The Analysis of Curtis Advisory Group, LLC's Holdings

Currently, Curtis Advisory Group, LLC holds 107 types of securities in its portfolio with a total value $441.1M. In the most recent quarter, they have increased their positions in NVDA (+40.3K shares, valued at $7.5M), AMZN (+30.1K shares, valued at $6.6M), BINV (+51.0K shares, valued at $2.0M); decreased their positions in VXF (-9.5K shares, valued at $2.0M), SPYM (-25.4K shares, valued at $2.0M), CLIP (-14.4K shares, valued at $1.4M); initiated new positions in BINV (+51.0K shares, valued at $2.0M), MRK (+6.6K shares, valued at $553.9K), XVV (+6.3K shares, valued at $325.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION278.2K shares16.95%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR63.6K shares0.53%2025-09-302025-11-10

SCHG SCHWAB STRATEGIC TR1.2M shares-1.14%2025-09-302025-11-10

IWF ISHARES TR50.6K shares0.09%2025-09-302025-11-10

SPYM SPDR SERIES TRUST278.5K shares-8.36%2025-09-302025-11-10

AMZN AMAZON COM INC98.8K shares43.84%2025-09-302025-11-10

VGT VANGUARD WORLD FD22.2K shares0.00%2025-09-302025-11-10

JEPI J P MORGAN EXCHANGE TRADED F237.3K shares0.90%2025-09-302025-11-10

Sponsored

QQQ INVESCO QQQ TR20.5K shares-0.29%2025-09-302025-11-10

PKW INVESCO EXCHANGE TRADED FD T78.1K shares-0.18%2025-09-302025-11-10

HELO J P MORGAN EXCHANGE TRADED F145.2K shares1.51%2025-09-302025-11-10

CLIP GLOBAL X FDS87.9K shares-14.10%2025-09-302025-11-10

SHYG ISHARES TR196.2K shares14.83%2025-09-302025-11-10

VCSH VANGUARD SCOTTSDALE FDS103.8K shares1.98%2025-09-302025-11-10

SCHD SCHWAB STRATEGIC TR295.9K shares-1.95%2025-09-302025-11-10

AIQ GLOBAL X FDS143.4K shares0.00%2025-09-302025-11-10

Sponsored

SCHZ SCHWAB STRATEGIC TR264.6K shares-12.01%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL12.3K shares2.42%2025-09-302025-11-10

VONG VANGUARD SCOTTSDALE FDS50.5K shares-7.50%2025-09-302025-11-10

DIA SPDR DOW JONES INDL AVERAGE12.9K shares-4.45%2025-09-302025-11-10

SCHV SCHWAB STRATEGIC TR202.3K shares-3.44%2025-09-302025-11-10

VONV VANGUARD SCOTTSDALE FDS63.4K shares2.05%2025-09-302025-11-10

JAAA JANUS DETROIT STR TR109.6K shares-0.75%2025-09-302025-11-10

SRLN SSGA ACTIVE ETF TR127.2K shares2.13%2025-09-302025-11-10

Sponsored

USMV ISHARES TR54.5K shares60.43%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR188.9K shares0.87%2025-09-302025-11-10

PTLC PACER FDS TR80.1K shares-0.13%2025-09-302025-11-10

VXF VANGUARD INDEX FDS17.8K shares-34.91%2025-09-302025-11-10

GOOG ALPHABET INC14.8K shares5.73%2025-09-302025-11-10

AAPL APPLE INC13.9K shares10.26%2025-09-302025-11-10

VTWO VANGUARD SCOTTSDALE FDS30.7K shares2.89%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW2.9K shares18.90%2025-09-302025-11-10

Sponsored

MSFT MICROSOFT CORP4.8K shares13.73%2025-09-302025-11-10

VTI VANGUARD INDEX FDS7.4K shares-5.90%2025-09-302025-11-10

VBK VANGUARD INDEX FDS7.8K shares7.87%2025-09-302025-11-10

OEF ISHARES TR6.3K shares0.44%2025-09-302025-11-10

XLG INVESCO EXCHANGE TRADED FD T36.0K shares0.48%2025-09-302025-11-10

CGDV CAPITAL GROUP DIVIDEND VALUE49.0K shares0.30%2025-09-302025-11-10

FNDF SCHWAB STRATEGIC TR46.2K shares0.09%2025-09-302025-11-10

VBR VANGUARD INDEX FDS9.4K shares1.22%2025-09-302025-11-10

Sponsored

BINV 2023 ETF SERIES TRUST51.0K sharesnew addition2025-09-302025-11-10

VUG VANGUARD INDEX FDS3.5K shares-2.04%2025-09-302025-11-10

HD HOME DEPOT INC3.8K shares107.62%2025-09-302025-11-10

CMF ISHARES TR26.6K shares1.21%2025-09-302025-11-10

DBEF DBX ETF TR32.2K shares8.98%2025-09-302025-11-10

AVGO BROADCOM INC4.2K shares67.04%2025-09-302025-11-10

NULG NUSHARES ETF TR12.3K shares0.87%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.3.8K shares0.00%2025-09-302025-11-10

Sponsored

AVDV AMERICAN CENTY ETF TR13.5K shares11.00%2025-09-302025-11-10

NULV NUSHARES ETF TR26.7K shares4.88%2025-09-302025-11-10

VYM VANGUARD WHITEHALL FDS8.0K shares0.00%2025-09-302025-11-10

FBND FIDELITY MERRIMACK STR TR23.9K shares-1.08%2025-09-302025-11-10

QYLD GLOBAL X FDS64.0K shares-0.75%2025-09-302025-11-10

HYS PIMCO ETF TR11.1K shares0.94%2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP1.9K shares0.00%2025-09-302025-11-10

XYLD GLOBAL X FDS23.1K shares-0.67%2025-09-302025-11-10

Sponsored

VTV VANGUARD INDEX FDS4.8K shares-2.42%2025-09-302025-11-10

V VISA INC2.5K shares0.00%2025-09-302025-11-10

BUFB INNOVATOR ETFS TRUST23.2K shares1.89%2025-09-302025-11-10

FTSL FIRST TR EXCHANGE-TRADED FD17.4K shares3.48%2025-09-302025-11-10

SPEM SPDR INDEX SHS FDS15.8K shares-0.51%2025-09-302025-11-10

NFLX NETFLIX INC613 shares3.55%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS11.7K shares-1.34%2025-09-302025-11-10

QCOM QUALCOMM INC4.1K shares0.00%2025-09-302025-11-10

Sponsored

META META PLATFORMS INC921 shares3.37%2025-09-302025-11-10

BNDX VANGUARD CHARLOTTE FDS13.3K shares-1.85%2025-09-302025-11-10

IAGG ISHARES TR12.8K shares-1.73%2025-09-302025-11-10

TSLA TESLA INC1.5K shares21.02%2025-09-302025-11-10

IGSB ISHARES TR11.9K shares0.84%2025-09-302025-11-10

IVW ISHARES TR5.2K shares0.00%2025-09-302025-11-10

IWN ISHARES TR3.5K shares0.80%2025-09-302025-11-10

WMT WALMART INC5.9K shares0.00%2025-09-302025-11-10

Sponsored

ESGD ISHARES TR6.3K shares2.76%2025-09-302025-11-10

MRK MERCK & CO INC6.6K sharesnew addition2025-09-302025-11-10

SCHE SCHWAB STRATEGIC TR16.2K shares6.04%2025-09-302025-11-10

SPHQ INVESCO EXCHANGE TRADED FD T7.2K shares23.35%2025-09-302025-11-10

IWO ISHARES TR1.6K shares3.23%2025-09-302025-11-10

VOO VANGUARD INDEX FDS839 shares-2.21%2025-09-302025-11-10

SHYD VANECK ETF TRUST21.5K shares1.57%2025-09-302025-11-10

DBEM DBX ETF TR15.8K shares17.06%2025-09-302025-11-10

Sponsored

MMM 3M CO3.1K shares0.00%2025-09-302025-11-10

TOTL SSGA ACTIVE ETF TR11.0K shares1.13%2025-09-302025-11-10

SCHA SCHWAB STRATEGIC TR15.3K shares-19.10%2025-09-302025-11-10

SCHM SCHWAB STRATEGIC TR14.1K shares-19.52%2025-09-302025-11-10

KO COCA COLA CO6.2K shares0.00%2025-09-302025-11-10

IVE ISHARES TR2.0K shares0.00%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2025-09-302025-11-10

SCHX SCHWAB STRATEGIC TR13.8K shares-4.87%2025-09-302025-11-10

Sponsored

USXF ISHARES TR6.3K shares-34.41%2025-09-302025-11-10

SGOL ETFS GOLD TR9.8K shares0.00%2025-09-302025-11-10

NUSC NUSHARES ETF TR7.9K shares22.45%2025-09-302025-11-10

XVV ISHARES TR6.3K sharesnew addition2025-09-302025-11-10

IJR ISHARES TR2.6K shares-0.95%2025-09-302025-11-10

DGRO ISHARES TR4.5K shares0.00%2025-09-302025-11-10

FNDX SCHWAB STRATEGIC TR10.6K shares-5.17%2025-09-302025-11-10

VPU VANGUARD WORLD FD1.4K shares0.00%2025-09-302025-11-10

Sponsored

BKLN INVESCO EXCH TRADED FD TR II12.5K shares-1.87%2025-09-302025-11-10

ORCL ORACLE CORP900 shares-3.23%2025-09-302025-11-10

HYXF ISHARES TR5.2K shares0.00%2025-09-302025-11-10

EAGG ISHARES TR5.1K shares0.00%2025-09-302025-11-10

NUDM NUSHARES ETF TR6.5K shares0.00%2025-09-302025-11-10

HEFA ISHARES TR5.9K shares0.00%2025-09-302025-11-10

XLV SELECT SECTOR SPDR TR1.6K shares0.00%2025-09-302025-11-10

ESGE ISHARES INC5.1K shares0.00%2025-09-302025-11-10

Sponsored

XLU SELECT SECTOR SPDR TR2.4K sharesnew addition2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F3.8K sharesnew addition2025-09-302025-11-10

SUB ISHARES TR1.9K shares0.62%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available