Curtis Advisory Group, LLC Sells in Q4 2024

Curtis Advisory Group, LLC

  • $358 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-14.9K
- 18.12%
$66.77 - $71.52 $996K - $1.07M
67.4K $4.65M
VTI
Vanguard Total Stock Market Et

ETFs
-2.71K
- 21.09%
$280.04 - $302.45 $758K - $818K
10.1K $2.93M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-266
- 18.49%
$521.84 - $558.82 $139K - $149K
1.17K $632K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-680
- 10.04%
$75.65 - $83.47 $51.4K - $56.8K
6.09K $463K
QCOM
Qualcomm Inc

Technology
-100
- 2.04%
$150.4 - $178.04 $15K - $17.8K
4.8K $737K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-64
- 0.2%
$88.59 - $94.57 $5.67K - $6.05K
32.7K $2.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 0.11%
$442.29 - $483.08 $5.31K - $5.8K
11K $4.97M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-228
- 0.89%
$38.96 - $43.28 $8.88K - $9.87K
25.5K $1M
EXR
Extra Space Storage Inc.

Real Estate
-50
- 3.12%
$142.35 - $178.32 $7.12K - $8.92K
1.55K $232K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-194
- 6.76%
$113.92 - $127.38 $22.1K - $24.7K
2.67K $308K
DBEM
Xtrackers Msci Emerging Market

ETFs
-71
- 0.54%
$24.89 - $27.32 $1.77K - $1.94K
13K $324K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-208
- 0.82%
$65.67 - $69.79 $13.7K - $14.5K
25.3K $1.69M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-110
- 0.73%
$417.69 - $450.94 $45.9K - $49.6K
14.9K $6.32M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-41
- 3.59%
$278.19 - $315.36 $11.4K - $12.9K
1.1K $316K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-110
- 1.06%
$41.09 - $45.94 $4.52K - $5.05K
10.2K $430K
XLK
Technology Sector Spdr

ETFs
-19
- 1.59%
$220.26 - $241.44 $4.18K - $4.59K
1.18K $273K
VUG
Vanguard Growth ETF

ETFs
-145
- 4.32%
$378.79 - $428.11 $54.9K - $62.1K
3.21K $1.32M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-113
- 0.88%
$81.6 - $90.89 $9.22K - $10.3K
12.7K $1.09M
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 1.33%
$873.59 - $994.69 $21.8K - $24.9K
1.86K $1.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-221
- 15.72%
$213.65 - $479.86 $47.2K - $106K
1.19K $478K
AAPL
Apple Inc.

Technology
-359
- 2.75%
$221.69 - $259.02 $79.6K - $93K
12.7K $3.18M
VONG
Vanguard Russell 1000 Growth E

ETFs
-58
- 0.1%
$95.27 - $107.82 $5.53K - $6.25K
60.5K $6.25M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-202
- 0.43%
$370.24 - $418.94 $74.8K - $84.6K
46.7K $18.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-34
- 0.09%
$180.88 - $232.93 $6.15K - $7.92K
39.4K $8.65M
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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