Long-term investor
Curtis Advisory Group, LLC @curtisadvisorygroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001664656).
Record
- Tracked since 2025-12-31 (261 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.4%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 11.3% · long · since 2025-12-31
- SPY · 9.2% · long · since 2025-12-31
- SCHG · 8.3% · long · since 2025-12-31
- AMZN · 5.3% · long · since 2025-12-31
- VGT · 4.3% · long · since 2025-12-31
- IWF · 3.8% · long · since 2025-12-31
- SPYM · 3.5% · long · since 2025-12-31
- 46090E103 · 2.3% · long · since 2025-12-31
- PKW · 2.2% · long · since 2025-12-31
- JEPI · 2.1% · long · since 2025-12-31
- HELO · 2.0% · long · since 2025-12-31
- AIQ · 1.8% · long · since 2025-12-31