Curtis Advisory Group, LLC Purchases in Q3 2024

Curtis Advisory Group, LLC

  • $334 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
40.3K
+ 56.35%
$517.38 - $573.86 $20.8M - $23.1M
112K $64.2M
NVDA
Nvidia Corp

Technology
198K
+ 490.79%
$98.91 - $134.91 $19.6M - $26.8M
239K $29M
VTI
Vanguard Total Stock Market Et

ETFs
12.8K
New
$255.18 - $283.2 $3.27M - $3.63M
12.8K $3.63M
IWM
Ishares Russell 2000 ETF

ETFs
5.18K
New
$200.87 - $224.6 $1.04M - $1.16M
5.18K $1.14M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.81K
New
$106.11 - $113.72 $935K - $1M
8.81K $995K
SCHG
Schwab Strategic Tr Us Large C

ETFs
87
+ 0.03%
$92.63 - $105.69 $8.06K - $9.2K
287K $29.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.76K
+ 2.82%
$54.98 - $59.51 $317K - $343K
210K $12.5M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.06K
+ 1.5%
$102.34 - $114.52 $109K - $122K
72.1K $8.26M
EMB
Ishares Tr

ETFs
8.99K
New
$87.75 - $93.74 $789K - $843K
8.99K $841K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
991
+ 0.98%
$77.02 - $85.06 $76.3K - $84.3K
102K $8.61M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.13K
+ 7.38%
$45.2 - $47.87 $322K - $341K
104K $4.93M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.01%
$332.02 - $382.76 $1.33K - $1.53K
46.9K $17.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
105
+ 0.15%
$73.43 - $80.37 $7.71K - $8.44K
68.4K $5.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
195
+ 0.32%
$76.07 - $83.33 $14.8K - $16.2K
61.3K $5.11M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.07K
+ 24.87%
$61.47 - $67.36 $312K - $342K
25.5K $1.71M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.9K
New
$43.59 - $49.35 $301K - $341K
6.9K $338K
VGT
Vanguard Information Technolog

ETFs
181
+ 0.78%
$514.43 - $606.85 $93.1K - $110K
23.4K $13.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.88K
+ 2.33%
$76.94 - $79.54 $144K - $149K
82.5K $6.56M
AAPL
Apple Inc.

Technology
62
+ 0.48%
$207.23 - $234.82 $12.8K - $14.6K
13.1K $3.04M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
734
+ 2.29%
$83.76 - $91.82 $61.5K - $67.4K
32.7K $2.99M
IWC
Russell Micro Cap ETF

ETFs
2.36K
New
$112.21 - $129.46 $265K - $306K
2.36K $291K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.88K
+ 2.16%
$41.95 - $43.42 $121K - $125K
137K $5.93M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
391
+ 0.41%
$36.98 - $41.55 $14.5K - $16.2K
95.6K $3.93M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.15K
+ 1.93%
$85.48 - $98.39 $98.1K - $113K
60.6K $5.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
136
+ 0.68%
$434.77 - $502.96 $59.1K - $68.4K
20K $9.76M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.76K
New
$113.45 - $126.18 $200K - $222K
1.76K $222K
NUDM
Nuveen Esg International Devel

ETFs
6.47K
New
$30.15 - $34.01 $195K - $220K
6.47K $217K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.03K
New
$49.77 - $51.95 $201K - $210K
4.03K $209K
VBK
Vanguard Small Cap Growth ETF

ETFs
280
+ 3.98%
$240.48 - $267.94 $67.3K - $75K
7.32K $1.96M
VBR
Vanguard Small Cap Value ETF

ETFs
72
+ 0.78%
$179.99 - $201.6 $13K - $14.5K
9.36K $1.88M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
271
+ 23.2%
$475.2 - $527.7 $129K - $143K
1.44K $759K
QUAL
Ishares Msci Usa Quality Facto

ETFs
399
+ 4.9%
$162.64 - $179.3 $64.9K - $71.5K
8.54K $1.53M
IVW
Ishares S&P 500 Growth ETF

ETFs
652
+ 3.22%
$84.77 - $97.13 $55.3K - $63.3K
20.9K $2M
SRLN
Ssga Active Trust

ETFs
2.71K
+ 2.21%
$40.93 - $41.85 $111K - $113K
125K $5.24M
AVDV
American Centy ETF Tr Avantis

ETFs
376
+ 3.33%
$62.52 - $71.12 $23.5K - $26.7K
11.7K $825K
BNDX
Vanguard Total International B

ETFs
1.02K
+ 7.14%
$48.42 - $50.35 $49.6K - $51.6K
15.4K $772K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
108
+ 0.7%
$36.02 - $41.68 $3.89K - $4.5K
15.6K $645K
CMF
Ishares California Muni Bond E

ETFs
518
+ 2.34%
$56.65 - $58.17 $29.3K - $30.1K
22.7K $1.32M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.07K
+ 2.71%
$50.52 - $50.95 $54.1K - $54.5K
40.6K $2.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
235
+ 2.59%
$46.9 - $51.96 $11K - $12.2K
9.31K $479K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
261
+ 3.24%
$92.1 - $95.52 $24K - $24.9K
8.32K $794K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
654
+ 11.08%
$51.02 - $52.74 $33.4K - $34.5K
6.56K $345K
DBEM
Xtrackers Msci Emerging Market

ETFs
411
+ 3.24%
$23.66 - $26.77 $9.72K - $11K
13.1K $344K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.02%
$61.11 - $67.85 $61.1 - $67.9
4.6K $311K
J P Morgan Exchange Traded F
18.4K
+ 19.68%
N/A
112K $0
Global X Fds
17.5K
+ 18.24%
N/A
113K $0
GOOG
Alphabet Inc.

Communication Services
45
+ 0.45%
$149.54 - $192.66 $6.73K - $8.67K
9.95K $1.66M
Activity Summary
Buys All Purchases 48 New Holdings 9 Increased Positions 39 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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