Curtis Advisory Group, LLC Sells in Q1 2025

Curtis Advisory Group, LLC

  • $320 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-29.3K
- 25.08%
$551.42 - $612.93 $16.2M - $18M
87.6K $49M
NVDA
Nvidia Corp

Technology
-103
- 0.04%
$106.98 - $149.43 $11K - $15.4K
239K $25.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-69.7K
- 5.6%
$24.91 - $29.02 $1.74M - $2.02M
1.18M $29.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-382
- 0.82%
$360.07 - $417.26 $138K - $159K
46.3K $16.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-16.4K
- 75.97%
$92.45 - $106.69 $1.51M - $1.75M
5.18K $480K
VONG
Vanguard Russell 1000 Growth E

ETFs
-6.27K
- 10.36%
$92.71 - $107.38 $581K - $673K
54.3K $5.03M
AMZN
Amazon Com Inc

Consumer Cyclical
-95
- 0.24%
$190.26 - $242.06 $18.1K - $23K
39.3K $7.48M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-42.7K
- 12.33%
$27.01 - $28.54 $1.15M - $1.22M
304K $8.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-92
- 0.45%
$468.34 - $539.52 $43.1K - $49.6K
20.4K $9.59M
VTI
Vanguard Total Stock Market Et

ETFs
-2.05K
- 20.24%
$271.18 - $303.12 $556K - $621K
8.07K $2.22M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-23.4K
- 10.3%
$25.77 - $27.6 $603K - $646K
204K $5.41M
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.62K
- 8.41%
$80.08 - $92.93 $210K - $243K
28.5K $2.3M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-2.15K
- 2.69%
$109.15 - $120.99 $234K - $260K
77.8K $8.76M
VXF
Vanguard Extended Market ETF

ETFs
-500
- 2.74%
$170.36 - $201.04 $85.2K - $101K
17.8K $3.06M
AIQ
Global X Funds Global X Artifi

ETFs
-1.94K
- 1.33%
$36.38 - $42.77 $70.5K - $82.9K
143K $5.22M
AAPL
Apple Inc.

Technology
-172
- 1.35%
$209.68 - $247.1 $36.1K - $42.5K
12.5K $2.78M
GOOG
Alphabet Inc.

Communication Services
-164
- 1.64%
$156.06 - $207.71 $25.6K - $34.1K
9.82K $1.53M
SRLN
Ssga Active Trust

ETFs
-6.24K
- 4.56%
$41.02 - $41.99 $256K - $262K
131K $5.37M
BNDX
Vanguard Total International B

ETFs
-6.43K
- 32.31%
$48.33 - $49.5 $311K - $318K
13.5K $657K
VBK
Vanguard Small Cap Growth ETF

ETFs
-159
- 2.11%
$247.97 - $296.33 $39.4K - $47.1K
7.37K $1.86M
MSFT
Microsoft Corp

Technology
-6
- 0.14%
$375.39 - $447.2 $2.25K - $2.68K
4.32K $1.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-281
- 23.96%
$507.05 - $563.67 $142K - $158K
892 $458K
VONV
Vanguard Russell 1000 Value Et

ETFs
-3.05K
- 4.95%
$80.21 - $86.14 $245K - $263K
58.6K $4.83M
FNDX
Schwab Fundamental U S Large C

ETFs
-7.05K
- 26.94%
$23.03 - $25.01 $162K - $176K
19.1K $451K
VUG
Vanguard Growth ETF

ETFs
-73
- 2.27%
$369.1 - $427.61 $26.9K - $31.2K
3.14K $1.16M
VBR
Vanguard Small Cap Value ETF

ETFs
-168
- 1.76%
$183.02 - $207.75 $30.7K - $34.9K
9.4K $1.75M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-622
- 4.89%
$77.67 - $90.15 $48.3K - $56.1K
12.1K $946K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-110
- 0.74%
$408.78 - $448.82 $45K - $49.4K
14.8K $6.19M
HD
Home Depot, Inc.

Consumer Cyclical
-200
- 9.76%
$347.25 - $424.87 $69.5K - $85K
1.85K $678K
QCOM
Qualcomm Inc

Technology
-700
- 14.58%
$151.94 - $175.86 $106K - $123K
4.1K $629K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-281
- 0.13%
$56.17 - $59.71 $15.8K - $16.8K
221K $12.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-186
- 1.04%
$23.16 - $27.04 $4.31K - $5.03K
17.6K $413K
LMT
Lockheed Martin Corp

Industrials
-10
- 1.05%
$423.19 - $506.29 $4.23K - $5.06K
940 $419K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-33
- 1.23%
$102.49 - $119.96 $3.38K - $3.96K
2.64K $276K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-611
- 5.15%
$16.57 - $18.85 $10.1K - $11.5K
11.2K $187K
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 5.06%
N/A
1.88K $341K
EXR
Extra Space Storage Inc.

Real Estate
-98
- 6.31%
$143.8 - $161.28 $14.1K - $15.8K
1.46K $216K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-732
- 4.5%
$37.07 - $40.63 $27.1K - $29.7K
15.5K $611K
DBEM
Xtrackers Msci Emerging Market

ETFs
-666
- 5.11%
$24.2 - $26.5 $16.1K - $17.6K
12.4K $315K
Global X Fds
-1.22K
- 0.99%
N/A
122K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-37
- 0.48%
$126.11 - $135.06 $4.67K - $5K
7.63K $983K
VEA
Vanguard Ftse Developed Market

ETFs
-70
- 0.6%
$47.4 - $52.99 $3.32K - $3.71K
11.5K $584K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-501
- 0.55%
$77.7 - $78.94 $38.9K - $39.5K
90.3K $7.13M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-95
- 0.34%
$41.61 - $44.72 $3.95K - $4.25K
28.1K $1.21M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.7K
- 0.7%
$22.46 - $23.26 $38.1K - $39.4K
241K $5.57M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.38K
- 1.28%
$18.36 - $20.51 $43.8K - $48.9K
184K $3.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-49
- 0.45%
$442.66 - $534.52 $21.7K - $26.2K
10.9K $5.81M
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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