $6.99M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.5K
+ 12.69%
$77.94 - $79.5 $893K - $911K
102K $8.09M
GOOG
Alphabet Inc.

Communication Services
4.22K
+ 42.96%
$146.58 - $180.01 $619K - $760K
14K $2.49M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
19.6K
+ 12.98%
$40.82 - $43.14 $801K - $846K
171K $7.37M
PKW
Invesco Exchange Traded Fd Tr

ETFs
445
+ 0.57%
$98.58 - $123.6 $43.9K - $55K
78.2K $9.67M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
53.3K
+ 473.56%
$14.97 - $16.79 $797K - $894K
64.5K $1.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.9K
+ 6.28%
$51.14 - $57.0 $711K - $792K
235K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
2K
+ 111.11%
$210.28 - $289.91 $421K - $580K
3.8K $1.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.39K
+ 1.84%
$17.76 - $22.1 $60.1K - $74.8K
187K $4.14M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.57K
+ 6.09%
$73.19 - $85.21 $261K - $304K
62.1K $5.29M
LMT
Lockheed Martin Corp

Industrials
950
+ 101.06%
$430.82 - $486.45 $409K - $462K
1.89K $875K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.99K
+ 12.55%
$40.94 - $52.1 $163K - $208K
35.8K $1.86M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
10.5K
+ 86.23%
$28.75 - $33.88 $303K - $357K
22.7K $770K
VUG
Vanguard Growth ETF

ETFs
399
+ 12.72%
$329.49 - $438.4 $131K - $175K
3.54K $1.55M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.8K
+ 2.85%
$23.55 - $27.67 $137K - $161K
210K $5.8M
FNDF
Schwab Fundamental Intl Large

ETFs
5.58K
+ 13.75%
$32.25 - $40.02 $180K - $223K
46.2K $1.85M
CMF
Ishares California Muni Bond E

ETFs
6.19K
+ 30.8%
$54.52 - $56.7 $338K - $351K
26.3K $1.47M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.35K
+ 4.73%
$70.56 - $87.22 $95.1K - $118K
29.9K $2.61M
CGDV
Capital Group Divid Value ETF

ETFs
1.77K
+ 3.77%
$31.93 - $39.49 $56.6K - $70K
48.8K $1.93M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
135
+ 1.12%
$70.54 - $93.95 $9.52K - $12.7K
12.2K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
85
+ 3.62%
$908.13 - $1056.85 $77.2K - $89.8K
2.43K $2.41M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4.51K
+ 5.95%
$47.42 - $51.67 $214K - $233K
80.3K $4.07M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
382
+ 31.89%
$224.16 - $285.86 $85.6K - $109K
1.58K $451K
AVDV
American Centy ETF Tr Avantis

ETFs
360
+ 3.06%
$61.76 - $79.32 $22.2K - $28.6K
12.1K $961K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
918
+ 9.1%
$89.58 - $95.01 $82.2K - $87.2K
11K $1.05M
VEA
Vanguard Ftse Developed Market

ETFs
330
+ 2.87%
$45.65 - $57.01 $15.1K - $18.8K
11.8K $674K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.17K
+ 14.11%
$22.92 - $28.05 $49.7K - $60.9K
17.5K $492K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
346
+ 4.54%
$114.78 - $133.31 $39.7K - $46.1K
7.98K $1.06M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.02K
+ 22.71%
$39.34 - $40.41 $79.4K - $81.6K
10.9K $437K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.49K
+ 5.31%
$38.18 - $45.52 $56.9K - $67.9K
29.5K $1.29M
IWN
Ishares Russell2000 Val ETF

ETFs
305
+ 9.54%
$131.84 - $157.76 $40.2K - $48.1K
3.5K $552K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
335
+ 2.16%
$34.72 - $42.74 $11.6K - $14.3K
15.9K $678K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
316
+ 17.94%
$108.06 - $135.3 $34.1K - $42.8K
2.08K $281K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.32K
+ 7.46%
$20.42 - $25.3 $26.9K - $33.3K
19K $479K
DBEM
Xtrackers Msci Emerging Market

ETFs
1.15K
+ 9.27%
$22.79 - $27.5 $26.1K - $31.5K
13.5K $369K
SCHX
Schwab Strategic Tr Us Large C

ETFs
737
+ 5.34%
$19.6 - $24.44 $14.4K - $18K
14.5K $355K
SGOL
Abrdn Gold ETF Trust

ETFs
300
+ 3.17%
$28.39 - $32.75 $8.52K - $9.83K
9.76K $307K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
187
+ 1.46%
$50.09 - $51.09 $9.37K - $9.55K
13K $663K
BNDX
Vanguard Total International B

ETFs
83
+ 0.62%
$48.77 - $49.55 $4.05K - $4.11K
13.5K $670K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.06K
+ 9.71%
$483.48 - $539.8 $512K - $572K
12K $5.82M
J P Morgan Exchange Traded F
8.45K
+ 6.28%
N/A
143K $0
AAPL
Apple Inc.

Technology
36
+ 0.29%
$172.42 - $223.89 $6.21K - $8.06K
12.6K $2.58M
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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