Curtis Advisory Group, LLC Sells in Q3 2025

Curtis Advisory Group, LLC

  • $420 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
-9.53K
- 34.91%
$193.58 - $213.07 $1.84M - $2.03M
17.8K $3.72M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-36.1K
- 12.01%
$22.9 - $23.58 $827K - $852K
265K $6.21M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-25.4K
- 8.36%
$72.65 - $78.68 $1.84M - $2M
278K $21.8M
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.32K
- 34.41%
$53.69 - $57.31 $178K - $190K
6.33K $362K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.42K
- 19.52%
$28.15 - $30.13 $96.4K - $103K
14.1K $418K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.62K
- 19.1%
$25.29 - $28.33 $91.6K - $103K
15.3K $428K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-832
- 0.75%
$50.53 - $50.82 $42K - $42.3K
110K $5.57M
BNDX
Vanguard Total International B

ETFs
-251
- 1.85%
$49.0 - $49.51 $12.3K - $12.4K
13.3K $657K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-224
- 1.73%
$50.85 - $51.35 $11.4K - $11.5K
12.8K $653K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-238
- 1.87%
$20.84 - $21.03 $4.96K - $5.01K
12.5K $262K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-260
- 1.08%
$45.26 - $46.63 $11.8K - $12.1K
23.9K $1.1M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-156
- 0.67%
$38.52 - $39.39 $6.01K - $6.14K
23.1K $906K
FNDX
Schwab Fundamental U S Large C

ETFs
-577
- 5.17%
$24.38 - $26.34 $14.1K - $15.2K
10.6K $278K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-709
- 4.87%
$24.46 - $26.5 $17.3K - $18.8K
13.8K $364K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-484
- 0.75%
$16.46 - $17.1 $7.97K - $8.28K
64K $1.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-25
- 0.95%
$108.46 - $120.63 $2.71K - $3.02K
2.62K $310K
VEA
Vanguard Ftse Developed Market

ETFs
-159
- 1.34%
$56.02 - $60.3 $8.91K - $9.59K
11.7K $699K
VTV
Vanguard Value ETF

ETFs
-119
- 2.42%
$175.51 - $186.57 $20.9K - $22.2K
4.81K $896K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19
- 2.21%
$567.77 - $614.76 $10.8K - $11.7K
839 $513K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-601
- 4.45%
$435.72 - $463.74 $262K - $279K
12.9K $5.98M
VTI
Vanguard Total Stock Market Et

ETFs
-466
- 5.9%
$303.93 - $329.86 $142K - $154K
7.44K $2.44M
ORCL
Oracle Corp

Technology
-30
- 3.23%
$218.96 - $328.33 $6.57K - $9.85K
900 $253K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-81
- 0.51%
$42.67 - $46.91 $3.46K - $3.8K
15.8K $738K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.87K
- 1.95%
$26.38 - $27.95 $155K - $164K
296K $8.08M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-7.22K
- 3.44%
$27.61 - $29.15 $199K - $210K
202K $5.89M
VUG
Vanguard Growth ETF

ETFs
-72
- 2.04%
$433.97 - $484.08 $31.2K - $34.9K
3.46K $1.66M
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.1K
- 7.5%
$108.08 - $121.73 $443K - $499K
50.5K $6.09M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-107
- 0.13%
$50.7 - $54.86 $5.42K - $5.87K
80.1K $4.39M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-141
- 0.18%
$123.59 - $132.83 $17.4K - $18.7K
78.1K $10.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-60
- 0.29%
$546.99 - $602.2 $32.8K - $36.1K
20.5K $12.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.5K
- 1.14%
$28.92 - $32.19 $390K - $434K
1.17M $37.2M
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
Track This Portfolio

Track Curtis Advisory Group, LLC Portfolio

Follow Curtis Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curtis Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curtis Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email