Notify me when Curtis Advisory Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 116 | $476,706,430 | +$42,681,203 | -$13,472,170 | +$29,209,033 | NVDA, SPY, SCHG, AMZN, IWF | 13F-HR | 22 Jan 2026, 19:08 |
| Q3 2025 | 107 | $441,119,242 | +$25,284,773 | -$11,969,392 | +$13,315,381 | NVDA, SPY, SCHG, IWF, SPLG | 13F-HR | 10 Nov 2025, 14:01 |
| Q2 2025 | 105 | $397,984,072 | +$52,413,493 | -$32,900,795 | +$19,512,698 | SPY, NVDA, SCHG, SPLG, IWF | 13F-HR | 07 Aug 2025, 13:28 |
| Q1 2025 | 100 | $340,458,038 | +$15,668,132 | -$32,155,429 | -$16,487,297 | SPY, SCHG, NVDA, IWF, VGT | 13F-HR | 01 May 2025, 12:39 |
| Q4 2024 | 96 | $378,094,039 | +$58,103,122 | -$3,537,750 | +$54,565,372 | SPY, SCHG, NVDA, IWF, VGT | 13F-HR | 03 Feb 2025, 18:18 |
| Q3 2024 | 97 | $352,211,018 | +$61,097,337 | -$4,740,184 | +$56,357,153 | SPY, SCHG, NVDA, IWF, VGT | 13F-HR | 05 Nov 2024, 13:29 |
| Q2 2024 | 92 | $283,524,080 | +$30,688,340 | -$9,756,436 | +$20,931,904 | SPY, SCHG, IWF, VGT, JEPI | 13F-HR | 30 Jul 2024, 14:15 |
| Q1 2024 | 94 | $258,267,697 | +$31,748,131 | -$10,696,492 | +$21,051,639 | SPY, SCHG, IWF, VGT, JEPI | 13F-HR | 30 Apr 2024, 15:41 |
| Q4 2023 | 91 | $219,109,756 | +$29,837,522 | -$145,679,465 | -$115,841,943 | SPY, SCHG, VGT, JEPI, IWF | 13F-HR | 29 Jan 2024, 17:07 |
| Q3 2023 | 85 | $300,753,392 | +$12,419,620 | -$13,225,103 | -$805,483 | SPY, VGT, SCHG, AMZN, QQQ | 13F-HR | 01 Nov 2023, 13:42 |
| Q2 2023 | 89 | $312,704,043 | +$39,484,070 | -$22,925,355 | +$16,558,715 | SPY, VGT, SCHG, AMZN, QQQ | 13F-HR | 07 Aug 2023, 17:50 |
| Q1 2023 | 89 | $273,781,581 | +$12,554,779 | -$8,380,311 | +$4,174,468 | SPY, VGT, XLP, SCHG, AMZN | 13F-HR | 08 May 2023, 15:54 |
| Q4 2022 | 89 | $250,139,643 | +$50,309,499 | -$51,795,619 | -$1,486,120 | SPY, VGT, XLP, SCHG, AMZN | 13F-HR | 30 Jan 2023, 13:10 |
| Q3 2022 | 84 | $243,385,000 | +$8,179,132 | -$3,812,339 | +$4,366,793 | SPY, VGT, OEF, VDC, AMZN | 13F-HR | 08 Nov 2022, 13:39 |
| Q2 2022 | 89 | $251,994,000 | +$64,436,066 | -$50,287,697 | +$14,148,369 | SPY, VGT, OEF, VDC, SCHG | 13F-HR | 10 Aug 2022, 14:57 |
| Q1 2022 | 84 | $296,137,000 | +$52,708,319 | -$37,800,396 | +$14,907,923 | SPY, VGT, XLK, AMZN, SCHG | 13F-HR | 05 May 2022, 15:32 |
| Q4 2021 | 84 | $304,598,000 | +$12,567,964 | -$9,814,775 | +$2,753,189 | SPY, VGT, OEF, XLK, AMZN | 13F-HR | 08 Feb 2022, 16:41 |
| Q3 2021 | 72 | $275,301,000 | +$49,764,461 | -$3,416,369 | +$46,348,092 | SPY, VGT, OEF, AMZN, XLK | 13F-HR | 12 Nov 2021, 16:46 |
| Q2 2021 | 73 | $230,564,000 | +$6,757,184 | -$19,019,026 | -$12,261,842 | SPY, VGT, AMZN, SCHG, QQQ | 13F-HR | 27 Jul 2021, 13:12 |
| Q1 2021 | 74 | $225,590,000 | +$37,090,447 | -$22,132,365 | +$14,958,082 | SPY, VGT, AMZN, SCHG, QQQ | 13F-HR | 04 May 2021, 12:36 |
| Q4 2020 | 74 | $205,406,000 | +$30,985,817 | -$12,522,049 | +$18,463,768 | SPY, VGT, JPST, AMZN, SCHG | 13F-HR | 01 Feb 2021, 15:42 |
| Q3 2020 | 60 | $169,566,000 | +$26,143,604 | -$2,267,756 | +$23,875,848 | SPY, VGT, AMZN, AAPL, JPST | 13F-HR | 03 Nov 2020, 13:10 |
| Q2 2020 | 56 | $139,419,000 | +$14,820,963 | -$60,053,987 | -$45,233,024 | SPY, VGT, AMZN, AAPL, SCHG | 13F-HR | 20 Jul 2020, 13:06 |
| Q1 2020 | 51 | $151,476,000 | +$13,350,556 | -$3,523,595 | +$9,826,961 | SPY, DIA, VXF, IWF, VGT | 13F-HR | 14 May 2020, 19:08 |
| Q4 2019 | 52 | $173,870,000 | $0 | $0 | $0 | SPY, DIA, VXF, IWF, VGT | 13F-HR | 07 Feb 2020, 17:15 |