Curtis Advisory Group, LLC Sells in Q2 2025

Curtis Advisory Group, LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-24.3K
- 27.76%
$496.48 - $617.85 $12.1M - $15M
63.3K $39.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18.4K
- 35.18%
$85.42 - $94.39 $1.57M - $1.74M
33.9K $3.19M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-60.3K
- 79.84%
$24.38 - $30.18 $1.47M - $1.82M
15.2K $459K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-24.5K
- 80.84%
$59.24 - $71.39 $1.45M - $1.75M
5.82K $414K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.77K
- 0.58%
$24.32 - $27.87 $42.9K - $49.2K
302K $8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.25K
- 8.47%
$376.48 - $440.65 $471K - $551K
13.5K $5.95M
SRLN
Ssga Active Trust

ETFs
-6.09K
- 4.66%
$39.47 - $41.59 $241K - $253K
125K $5.18M
FNDX
Schwab Fundamental U S Large C

ETFs
-7.96K
- 41.62%
$20.84 - $24.54 $166K - $195K
11.2K $273K
FTSL
First Trust Senior Ln Fund

ETFs
-3.37K
- 16.71%
$44.58 - $46.07 $150K - $155K
16.8K $771K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.4K
- 9.05%
$44.68 - $45.96 $107K - $110K
24.1K $1.1M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-767
- 3.19%
$35.62 - $39.64 $27.3K - $30.4K
23.2K $905K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.41K
- 13.77%
$33.46 - $41.33 $47.1K - $58.2K
8.82K $364K
Global X Fds
-19.3K
- 15.85%
N/A
102K $0
HEFA
Ishares Currency Hedged Msci E

ETFs
-29
- 0.49%
$32.11 - $38.21 $931 - $1.11K
5.9K $224K
VTV
Vanguard Value ETF

ETFs
-2
- 0.04%
$153.67 - $176.74 $307 - $353
4.93K $870K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-34
- 3.81%
$456.74 - $568.03 $15.5K - $19.3K
858 $487K
VBR
Vanguard Small Cap Value ETF

ETFs
-103
- 1.1%
$162.76 - $195.77 $16.8K - $20.2K
9.3K $1.81M
TSLA
Tesla, Inc.

Consumer Cyclical
-32
- 2.57%
$221.86 - $362.89 $7.1K - $11.6K
1.21K $385K
VBK
Vanguard Small Cap Growth ETF

ETFs
-180
- 2.44%
$219.76 - $276.94 $39.6K - $49.8K
7.19K $1.99M
VTI
Vanguard Total Stock Market Et

ETFs
-172
- 2.13%
$243.75 - $303.93 $41.9K - $52.3K
7.9K $2.4M
MSFT
Microsoft Corp

Technology
-79
- 1.83%
$354.56 - $497.45 $28K - $39.3K
4.24K $2.11M
VGT
Vanguard Information Technolog

ETFs
-1.2K
- 5.12%
$470.37 - $663.28 $564K - $796K
22.2K $14.7M
NVDA
Nvidia Corp

Technology
-907
- 0.38%
$94.31 - $157.99 $85.5K - $143K
238K $37.6M
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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